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Invest Savvy: Advice You Need to Know - Podcast

Invest Savvy: Advice You Need to Know

Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Education Investing Business How To
Update frequency
every 28 days
Average duration
18 minutes
Episodes
25
Years Active
2022 - 2024
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Building a Financial Plan

Building a Financial Plan

What makes a good financial plan?  We believe it has to be easy to understand and implement, giving us the confidence to make savvy financial decisions.  Let’s talk through what that means for you.  …

00:16:42  |   Tue 24 May 2022
Preparing For That First Meeting

Preparing For That First Meeting

Once you’ve chosen the right Financial Consultant, what happens next?  Our hosts break down the Who, What, Where of that crucial first meeting.  

Thanks for listening! You can follow us on Facebook, L…

00:17:26  |   Tue 26 Apr 2022
Finding a Financial Advisor: Part 2

Finding a Financial Advisor: Part 2

Continuing our theme from Episode 1, we’ll next visit investing on our own, tips on doing your homework, and explain terms like Fiduciary and the letters after an advisor’s name.  

Thanks for listenin…

00:14:06  |   Tue 29 Mar 2022
Finding a Financial Advisor: Part 1

Finding a Financial Advisor: Part 1

A topic so important, so jam-packed with decisions, we needed to present it in 2 parts.  Join our premiere podcast episode as we break down the Whys and Why Nots of working with a Financial Advisor. …

00:14:21  |   Wed 23 Feb 2022
Invest Savvy: a new podcast by Alliant Retirement and Investment Services

Invest Savvy: a new podcast by Alliant Retirement and Investment Services

Alliant Retirement and Investment Services (just call us ARIS) is excited to announce our new podcast, Invest Savvy: advice you need to know.  Join our hosts, Financial Consultants Krystian Cieplucha

00:01:02  |   Tue 22 Feb 2022
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