The Financial Advocate
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com
Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
- Update frequency
- every 9 days
- Average duration
- 20 minutes
- Episodes
- 108
- Years Active
- 2015 - 2025
MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less
MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process.
Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Comp…
MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less
Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfol…
MFA PODCAST 1 The Only Annuity I Use in Financial Planning
Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.
Teaching Children Financial Literacy
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching…
10 Minutes of Marketing
I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma tha…
Economic Update: Where are we headed?
The big question: “Where are we headed?” A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some quest…
Finance, Life & LinkedIn
Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy fo…
A Successful Sales Mindset
Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along …
Building Your Relationship with Money
Recently I was lucky enough to do a podcast interview with one of them - Christine Teh: 🎙”Building Your Relationship with Money” Christine is well known on LinkedIn, but if you haven’t had a chance…
Parenting Professionals of LinkedIn
'PARENTING PROFESSIONALS OF LINKEDIN'
I met Lisa Goldkuhl on #linkedin during the lockdown. I noticed one of her posts speaking about what it was like to be a mother and I told a story about an exper…
Side Hustle: Collecting Sports Cards
This is about the side hustle of a high schooler collecting and selling sports cards on the side. The guest is non other than Connor Meeks, the son of podcast host, Colin Meeks. Connor has been colle…
Disability Insurance Podcast
The importance of protecting your income in this episode where we discuss the basics and importance of disability insurance. Insurance is never a fun thing to think about - you either have to think a…
Virtual Financial Advising Process
Have you even wondered how you would work with an advisor in another state? We have a few clients out of state that take advantage of our process and find it is just as personal as face to face meeti…
Start Investing Early
Kids should be learning about investing in school but rarely do they get any real life information to use. It is up to the parents, guardians, brothers, sisters, and everyone else with any knowledge …
The Secure Act - Changes to RMDs, The Stretch IRA & More
Here we talk about the new bill that was passed making a few notable changes to investors of all ages, and especially those getting ready to hit the big 7-0. The RMD age was changed to 72 and Stretch…