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
Year-End Financial Checklist
We go over an article we found and talk about some of the important things to get done before the year is over. We also talk about some of the not so important things! Let us know what you think and …
Beware of Bad Information on Social Media
Here we discuss bad financial information on social media. There is bad information everywhere, but we notice it the most on social media over the past few years due to its popularity and ability to …
Happy Thanksgiving Everyone!
Happy Thanksgiving! We (Colin and Ryan) share their key advice that they would give to anyone they meet. There is not much cookie cutter advice out there, as everyone has their own personal financial…
We Are Back! Case Study November 2019
We are back after a hiatus of a few months. Sorry for the lagging of content. We were helping a lot of clients and working hard but we are back and making the time to bring back the podcast as strong…
Financial Planning vs Investment Planning
This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning…
Questioning Recent Financial Decisions
This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn…
3 Things That Can Derail A Financial Plan
There are more than 3 things, but these are important and a good place to start for things to look out for. Remember to set a plan and stick to it. We routinely suggest not changing the plan unless y…
Insurance Overview
This podcast is about insurance in general. It describes some of the different kinds and how we use them to plan, especially for special needs planning. We use both cash value/permanent and term insu…
Adult Prep with Ruth Lamberty
What is Adult Prep? Check out this blurb directly from their website:
https://adult-prep.com/about-us/
"Adult Prep teaches life skills to high schoolers, enabling them to be able to stand on their …
Understanding Financial Products
This is just a little insight about common financial products that are often misunderstood. There are bad products; however, most of the time the product isn't bad but its use was bad. Products work …
Client Case Study: April 2019
This is another case study where we review the basics of a new case. We can't share too many details but we are able to share enough to give you a good view or how we work and the common situations w…
Seth's Mom - Helping Families with Disabilities
Directly from sethsmom.org:
About Seth’s Mom
So, what about Seth’s Mom? We are the FREE NOW FREE FOREVER premier information, news, entertainment, education web portal.
What started as an idea in 2…
Value vs. Cost
This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the ef…
"Sales"
Here we talk about "selling" and what this word means to us as financial advisors. Please consider sharing if you enjoy the podcast. Thanks!
How We Make Money: Our Cost Structure
This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doin…
Does "Timing The Market" Work?
This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time. We get into…
Real Client Case Study: Feb 2019
This is a real case study we did for one of our recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to …
Planning Across The Spectrum
AEP® AIF® CAP® CASL® CFP® CHFC® CHSNC®CLU® FSCP® REBC® RHU® RICP®
Founder and PresidentAndrew has been with us since the beginning and is the creator of Planning Across the S…
National Down Syndrome Society
OUR MISSION:
The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome.
Our VisionThe National Down Syndrome Society envisions a world in whi…
2018 Year End Review
Better late than never! Here is the 2018 Year End Review about the market, crazy events and other podcasts we have done this year. Sorry if some of the content seems untimely. We have to get everythi…