Episodes

Although often overlooked, estate planning is a crucial component of comprehensive financial planning, and neglecting to address it can have significant consequences. In this episode, Brett and Cheri Brooks, CPA and Managing Director of Neuberger Berman Advisor Institute, discuss financial advisors’ crucial role as “quarterbacks” in guiding families through estate planning after losing a loved one. Cheri also sheds light on the importance of having a comprehensive estate plan and introduces The ...

Get ready for an insightful podcast episode that delves into the world of financial advising and the crucial role of tax planning. You’ll discover how a software company is revolutionizing how advisors offer financial planning to their clients and hear from our special guest Roger Pine, CFA, CFP®, and Co-Founder of Holistiplan as he shares his journey from a former financial advisor turned entrepreneur. In this episode, Roger shares his experience creating tools to help financial advisors optimi...

Are you tired of feeling overwhelmed and confused when it comes to filing your taxes? Don’t worry, you’re not alone. But what if you could have access to expert advice that simplifies the tax process and maximizes your returns? Join us on this episode as we chat with tax guru Mark Crooks, who demystifies the complex world of tax preparation and planning. Mark dispels common myths about taxes and provides valuable insights on how to effectively plan for tax season, regardless of your income sourc...

Are you feeling uncertain about when to retire? What could you do to make more informed decisions about your Social Security benefits? Are you curious about how Social Security could impact your retirement income? Tune in to this episode for helpful tips on how to make informed decisions about your benefits. Join Brett Ramsey as he unpacks everything you need to know about maximizing your retirement income with Social Security. Don’t miss out on critical takeaways that could impact your Social S...

Are you worried about having enough income to live comfortably in retirement? You’re not alone. But what if you had access to a platform that could empower you to make better-informed decisions around social security and create a customized, time-segmented income plan that can be easily managed throughout retirement? Join Sheryl O’Connor and Phil Lubinski, experts in the retirement marketplace, as they unveil IncomeConductor®, a revolutionary platform that helps retirees and advisors plan for th...

Retirement planning often involves considering how to make your savings last as long as possible, which is known as a longevity plan. In this episode, we discuss ways to influence your longevity and improve your quality of life during retirement. Heather Holmes, Founder, and CEO of Genivity, an innovative WealthTech platform, shares how her platform HALO helps people with their long-term financial planning strategy. Heather discusses how HALO, a WealthTech platform, uses technology to help peopl...

What do your finances and health have in common? It’s something we don’t often think about. While financial literacy is essential, our health impacts how we plan our finances. In this episode, Brett Ramsey shares some of his health secrets and scares, what he has learned from them, and how it impacts money. This episode will inspire you to take control of your personal and financial well-being. Brett discusses: Why the state of your health needs to be addressed when planning your finances How h...

Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time. In this episode, Brett Ramsey speaks with one of his clients, Ron, about the benefits of using Donor-advised funds. They two talk about how this charitable giving option works and how you can contribute to this tool as part of your philanthropic efforts. Bre...

The key to managing your retirement lifestyle is not ‘downsizing’ but ‘rightsizing.’ In this episode, we are joined by two of Artisan Wealth Strategies’ clients, Nancy and Bob Sweeney, and Jason Rose, a realtor for over 20 years. The trio chats with Brett Ramsey about the criteria you should focus on when you decide to downsize and find a new home, without jeopardizing your finances or lifestyle. Nancy, Bob, and Jason discuss: The biggest challenges with any downsizing couple Finding options an...

At Artisan Wealth Strategies we’re always thinking about how to elevate the retirement planning process for our clients. When it comes to your retirement vision, it’s important for us to create a process that takes into account your income and your health. In this week’s episode, Brett Ramsey will talk about his streamlined process and how he’s been able to build a strong client experience through clear expectations. Tune in to learn more about what to expect from the retirement planning process...

Handcrafted for a confident retirement is the motto Artisan Wealth Strategies prides itself on. The commitment to this statement is why one of the first things discussed with any client at Artisan is to understand their circumstances and really get to know them over time. Back with the second episode of Handcrafting Your Retirement, we get to know the story behind the Artisan name and the vision for this podcast. Our host, Brett Ramsey CFP, MBA shares insightful wisdom about the importance of bu...

“Helping make your money last one day longer than you” is one of the notions Artisan Wealth Strategies stands by. In this very first episode of Handcrafting Your Retirement podcast, Brett Ramsey CFP, MBA, co-owner of Artisan Wealth Strategies, gives listeners a grasp of what this notion means and why it should matter to you. Tune in to the inaugural episode where you will learn about Brett’s passion for educating retirees on finance, how Artisan Wealth Strategies approaches the client advisor re...