Financial plan

Nothing's changing there.

It's foundational to the financial plan and financial protection of almost every family out there.

Yeah,

yeah.

We'll be right back with more.

For all the things being discussed at Schwab Impact, one thing I wanted to make sure we did not lose sight of is that in the end, a lot of success in a financial planning relationship is not about the esoteric little things.

It just boils down to how comfortable somebody is getting a plan that they can ride with.

It's a topic I'm going to discuss now with Reid Fraser.

And while folks without money always think the wealthy people have it made, the truth is that even folks with a high net worth worry about money.

So how much are your clients right now voicing their concerns? And how do you make sure that they don't wind up like out on the ledge because, you know, I just can't take it anymore?

Yeah, I mean, I've been doing this, Chuck, for over 30 years, and we've been a financial planning firm for 30 years.

I started out as a transactional broker and then transitioned in 1998.

Please see a financial professional, CPA, and or an attorney in regards to your own individual situation.

Wealthfields Advisory Services and Financial Planning offers Rubicus Capital Inc., a federally registered investment advisor.

Olson Consulting LLC, offering advisory services and financial planning, is a state-registered investment advisor.

New Money Making Conversations Masterclass episodes drop daily.

I want to keep you on alert because my guests provide tips on how you can uplift your community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur.

Now let's get this podcast started.

My first guest is definitely a subject matter expert.

She's an award-winning certified financial planner, professional with over 25 years of experience.

She leads a multimillion-dollar financial planning practice specializing in empowering women to overcome financial challenges and increase their financial literacy.

We'll be discussing her career and her new book, Women and Wealth.

Please welcome the Money Making Conversation Masterclass for the first time, Keri Carbonero.

Now I don't know if it's the S&P or what they were referencing, but when we look at crafting portfolios for clients and when we look at the advice business, which you and I often debate, advice business and strategies and whatnot, which I think is ultimately what investors should want, But there, so many people's portfolios are simply tied to the broader markets going up.

And as you know, we've always talked about the most overlooked area of financial planning is, you know, tax management or tax reduction.

You know, share a little bit, you know, on what your thoughts are with the Bison strategy and the private, you know, private energy space.

You know, and then that's what we talk a lot about at the tax summit.

Which is better than nothing.

I guess it's better than nothing, but I guess it's pretty much plain Jane.

I mean, is there any, we talk about it all the time, right? What is the most overlooked area of financial planning, wealth management? That's what I just said.

Did you hear me talk about that two minutes ago?

And today, they're going to tell you why.

So, Michael, Jane, thank you so much for joining me today on the Financial Planner Live podcast to share your career within financial planning.

It's a special partnership episode.

We have a great relationship now with Openwork.

It's sitting down with someone and finding out what their story is and seeing how we can help them as a person to get to where they want to be.

Starting right here, right now.

And we look at every aspect of their financial planning journey.

You're both incredibly busy, right? You are acquiring businesses and you wear a lot of hats.

New Money Making Conversations Masterclass episodes drop daily.

I want to keep you on alert because my guests provide tips on how you can uplift your community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur.

Now let's get this podcast started.

My first guest is definitely a subject matter expert.

She's an award winning certified financial planner, professional with over 25 years of experience.

She leads a multimillion dollar financial planning practice specializing in empowering women to overcome financial challenges and increase their financial literacy.

We'll be discussing her career and her new book, Women and Wealth.

Please welcome the Money Making Conversation Masterclass for the first time, Keri Carbonero.