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  • Episode 03: Wealth-Building Strategies Beyond Traditional Financial Advice

    Episode 03: Wealth-Building Strategies Beyond Traditional Financial Advice
    2024/11/13
    Wealth-Building Strategies Beyond Traditional Financial Advice Welcome to Episode 003 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Freddie Rappina and discusses wealth-building and cash flow. Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. Here are some highlights from this week’s show: • Freddie emphasizes the importance of leveraging investments in real estate and businesses to generate cash flow and accelerate wealth accumulation. • Instead of solely focusing on accumulating savings, Freddie recommends prioritizing cash flow. • Freddie's analogy of checkers versus chess highlights the need to adopt a mindset that aligns with wealth-building strategies used by the affluent. Connect with Freddie: Website: http://playingthewealthgame.com Website: http://optafinancial.com Facebook: https://facebook.com/OptaFinancial LinkedIn: https://www.linkedin.com/company/opta-financial Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 分
  • Episode 02: Balancing Passion and Professional Growth in Finance

    Episode 02: Balancing Passion and Professional Growth in Finance
    2024/11/06
    Balancing Passion and Professional Growth in Finance Welcome to Episode 002 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also serves on Buckingham's Advisory Council and is a former member of the Investment Policy Committee. After fifteen years working in investing, banking and finance at Fannie Mae, Freddie Mac, Capital One and the Federal Reserve Board, Susan acquired the Certified Financial Planner designation and made a long-planned career change to become a wealth manager. Susan also holds the Certified Private Wealth Advisor designation. She enjoys helping clients understand their entire financial picture and finding creative planning solutions to help them achieve their goals. Here’s what to expect on this week’s show: • Susan transitioned from studying French and Russian literature to a career in finance after realizing the limitations of a liberal arts degree; She pursued an MBA in finance at the University of Texas to realign with her career goals. • Susan acknowledges the breadth of knowledge needed for financial advising and encourages others to pursue additional knowledge beyond formal education to excel in their field. • Susan's financial planning philosophy focuses on providing personalized solutions tailored to individual clients' goals. • Susan encourages other to balance passion, curiosity, and long-term satisfaction when considering career transitions. Connect with Susan: Website: https://www.buckinghamstrategicwealth.com/ LinkedIn: https://www.linkedin.com/in/susan-chesson-cfp%C2%AE-cpwa%C2%AE-1483bb1/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 分
  • Episode 01: Comprehensive Wealth Building through Asset Diversification

    Episode 01: Comprehensive Wealth Building through Asset Diversification
    2024/10/30
    Comprehensive Wealth Building through Asset Diversification Welcome to episode 001 of the Sterling Insights: Stand Out & Supercharge Your Assets hosted by Roger Silk. In this episode Roger sits down with Michael Martin and they talk about asset diversification Michael Martin is a partner and the director of investments and insurance at Legacy Financial Partners. Throughout his career in the financial services industry, Michael’s investment philosophy for his clients has always emphasized the importance of “making money and saving money — as safely as possible.” The cornerstone of his philosophy is a primary objective of risk mitigation and value-added growth. Here is what to expect on this week’s show: ● Michael emphasizes the importance of categorizing assets into different types to manage risks effectively. By allocating assets into advisory accounts, safe assets like CDs and annuities, and alternative investments such as real estate or preferred stock, investors can diversify their portfolio and reduce overall risk exposure. ● Michael highlights the significance of long-term financial planning that addresses various aspects like income, taxes, healthcare, investments, and legacy planning. Tailoring strategies to individual client needs, especially those near or in retirement, is crucial for ensuring financial stability and security. ● Michael stresses the importance of understanding clients' emotional responses to financial decisions and guiding them towards making informed choices that align with their goals and values. Connect with Michael: Website: https://lfpfinancial.com/ Facebook: https://www.facebook.com/lfpfinancialwpb/ LinkedIn: https://www.linkedin.com/company/legacy-financial-partners/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 分
  • Trailer: Sterling Insights: Stand Out & Supercharge Your Assets

    Trailer: Sterling Insights: Stand Out & Supercharge Your Assets
    2024/10/15
    Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 分