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The Education of a Financial Planner

The Education of a Financial Planner

By Jack Forehand, Justin Carbonneau and Matt Zeigler

Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand and Justin Carbonneau as experienced veteran Matt Zeigler helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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Retirement Planning in Your Prime Earning Years

The Education of a Financial PlannerMar 27, 2023

00:00
37:54
Retirement Planning in Your Prime Earning Years

Retirement Planning in Your Prime Earning Years

Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss how to think about retirement saving during your prime earning years. We discuss the Roth vs. traditional IRA debate, the importance of avoiding lifestyle creep, how to think about how much you need for retirement, the benefits of Monte Carlo simulation and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠https://www.valideacapital.com⁠⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠https://sunpointeinvestments.com/⁠⁠ FOLLOW JACK Twitter: ⁠⁠https://twitter.com/practicalquant⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠https://twitter.com/jjcarbonneau⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠ FOLLOW MATT Twitter: ⁠⁠https://twitter.com/cultishcreative⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Mar 27, 202337:54
A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors

A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors

With the failure of Silicon Valley Bank, many investors have been worried about if their money is protected. In this episode, we take a detailed look at the protections provided by FDIC and SIPC insurance and how they work in the real world. We also look at protections available for depositors at credit unions, cash value in life insurance policies and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠https://www.valideacapital.com⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠https://sunpointeinvestments.com/⁠ FOLLOW JACK Twitter: ⁠https://twitter.com/practicalquant⁠ LinkedIn: ⁠https://www.linkedin.com/in/jack-forehand-8015094⁠ FOLLOW JUSTIN Twitter: ⁠https://twitter.com/jjcarbonneau⁠ LinkedIn: ⁠https://www.linkedin.com/in/jcarbonneau⁠ FOLLOW MATT Twitter: ⁠https://twitter.com/cultishcreative⁠ LinkedIn: ⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Mar 21, 202331:14
What You Need to Know About Retirement Early in Your Career

What You Need to Know About Retirement Early in Your Career

There are so many things to think about early in your career. Starting a new career, potentially paying off student loans and managing other expenses is usually the focus of young workers. Retirement is often not a major consideration since it is so far in the future. But saving early can start the process of compounding and can make a big difference down the road. In this episode, we discuss the things that young investors should keep in mind as they balance their present needs with their future retirement goals and get into the details of some of the vehicles available for retirement saving. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Mar 13, 202327:09
A Primer on College Planning and Saving

A Primer on College Planning and Saving

In this episode, we take a detailed look at the options available to save and invest for college. We discuss 529 plans, UTMAs and UGMAs and non-traditional approaches. We also discuss financial aid, grandparent 529s and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Mar 06, 202327:10
The Basics of Goals-Based Planning

The Basics of Goals-Based Planning

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong.  We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/  
Feb 24, 202321:28