Not a Guru: Real Financial Education with Mark Byelich, CFP®
Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
Episodes
October 14, 2026 • 60 mins
Join me and our Chief Investment Officer, Lidia Amodei as we discuss the market returns for 2026 and outlooks for 2027.
Visit our website: https://www.attleborowealth.com
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) ...
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October 6, 2026 • 36 mins
Confused about the Federal Gift Tax? You’re not alone. Questions about who pays the tax, how much it costs, and when you actually have to file with the IRS are extremely common.
The good news? The rules are much simpler than most people think—and chances are, you will never owe a single dollar in gift tax.
In this webinar, we break down everything you need to know about the Federal Gift Tax in plain, easy-to-understand...
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September 26, 2026 • 25 mins
Two updated reports came out in the last 10 days. First was the Penn Wharton update to their 2023 Budget Model discussing the National Debt and the risk to our economy and to your retirement.
https://budgetmodel.wharton.upenn.edu/p/2026-06-16-effective-tariff-rates-and-revenues-updated-june-16-2026/
Second, is the release of the Social Security and Medicare/Medicaid Trustees report.
https://www.ssa.gov/OACT/TRSUM/ind...
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September 25, 2026 • 64 mins
Join Mark as he welcome Andy Ives, CFP®, AIF® , IRA Analyst from Ed Slott's Elite IRA Advisor Group, for a discussion of Net Unrealized Appreciation (NUA) in our webinar "The Truth about NUA: What You Need to Know."
Tune into learn more about net unrealized appreciation and how you can potentially save thousands on your taxes in the future.
Visit our website: https://www.attleborowealth.com
Listen to the 'Not a Guru' Podcast o...
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September 25, 2026 • 61 mins
In this Special Podcast, Best Selling Author David McKnight joins Mark for a candid conversation about some of the important questions facing those planning for retirement or in retirement today, such as:
- What are the most common Roth conversion mistakes we see all the time (over-conversion, procrastination, etc.)?
- Are bonds over-rated?
- Is there really a place for life insurance in retirement planning?
- How much longer wil...
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Mark as Played
June 5, 2026 • 21 mins
Visit our website: https://www.attleborowealth.com
Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments m...
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May 25, 2026 • 59 mins
Think your retirement fund is safe? Think again. A new index featured in the New York Times reveals the average 65-year-old needs $135,000 today just to cover future long-term care—and that number can jump past $665,000 depending on your health and sex.
In this video, we expose the "LTC Problem" and give you some ideas to help protect your savings.
Last week's Financial Focus: https://youtu.be/gubuI9cNizk
CareScout: https:/...
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May 19, 2026 • 55 mins
Is your retirement team complete? Probably not. We’re sharing an important update on why we are adding Healthcare Advisors to our inner circle and how it can potentially change the game for your long-term security.
Are you prepared for another "hidden tax" of retirement? Most financial plans fail to account for the skyrocketing complexity of healthcare. In this session, we’re revealing an important update to our adviso...
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Mark as Played
April 21, 2026 • 53 mins
Many people ask themselves this question. The advisor or team who helped you accumulate wealth might not be the best equipped to guide your transition from saving to spending in retirement. Retirement brings a new set of financial complexities, and the nuances of tax planning, income strategies, and risk management often fall outside the core expertise of a growth-focused advisor.
Join me in this episode as I discuss key considera...
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Mark as Played
April 12, 2026 • 53 mins
There’s a dirty little secret in the financial services industry. Many times the fees you are charged are more than you think they are, often much more. Third party asset managers charge additional fees that are usually passed on to the client and most people aren’t aware of these added costs.
In this episode I’ll share the details about these added fees with you. I’m going to tell you what questions y...
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Mark as Played
March 15, 2026 • 57 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Sometimes when I am talking to people about using Roth conversions for tax planning, they tell me that their Financial Advisor doesn't recommend Roth conversions. They may even go on to tell me that they’ve asked about Roth conversions just to be told that it isn’t a good idea.
Why might this be? I’ll explore the potential reasons in th...
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Mark as Played
March 9, 2026 • 44 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Thinking about retiring before age 65? It’s a dream for many, but it comes with a massive financial hurdle: how do you pay for healthcare before you become eligible for Medicare? Join me and Jesse D'Elia, CFP® as we break down the concerns, ideas, and actionable strategies for bridging the healthcare gap in early retirement. If you are planning to lea...
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March 9, 2026 • 61 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
We very recently received the terrible news that one of our dear clients passed away suddenly. Unfortunately, we’ve been through this too many times. Estate planning is complicated, it’s difficult, and it’s vitally important.
In this episode I’ll share some of the key things I’ve learned over the years to try to help you a...
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Mark as Played
February 15, 2026 • 57 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
On a snowy Sunday morning I had an interesting conversation with my A.I. tool about Retirement Income Planning. My exploration went in a different direction than I thought it would. I was surprised by the results and you may be too. Join me as I share the details.
3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg
Go-Go, Slow-Go, No-Go:...
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Mark as Played
February 14, 2026 • 56 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Are you considering, or have you named, a minor or minors as beneficiary to your IRA? There are many things to consider when naming a minor as a beneficiary. Join Jesse D'Elia, CFP® and me as we discuss the details and some things to pay attention to.
3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg
Visit our website: https://www.attlebor...
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February 14, 2026 • 67 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Join me and our Chief Investment Officer, Lidia Amodei as we discuss market returns for 2025 and updates and outlook for 2026.
3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg
Visit our website: https://www.attleborowealth.com
Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2...
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Mark as Played
December 29, 2025 • 61 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/disco...
It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn the details in this video.
Trump Accounts: https://www.youtube.com/watch?v=Rdv-twNZMEE
3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg
Visit our website: https://ww...
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Mark as Played
December 16, 2025 • 56 mins
Schedule a meeting with Mark at: https://www.attleborowealth.com/disco...
Time is almost up. There are just a few weeks left before the 2025 door closes on some important financial strategies forever. I’ll review the details in this episode.
3 Pillars of Investment Management: Weekly Webinar: 3 Pillars of Investment Ma...
Visit our website: https://www.attleborowealth.com
Li...
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Mark as Played
November 23, 2025 • 62 mins
Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this episode.
Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professi...
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Mark as Played
November 19, 2025 • 60 mins
3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Trump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of those questions in this week’s episode.
Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited...
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