Your Wealth & Beyond: The Financial Planning Podcast

Your Wealth & Beyond: The Financial Planning Podcast

The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not only share their stories of success and failure, but provide actionable financial advice that can be used to get your ‘fiscal house’ in order, so you can take your business and finances to the next level. You Dream. We Plan®

Episodes

November 24, 2022 60 min

When we look at 2022 in the rearview mirror, many of us will remember it as a year of inflation, volatility, and extreme uncertainty. 

So, in the midst of a massive market contraction and financial upheaval, what can you do to ensure you don’t run out of money–especially when it comes to your Social Security? 

To help me answer that question, I’m thrilled to welcome Professor Larry Kotlikoff back to the podcast. Larry has written o...

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In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast. 

Sarah is an IRA Educator and Retirement Distribution Planning Professional. She’s worked with Ed Slott and Company for 7 years and brings over 20 years o...

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If you own a home, it’s probably one of the most valuable assets–if not the most valuable asset–in your portfolio. However, it isn’t always the easiest to extract value from.

Today’s guest, Matthew Sullivan, is working to change that. He’s the founder of QuantmRE, where he helps homeowners unlock their equity without taking on any additional debt. He’s also creating new opportunities for investors to invest in the equity in those h...

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How do you make the most of the guidance and advice out there, especially if you’re a business owner, and get a clear sense of where you’re going to be in three, 10, or even 20 years?  Today, I’m excited to talk to the wealth mentor himself, Jackson Millan. Jackson has spent his entire career shaking up the wealth industry. He’s crafted his very own values-based advice model based on what he learned growing up, and he has a deep un...

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One of the issues with our current education system is that we aren’t teaching students about personal finance and investing. So how can we develop and improve financial literacy, especially among younger students? From learning how to invest, understanding the basics of the stock market, and how to effectively save money, it can be pretty overwhelming.

My guest today is Myles Gage. He’s an entrepreneur who has been teaching his st...

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We’re all leaders. Even if you don’t own a business, many people lead families, Little League teams, volunteer organizations, and all sorts of other groups–and leadership has changed drastically in the last 40 years.

Unfortunately, leadership isn’t something they teach in school, and the consequences are enormous. 

Today’s guest, Wade Thomas, has spent 20 years in the corporate world as the head of human resources for a large compa...

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Few of us have ever experienced anything like the turmoil and upheaval of the last two years. We’re all feeling the impacts of longevity, inflation, taxes, and frustrating decisions by our government. This means it’s a great time to welcome today’s guest back to the podcast.

Larry Kotlikoff brings 35 years of experience to our industry and on January 4th, he’ll be releasing Money Magic: An Economist’s Secrets to More Money, Less Ri...

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As business owners, your goal isn’t just to build wealth–it’s to find purpose and create a real legacy. However, so many entrepreneurs make the same mistakes, day in and day out, leaving them undervalued and stressed out–and these errors take a toll that gets worse with every passing year, especially as you head toward retirement.

Author Jim Muehlhausen has learned this well. Over the course of over 11,000 coaching sessions with bu...

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At Bayntree, a lot of the small business owners and solo employers we work with start asking us one question as we get closer to the end of the year: what can I do to help save for retirement? 

 

There’s no right answer for everyone–in fact, it’s a bit of a mixed bag. There’s a lot of options, and you’ll need to talk to your advisor or CPA to come up with a plan that works well for you. 

 

Here to shed some light on this topic is m...

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August 3, 2021 57 min

Whether you’re an entrepreneur, a business owner, or a solopreneur, YouTube can be an invaluable resource. It’s the second most trafficked search engine in the world with over 2 billion users logging in each month. Its algorithm has the power to make and break careers–and in a number of unique ways, it can help you create a hugely memorable brand and reach customers.

Sagi Shilo knows this well. In the last five years, he started Te...

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If you’re getting close to 50, you’re well on your way to retirement. You’ve got situations to look at, several possible mistakes you’ve already made, and some time to solve them–but the longer you wait, the worse the damage might be. 

Though today’s episode was made with the Gen Xers in mind, there is plenty of advice that will work for those of you who are 45, 40, or even 35. It’s all about formulating a plan based on where you a...

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A lot of people mistake “tax-deferred” for “tax-free.” This can be beneficial in the short term, but can ultimately leave you owing more on higher balances at higher rates. But what if, in some cases, the best course of action is to take advantage of the low tax rates available right now, so you can grow your money 100% for you - and not Uncle Sam - for the rest of your life?

My guest, Ed Slott, makes the case for this in his new b...

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We all talk about estate planning, and most of us think of it as something we’ll get to next year. 

Why? It’s simple: estate planning forces us to admit we’re not invincible. For so many of us, it takes a major milestone or a tragic event to get our ducks in a row, and that’s not a good way to plan, no matter how old you are or what stage of life you’re in.

This is why I’m excited to introduce you to Kirsten Howe. Kirsten has spent...

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Whether you’re a startup, a mature company, or a mom-and-pop, without the right marketing and messaging, you are destined to fail. 

Amanda Rabideau has spent her entire career helping businesses of all sizes avoid this fate. She’s the founder of Arch Collective, where she helps companies create marketing plans and strategies to reach their ideal clients.

 

Today, Amanda joins the podcast to talk about the benefits of hiring a fract...

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For so many people, just hearing the word “timeshare” brings chills, angst, and anger to the surface. There are 10 million timeshare owners out there, and as many as 80 percent of them aren’t just unhappy with what they purchased - they don’t know how to get out of it. 

If you’re one of the many unsatisfied timeshare owners looking for an exit (or know someone with a timeshare horror story), today’s episode is for you. I’m talking ...

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Whether you’re an individual working for a company or a business owner, you need to understand your 401(k). Along with Social Security, your savings, and a few other key assets, your 401(k) is probably going to be the single most important account you have. 

Today’s guest, Brian Hartstein, is the Director of Corporate Development here at Bayntree. For nearly 30 years, his passion has been retirement planning, and he has extensive e...

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Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you – and the COVID-19 pandemic requiring almost all of our meetings to be virtual probably hasn’t helped.

Fortunately, there are self-proclaimed speech geeks like Ter...

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Do you want to give more, but feel like you need hundreds of millions of dollars to be a great philanthropist? Are you wondering how to be a more effective giver in your community and the world at large? Are you wondering how to teach the younger generation the value of giving? 

 

If so, today’s episode of the podcast is for you. On this Giving Tuesday, we’re doing a show all about philanthropy. Our guest, Kris Putnam-Walkerly, has...

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No matter who you are or where you grew up, there’s a pretty good chance that you didn’t learn enough about financial literacy in schools. Whether you own a business or you’re a young professional considering starting one, knowing how to avoid the mistakes that will haunt you for years to come is incredibly important in the early stages of running a successful business.

My guest, Tracey Bissett, has spent much of her career helping...

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More than ever before, local businesses and small business owners need your support. If you’re a business owner, I’m sure you know this by now; if you’re a consumer, you’re probably wondering what you can do to help your community and stop big chains from taking over even more of the landscape.

For the last 15 years, Thomas Barr has been helping communities answer these questions. Thomas is the executive director of Local First Ari...

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