Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin
Welcome to the Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin – Private Wealth Advisor, 2019 Barron’s Hall of Fame Advisor, 2021 Forbes Best in State Wealth Advisor and CEO of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. This podcast offers a broad range of financial planning concepts to help you and your loved ones live brilliantly, now and in the future. Jonathan will provide you with concepts that bring you confidence, simplicity, and success on your journey to financial and retirement security. Join us as we explore ways to help you feel more assured, connected, and in control of your financial life.
Episodes
Life is full of uncertainties.
But at the end of the day, we all want to be able to lay our heads on our pillows and not have any major worries.
In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Ashley Lang, CRPC®, APMA®, talk about three uncertainties that can potentially turn...
In a world filled with conflicting advice and sensationalized headlines, it’s crucial to address any misconceptions that might hold you back on your financial journey!
In part two of our mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, are back to help you separate financial myths from real...
“I’ll make less money if I get a raise into a higher tax bracket.”
“I don’t have enough money to invest.”
“I don’t need to plan for retirement now. It’s still far away.”
Common misconceptions like the...
Last time, we introduced you to Aaron Schenkman, RFC®, financial advisor and managing partner at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
In this episode, you will get to know Aaron more. Listen in as he talks about his team and the types of clients he works with.
A...
With nearly 28 years of experience in the financial industry and a strong passion for helping clients achieve their financial goals, Aaron Schenkman, RFC®, is a valued member of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
In this episode, you’ll get to know Aaron and his journey to becoming a financial advi...
In a marriage, both partners bring their individual assets and liabilities to the table.
So the question that every couple should ask each other is: How to combine our finances together?
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to avoid the most common mistakes tha...
You and your partner might have varying beliefs about how to best manage your finances.
One might be a saver, while the other is a spender. Both of you might also have a different picture of what the perfect retirement looks like.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explai...
In our previous episode, we introduced you to Ashley Lang, a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
This week, we dive deeper into Ashley’s journey by navigating the team she works with (also known as her work family!)
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Ashley Lang joined the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, nearly 18 years ago when the financial industry was highly male-dominated.
In this episode, you’ll get to know Ashley better, both personally and professionally, including her journey to becoming a private wealth advisor and managing...
Advancements in modern medicine have significantly improved the average life expectancy compared to a few decades ago.
How does this impact retirement planning? What are the resulting implications for your portfolio?
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about longevit...
If you are approaching retirement, chances are you belong to the “sandwich generation,” where you have to simultaneously look after your children and assist your aging parents.
This might be the ideal time to discuss financial matters with your parents. In other words, it’s important to prepare for a time when your parents cannot take care of their finances anym...
We believe that people can benefit from getting to know the advisor better before they start working with them.
Hence, we are dedicating this episode to introducing you to the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
In this episode, David Dick, financial ad...
At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we have our very own “beachheads” to help us develop future teams and expand our reach.
In this episode, you’ll get to know one such beachhead advisor from Texas, David Dick, managing partner at Kuttin Wealth Management. David provides insights into his persona...
Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA
Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA
Asset allocation, rebalancing, dollar-cost averaging — do these terms seem foreign to you?
Such financial jargon can often make portfolio management sound a lot more complex and overwhelming than it really is.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, simplifies the process of portfolio management and explains complex financial terms in an easy-to-understand manner.
Jon discusses:
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Will you need long-term care? Will you need insurance? How will the stock markets behave over the next few years?
No one knows! But one thing is certain – your life is filled with uncertainty.
In this episode, Jon Kuttin, CRPC®, AAMS<...
It’s easy to get carried away by emotions while making crucial money decisions.
But with the right money mindset, you can make smarter financial choices that benefit you in the long run.
In this episode, Jon Kuttin, CRPC®, AAMS Read more
You’ll likely work with your financial advisor for several years, share your personal finances with them, and discuss critical family issues.
So it’s important to take the time to find the right advisor — one you enjoy working with!
In this episode, Jon Kuttin, CRPC®
Building an investment portfolio is not just about achieving the best rate of return.
It should be constructed based on your unique financial goals and situation.
In this episode, Jon Kuttin, CRPC®, AAMS®
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