Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin

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

May 5, 2022 26 min

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 personal and professional life so that the next time you engage with him, you’...

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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®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make smarter financial decisions.

Jon discusses:

  • Why you don’t always need to react to the “noise...
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    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®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make smarter financial decisions.

    Jon discusses:

  • Why you don’t always need to react to the “noise...
  • Share
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    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:

  • How y...
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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®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about the different “What Ifs” that you should plan for while building your financial plan.

    Jon discusses:

  • Why it is important to plan for the certa...
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    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®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, takes on the often-overlooked subject of creating a positive money mindset while explaining easy ways you can think more rationally with your money.

    Jon discuss...

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    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®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, provides a list of questions you can ask advisors before hiring them so that you can ensure your goals and values ...

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    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®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, dives into the basics of asset allocation. Drawing from Harry Markowitz’s Modern Portfolio Theory (MPT), Jon explains how different asset classes, as well as other factors such as your...

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    If you want to build a financial plan but don’t know where to begin, don’t worry!

    These four cornerstones of financial planning can help you build your financial future: Cash reserves, adequate protection, fixed assets, and equity assets.

    In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how utilizing these cornerstones wisely can help you allocate your resources and meet your financia...

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    Financial planning can help you achieve your long-term financial goals for yourself and for your future generations.

    In part two of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses how an ongoing client-advisor relationship at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC., helps you secure your financial future and ...

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    The first year of financial planning with an advisor is typically focused on two key elements: building the client-advisor relationship and developing a financial plan.  In part one of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses what the first 12 months of financial … Continue reading 5. The First Year Of The Financial Planning Process – Part One →
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    November 4, 2021 28 min
    One of the true hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path to achieving their personal goals. In this episode, Jon Kuttin,  CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, discusses how true leadership enables advisors to help their clients … Continue reading 4. Great Advisors Are Great Leaders →
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    While Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, strives to help everyone who approaches them, they specialize in serving three types of clients –– HENRY’s (High earners, not rich yet), the mass affluent, and ultra-high net worth individuals In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, … Continue reading 3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up...
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    At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC we understand that most people are interested in financial advice, not just products. If you are looking for financial advice over just products? This episode is for you! Join Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, as he … Continue reading 2. What It’s Like To Be A Kuttin Wealth Management Clien...
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    Welcome to Planning for the Certainty of Uncertainty, where we aim to help you achieve your life goals through comprehensive financial planning! In this inaugural episode, Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares his professional background, the core values that have guided him throughout his career in financial services, and his … Continue reading 1. Welcome to Planning for the Certainty o...
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