PODCAST · education
The Financial Advocate
by Colin Meeks
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.comDisclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
Episodes
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Gradually, Then Suddenly: The Invisible Math of Everyday Finances
In Ernest Hemingway's 1926 novel The Sun Also Rises, a character famously explains how he went bankrupt: "Two ways. Gradually, and then suddenly." In this episode of The Financial Advocate Podcast, Colin Meeks, CFP®, explores the double-edged sword of Hemingway's law . While catastrophic…
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Breaking Down the Wall: Small Steps to Special Needs Financial Planning
How time and manageable choices protect your child's future and preserve critical benefits. Facing the long-term financial, medical, and legal needs of a child with a disability can feel like standing in front of an insurmountable 10-foot-thick prison wall . Borrowing a lesson from The Shawshank...
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MFA PODCAST 31 - Care Planning Without Chaos - Navigating Elder Care Logistics Without Going Broke or Crazy
You are under no obligation to use the services of Averyn Care, and may choose any qualified professional to provide any of the services described. Averyn Care and their services are not affiliated with LPL Financial and Maryland Financial Advocates.
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MFA PODCAST 27 DON'T CONFUSE VOLUME WITH VALUE - THE 1-2 PAGE FINANCIAL ACTION PLAN
In this episode of the Financial Advocate Podcast, host Colin Meeks discusses the trap of confusing volume with value in financial planning. Using the analogy of an experienced carpenter who charges for knowing where to hammer a nail, Colin explains how lengthy, complex financial plans often lead...
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MFA PODCAST 15 Get Ready For The Santa Claus Effect
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance…
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MFA PODCAST 14 - Beware Of The Year-End Financial To-Do's
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or…
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MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or…
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MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process. Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
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MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less
Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.
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MFA PODCAST 1 The Only Annuity I Use in Financial Planning
Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.
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Teaching Children Financial Literacy
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it...
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10 Minutes of Marketing
I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone. This interview is...
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Economic Update: Where are we headed?
The big question: "Where are we headed?" A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some questions we discuss: Why do stocks continue to improve as corporate earnings remain lower than normal &...
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Finance, Life & LinkedIn
Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.
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A Successful Sales Mindset
Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along so I was excited when he agree to do this podcast. It is about 40 minutes but well worth it as you...
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Building Your Relationship with Money
Recently I was lucky enough to do a podcast interview with one of them - Christine Teh: 🎙"Building Your Relationship with Money" Christine is well known on LinkedIn, but if you haven't had a chance to connect with her - I recommend it. You will learn a lot just by following her. She is a…
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Parenting Professionals of LinkedIn
'PARENTING PROFESSIONALS OF LINKEDIN' I met Lisa Goldkuhl on #linkedin during the lockdown. I noticed one of her posts speaking about what it was like to be a mother and I told a story about an experience I had as a parent. Long story short, I walked in and out of a grocery store multiple times...
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Side Hustle: Collecting Sports Cards
This is about the side hustle of a high schooler collecting and selling sports cards on the side. The guest is non other than Connor Meeks, the son of podcast host, Colin Meeks. Connor has been collecting cards for a while now and has started to get good at selling them. Listen to his story as he...
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Disability Insurance Podcast
The importance of protecting your income in this episode where we discuss the basics and importance of disability insurance. Insurance is never a fun thing to think about - you either have to think about yourself getting hurt or dying. It is important to plan properly and to protect yourself and...
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Virtual Financial Advising Process
Have you even wondered how you would work with an advisor in another state? We have a few clients out of state that take advantage of our process and find it is just as personal as face to face meetings. We use Skype & Zoom for our 'screen to screen' meetings. We have formulated this process over...
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Start Investing Early
Kids should be learning about investing in school but rarely do they get any real life information to use. It is up to the parents, guardians, brothers, sisters, and everyone else with any knowledge to pass it on to the younger generation. Teach them how to save and teach them what investing can…
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The Secure Act - Changes to RMDs, The Stretch IRA & More
Here we talk about the new bill that was passed making a few notable changes to investors of all ages, and especially those getting ready to hit the big 7-0. The RMD age was changed to 72 and Stretch IRAs now have a limit of 10 years. These are two of the biggest changes for us and our planning…
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Year-End Financial Checklist
We go over an article we found and talk about some of the important things to get done before the year is over. We also talk about some of the not so important things! Let us know what you think and if you need anything you can reach us @ [email protected]
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Beware of Bad Information on Social Media
Here we discuss bad financial information on social media. There is bad information everywhere, but we notice it the most on social media over the past few years due to its popularity and ability to reach millions of individuals. Articles with crypto currency experts and ads titled "This stock...
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Happy Thanksgiving Everyone!
Happy Thanksgiving! We (Colin and Ryan) share their key advice that they would give to anyone they meet. There is not much cookie cutter advice out there, as everyone has their own personal financial situation, but there are a few pieces of advice we think everyone can benefit from. We talk about...
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We Are Back! Case Study November 2019
We are back after a hiatus of a few months. Sorry for the lagging of content. We were helping a lot of clients and working hard but we are back and making the time to bring back the podcast as strong as ever. Stick around because we have a lot of new cases and topics to talk about.
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Financial Planning vs Investment Planning
This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning, investment planning, insurance planning, healthcare, etc. Multiple professionals working…
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Questioning Recent Financial Decisions
This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn't undo something, unfortunately; not everything can be undone.
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ABOUT THIS SHOW
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.comDisclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
HOSTED BY
Colin Meeks
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Frequently Asked Questions
How many episodes does The Financial Advocate have?
The Financial Advocate currently has 132 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Financial Advocate about?
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.comDisclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The...
How often does The Financial Advocate release new episodes?
The Financial Advocate publishes regularly with 132 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Financial Advocate?
You can listen to The Financial Advocate on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Financial Advocate?
The Financial Advocate is created and hosted by Colin Meeks.
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