Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin-logo

Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English

Contact:

(631) 770-0339


Episodes

Get To Know Our Beachhead Leader, David Dick (Ep. 14)

5/5/2022
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 … Continue reading Get To Know Our Beachhead Leader, David Dick (Ep. 14) →

Duration:00:26:19

Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)

4/14/2022
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 … Continue reading Black Swan Events: What Are They and How To Deal With Them? (Ep. 13) →

Duration:00:31:07

Why Portfolio Management Is Not as Complex as You Think (Ep. 12)

3/17/2022
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 … Continue reading Why Portfolio Management Is Not as Complex as You Think (Ep. 12) →

Duration:00:32:28

What Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11)

3/3/2022
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 … Continue reading What Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11) →

Duration:00:29:10

How To Create a Positive Money Mindset (Ep. 10)

2/17/2022
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 … Continue reading How To Create a Positive Money Mindset (Ep. 10) →

Duration:00:18:41

Want To Find the Right Advisor? Ask These Questions Before Hiring (Ep. 9)

2/3/2022
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 … Continue reading Want To Find the Right Advisor? Ask These Questions Before Hiring (Ep. 9) →

Duration:00:25:34

Asset Allocation Simplified: What You Should Know Before You Start Investing (Ep. 8)

1/20/2022
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 … Continue reading Asset Allocation Simplified: What You Should Know Before You Start Investing (Ep. 8) →

Duration:00:23:18

7. The Four Cornerstones of Financial Planning

1/6/2022
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 … Continue reading 7. The Four Cornerstones of Financial Planning →

Duration:00:20:50

6. The Ongoing Financial Planning Process After the First Year, Part 2

12/2/2021
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 … Continue reading 6. The Ongoing Financial Planning Process After the First Year, Part 2 →

Duration:00:33:53

5. The First Year Of The Financial Planning Process – Part One

11/18/2021
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 →

Duration:00:29:57

4. Great Advisors Are Great Leaders

11/4/2021
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 →

Duration:00:28:49

3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up in 30 minutes

10/21/2021
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 in 30 minutes →

Duration:00:34:22

2. What It’s Like To Be A Kuttin Wealth Management Client

8/27/2021
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 Client →

Duration:00:38:18

1. Welcome to Planning for the Certainty of Uncertainty!

8/27/2021
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 of Uncertainty! →

Duration:00:31:23