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.
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 Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22)
4/27/2023
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 … Continue reading Get To Know Our Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22) →
Duration:00:21:46
Combining Finances With Your Spouse (Ep. 21)
3/30/2023
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 that couples make … Continue reading Combining Finances With Your Spouse (Ep. 21) →
Duration:00:17:01
How to Talk About Finances With Your Partner (Ep. 20)
3/2/2023
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, … Continue reading How to Talk About Finances With Your Partner (Ep. 20) →
Duration:00:23:27
Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)
2/9/2023
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!) Ashley discusses: How … Continue reading Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19) →
Duration:00:18:02
Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)
1/12/2023
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 director … Continue reading Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18) →
Duration:00:22:23
How Living Longer Affects Your Portfolio (Ep. 17)
12/15/2022
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 longevity risk, why it is highly relevant today, and … Continue reading How Living Longer Affects Your Portfolio (Ep. 17) →
Duration:00:25:54
How to Talk About Finances With Your Aging Parents (Ep. 16)
12/1/2022
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 … Continue reading How to Talk About Finances With Your Aging Parents (Ep. 16) →
Duration:00:21:36
The Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15)
7/21/2022
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 advisor and managing partner … Continue reading The Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15) →
Duration:00:31:41
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
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:00:31:06
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