Category: Podcast

What is International Planning?

What is International Planning? Part 1 What is International Planning? Part 2 Dr. Chia-Li Chien interviewed Ashley Murphy, a tri-citizen of the USA, Australia, and the UK. He explains his many years of experience moving across multiple countries. However, no one talks about the finances, and insurance involved when moving permanently to a new country. His […]

Why you should consider using a trust company to manage your assets?

Why you should consider using a trust company to manage your assets? Part 1 Why you should consider using a trust company to manage your assets? Part 2 Dr. Chien interviewed Eric W. Cosentino, CTFA who helps us better understand and serve our clients in understanding of what trust companies do and how to communicate […]

Navigate Important Financial Decisions for Retirement with Dr. Wade Pfau Ph.D., CFA, RICP®

Navigate Important Financial Decisions for Retirement Part 1 Navigate Important Financial Decisions for Retirement Part 2 Dr. Wade Pfau, a renowned financial expert, explores vital retirement decisions in the webinar “Navigate Important Financial Decisions for Retirement”. Recognizing retirement as a crucial life stage with significant financial needs, Dr. Pfau focused on guiding clients through key […]

How Should Advisors Leverage the Continuum of Business Models

How Should Advisors Leverage the Continuum of Business Models Part 1 How Should Advisors Leverage the Continuum of Business Models Part 2 William C. Van Law III’s career journey, from junior advisor to executive, highlights the importance of adaptability and finding the right fit. He emphasizes seeking mentors and actively building valuable relationships.Business models in […]

What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP®, CeFT®

What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP(R), CeFT(R) Part 1   What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP(R), CeFT(R) Part 2 Dr. Chien interviewed Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “What Matters the Most? Help Your Clients Write Legacy Letters for Family and Friends” on Nov. 09, 2021, […]

Applying Financial Behaviors to Build Your Wealth with Joel Franks

Dr. Chia-Li Chien, CFP, PMP interviewed Joel Franks, on “Applying Financial Behaviors to Build Your Wealth” on Sept 21, 2021, at 2:00 PM PDT. From consumers to financial planning practitioners, everyone needs to understand what financial behaviors are. However, very few know how to apply them when working with clients. In this interview, Dr. Chien […]

NAIFA LA: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size

NAIFA LA Meeting: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size Part 1 NAIFA LA Meeting: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size Part 2 The owner’s financial service business is required to meet industry compliance, as well as the owner’s retirement, needs to exit successfully. […]

Consider a Career in Financial Planning with Dominique J. Henderson Sr. CFP®

Consider a Career in Financial Planning Part 1 Consider a Career in Financial Planning Part 2 Dominique J. Henderson Sr. CFP® has been in the financial services industry since 1998. Ever since he attended elementary school, he was passionate about helping people “win with their money.” With over two decades of experience in the financial […]

Assist Clients to “Give It Twice with a T-CRUT with Dr. Kathleen M. Rehl, Ph.D, CFP®, CeFT® – Podcast Episode 1

Dr. Chien interviewed Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PST on Assist Clients to “Give It Twice” with a T-CRUT. There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while giving charity gifts? […]