Hello everyone! We are excited to share the opening of our new office in the prospect neighborhood. We’re looking forward to meeting with you in our new space, and cannot wait to share the next step of the adventure with you! Today is also the first day of work for our new Wealth Planner Assistant, Emily Green. Emily has several …
Paying and Getting Paid What You’re Worth
About a year or so into being a financial planner, I was given an opportunity to speak to the Women’s Community within the Boulder Chamber of Commerce. I had a fifteen-minute block, alongside an investment adviser from Boulder and a disability insurance saleswoman, who had their own fifteen-minute blocks. The investment adviser gave some good, if perhaps a bit off-base …
Uncle Sam Wants His Share
One of the most common frustrations of a financial planner, really, of any financial professional, is when the client does things backwards. They make a big financial decision and take a big financial action, then afterward, come to the professional seeking advice on how to mitigate the consequences of their decision. “How was I to know that selling that condo …
Guest Post: What I’ve Learned as a Financial Planner
A farewell guest post by our Associate Planner, Samantha Rauch. Over the past couple of years while working at MY Wealth Planners I have had the pleasure of experiencing what it means to be a financial planner. This is a role that goes beyond numbers and spreadsheets. It is a role that allows you to make a meaningful impact on …
Attracting Talent to Your Team
We have gotten a huge number of applications for our financial planner assistant position and almost as many questions from our fellow financial planners: “How did you get so many people to apply to your financial planner assistant position?” Well, today we thought we’d share both the elements of the job posting and the elements of how we screen candidates …
Pick Two
As the old expression goes: “You can’t have your cake and eat it too.” Yet it seems there are cultures both among aspiring financial planners and financial planning firm owners that attempt just that. Students and career changers have casually shared with me time and time again that they’re looking for a position for two or three years that will …
2023 Employee Benefits Guide
Hello everyone! In the spirit of transparency and building in public, we’ve always made a best effort to share our own compensation and benefits model with you as our clients and community. It seems only fair as people who talk to our clients about their money that we talk about our own money. So, today I’m sharing our updated employee …
The Roth Conversion
This is a rare occasioned blog in which I’m going to talk about the straight technical. This is a textbook case study of one of the most powerful financial planning techniques that we use with clients, and the good news is, you don’t have to be rich to benefit from using it, though its value does scale significantly. I’m talking …
The Cost of Trust
During my time in the Army Reserve, I had a job at IBM working in various roles in assisting projects relating to training and transferring services for various client companies to IBM. At one point, I went through the training for the service desk for a Department of Defense contract. The trainer, a woman named Cady, explained “the magic black …
Sex Sells
Yesterday, as often happens, a tweet went viral. Now, notably, I’m not here to talk about vesting schedules. Vesting schedules would be contrary to the title, and might be the “least sexy” thing we could possibly discuss. Suffice it to say, vesting schedules exist because employers want to incentivize employees to stay longer than minimum terms with the company. Other …