thefuturereadyadvisor
thefuturereadyadvisor
  • Видео 7
  • Просмотров 51
Episode 34: Health Meets Wealth - A Future-Ready Guide to Aging Gracefully with Scott Fulton
In this episode of The Future-Ready Advisor, host Sam Sivarajan speaks with Scott Fulton, author of Wealthspan, about the intersection of health, wealth, and housing in creating a fulfilling future. Scott shares why “aging well” is an art, blending financial planning, positive aging, and proactive design.
The conversation explores key strategies for preparing for lifetime housing needs, addressing the financial implications of health, and embracing a future-ready mindset. Scott challenges common misconceptions about wealth and health, emphasizing the importance of holistic financial planning and the power of asking better questions.
Просмотров: 7

Видео

Episode 33: Enhancing Retirement Advice Delivery and Digital Tools with Ryan Donovan
Просмотров 521 день назад
Ryan Donovan discusses holistic retirement planning with digital tools, focusing on lifestyle, social factors, and emotional challenges like the ‘disenchantment valley’ in Episode 33 of Future-Ready Advisor.
Episode 32: How to Engage Clients 150 Times a Year: Strategies from John Prendergast
Просмотров 1Месяц назад
In this episode of "The Future-Ready Advisor," Sam Sivarajan sits down with John Prendergast, the founder and CEO of Blue Leaf, a wealth management software firm revolutionizing client engagement. John shares his journey from a diverse career background to founding Blue Leaf and discusses the critical role of technology in enhancing client experiences. Discover actionable insights on increasing...
Episode 31: Breaking the Optimism Bias in Financial Advisory with John De Goey
Просмотров 13Месяц назад
In this episode, host Sam Sivarajan interviews John De Goey, a wealth advisor and consumer advocate, discussing his journey in the financial advisory industry, the concept of optimism bias, and its implications for investors. They explore the role of financial advisors in managing client expectations, the importance of diversification, and the impact of technology on financial decision-making. ...
Episode 30: There's No Place Like Home: The Power of Place in Wealth Planning with Ryan Frederick
Просмотров 22 месяца назад
In this episode, host Sam Sivarajan interviews John Deguy, a wealth advisor and consumer advocate, discussing his journey in the financial advisory industry, the concept of optimism bias, and its implications for investors. They explore the role of financial advisors in managing client expectations, the importance of diversification, and the impact of technology on financial decision-making. Jo...
Episode 29: Beyond the Balance Sheet with Seth Streeter
Просмотров 42 месяца назад
Seth Streeter, founder of Mission Wealth, discusses the concept of redefining wealth beyond financial metrics. He shares his background and the vision behind Mission Wealth, which focuses on comprehensive planning and proactive service. Streeter emphasizes the importance of understanding clients' true motivations and goals, and how advisors can use level three listening and sharing to uncover d...
Episode 28 - Beyond the Buzz: Real AI Insights with Dr. Jeffrey Funk
Просмотров 193 месяца назад
Join Sam Sivarajan and Dr. Jeffrey Funk as they discuss the reality vs. hype of AI, blockchain, and emerging tech. Learn how financial advisors can navigate the tech landscape, avoid hype, and focus on sustainable, value-driven investments.