Afleveringen

  • We don't love paying taxes, but we love talking about them! This episode double clicks on a strategy we've already spoken about in other episodes, aiming to provide some more in depth insight on this strategy and the variables that influence it.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • In this episode, we analyze the last 100 years of market data overlayed with the timing of US Presidential Elections, discussing the economic and policy variables that do (or don't) historically move the market. We then shift into a discussion on currently proposed policy by both candidates and the effect that policy decisions have on how we do financial planning.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • We sometimes get this question (in so many words) from people we speak with who want to know what independence truly means for a financial advisor. So - in this episode - we discuss the key vendors we are truly dependent on for technology, operations, and legal/compliance. We also articulate how the services we contract with these vendors for don't inhibit our independence in how we offer service and advice to clients (though we certainly need them to keep the lights on and to stay up to date within the myriad of compliance processes and regulations we're beholden to!).


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • In this episode, we dig into 529 College Savings Plans to help shed light on exactly how these accounts work and to inform listeners on how to most productively evaluate them within your own financial plan.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • There's a lot of jargon in the financial industry, and not every term or designation a financial professional might claim is equal in value (far from it!). In this quick episode, we step through common terms and designations applied to financial professionals and provide insight on the terms that really help you determine the quality of advice you're receiving.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • Continuing with our recent episodes on money mindsets, we explore a framework we've been discussing a lot recently around evaluating value for price. There's a lot to dig into here philosophically - and we then spend some time practically applying it to the financial planning space.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • In this episode, we step through our own personal stories and experiences around money to extrapolate widely applicable mindsets and principles. Wherever you are in your journey and relationship with money, we hope this feels relatable and helpful.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • This is a great episode if you're either considering financial planning or are currently evaluating financial planners. We dive deep into our own process to provide a comparison point for people trying to understand what they could/should get from a comprehensive financial planning experience.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • Many people begin to accrue different forms of equity compensation as they progress in their careers, yet these forms of compensation are much more complicated than simple paychecks and cash bonuses. In this episode, we aim to educate broadly on the different ways equity compensation can be structured, describe how to most efficiently leverage these offerings, and share common mistakes and pitfalls with equity comp that can be avoided.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • There are a lot of powerful federal tax credits available right now for those interested in energy efficient home upgrades, electric vehicles, and clean energy. In this episode, we discuss some general education around tax credits and managing tax liability. Then we break down credits that are currently available and give some tips to help ensure they're evaluated and implemented correctly.


    IRS sources on tax credits discussed:


    Energy Efficient Homes

    https://www.irs.gov/credits-deductions/energy-efficient-home-improvement-credit


    Residential Clean Energy

    https://www.irs.gov/credits-deductions/residential-clean-energy-credit#expenses


    Clean Energy Vehicles

    New vehicles: https://www.irs.gov/credits-deductions/credits-for-new-clean-vehicles-purchased-in-2023-or-after

    Used vehicles: https://www.irs.gov/credits-deductions/used-clean-vehicle-credit


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • The finance industry can be confusing (and frankly intimidating sometimes) when trying to determine what fees you're paying and what value you're getting in exchange for those fees. In this episode, we specifically dig into fees associated with investments and articulate the different types of value you're purchasing through these fees. We also explore the varying levels of "reasonableness" on fee amounts and help explain why there can be so much variance in investment related fees.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • Drake Friesen, Owner of Cinch Accounting, joins us for a deep discussion on the ways tax professionals and financial advisors can work together and enhance each others' services. This episode includes a plethora of things to look for as a professional to help determine if you're obtaining the level expertise from financial professionals that you need based on where you are in your financial life and career.


    Drake can be reached via email at [email protected] or you can connect with him through his website, Instagram, or Facebook


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • We take a step away from some of the lighter topics of financial planning to share about one of the most common and dangerous risks we often see in financial plans for young professionals - under-coverage (or lack of coverage) for Long Term Disability events. We outline how Long Term Disability insurance policies work, how to evaluate what benefits you may already have through your employer, and how (and why) some people choose to acquire independent disability coverage.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • As an addition to our recent episode on 401(k)s (Episode 2), we dive deeper into a niche strategy that some employers have made available for their employees, enabling them to contribute far more than the typical 401(k) contribution limit ($23,000 in 2024).


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • Money held in Roth accounts can be incredibly valuable to your financial plan. There are standard limitations on contributions to Roth accounts; however, there are certain strategies that you may be able to implement that enable you to increase your Roth dollars. Specifically, we'll dig into Roth Conversions and Backdoor Roth Contributions.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • Join us for a deep dive on Health Savings Accounts! In this episode, we unpack the various regulation around HSAs and discuss strategies for using them within your financial plan.


    Truemed: company focused on enabling users to leverage HSA funds for wellness purchases.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • Everyone wants to retire (whether or not golfing is your thing). In this episode, we cover three overlooked and under-estimated concepts that can have a major positive (or negative) impact on your retirement. Relevant for all ages!


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • In this episode, we dive into two key concepts within investing: asset allocation and asset location. We also unpack the advantages and disadvantages of several common investment vehicle types.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • 401(k)s are one of the most well known savings and retirement vehicles, yet there are a lot of variables and nuances that go into choosing the optimal strategy for your 401(k). We'll dive into those nuances and outline the factors every professional with a 401(k) available to them should be considering as they manage their retirement accounts.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.

  • We kick off our show by sharing more about who we are, how we got here, and why we're passionate about what we do at Abundance Wealth Management.


    Contact: [email protected]


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    Interviewing Advisor's Guide


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, vies, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


    Hosted on Acast. See acast.com/privacy for more information.