Financial Fitness

Financial Fitness

29 Feb, 2024
Recap - All good financial managers and advisors should act as the CFO of your life and money. As a professional and a fiduciary, Craig Stiles talks about why a portfolio review annually is mandatory. Product selection and utilizing the Decidere Model (Craigs proprietary algorithm) is critical to maintaining the financial performance we need to sustain our lifestyles.  For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/
01 Dec, 2023
Recap – In this episode we sit down with our friend, program sponsor, and personal financial advisor Craig Stiles. We discuss 2023 in review plus a glimpse into the 2024 Financial Crystal Ball. Craig shares information on his vibe on interest rates, Macro vs. Micro economic factors, all with an emphasis on a 3–5-year horizon.
31 Aug, 2023
Craig Stiles of Ameriprise Financial, the financial advisor of all our "ReFirement Monies" and our 'Financial Fitness Guru' and I discuss in depth the passing of my dad on July 17th, 2023. How managing the process can happen in so many different ways, and how to have minimal impact in your life. So many topics, so much emotion, I really hope this episode assists those who are approaching this point in their lives. You just never know when, and it's great to have Craig as a resource.
12 May, 2023
With four of his eleven in college and the and the other 7 not far behind, Craig Stiles knows a lot about structuring long term investments like higher education. Get out your note pad because these insights will help prepare you and your family for financial wellness long-term. Key points to listen for: What are UGMA's & UTMA's Skin in the game Debt free college students 529 Plans Tax credits Learn more about Craig and his take on financial wellness by visiting: https://www.ameripriseadvisors.com/craig.stiles/
16 Feb, 2023
Craig Stiles is a friend, a long-time program sponsor, and a financially trusted resource that is extremely valuable to us. His knowledge in finance has helped so many, including (as you know) Sandy and myself, navigate the complicated world of personal and professional finance. Financial planning SHOULD get you pumped. It feels good to have this stuff in order! Listen up, friends! Don't forget to hit subscribe, leave a rating, and take a peek at our guests’ links in this description. You're listening to The Tom Matt Show. In this episode please listen for these key takeaways: Wealth and Taxes Proactive Distribution Planning Transfers of Wealth Who do you leave your financial assets stuff to? Learn more about Craig and his take on financial wellness by visiting: https://www.ameripriseadvisors.com/craig.stiles/
09 Dec, 2022
For his 20th visit Craig Stiles shares an interesting episode as we discuss how our (Tom & Sandy) 100% investment with Ameriprise and Craig came to be. The long game of planning, strategizing and consolidation. We have never had all of our savings’ assets with one firm, we do now! Learn more about Craig and his take on financial wellness by visiting: https://www.ameripriseadvisors.com/craig.stiles/ Key words to listen for: #theRFZ Analysis paralysis How financial planning/fitness and peanut butter are a good analogy!  Craig as our CFO (Chief Financial Officer)
07 Nov, 2022
In her 15th visit to our program bestselling author and now #YahooFinance senior columnist Kerry Hannon always brings energy, sensibility and love. She is a rock and roll fan, a Bonnie Raitt fan (she talks about a concert she just attended by Bonnie) and a fabulous human. She cares, her books are the best and she just brings it every time. In this episode be listening for these key words- Futurist Your Inner MRI Zena and Elly #YahooFinance and her work there
07 Sep, 2022
When Craig Stiles speaks, people listen, seriously!!! For his 19th visit a perfect time to discuss what has occurred in our ' Financial Fitness ' for the first half of 2022. Craig had three points for this episode which are- The Covid market Government Clients
23 Jun, 2022
In a follow up to our last episode with Ameriprise Financials own Craig Stiles how has the first quarter of 2022 been for you financially? Craig always brings solid information as he utilizes his proprietary ' Decidere Analytics ' algorithm. Some key words to be aware of, Confidence Risks Stretching Insight Options
16 Mar, 2022
The newest cornerstone for our platform in regard to financial fitness is this- Educate, Save, Plan, Move. Being proactive versus passive is the only way to build a legacy financially and Craig delivers the advice. Find more on Craig here-->  https://www.ameripriseadvisors.com/craig.stiles/
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