Financial Fitness

A fiduciary is anyone who must act in the best interest of a client or customer. Attorneys, bankers, and company board members are all examples of fiduciaries. Because they're legally required to maintain their client's best interests, they offer a higher level of trust to those who work with them. Benefits of working with a fiduciary: Unbiased advice : Fiduciaries are legally required to provide unbiased advice. Transparent fees : Fiduciaries are more transparent about their fees. Fewer conflicts of interest : Fiduciaries have fewer conflicts of interest than other financial professionals. Tailored advice : Fiduciaries can provide advice and financial planning strategies that are tailored to your goals. Peace of mind : You can have peace of mind knowing that your wealth is being managed in your best interest. For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

So great to have our friend and show sponsor, Craig Stiles of Ameriprise Financial on the program with us today! Topics we discuss include: Investing in low cost indexed funds Leveraging tax advantaged accounts (think 401k) Diversifying with real estate Focusing on building multiple streams of income Emerging tech and markets For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

Amid the emotions stemming from a significant election year, it's crucial to have a solid asset managing your finances. Decidere Analytics is an exceptional proprietary algorithm that removes emotion from tough financial decisions. A pragmatic strategy for your allocations, risk avoidance, and finding alignment is essential for individuals in their 'ReFirement Zone' phase of life.  For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

As Craig and his team move to their new locations Craig and I as always talk #FinancialFitness but in this episode we also discuss some amazing family tips and therefore the title "State of the Union". The family union is one of the most important unions of all, and there is no one better than Craig, 'Mr. Family Man' Stiles to chat up this topic. For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

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/

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.

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.

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/

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/