Financial Advisors Archives - Business RadioX ®

Do I Need a Trust?

June 26, 2020 by Mike

Gwinnett Studio

Do I Need a Trust?

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Richard Barnes/Barnes Law LLC

Richard Barnes is the founder of BarnesLaw, LLC, which services clients throughout Georgia and Florida. An attorney with over 30 years’ experience with professionals, executives and family owned businesses, Richard is an author and popular speaker on business and estate planning and fiduciary litigation. Richard is a Fellow of the American College of Trust and Estate Counsel and a Past Chair of the Fiduciary Law Section of the State Bar of Georgia, where he continues to serve on its Trust Code Revision Committee. Richard is the founder of a new blog on issues regarding estate and life planning found at www.leavewell.com.

Caroline Bradshaw, Cumberland Trust

Caroline Bradshaw, the Senior Vice President & Managing Director, Trust Administration, joined Cumberland Trust as a trust officer in 2007. Caroline is responsible for relationship management and account administration, with a focus on high net worth families and their needs. As a managing director of the personal trust administration department, she mentors trust officers and their teams, building connections with administrators, external advisors, and clients.

Her previous experience includes working in the investment banking division of JP Morgan in the firm’s New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgan’s Private Client Group in New York. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana.

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About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

April 22, 2020 by Mike

Gwinnett Studio

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

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Jeff Bernier/TandemGrowth Financial Advisors

The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) firm where he had the freedom to provide holistic, objective advice. Three decades later, Jeff couldn’t be prouder of his team’s success and the firm’s continued dedication to fee-only financial planning, its recognition as a National Association of Personal Financial Advisors (NAPFA) advisory firm, and its commitment to serving as a fiduciary for their clients.

Taylor Stanfill/Verisail Partners

Taylor started his career in commercial real estate. Though he enjoyed his work, he desired a job where he could use his strengths to impact people’s lives in a positive way. This led to a career into the financial planning and investment management industry. After working for a large company for a few years, he joined Verisail Partners as the third partner. He enjoys walking alongside his clients to help them understand where they are and how to get where they want to be, while helping them feel confident and at peace about their finances along the way.

Andy Avera/Avera Wealth Advisors

Andy Avera with Avera Wealth Advisors has been providing comprehensive wealth management for high-net-worth individuals and families for nearly 20 years. He has worked with clients from many professional and personal backgrounds, having net worths ranging from $1 million to over $100 million. Andy believes the most rewarding part of what he does is helping his clients gain peace of mind, knowing that they are on track to fulfill their financial goals.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Beau Henderson and Joel Wilsford with RichLife Advisors

August 28, 2018 by angishields

CEO Exclusive Radio

Beau Henderson and Joel Wilsford with RichLife Advisors

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On this CEO Exclusive, we discuss money, financial advisory and retirement planning, including the non-financial aspects of retirement with Beau Henderson and Joel Wilsford with RichLife Advisors.

RichLife Advisors has helped over 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled life with purpose.

Beau Henderson is the Bestselling Author of several books including The RichLife: Ten Investments for True Wealth, The Roadmap to a RichLife, The 5 Thieves That Will Steal Your RichLife, The RichLife Stewardship Principle and Masterful Communication For Success With Business and Life with Dr. Bill Lampton.

He holds a degree in Psychology from the University of Georgia as well as the designations of Retirement Income Certified Planner, National Social Security Advisor, Certified Long-Term Care, Master Certified Success Coach and Certified Master Behavioral Analyst, in addition to his role as CEO of The RichLife Advisors.

As a media contributor, Beau’s message of the RichLife has been featured in media outlets including The Huffington Post, Wall Street Journal, Reuters, CNBC, and MarketWatch.

Beau was studying at the University of Georgia to be a psychologist when his father passed away at 49 years of age from lung cancer. He felt helpless as he watched his mother, who had been married to his father since she was 18, struggle with financial decisions. He left college to return home and help her piece her life together.

Through his family’s heartbreaking experience, he found a silver lining when he realized that he could make a profound difference in someone’s life by helping them navigate important financial decisions. His interest in psychology, coupled with his fascination with financial matters, led him to a career he loves. Now over 16 years later, he has never stopped learning and growing through his work.

Joel Wilsford, Advisor, Wealth Management at RichLife Advisors, works with clients to realize their “RichLife”. We all have a definition of how we want to live our lives and a dream of how we want to live our retirement. Joel’s goal is to work with clients to realize how to live in the now, while preparing for their RichLife retirement.