Sam

Lighthouse Wealth Group Podcast

Business EN ↓ 24 Folgen

Wealth advisors mentoring people on their way to creating a more fulfilling life and confident retirement picture for their future. 

Autor

Sam

Kategorie

Business

Podcast-Website

www.buzzsprout.com

Neueste Folge

4. Mär 2026

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Biggest Misconceptions About Working With an Advisor 04.03.2026

Most people think working with a financial advisor means giving up control, paying outrageous fees, or getting sold products they don’t need. Some of those fears aren’t totally crazy… but most are flat-out wrong. In this episode, we break down the biggest misconceptions about working with a financial advisor—where they come from, why they persist, and what the advisor-client relationship should ac...

Episode 22 - Talking to Kids About Money 02.03.2026
Episode 23 - Building Wealth: Real Estate vs. Stock Market 02.03.2026
Episode 24 - Social Security: What You Think You Know vs. What Actually Matters 02.03.2026
Episode 21 - Tax Tips 26.02.2026
Episode 20 - Understanding Cryptocurrency 10.11.2025
Episode 19 - Understanding Alternative Investments 10.11.2025
Episode 16 - Leaving a Legacy 13.10.2025
Episode 17 - Managing Generational Wealth 13.10.2025
Episode 18 - Leaving Generational Wealth 13.10.2025
Episode 14 - Market Volatility Opportunities 13.08.2025
Episode 13 - When and How to Pick the Right Advisor 13.08.2025
Episode 12 - Three Phases of Retirement 24.06.2025
Episode 11 - The Myth of Having Enough 23.06.2025
Episode 10 - Issues You Can Run Into Retiring Early & How to Avoid 29.05.2025
Episode 9 - Taxes In Retirement 23.04.2025
Episode 8 - Preparing Mindset for Retirement 03.04.2025
Episode 7 - Women In Wealth 07.03.2025
Episode 4 - Estate Planning 07.03.2025
Episode 5 - Business Exit Planning 07.03.2025
Episode 6 - Influencer Financial Planning 07.03.2025
Episode 3 - Rich vs. Wealthy 23.01.2025
Episode 2 - Generational Wealth 21.01.2025
Episode 1 - Introduction to Lighthouse Wealth Group 30.12.2024

In this first episode of The Spotlight Podcast, Tommy and Sam introduce themselves and how they got into the financial planning career. 

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