Optimizing Your Financial World

An easy mistake to make can be focusing on a single aspect of our financial life. In doing so, we can miss opportunities, as well as take on unnecessary levels of risk. In the latest installment of Optimizing Your Financial World, we’re going to explore a way to avoid that problem and address the full range of financial concerns using wealth planning. Listen as Mark and Ryan unpack the beneficial...

Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support to causes that you care about, you have the potential for tax breaks. In the latest installment of Optimizing Your Financial World, Mark provides us with a charitable planning primer. Listen as he outlines the charitable giving strategies and vehicles to help get you sta...

In the latest installment of Optimizing Your Financial World, Mark steps outside of the typical wealth management conversation to address how wealth is ultimately generated in the first place. Listen as Mark and Ryan discuss the benefits, as well as challenges, associated with entrepreneurship. Despite being the single fastest and most effective means of generating significant wealth, there are pl...

In the latest installment of Optimizing Your Financial World, Mark and Ryan steer the conversation inward and leave you questioning the overall quality of the current financial advice you're receiving. Too many successful and wealth people are not getting the financial guidance that's most appropriate to help them achieve their key financial goals. Listen, as Mark explains why this is happening so...

Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite? In the latest installment of Optimizing Your Financial World, Mark and Ryan explore an a...

Life insurance isn't the most exciting financial topic, when compared to investment planning overall. However, it's actually one of the most flexible and versatile tools that you have within your wealth planning toolkit! In the latest installment of Optimizing Your Financial World, Mark and Ryan explore the reasoning behind why you should incorporate life insurance into your overall wealth managem...

One of the biggest concerns facing affluent families is how to manage their wealth so that it achieves many goals. Their focus could be continuing to grow their wealth as it is transferred to younger generations, or aligning the use of that wealth with the values and ideals the family holds dear, or even protecting that wealth from creditors and others who might seek to take it unjustly. Often the...

Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in ways that can be hazardous to their wealth. On the fourth installment of Optimizing Your Financial World, Mark Wade unpacks the complex world of inheritances and the variety of internal and external conflicts that arise through...

In the third installment of Optimizing Your Financial World, Mark and Ryan examine successful family businesses and the critical wealth planning mistakes they are making on a regular basis. Running a successful family business takes a tremendous amount of working hard and working smart, while navigating family dynamics along the way. This is no easy task, which is why even the most successful fami...

In the second installment of Optimizing Your Financial World, Mark and Ryan explore the key ingredient missing from most wealth managers and why affluent individuals should be demanding this ingredient when working with their financial professional. It's no secret that affluent individuals, families, and business owners have access to financial professionals who possess the highest level of financ...

In the inaugural episode of Optimizing Your Financial World, we introduce you to the President of Echelon Family Office, Mark Wade. Mark brings over four decades worth of experience in wealth management to the show and addresses his past dealings with affluent families and their respective businesses. Given so much uncertainty in the world lately, with the Covid-19 pandemic, the 2020 Presidential...