Beyond the Advisor Podcast

In this month's episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Consultant, walk through one of the most common — and emotionally loaded — questions in financial planning: when you receive a large sum of money, do you invest it all at once, or spread it out over time? Using a hypothetical client scenario — a...

In this month's episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Advisor, walk through a hypothetical client case that comes up all the time: a married couple in their mid-40s with a $4.2 million net worth who've found their next home and need $500,000 for the down payment. The question on the table — should they...

In this month's episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Advisor, continue their fishbowl-style Q&A with a deep dive into the timing, tax strategies, and missed opportunities that quietly shape outcomes for business owners and executives. From estate planning and step-up in basis to 401(k) plan design...

In the first episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, and Micah Alsobrook, CPFA®, MBA, unpack the planning and retirement questions that successful families and business owners often overlook. They discuss cash reserve strategy, retirement plan timing, how concentrated business wealth can create blind spots, and why coordination between advisors, CPAs, and attorneys is so imp...