Not a Guru: Real Financial Education with Mark Byelich, CFP®

Last week, we compared the traditional 4% rule of thumb against our 3 Pillars of Investment Management framework with eye-opening results. This week, we are taking the strategy a step further by integrating advanced, tax-efficient planning tools like strategic Roth conversions and cash value life insurance to create a TRUE Retirement Plan. Wharton Budget Model: https://budgetmodel.wharton.upenn.ed...

The 4% Rule is a well known rule of thumb.  We’ve talked before about some of the issues and limitations of this rule, but what is an alternative?  In this video, I’ll discuss our income and distribution strategy and how it compares to the 4% Rule. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast...

Visit our website: https://www.attleborowealth.com Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. T...

Think your retirement fund is safe? Think again. A new index featured in the New York Times reveals the average 65-year-old needs $135,000 today just to cover future long-term care—and that number can jump past $665,000 depending on your health and sex. In this video, we expose the "LTC Problem" and give you some ideas to help protect your savings. Last week's Financial Focus: https://youtu.be/gub...

Is your retirement team complete? Probably not. We’re sharing an important update on why we are adding Healthcare Advisors to our inner circle and how it can potentially change the game for your long-term security. Are you prepared for another "hidden tax" of retirement? Most financial plans fail to account for the skyrocketing complexity of healthcare. In this session, we’re revealing an importan...

Many people ask themselves this question. The advisor or team who helped you accumulate wealth might not be the best equipped to guide your transition from saving to spending in retirement. Retirement brings a new set of financial complexities, and the nuances of tax planning, income strategies, and risk management often fall outside the core expertise of a growth-focused advisor. Join me in this...

There’s a dirty little secret in the financial services industry. Many times the fees you are charged are more than you think they are, often much more. Third party asset managers charge additional fees that are usually passed on to the client and most people aren’t aware of these added costs. In this episode I’ll share the details about these added fees with you. I’m going to tell you what questi...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Sometimes when I am talking to people about using Roth conversions for tax planning, they tell me that their Financial Advisor doesn't recommend Roth conversions. They may even go on to tell me that they’ve asked about Roth conversions just to be told that it isn’t a good idea. Why might this be? I’ll explore the potential...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Thinking about retiring before age 65? It’s a dream for many, but it comes with a massive financial hurdle: how do you pay for healthcare before you become eligible for Medicare? Join me and Jesse D'Elia, CFP® as we break down the concerns, ideas, and actionable strategies for bridging the healthcare gap in early retirement...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery We very recently received the terrible news that one of our dear clients passed away suddenly. Unfortunately, we’ve been through this too many times. Estate planning is complicated, it’s difficult, and it’s vitally important. In this episode I’ll share some of the key things I’ve learned over the years to try to help you av...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery On a snowy Sunday morning I had an interesting conversation with my A.I. tool about Retirement Income Planning. My exploration went in a different direction than I thought it would. I was surprised by the results and you may be too. Join me as I share the details. 3 Pillars of Investment Management: https://youtu.be/mgSBeGz...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Are you considering, or have you named, a minor or minors as beneficiary to your IRA? There are many things to consider when naming a minor as a beneficiary. Join Jesse D'Elia, CFP® and me as we discuss the details and some things to pay attention to. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit ou...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Join me and our Chief Investment Officer, Lidia Amodei as we discuss market returns for 2025 and updates and outlook for 2026. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): htt...

Schedule a meeting with Mark at: https://www.attleborowealth.com/disco... It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn the details in this video. Trump Accounts: https://www.youtube.com/watch?v=Rdv-twNZMEE 3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg...

Schedule a meeting with Mark at: ⁠https://www.attleborowealth.com/disco... Time is almost up. There are just a few weeks left before the 2025 door closes on some important financial strategies forever. I’ll review the details in this episode. 3 Pillars of Investment Management: Weekly Webinar: 3 Pillars of Investment Ma...   Visit our website: https://www.attleborowealth.com Listen to the 'Not a G...

Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's t...

3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Trump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of those questions in this week’s episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026 in this video. Videos mentioned Backdoor Roth Contributions: https://youtu.be/fXDIuwByg8M Qualified Charitable Distributions: https://youtu.be/Qq3bmd2L_aI Investment...

There are ways to transfer your funds from IRAs and Retirement Plans that do not create taxable events. There are also ways to transfer life insurance, annuities, and real estate that are tax-free. The rules can be complex and a mistake can be irreparable. Learn how to take advantage of these strategies and avoid potential mistakes in this episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® pr...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Pre-tax retirement plan contributions will be limited for many workers beginning in January 2026. New regulations will limit catch-up contributions into pre-tax retirement plans for high income earners. I’ll explore who this will affect and what you can do in this video. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practi...

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery It's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.

New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode. Visit our website: https://www.attleborowealth.com

In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today. Issues such as: New 401k changes The biggest retirement mistakes we see How to use cash value life insurance in retirement planning The effects of tariffs on our country's finances Fiscal trajectory of the country Be sure to tune in for this impor...

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designat...

There can be many benefits in having a financial advisor as part of your retirement team. However, how can you tell if your advisor is the right one for you? What are some of the things you should pay attention to and questions to ask? I’ll show you how to make the decision that’s best for you in this video. Visit our website: https://www.attleborowealth.com