Allison Cline CFP®, ChFC® & Ben Cline CRPS®

The Abundance Mindset

Business EN ↓ 56 episodes

Real, transparent conversations about key financial planning topics. We don't like industry jargon or hidden fees / hidden agendas, so we're here to level up your financial IQ and provide you the resources you need to make wise decisions for yourself and those close to you. Visit us at https://www.abundancewm.com/ Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment advisor. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management. Hosted on Aca...

Author

Allison Cline CFP®, ChFC® & Ben Cline CRPS®

Episodes

Making the Most of Your Roth Dollars 25.04.2024 28:07

Money held in Roth accounts can be incredibly valuable to your financial plan. There are standard limitations on contributions to Roth accounts; however, there are certain strategies that you may be able to implement that enable you to increase your Roth dollars. Specifically, we'll dig into Roth Conversions and Backdoor Roth Contributions. Contact: Ben@abundancewm.com Website: Abundance Wealth Ma...

All About HSAs 18.04.2024 24:16

Join us for a deep dive on Health Savings Accounts! In this episode, we unpack the various regulation around HSAs and discuss strategies for using them within your financial plan. Truemed : company focused on enabling users to leverage HSA funds for wellness purchases. Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines DISCLAIMER The discuss...

Three Overlooked Retirement Concepts 04.04.2024 22:05

Everyone wants to retire (whether or not golfing is your thing). In this episode, we cover three overlooked and under-estimated concepts that can have a major positive (or negative) impact on your retirement. Relevant for all ages! Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines DISCLAIMER The discussions contained in and referred to in t...

Pro Tips for Investing 21.03.2024 25:36

In this episode, we dive into two key concepts within investing: asset allocation and asset location. We also unpack the advantages and disadvantages of several common investment vehicle types. Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines DISCLAIMER The discussions contained in and referred to in this podcast are provided for education...

Optimizing Your 401(k) 14.03.2024 24:33

401(k)s are one of the most well known savings and retirement vehicles, yet there are a lot of variables and nuances that go into choosing the optimal strategy for your 401(k). We'll dive into those nuances and outline the factors every professional with a 401(k) available to them should be considering as they manage their retirement accounts. Contact: Ben@abundancewm.com Website: Abundance Wealth...

The Story of Abundance 13.03.2024 27:18

We kick off our show by sharing more about who we are, how we got here, and why we're passionate about what we do at Abundance Wealth Management. Contact: Ben@abundancewm.com Website: Abundance Wealth Management Show music: Can We Go by The Violet Nines Interviewing Advisor's Guide DISCLAIMER The discussions contained in and referred to in this podcast are provided for educational, informational,...