Colin Meeks

The Financial Advocate

Education EN ↓ 127 episodes

Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.comDisclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives a...

Author

Colin Meeks

Episodes

MFA PODCAST 26 Beyond The Portfolio - What Real Financial Peace Looks Like 01.07.2026 14:09

MFA PODCAST 25 - Schools Out - Your Summer Financial Housecleaning 17.06.2026 12:37

MFA PODCAST 24 - The Switch That Wont Flip - How To Spend Money In Retirement 03.06.2026 15:24

MFA PODCAST 23 - The 2026 ABLE Revolution 20.05.2026 27:02

MFA PODCAST 22 - The Human Dividend - AI and Financial Planning 06.05.2026 19:30

MFA PODCAST 21 - The Tax Return Autopsy - 5 Hidden Opportunities In Your 1040 22.04.2026 15:06

MFA PODCAST 20 Roth Conversions - Not An All Or Nothing Decision 08.04.2026 14:12

MFA PODCAST 19 - The Fear Of Spending Down - Helping Retirees Overcome The Emotional Hurdle Of Decumulation 25.03.2026 16:21

MFA PODCAST 18 - Retirement - Longevity and Real World Planning 04.03.2026 16:49

MFA PODCAST 17 - No Resolutions Podcast 21.01.2026 13:35

MFA PODCAST 16 3 Ways To Plan For Long Term Nursing Care 07.01.2026 17:07

MFA PODCAST 15 Get Ready For The Santa Claus Effect 24.12.2025 10:08

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be investe...

MFA PODCAST 14 - Beware Of The Year-End Financial To-Do's 10.12.2025 12:37

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

MFA PODCAST 13 Happy Thanksgiving - Gratitude From A Financial Guy 26.11.2025 13:03

MFA PODCAST 12 - What Does A Financial Advisor Really Do? 12.11.2025 16:05

MFA PODCAST 11 - Legal Documents - Which Ones Do You Really Need? 29.10.2025 12:36

MFA PODCAST 10 Reduce or Eliminate RMD Taxes 15.10.2025 6:55

MFA PODCAST 9 Life Insurance Basics 01.10.2025 13:47

MFA PODCAST 8 Planning Made Easy - A Case Study 17.09.2025 13:56

MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings 03.09.2025 13:26

MFA PODCAST 6 Retirement Income Planning Simplified 20.08.2025 13:43

MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months 06.08.2025 13:09

MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less 23.07.2025 11:46

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or le...

MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process 09.07.2025 13:32

Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process. Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process

MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less 18.06.2025 9:58

Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.