Handcrafting Your Retirement: Recent Episodes

Brett Ramsey

Welcome to Handcrafting Your Retirement with Brett Ramsey from Artisan Wealth Strategies. In this podcast we help retirees as well as those who are considering retirement overcome generic wealth management advice that limits your future. We do this by handcrafting customized financial strategies centered on your unique lifestyle. Jump on board for this journey where we delve into strategies that can help make your money outlast you as Brett draws from years of experience with guest experts to eliminate cookie-cutter savings strategies.

Imagine a world where the younger generation is not only savvy with technology but also with their finances.

Dive into an engaging conversation as Brett Ramsey and his two insightful daughters, Caroline and Maryrose, pull back the curtain on the crucial world of financial literacy for the youth. In this episode, they navigate their personal tales of money management, college adventures, and career journeys, painting a vivid picture of how finance intertwines with life’s pivotal decisions.

Together, Brett, Caroline, and Maryrose unravel:

The pivotal role finances played in their college and career trajectories
The undeniable significance of arming oneself with the right financial knowledge
Proactive strategies for preretirees to usher in a new generation with a profound grasp of money’s value
…and a treasure trove of more financial gems

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

Connect with Maryrose Ramsey:

LinkedIn: Maryrose Ramsey

Connect with Caroline Ramsey:

LinkedIn: Caroline Ramsey

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.

When it comes to financial and retirement planning, it can be easy to talk about the best strategies in the best scenarios. But what do the financial planning decisions look like from a client’s perspective? How do their everyday actions and family goals change their financial needs?

In this episode, Brett Ramsey speaks with Randy and Margo Wheeler as they share their plans for their family’s future. They reveal how their financial goals have shifted as their children grew older, covering college expenses, budgeting, teaching financial values to children, managing unexpected inheritances, and preparing for retirement.

Randy and Margo discuss:

The importance of seeking financial advice and planning for retirement
Why is budgeting and prioritizing expenses important
How can one prepare for emotional extremes and sudden wealth
What should be considered when envisioning the future in retirement
And more

Connect with Brett Ramsey:

Brett Ramsey LinkedIn
Brett Ramsey on Facebook

About Brett Ramsey:

Brett is committed to educating others—especially his clients—to become confident in their own financial decisions. As co-owner and LPL financial advisors at Artisan Wealth Strategies, he specializes in retirement, income planning, as well as comprehensive financial planning. Brett has been in the financial industry for 20 years.

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. He received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys.

In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice.

Brett now lives in Carmel, Indiana, with his family which is his favorite pastime, but he’s also an avid athlete. An active member of his community, Brett has organized many educational classes on financial topics and taught classes for many non-profit organizations.

Retirement means planning for a lot of things. Having enough money, planning what you will do during retirement and how your money will be spent. Along with that comes planning for something you haven’t experienced before. Why not learn from someone who has that experience? In this episode, Brett Ramsey is joined by Jennifer Clapp, … Continue reading How to Thrive in Retirement with Retiree, Jennifer Clapp (Ep. 22) →

What do you want to do during retirement? Are you financially ready? What about emotionally? Learn about personal planning for retirement from a couple in the midst of preparing for their own retirement. In this episode, Brett Ramsey is joined by David and Julie Armstrong in discussing their preparations for retirement, from financial planning to … Continue reading Are You Ready for Retirement? With David and Julie Armstrong (Ep. 21) →

Have you ever had the feeling that unexpected events disrupt your well-planned routine? What role do family dynamics play in your retirement planning decisions? In this episode, Brett Ramsey speaks with Kim Cox, a nurse practitioner and soon-to-be retiree, about her experience in planning for retirement and how she gained confidence in the plan she … Continue reading Customizing Financial Strategies for Retirees (Ep. 20) →

Retirement planning is a crucial aspect of our financial well-being that often goes overlooked until it becomes a pressing reality. Therefore, It is crucial to listen and learn from experiences to enjoy this life phase in a relaxed and stress-free manner. In this episode, Brett Ramsey is joined by Davida Hutson, a retiree who shares … Continue reading How Can Retirement Planning Help You Overcome Unexpected Life Changes? with Davida Hutson (Ep. 19) →

Join us as we unravel the remarkable story of John and Mary, two individuals who defied retirement uncertainties and crafted a successful roadmap for their future. In this episode, John and Mary, who initially found themselves uncertain about their retirement plans, shed light on their experiences and how they overcame unexpected hurdles. Here’s what you … Continue reading Unveiling the Retirement Journey of John and Mary (Ep. 18) →

Do you feel lost when it comes to securing your retirement income amidst an unpredictable market? In this episode, Brett Ramsey and Jason Bloom, Senior Director of Global ETF Strategy at Invesco US introduces the powerful solution of bond laddering as a risk management technique that delivers consistent income throughout one’s retirement years. Listen in … Continue reading Retirement Income Security: Bond Laddering & Bullet Shares (Ep. 17) →

As someone approaches retirement, you may be worried about how to make your savings last for the long haul. It’s a common concern, but fortunately, there’s a tool that can help: The Income Conductor. In our latest podcast episode, we dive into retirement income planning and how The Income Conductor can help you make the … Continue reading Planning Your Retirement with The Income Conductor Tool (Ep. 16) →

Do you remember playing Tic Tac Toe?

What if that same classic game could help revolutionize your retirement financial decisions?

Whether in 1-5 years, 6-10 years, or 11+ years, this game can help you determine how much money you need for each goal on the board and where to invest it.

Listen to Brett simplify the financial decision-making process in retirement by asking key questions such as “When do I need my money? ” “How much do I need?” and “Where should I invest?”

Brett discusses:

Using Tic Tac Toe to simplify retirement planning
Categorizing your retirement money and determining how much you need for each goal
Understanding the tax status of your retirement accounts and investing accordingly
Maximizing the benefits of tax-free accounts for tax-free growth
Building confidence in your retirement financial decisions

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

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.

Investing inevitably entails risk, but having the knowledge of how to handle and mitigate that risk can significantly impact your success.

Our latest episode features Jeremy Deering, an accomplished portfolio director, who provides a comprehensive understanding of risk management in investing and offers valuable insights on effectively navigating it.

In this episode, Jeremy shares his expertise on managing risk within a portfolio, explains the concept of diversification, and provides crucial information on the price-to-earnings ratio and other related topics.

In this episode, Jeremy covers a variety of important topics, including:

The individualized nature of risk and how to comprehend its meaning
The two primary risks that often arise in discussions between investors and advisors, and how to manage them effectively
Effective communication with your advisor regarding risk and portfolio construction
Constructing a well-suited retirement portfolio
The importance of portfolio diversification
And much more invaluable information!

Resources:

American Century

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

Connect with Jeremy:

LinkedIn: Jeremy Deering

About our Guest:

Jeremy Deering is an experienced Portfolio Director with a strong background in the investment management industry. He has a proven track record of success in the areas of Asset Management, Portfolio Construction, and Institutional Sales/Marketing.

Jeremy is highly skilled in developing and managing portfolios, as well as identifying and analyzing investment opportunities. Additionally, He has a strong understanding of the institutional sales and marketing process, which enables him to effectively communicate investment strategies and recommendations to clients.

Jeremy is a graduate of Baker University, where he received a comprehensive education in business and finance. With a keen eye for detail and a commitment to excellence, Jeremy is a results-oriented professional who is dedicated to delivering exceptional value to clients.

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.

Navigating the probate process can be daunting and emotionally challenging for anyone dealing with losing a loved one. As an executor, heir, or interested party, it is essential to have a clear understanding of the legal process involved in probate and the critical role that an estate executor and attorneys can play in facilitating the proceedings.

In this episode, attorney Corbin King shares his insights and experiences to help listeners understand the probate process and navigate it successfully.

Through his discussion, King highlights the importance of having an estate executor who can help facilitate the probate process and avoid disputes among heirs. He also touches on the critical role that attorneys can play in navigating the complexities of probate and ensuring that the wishes of the deceased are respected.

Corbin discusses:

Understanding what probate is and the legal process involved
The crucial role that estate executors can play in facilitating probate and preventing disputes among heirs
The ways in which attorneys can help navigate the complexities of probate and ensure that the wishes of the deceased are honored
Tips for dealing with the emotional challenges that can arise during probate
And more

Resources:

Corbin King Law

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

About our Corbin:

Indiana probate lawyer Corbin King takes a practical and personal approach to client service in estate planning, probate and elder law issues. With more than three decades of experience, he provides clarity, guidance and counsel to people as they deal with trust and estate matters, probate administration and the unique issues faced by the elderly.

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.

Although often overlooked, estate planning is a crucial component of comprehensive financial planning, and neglecting to address it can have significant consequences.

In this episode, Brett and Cheri Brooks, CPA and Managing Director of Neuberger Berman Advisor Institute, discuss financial advisors’ crucial role as “quarterbacks” in guiding families through estate planning after losing a loved one.

Cheri also sheds light on the importance of having a comprehensive estate plan and introduces The Family Love Letter as a planning tool to help families navigate the complexities of this critical task.

Cheri discusses:

Why it’s important to engage a financial advisor in your estate planning decisions even after receiving your estate plan from an attorney
How to prevent family disputes
The Family Love Letter planning tool and how it can help families consolidate all of the necessary information and documents for estate planning and how it can help you
And more

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

Connect with Cheri:

LinkedIn: Cheri Brooks | Managing Director

About Cheri:

Cheri Brooks, CPA, Managing Director, joined the firm in 1993. Cheri is Business Developer and Head of the Neuberger Berman Advisor Institute (NBAI). Previously, Cheri was the Regional Vice President for the Midwestern territory for Neuberger Berman Intermediary Sales where she worked with 401(k) providers, insurance companies, banks, broker/dealers, and financial advisors. Prior to joining the firm, she was tax consultant with Arthur Andersen & Co. Cheri was on the board for the Chicago Women Investment Professionals (WIP) from 2003-08 and is currently an active member and board alum. She also served on the Advisory Board for Women’s Initiative Leading Lehman (WILL) from 2004-06 and the Co-Chair of WILL from 2007-08. Cheri was a recipient of the Lehman Brothers/Neuberger Berman’s Diversity Award for 3 consecutive years (2005-07) and is a former member of the Chicago Financial Women’s Association from 2003-06. Cheri received her BA in Accounting from Illinois Wesleyan University where she graduated cum laude. Cheri is a Certified Public Accountant.

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.

Get ready for an insightful podcast episode that delves into the world of financial advising and the crucial role of tax planning.

You’ll discover how a software company is revolutionizing how advisors offer financial planning to their clients and hear from our special guest Roger Pine, CFA, CFP®, and Co-Founder of Holistiplan as he shares his journey from a former financial advisor turned entrepreneur.

In this episode, Roger shares his experience creating tools to help financial advisors optimize tax planning for their clients.

Listeners will learn that tax planning is integral to financial planning and that financial advisors must include it in their client discussions.

Roger discusses:

What is Holistiplan and how it works
The importance of understanding different types of taxes and brackets
The need for advisors to guide their clients through opportunities to save on taxes
The critical decisions that clients face during the retirement transition phase,
The value of using a software tool like Holistiplan to facilitate tax planning discussions
And more

Resources:

Holistiplan

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

Connect with Roger:

Roger Pine

About Roger:

At Holistiplan, Roger combines his experience as a financial planner with his love for technology and software development. He believes in giving more people access to comprehensive financial planning, so he is committed to creating tools that make planning more efficient.

Roger worked for 10 years as a financial advisor at Briaud Financial Advisors. He was an active volunteer in the National Association of Personal Financial Advisors (NAPFA) and served on their board.

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.

Are you tired of feeling overwhelmed and confused when it comes to filing your taxes? Don’t worry, you’re not alone. But what if you could have access to expert advice that simplifies the tax process and maximizes your returns?

Join us on this episode as we chat with tax guru Mark Crooks, who demystifies the complex world of tax preparation and planning. Mark dispels common myths about taxes and provides valuable insights on how to effectively plan for tax season, regardless of your income sources or tax deductions. Don’t miss this opportunity to optimize your financial strategy and take control of your taxes. Tune in now!

In this episode:

Discover the truth about long form vs. short form, and other common tax myths that are hurting your wallet
Learn about the different tax rules that apply to various types of income, such as salaries and wages, investment income, retirement income, social security, business rental property, royalties, and more
Understand how to create a comprehensive tax planning strategy that minimizes your tax liability and maximizes your returns
We’ll also show you how to level out your taxes to avoid sudden spikes during retirement
Don’t miss out on these game-changing tips and more – tune in now!

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

Connect with Mark:

LinkedIn: Mark Crooks

About Our Guest:

Mark Crooks is a tax expert who has spent over two decades helping individuals, small businesses, and trusts navigate the complexities of tax preparation and planning. Mark’s journey to becoming a tax preparer began when he studied tax, accounting, and finance in college. After starting his own sales business and doing his taxes, Mark discovered the “tricks of the trade” regarding tax preparation. He eventually transitioned into the tax business full-time and has since become an expert at helping his clients get organized and approach tax season more calmly and structured way. Mark aims to dispel common misconceptions about taxes and help his clients plan and prepare for tax season, no matter their income sources or tax deductions.

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.

Are you feeling uncertain about when to retire? What could you do to make more informed decisions about your Social Security benefits? Are you curious about how Social Security could impact your retirement income?

Tune in to this episode for helpful tips on how to make informed decisions about your benefits. Join Brett Ramsey as he unpacks everything you need to know about maximizing your retirement income with Social Security. Don’t miss out on critical takeaways that could impact your Social Security benefits – start listening now!

In this episode:

Discover the key to unlocking your ideal retirement
Learn how to determine the perfect retirement age
Understand the impact of life expectancy on your Social Security benefits
Explore the different ages when you can start drawing Social Security benefits
Consider critical tax questions for your unique situation
And so much more!

Don’t miss out on this exciting opportunity to take control of your retirement plans. Tune in now!

Resources:

ssa.gov
https://www.artisanwealthstrategies.com/events
Unleashing the Power of Social Security with Brett Ramsey (Ep. 9)
AARP Survey

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey
Facebook: Brett Ramsey

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.

Are you worried about having enough income to live comfortably in retirement? You’re not alone.

But what if you had access to a platform that could empower you to make better-informed decisions around social security and create a customized, time-segmented income plan that can be easily managed throughout retirement?

Join Sheryl O’Connor and Phil Lubinski, experts in the retirement marketplace, as they unveil IncomeConductor®, a revolutionary platform that helps retirees and advisors plan for the future with confidence. Don’t miss this opportunity to take control of your retirement income and secure your financial future.

In this episode, Phil and Sheryl dive into:

The game-changing power of IncomeConductor® – the revolutionary platform for customized, time-segmented income plans for retirees
Social security claiming strategy assistance with IncomeConductor®
Traditional retirement planning methods have long relied on the “plan till your 9s” approach, but why this is not always the best idea
How Artisan Wealth Strategies incorporates IncomeConductor® for client’s retirement plan
And that’s not all!

Resources

Episode 6

Connect with Brett Ramsey:

https://www.linkedin.com/in/brett-ramsey-78bb0614/
https://www.facebook.com/artisanwealthstrategies

About Sheryl O’Connor:

Sheryl is a senior executive with over 25 years of experience in financial services and technology innovation. A demonstrated leader and entrepreneur with a proven track record and results, Sheryl is skilled at building large enterprise program teams across global business and technology sectors as well as small, agile teams at start-ups. She has spent the last 13 years delivering business value to financial firms and advisors through innovative programs and technology and is a noted speaker and panel member at various industry and association events.

Currently, Sherly is the Co-Founder of IncomeConductor (WealthConductor LLC) which provides a complete program to financial advisors who wish to capture the exploding opportunities in the distribution marketplace, including a platform of support services and an award-winning SaaS technology, IncomeConductor®.

Connect with Sherly: LinkedIn: Sheryl O’Connor

About Phil Lubinski:

Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy.

Phil has co-developed several fintech systems designed to help advisors create income plans for their clients. After successfully transitioning his practice, he helped co-found WealthConductor LLC with the intention of creating IncomeConductor, the best-in-class time-segmented income software. Phil contributes his financial planning and retirement income expertise to the software design as well as the training and case consultation services.

Connect with Phil: LinkedIn: Phil Lubinski

Retirement planning often involves considering how to make your savings last as long as possible, which is known as a longevity plan. In this episode, we discuss ways to influence your longevity and improve your quality of life during retirement.

Heather Holmes, Founder, and CEO of Genivity, an innovative WealthTech platform, shares how her platform HALO helps people with their long-term financial planning strategy.

Heather discusses how HALO, a WealthTech platform, uses technology to help people with their long-term financial planning strategy and shares practical steps for increasing longevity.

Heather discusses:

The latest research on longevity
How Genivity HALO helps financial advisors help their clients prepare to live well longer
The value of preparing for longevity and how you can finance it
And so much more!

Resources:

Genivity Halo
MIT AgeLab

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey

Connect with Heather Holmes:

LinkedIn: Heather Holmes

About our Heather Holmes:

Heather Holmes is the Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long-term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing, and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.

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.

What do your finances and health have in common? It’s something we don’t often think about. While financial literacy is essential, our health impacts how we plan our finances.

In this episode, Brett Ramsey shares some of his health secrets and scares, what he has learned from them, and how it impacts money. This episode will inspire you to take control of your personal and financial well-being.

Brett discusses:

Why the state of your health needs to be addressed when planning your finances
How he went from an unhealthy workaholic to a health-conscious, balanced individual
Why financial advisors need to talk about health more
The health challenges Brett faced and how he overcame them
And more

Resources:

Artisan Wealth Strategies

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey

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.

Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time.

In this episode, Brett Ramsey speaks with one of his clients, Ron, about the benefits of using Donor-advised funds. They two talk about how this charitable giving option works and how you can contribute to this tool as part of your philanthropic efforts.

Brett and Ron discuss:

How to establish your donor-advised fund (DAF)
The ways you may be eligible to claim an itemized tax deduction on donor-advised funds
How you can structure your (DAF) in a way that best meets your charitable goals
What inspired Brett and Ron to open a (DAF) and how it has impacted their lives
And more!

Resources:

Artisan Wealth Strategies

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey CFP, MBA,
Facebook: Artisan Wealth Strategies

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.

The key to managing your retirement lifestyle is not ‘downsizing’ but ‘rightsizing.’

In this episode, we are joined by two of Artisan Wealth Strategies’ clients, Nancy and Bob Sweeney, and Jason Rose, a realtor for over 20 years. The trio chats with Brett Ramsey about the criteria you should focus on when you decide to downsize and find a new home, without jeopardizing your finances or lifestyle.

Nancy, Bob, and Jason discuss:

The biggest challenges with any downsizing couple
Finding options and the availability of products for a new home in this market
How to handle the memorable that retirees can t let go of
Why retirees should consider a reverse mortgage
And more!

Resources:

Rose Realty

Connect with Jason Rose

LinkedIn: Jason Rose

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey CFP, MBA
Facebook: Artisan Wealth Strategies

At Artisan Wealth Strategies we’re always thinking about how to elevate the retirement planning process for our clients.

When it comes to your retirement vision, it’s important for us to create a process that takes into account your income and your health.

In this week’s episode, Brett Ramsey will talk about his streamlined process and how he’s been able to build a strong client experience through clear expectations.

Tune in to learn more about what to expect from the retirement planning processes at Artisan Wealth.

Brett Discusses:

The 3 part service model Artisan Wealth Strategies gives their clients in retirement that makes every experience unique
What HALO by Genivity is and how this type of health analysis can help you
The tax component of retirement and how to understand it
What it means to practice your retirement

Resources:

Website: Artisan Wealth Strategies

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey CFP, MBA,
Facebook: Artisan Wealth Strategies

About Brett Ramsey CFP, MBA:

Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives.

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients and wanted to be able to provide more comprehensive support and guidance to help them aim for their goals.

So, he received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. Now, he provides his clients at Artisan Wealth Strategies with personalized service and a wealth of knowledge accumulated from his decades of experience.

Raised in a small town in Arkansas, Brett credits his father with teaching him the value of a dollar from a very young age. Every night after work, his father would watch the nightly business report on PBS, and Brett would join him. Through those nightly reports and his father’s guidance, Brett has always had an innate understanding of finances and how to manage money well.

Brett now lives in Carmel, Indiana, with his wife, Christine, and their three children—Maryrose, Caroline, and Grant. His family is his favorite pastime, but he’s also an avid athlete. He’s run several half marathons and a full marathon, loves to golf, and enjoys coaching others as well.

An active member of his community, Brett has organized many educational classes on financial topics such as budgeting, eliminating debt, and planning for retirement, and has volunteered and taught similar classes for many non-profit organizations. Above all, Brett is committed to educating others—especially his clients—to become confident in their own financial decisions.

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.

Handcrafted for a confident retirement is the motto Artisan Wealth Strategies prides itself on.

The commitment to this statement is why one of the first things discussed with any client at Artisan is to understand their circumstances and really get to know them over time.

Back with the second episode of Handcrafting Your Retirement, we get to know the story behind the Artisan name and the vision for this podcast. Our host, Brett Ramsey CFP, MBA shares insightful wisdom about the importance of building relationships with clients over time to increase confidence in their retirement. He helps us understand what makes a relationship go from good to great, and how his unique background has impacted the way he has evolved his business to where it stands today.

Brett discusses:

The business model and philosophy that Artisan Wealth Strategies prides itself on
Why a timed relationship is a key process in retirement planning
The importance of developing contingency plans to increase confidence
How evolving and adapting in life, and retirement planning, are imperative to getting the outcomes you want
….And so much more!

Resources:

Website: Artisan Wealth Strategies

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey CFP, MBA
Facebook: Artisan Wealth Strategies

About Brett Ramsey CFP, MBA:

Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives.

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients and wanted to be able to provide more comprehensive support and guidance to help them reach their goals.

So, he received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. Now, he provides his clients at Artisan Wealth Strategies with personalized service and a wealth of knowledge accumulated from his decades of experience.

Raised in a small town in Arkansas, Brett credits his father with teaching him the value of a dollar from a very young age. Every night after work, his father would watch the nightly business report on PBS, and Brett would join him. Through those nightly reports and his father’s guidance, Brett has always had an innate understanding of finances and how to manage money well.

Brett now lives in Carmel, Indiana, with his wife, Christine, and their three children—Maryrose, Caroline, and Grant. His family is his favorite pastime, but he’s also an avid athlete. He’s run several half marathons and a full marathon, loves to golf, and enjoys coaching others as well.

An active member of his community, Brett has organized many educational classes on financial topics such as budgeting, eliminating debt, and planning for retirement, and has volunteered and taught similar classes for many non-profit organizations. Above all, Brett is committed to educating others—especially his clients—to become confident in their own financial decisions.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

The opinions voices in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

“Helping make your money last one day longer than you” is one of the notions Artisan Wealth Strategies stands by.

In this very first episode of Handcrafting Your Retirement podcast, Brett Ramsey CFP, MBA, co-owner of Artisan Wealth Strategies, gives listeners a grasp of what this notion means and why it should matter to you.

Tune in to the inaugural episode where you will learn about Brett’s passion for educating retirees on finance, how Artisan Wealth Strategies approaches the client advisor relationship and the experiences that started from when Brett was a young boy that have helped shape his career.

Brett discusses:

His personal story and how lessons he’s learned along the way have taught him to approach every client in a unique way
The history behind why he got into the financial industry to help retirees and what inspired him to take this path
The Artisan Wealth Strategy philosophy and what sets them apart
….And so much more!

Resources:

Website: Artisan Wealth Strategies

Connect with Brett Ramsey:

LinkedIn: Brett Ramsey CFP, MBA,
Facebook: Artisan Wealth Strategies

About Brett Ramsey CFP, MBA:

Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives.

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients and wanted to be able to provide more comprehensive support and guidance to help them reach their goals.

So, he received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. Now, he provides his clients at Artisan Wealth Strategies with personalized service and a wealth of knowledge accumulated from his decades of experience.

Raised in a small town in Arkansas, Brett credits his father with teaching him the value of a dollar from a very young age. Every night after work, his father would watch the nightly business report on PBS, and Brett would join him. Through those nightly reports and his father’s guidance, Brett has always had an innate understanding of finances and how to manage money well.

Brett now lives in Carmel, Indiana, with his wife, Christine, and their three children—Maryrose, Caroline, and Grant. His family is his favorite pastime, but he’s also an avid athlete. He’s run several half marathons and a full marathon, loves to golf, and enjoys coaching others as well.

An active member of his community, Brett has organized many educational classes on financial topics such as budgeting, eliminating debt, and planning for retirement, and has volunteered and taught similar classes for many non-profit organizations. Above all, Brett is committed to educating others—especially his clients—to become confident in their own financial decisions.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

The opinions voices in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.