Artisan Money Craft: Recent Episodes
Elizabeth Kietzman
In Artisan Money Craft podcast, we break down financial concepts and products so hard working Americans can make the most of their savings and income.
DISCLOSURE Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CO, IA, IN, MN, NC, OR, PA, TX, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Beth and Cheryl discuss the first topic of financial planning; Income.
Disclaimer
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered by CES Insurance Agency or Artisan Financial Group. Tax preparation services offered by Artisan Financial Group are separate and unrelated to Commonwealth.
In this episode, Jake Droge gives us an introduction to the topic of Reverse Mortgages.
This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation. Reverse Mortgages are subject to risk including possible foreclosure, high fees and interest payments, and they may negatively impact your eligibility for various state and federal benefits. Please contact your financial professional for more information specific to your situation.
Jake Droge, NMLS# 403695 Open Mortgage Corp. NMLS #2975, "Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, #4170030", Equal Housing Opportunity verbiage or logo, the NMLS Consumer Access link: nmlsconsumeraccess.org and my address of 45776 263rd St, Humboldt, SD 57035.
In this episode, we chat with Jon Sampson about a high-level overview of what a Real Estate Investment Trust is and how they work.
*Disclosure*
A nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. Nontraded REITs are generally illiquid securities for which no public market exists. As such, investors may be unable to liquidate the security at any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk because of general economic or local market conditions; changes in supply or demand; competing properties in an area; changes in interest rates; and changes in tax, real estate, environmental, or zoning laws and regulations. Real estate units/shares fluctuate in value and may be redeemed for more or less than the original amount invested. There is no assurance that the investment objective will be attained.
In this episode, we discuss with Bob Kaitz from Best Prep about Financial Education in schools.
https://bestprep.org/
Using the Ethos Screening tool to invest in a way aligned with your values with Luke Wilcox.
www.ethosesg.com
*Disclosure*
Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria are a set of non-financial principles and standards used to evaluate potential investments. The incorporation of ESG principles provides a qualitative assessment that can factor heavily into the security selection process. The investment’s socially responsible focus may limit the investment options available to the investor.
Past performance is no guarantee of future results
In this episode I chat with David Westbrock. We talk about how to start a conversation around what happens to the family cabin upon your passing.
www.crosbywestbrock.com
Disclosure
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CO, IA, IN, MN, NC, OR, PA, TX, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
In this episode I chat with Steve Billings and talk about items to consider for the 2022 tax season.
https://www.irs.gov/credits-deductions/advance-child-tax-credit-payments-in-2021
Disclosure
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CO, IA, IN, MN, NC, OR, PA, TX, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
As someone who works outside the financial services industry, it's not uncommon to have very little knowledge or experience with financial products and services available to you. After all, this isn't something they teach us in highschool or even in college. This can leave you exposed to making financial mistakes. At the very least, it can leave you feeling confused.
Artisan Money Craft, we give you a glimpse into the fundamentals as well as some more complex subjects and help you determine when it's time to seek professional help.