That Makes Cents

Latest Episodes:

S3 Ep6: Financial Advice For The 99% Sep 02, 2021

Show notes

An unfortunate reality of the financial advice industry is that it doesn't always help the 99%.
On this episode of That Makes Cents, we're talking to three advisors who are trying to change that.
Among the topics discussed:
5:30 Why financial advice needs to be offered to everyone
16:00 What advisors can do to make themselves more trustworthy
25:00 How technology is making it easier to provide financial advice to underserved populations
32:55 Ways for advisors to do more pro bono planning
Plus, our guests share stories on how they've helped underserved communities in their practices.
Featured Guests:
Alex Petsis, CFP, ChSNC
Financial Planner, Petsis & Associates
https://www.apetsis.com/
Max Mintz
Financial Planner, Common Interests
https://www.commoninterests.com/
Jon Dauphiné
CEO, Foundation For Financial Planning
https://ffpprobono.org/
Meet The Host:
Mac Gardner, CFP®, Founder, FinLitTech
https://www.finlittech.com
MORE RESOURCES
To learn more about the Pro Bono Planner Match Program: https://probonoplannermatch.org/home
For information about the Wall Street Diversity Accelerator Internship Program, email Erica Monko emonko@granaham.com or Kathleen Mumma kmumma@needhamco.com
Don’t forget to rate and review to help others find the show!For more information on eMoney Advisor: https://www.emoneyadvisor.com/
For more information on Incentive, eMoney's financial wellness app: https://www.emoneyadvisor.com/incentive/
That Makes Cents archives:
https://info.emoneyadvisor.com/podcast

DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S3 Ep5: Why Employers Need To Offer Financial Wellness Programs Aug 20, 2021

Show notes

On this episode of That Makes Cents, we're talking about financial wellness programs in the workplace. Among the topics discussed:

How employers should think about the benefits they provide (4:00)
Financial wellness tools that employers can offer their employees (9:40)
Why financial wellness matters at work (21:25)

Featured Guests:
Farzin Karim, Head of Financial Wellness, SVP, Fidelity Investments
https://www.fidelity.com/
Ross James, Head of Financial Planning, Sentinel Benefits Group https://www.sentinelgroup.com/
Meet The Host:
Mac Gardner, CFP®, Founder, FinLitTech https://www.finlittech.com
Don’t forget to rate and review to help others find the show!
For more information on eMoney Advisor: https://www.emoneyadvisor.com/ For more information on Incentive, eMoney's financial wellness app: https://www.emoneyadvisor.com/incentive/ That Makes Cents archives: https://info.emoneyadvisor.com/podcast
DISCLAIMER Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S3 Ep4: We All Need Financial Therapy Aug 04, 2021

Show notes

On Season 3, Ep. 4 of That Makes Cents:

How advisors can incorporate financial therapy into their advice 11:58
Why people have money shame 18:40
Does how much money you have influence your amount of financial stress? 24:35

Featured Guests:
Lindsay Bryan-Podvin, LMSW, Founder, Mind Money Balance https://www.mindmoneybalance.com/ Check Out Lindsay’s Book!👉 The Financial Anxiety Solution https://www.simonandschuster.com/books/The-Financial-Anxiety-Solution/Lindsay-Bryan-Podvin/9781646040070
Dr. Alex Melkumian, Licensed Marriage and Family Therapist http://drmelkumian.com/
Meet The Host:
Mac Gardner, CFP®, Founder, FinLitTech https://www.finlittech.com
Don’t forget to rate and review to help others find the show!
For more information on eMoney Advisor: https://www.emoneyadvisor.com/ For more information on Incentive, eMoney's financial wellness app: https://www.emoneyadvisor.com/incentive/ That Makes Cents archives: https://info.emoneyadvisor.com/podcast
DISCLAIMER Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S3 Ep3: How Different Cultures Think About Money Jul 22, 2021

Show notes

On this episode of That Makes Cents, we talk about different cultures think about, and spend, their money. Among the topics discussed:
Why certain cultures value homeownership more than others (9:25)
Why the textbook rules don't always apply to everyone (13:00)
How to increase diversity in the financial advice industry (18:50)
Featured Guests:
John Eing, MBA, CPA, CFP®, Relationship Manager, Abacus Wealth https://abacuswealth.com/
Chloe Moore, CFP®, Founder, Financial Staples
https://www.financialstaples.com/
Luis F. Rosa, CFP® EA, Founder, Build a Better Financial Future
https://buildabetterfinancialfuture.com/
Learn more about the BLatinX Internship program: blxinternship.org
Meet The Host:
Mac Gardner, CFP®, Founder, FinLitTech
www.finlittech.com
SHOW NOTES
Asian American renters vs. homeowners (pg 16) https://www.advancingjustice-la.org/sites/default/files/pictures/coc-older-adults-LA-2016.pdf
Would Baby Bonds close the racial wealth gap https://www.morningstar.com/articles/1003066/can-baby-bonds-shrink-the-racial-wealth-gap

Don’t forget to rate and review to help others find the show!
For more information on eMoney Advisor: emoneyadvisor.com/
For more information on Incentive, eMoney's financial wellness app: https://emoneyadvisor.com/incentive/
That Makes Cents archives: info.emoneyadvisor.com/podcast
DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S3 Ep2: Financial Literacy For Kids Jul 06, 2021

Show notes

On this episode of That Makes Cents, we talk with two companies that are actively working to increase financial literacy in children, and why it's such a problem to begin with.
Featured Guests:
Kevin Ruth, Founder, Finance411
https://www.finance411.com/
Brandon Horne, Head of Strategic Partners, Greenlight
https://www.greenlightcard.com
Meet The Host:
Mac Gardner, CFP®, Founder, FinLitTech
www.finlittech.com
Don’t forget to rate and review to help others find the show!
For more information on eMoney Advisor: emoneyadvisor.com/
For more information on Incentive, eMoney's financial wellness app: https://emoneyadvisor.com/incentive/
That Makes Cents archives: info.emoneyadvisor.com/podcast
DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S3 Ep1: What Is Financial Wellness, And How Do We Achieve It? Jun 18, 2021

Show notes

On the Season 3 premiere of That Makes Cents: What is financial wellness, why is it so important right now, and how do we achieve it?
Featured Guests:
Tina Hay, CEO, Napkin Finance
napkinfinance.com
Jedidiah Collins, CFP®, CEO, Your Money Vehicle
yourmoneyvehicle.com
https://www.amazon.com/Your-Money-Vehicle-Driving-Financial/dp/1544506287/ref=sr_1_1?dchild=1&keywords=your+money+vehicle&qid=1622761120&sr=8-1
Meet The Host:
Mac Gardner, CFP®, Founder, FinLitTech
finlittech.com
Don’t forget to rate and review to help others find the show! For more information on eMoney Advisor: emoneyadvisor.com/ For more information on Incentive, eMoney's financial wellness app: emoneyadvisor.com/incentive/ That Makes Cents archives: info.emoneyadvisor.com/podcast DISCLAIMER Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S2 Ep7: Takeaways From Season 2 + Previewing Season 3 Apr 30, 2021

Show notes

It’s the Season 2 finale of That Makes Cents! Featured Guests: Val Rivera - Senior Product Marketing Manager, eMoney Mac Gardner - CFP, author, founder of FinLit Tech Among the topics discussed: - What every advisor needs to know in order to market themselves (1:55) - How Mac has marketed himself and his firm (9:33) - The theme of Season 3 and why it matters (13:58) Don’t forget to rate and review to help others find the show! For more information on eMoney Advisor: emoneyadvisor.com/ For more information on Bamboo, eMoney's marketing solution: emoneyadvisor.com/marketing/ That Makes Cents archives: info.emoneyadvisor.com/podcast DISCLAIMER Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S2 Ep6: How One Advisor Went Viral On Social Media Apr 16, 2021

Show notes

On this episode of That Makes Cents, we're talking about social media and how advisors could and should be using it.
Featured Guests:
Celeste Revelli, director of financial planning, eMoney
www.instagram.com/mondaymoneyminute/

Dr. Brad Klontz, professor of financial psychology, Creighton University
www.yourmentalwealth.com/about-us/dr-brad-klontz/
www.tiktok.com/@drbradklontz?source=h5_m

Among the topics discussed:
- How to genuinely use social media as an extension of yourself
- How Dr. Brad Klontz was able to grow his TikTok audience to 275,000 subscribers
- The best tools to use in conjunction with social media platforms
Don’t forget to rate and review to help others find the show!
For more information on eMoney Advisor: emoneyadvisor.com/
For more information on Bamboo, eMoney's marketing solution: emoneyadvisor.com/marketing/
That Makes Cents archives: info.emoneyadvisor.com/podcast

DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S2 Ep5: Engaging With Clients And Prospects In Ways That Strengthen Your Brand Mar 19, 2021

Show notes

On this episode of That Makes Cents, we're taking concepts applied in our last three episodes and applying them to client engagement.
Featured Guests:
Paige Hill, Manager, Demand Gen, eMoney
Gwendaline Mazzara, Vice President, Practice Management & Consulting, Fidelity Investments
Among the topics discussed:
- How to establish your brand
- The stages of the prospect/client journey
- Best practices for producing your own content
Don’t forget to rate and review to help others find the show!
For more information on eMoney Advisor: emoneyadvisor.com/
For more information on Bamboo, eMoney's marketing solution: https://emoneyadvisor.com/marketing/
That Makes Cents archives: info.emoneyadvisor.com/podcast

To learn more about Fidelity Institutional: https://institutional.fidelity.com/app/home
Access Fidelity's Digital Marketing eBook here: https://institutional.fidelity.com/app/literature/ebook/9888573/diving-into-digital-marketing.html?sapl=press
DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

S2 Ep4: How Advisors Should Plan Virtual Events Feb 26, 2021

Show notes

Even after life returns to normal, it’s unlikely that virtual events will go away entirely. Advisors who want to plan events, be it for their clients or other advisors, will need to adjust if they haven’t already.
On this episode of That Makes Cents, we speak with two people who’ve planned such events in the last year: Daniel Pelesko, eMoney’s events manager, and Greg Furer CEO of Beratung Advisors.
Daniel and Greg speak directly about what has worked for them when it comes to planning virtual events, what hasn’t, and what you should be doing if you want to plan a virtual event of your own, be it with clients or otherwise.
Among the topics discussed:
- How Daniel and Greg quickly pivoted to virtual events in 2020 (2:00)
- Best practices for virtual events (11:27)
- How client communication has been impacted by the shift to virtual (18:30)
Don’t forget to rate and review to help others find it.
For more information on eMoney Advisor: emoneyadvisor.com/
For more information on eMoney's marketing solution: emoneyadvisor.com/marketing/
For more information on Beratung Advisors: www.beratungadvisors.com/
That Makes Cents archives: info.emoneyadvisor.com/podcast

DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Beratung Advisors is a separate entity from WRI.

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