Not a Guru: Real Financial Education with Mark Byelich, CFP®

Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this episode.

Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Visit our website: https://www.attleborowealth.com

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

02:17 – Slott Report

16:44 – Market Update

27:20 – Financial Focus: When to Make Changes to Your Retirement Investments

3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery

Trump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of those questions in this week’s episode.

Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://www.attleborowealth.com

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery

The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026 in this video.

Videos mentioned
Backdoor Roth Contributions: https://youtu.be/fXDIuwByg8M
Qualified Charitable Distributions: https://youtu.be/Qq3bmd2L_aI
Investment Management: https://youtu.be/mgSBeGzVqgg

Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Visit our website: https://www.attleborowealth.com

There are ways to transfer your funds from IRAs and Retirement Plans that do not create taxable events. There are also ways to transfer life insurance, annuities, and real estate that are tax-free. The rules can be complex and a mistake can be irreparable. Learn how to take advantage of these strategies and avoid potential mistakes in this episode.

Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://www.attleborowealth.com

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery

Pre-tax retirement plan contributions will be limited for many workers beginning in January 2026.
New regulations will limit catch-up contributions into pre-tax retirement plans for high income earners. I’ll explore who this will affect and what you can do in this video.

Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Visit our website: https://www.attleborowealth.com

In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today.

Issues such as:

• New 401k changes
• The biggest retirement mistakes we see
• How to use cash value life insurance in retirement planning
• The effects of tariffs on our country’s finances
• Fiscal trajectory of the country

Be sure to tune in for this important discussion.

Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Visit our website: https://www.attleborowealth.com

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning.

Tune in to learn the details.

Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://www.attleborowealth.com

There can be many benefits in having a financial advisor as part of your retirement team. However, how can you tell if your advisor is the right one for you? What are some of the things you should pay attention to and questions to ask? I’ll show you how to make the decision that’s best for you in this video.

Visit our website: https://www.attleborowealth.com