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

By 2040, over 80 million Americans will be over the age of 65, and most will need some form of long-term care.  Are we ready?  Bryan and Mark will discuss the challenges and strengths of our long-term care system and how advocates are trying to improve care for America’s seniors.

Be sure to tune in to learn the important details.

Bryan Adler is a Certified Elder Law Attorney (CELA) through National Elder Law Foundation*.  He dedicates his practice to advising and counseling clients in the areas of elder law, life care planning, asset protection, veterans’ benefits, estate planning, guardianships and long-term care advocacy.

Contact Bryan at Rothkoff Law Group
215-546-5800
Bryan@rothkofflaw.com
rothkofflaw.com
rothkofflaw.com/resources

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

One of the top three questions I hear is “when should I start collecting my Social Security benefits?” Join me and nationally recognized Social Security planning expert Heather Schreiber, as we explore the questions and information needed to help you answer this important question. 

Be sure to tune in to learn the important details.

Heather is a leading expert in navigating the complex issues regarding Social Security and brings her expertise to the team at Attleboro Wealth Management and their clients.

Heather Schreiber, RICP®, NSSA®, has a passion for consumer advocacy that is contagious. She has made it her mission to educate financial, legal, and tax professionals, as well as the consumers they serve, so they can more effectively navigate the waters of retirement with confidence. With over 25 years in the financial services industry, Heather believes that knowledge is the key to a successful and empowered retirement.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

 Both Roth conversion and the appropriate use of annuities can be powerful parts of your tax-efficient financial plan.  However, there are critical items to pay attention to when you are considering converting your Traditional IRA annuity to a Roth IRA annuity.

Be sure to tune in to learn the important details.

Links Mentioned:
https://www.federalregister.gov/documents/2008/07/29/E8-17271/converting-an-ira-annuity-to-a-roth-ira

5 Crucial questions to ask before you file for Social Security | The Financial Focus: https://youtu.be/WKWvmfVfGSY

The Realities of Aging in America, w/ Bryan Adler, Esq, CELA | The Financial Focus: https://youtu.be/Fn3xiITcFm8 

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

Roth conversions can be a powerful tax planning tool. Required Minimum Distributions (RMDs) have complex rules and significant penalties for failing to follow those rules. Converting your Traditional IRA to a Roth IRA when also taking your RMDs can be confusing and cause potential issues if done wrong.

I’ll review the rules you should know about Roth conversions and RMDs in this episode. Be sure to tune in to learn the important details.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

As I take a break over the holidays from my weekly webinars, we have put together some of our “Greatest Hits.” This was a fun video with a lot of interaction and response that was originally broken down into two parts. We’ve combined the parts into one so you can enjoy the entire episode easily. I hope you find the information helpful and informative.

There is so much financial advice to be found on the internet and YouTube. Some of it is very good, some is okay, and some is just dangerous and potentially harmful. This week I will explore some details about collecting Social Security and I will review a video from a popular YouTuber who says waiting past age 62 to collect your Social Security is a scam. 

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

There have been many changes recently to the rules about Required Minimum Distributions. Join Mark and Sarah as they explore and discuss some of these changes and how they might affect you or those you care about. Be sure to tune in to learn the important details.

Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twenty years of experience helping clients and financial professionals navigate complex technical IRA questions. Known for her engaging presentation style, Sarah skillfully uses clever pop culture anecdotes to make advanced IRA education both memorable and accessible. Her ability to demystify complicated retirement laws has made her a sought-after speaker at financial industry events and private trainings for professionals, including advisors, CPAs, and attorneys.

Sarah regularly presents to Ed Slott’s Elite IRA Advisor GroupSM, a prestigious study group of top financial professionals, as well as at Ed Slott’s 2-Day IRA Workshop and Ed Slott and Company’s IRA Success, powered by The American College of Financial Services. In these sessions, she provides expert guidance on the complexities of IRA distribution planning, making her a trusted resource in the financial community. As part of her work with the study group, Sarah consults directly with clients of member advisors, gaining firsthand understanding of thousands of Americans’ top IRA questions each year. This unique exposure provides her with key insights and perspective on the pulse of IRA concerns across the country. Sarah is also a featured Expert on The American College’s Knowledge Hub+ platform. 

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

There are important updates for 2025 that can affect your financial plan and investment strategies. Be sure to tune in to learn the important details.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

Naming a trust or estate as beneficiary of an IRA introduces a number of post-death issues and potential hurdles. Before a trustee or executor touches any IRA funds, some foundational and oftentimes confusing details must be considered. Be sure to tune in to learn the important details.

Andy Ives, CFP®, AIF®, brings 25 years of diverse experience in the financial services industry, ranging from managing client relationships to delivering expert-level IRA guidance. His depth of knowledge and engaging presentation style make him a highly sought-after speaker, particularly on the intricacies of IRA distribution planning. Andy is a core part of Ed Slott’s Elite IRA Advisor GroupSM presentations both on stage and behind the scenes, where he provides in-depth education on advanced IRA strategies. He also regularly presents at Ed Slott’s 2-Day IRA Workshop, Instant IRA Success and contributes to Ed Slott and Company’s IRA Success, powered by The American College of Financial Services.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

A common question I hear is “Should I withdrawal money from my retirement accounts to pay off debt?” This is an important question that many of us have asked ourselves in the past. I’ll explore some key points to try to answer this question in this episode.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

 A common goal people have is to have their mortgage paid off by the time they retire. But is not having a mortgage in your retirement the right answer? I’ll explore pros and cons in this episode.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

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

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…