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

During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. I’ll share the details in this episode.

3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

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…

It can be exciting when you realize your needs are taken care of and you can start planning for gifting to your loved ones, charities, or other people and organizations you want to help. But just like any other financial planning strategy, you should be careful to understand the benefits, drawbacks, and limitations of the gifting strategy you choose. I’ll review some popular gifting strategies and help you identify the critical items to pay attention to in this episode. Be sure to tune in to learn the important details.

Watch the video version: https://www.youtube.com/watch?v=i1SR_jVpVkg

0:00 – Introduction & Upcoming

07:09 – Slott Report 

17:20 – Market Update

28:37 – The Financial Focus: Gifting Strategies You Should Know

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…

2025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies. 

Be sure to tune in to learn the important details.

Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC

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…

The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these “Super Catch-Up Contributions” are subject to limitations based on the individual’s age and the type of retirement account or plan used. 

3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

Video version: https://www.youtube.com/watch?v=Igu1kYeNxNs

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…

Air date: 4/30/25

Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long-lasting, or even permanent negative effects on your retirement savings and therefore the quality of your retirement. I’ll discuss why this is and how to potentially protect yourself in this week’s episode.

Video version: https://www.youtube.com/watch?v=B8AN2L7zDxk

0:00 – Introduction & Upcoming
05:13 – Headlines & Slott Report
15:45 – Market Update
24:20 – The Financial Focus: How a Major Market Drop Can Change Your 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…

Air date: 05/14/25

Beneficiary designations are one of the most important parts of your estate plan.  I’ll share a Federal Court decision that highlights the importance of beneficiary designations and updating your plan and your beneficiary designations.

Video version: https://www.youtube.com/watch?v=ROFGJRLGOEA

05:24 – Headlines
11:00 – Slott Report
17:01 – Market Update
26:47 – Financial Focus: Ex-Girlfriend gets $1.15 million from 401(k)

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…

Air date: 05/21/25

How much money do you need to have saved to retire in comfort and with confidence? This is a top 3 question. The answer, of course, is that it’s different for everyone. In this episode I’ll give you some tips on how to find your true number, what you should focus on, and what truly matters.

3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg?si=wdkqEJajMJUeu7i1

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…