financial planning | Resilient Advisor

The Pro Bono Planning Movement with Jon Dauphiné (EP197)

Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement.

How I Serve with Ross Marino (EP176)

Ross Marino has endured a lot of obstacles in his life to reach where he is today. He shares his journey and new book "Shaping Change".

How To Add Year-Round Tax Alpha with Kevin Lozer (EP155)

Kevin Lozer's company is committed to helping the advisor community deliver better client outcomes with streamlined tax planning.

How I Serve: The Vance Barse Story (EP153)

Barse is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his

Last Minute Year-end Tax Moves With Shelly Bykat, CPA (EP144)

There is still time to make some tax-saving moves for your clients. Shelly Bykat comes on the show with Jay Coulter to share her thoughts.

Rewiring Clients For Retirement With Professor Jamie Hopkins

Professor Jamie Hopkins and Jay Coulter discuss retirement income planning, the RICP® designation and his new book.

What Financial Advisors Who Work With Business Owners Need To Know About The Tax Law Changes With Sh

Shelly Bykat, CPA has spent her career working with small business owners. She joins Jay Coulter on The Resilient Advisor Podcast to share h

Dr. Pfau On Managing Sequence Of Returns Risk In Retirement Planning

On this episode of The Resilient Advisor Podcast, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement plan

The Student Loan Epidemic & Your Clients With Joseph Reinke

The student loan problem is a major issue when building financial plans. On this episode Joseph Reinke joins Jay Coulter to discuss planning

How Sophisticated Advisors Incorporate Home Equity Into Retirement Planning With Professor Jamie Hop

Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using re