There Is A Better Way by Cahaba Wealth Management

March 22, 2024Episode 1459 min

Retirement Readiness (Part 2): Financial Considerations Before You Make the Decision to Retire!

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

February 6, 2024Episode 1346 min

Retirement Readiness (Part 1): Exploring the emotional component to retirement, and how your financial plan can encourage you to take the leap!

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

November 29, 2023Episode 1242 min

The Disruption of Divorce Part 2 - How a Financial Advisor can help you and your attorney with specifics, tax implications and ways to avoid dredging up emotional issues years into the future! (featuring Will Jackson & Brian O'Neil)

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

August 2, 2023Episode 1149 min

Unlocking Your Legacy: Demystifying Estate Planning (featuring Henry Wideman and Will Jackson)

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

July 17, 2023Episode 1042 min

The Disruption of Divorce - How a Financial Advisor can fight for both parties, act as a financial mediator & make things as fair as possible! (featuring Brian O'Neill & Walton Cobb)

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

April 27, 2023Episode 940 min

Remaining "Disciplined" Even When Things are GOOD - Why Silicon Valley Bank failed a banking 101 class and how to keep your cash SAFE! (featuring Brian O'Neill & Henry Wideman)

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

February 27, 2023Episode 836 min

A Crucial Question to Ask Yourself in 2023 - Is your biggest asset your future earning potential or your balance sheet? (featuring Chris Conkell)

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

February 13, 2023Episode 744 min

Are Private Investments Better Than Public Investments? - Why CAHABA Wealth Management believes the client is better served by a "diversified passive strategy."

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

January 16, 2023Episode 643 min

The Advisor Has to Earn It - Why the qualities of patience, empathy and great listening are essential for advisors! (featuring Henry Wideman)

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

December 26, 2022Episode 533 min

The Myth of the "Super Star" Investment Manager - How the mistakes people make in investing keep them from achieving financial freedom! (featuring Brian O'Neill)

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!

There Is A Better Way

About the show

Listen to episodes

Retirement Readiness (Part 2): Financial Considerations Before You Make the Decision to Retire!

Retirement Readiness (Part 1): Exploring the emotional component to retirement, and how your financial plan can encourage you to take the leap!

The Disruption of Divorce Part 2 - How a Financial Advisor can help you and your attorney with specifics, tax implications and ways to avoid dredging up emotional issues years into the future! (featuring Will Jackson & Brian O'Neil)

Unlocking Your Legacy: Demystifying Estate Planning (featuring Henry Wideman and Will Jackson)

The Disruption of Divorce - How a Financial Advisor can fight for both parties, act as a financial mediator & make things as fair as possible! (featuring Brian O'Neill & Walton Cobb)

Remaining "Disciplined" Even When Things are GOOD - Why Silicon Valley Bank failed a banking 101 class and how to keep your cash SAFE! (featuring Brian O'Neill & Henry Wideman)

A Crucial Question to Ask Yourself in 2023 - Is your biggest asset your future earning potential or your balance sheet? (featuring Chris Conkell)

Are Private Investments Better Than Public Investments? - Why CAHABA Wealth Management believes the client is better served by a "diversified passive strategy."

The Advisor Has to Earn It - Why the qualities of patience, empathy and great listening are essential for advisors! (featuring Henry Wideman)

The Myth of the "Super Star" Investment Manager - How the mistakes people make in investing keep them from achieving financial freedom! (featuring Brian O'Neill)

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