Weekend Content for New Planners

Weekend Content for New Financial Planners (January 21-22, 2023)

“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more.

Buckingham Wealth Partner’s Chief Planning Officer Jeff Levine shares [Podcast with Transcript]:

  • New income tax planning opportunities in 2023
  • The 2 primary principles of tax planning
  • A review of the inherited IRA rules
  • How to reduce RMDs
  • And more…

“The other thing I would say is that a low-income year is a terrible thing to waste. Sometimes I hear people say, ‘I had almost no tax bill this year.’ And I look, and I say, ‘I’m so sorry.’ If you’ve done a good job saving over the course of your lifetime and you have a $0 tax bill or a very low tax bill, you have wasted the opportunity to use lower tax brackets. And there are a couple of ways you can do that.

Smart Tax Moves For 2023 And Beyond [Christine Benz & Jeff Ptak, The Long View]

FMG’s Chief Evangelist Samantha Russell on how to create high-quality video content simply by using your smartphone [Article]:

“It’s hard to ignore the importance of video creation for financial advisors. U.S. adults watch 147 minutes of video per day. People want short-form videos more than any other content type, which makes creating a quality video essential.

Creating videos is daunting because people tend to think they need expensive equipment and a professional setup. That’s not always the case, though. Over the last three years, I’ve successfully created over 107 videos using only my phone.”

Six Steps To Creating High-Quality Video On Your Phone [Samantha Russell, Advisor Perspectives]

Carl Richards on how to turn your biggest content marketing and digital product fears into valuable features [Video]:

Overcoming Excuses For Not Releasing Creative Work [Carl Richards, The Society Of Advice]

The case for better leveraging the gig economy [Article]:

“While our industry is usually slow to adopt new trends like this and many advisors might be nervous to take the leap, it’s worth exploringI’ve worked with many advisors who are having a hard time finding the right people – whether it’s operations or marketing professionals – and it’s time to think outside the box to access talent that you might not be able to otherwise afford.”

Why Financial Advisors Should Delegate To The Gig Economy [Jessica Harrington, Carson Group]

ICYMI: Michael Kitces goes a little deeper into the impact of ChatGPT on financial planning, including ChatGPT’s uses, limitations, and all of the ways financial planners still add value [Twitter Thread]:

Which was your favorite takeaway? Comment below!

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