CPA Monthly Insights

New Episode of Unpack Your Financial Baggage Podcast - How To Choose A Financial Advisor: The Four Criteria

“There is a lot of anxiety for anyone looking for a financial planner. The anxiety can stem from: fear of selecting the wrong person, not knowing the types of credentials people have, the financial world’s endless supply of buzzwords, the sheer volume of choices, everyone around them ‘knowing someone,’ guarantees from so many people, the current economy and the list just seems to go on and on.  This podcast can serve to alleviate the anxiety and provide a blueprint to selecting a financial advisor,” stated DBusiness magazine, DBusiness Daily News, Tech and Mobility News, Detroit 500, and Michigan Makers editor R.J. King

Episode 3: How to Choose an Advisor<br/>

Episode 3: How to Choose an Advisor

DBusiness editor R.J. King and Lou Melone, CFP® are your hosts in this financial planning podcast.

Episode three reviews the four criteria when evaluating a financial advisor which are team, firm type, planning strategy, and compensation model. 

The discussion includes topics such as client vs. customer, the quantitative value of a financial advisor, the fiduciary standard some advisors adhere to, the different credentials advisors have, a list of ten questions to ask a potential financial advisor and much more. 

2022 Retirement Plan Comparison Chart

2022 Retirement Plan Comparison Chart

This handy guide can help you narrow the focus and zero in on a retirement plan that could work for you in 2022. Because of the complexities involved with qualified retirement plans, always consult your legal or tax advisor to be sure you are complying with the rules.


Click here for the: 2022 Retirement Plan Comparison Chart Courtesy of Melone Private Wealth

2022's Retirement Plans for Closely Held Businesses: A Business Owner's/CPA's Reference Guide

2022's Retirement Plans for Closely Held Businesses: A Business Owner's/CPA's Reference Guide

This whitepaper is a guide for you and your clients.  

It will help in determining which plan is most appropriate for your client's situation and items to be reviewed.


Types of Retirement Plans for Closely Held Businesses

Unpack Your Financial Baggage: Conversations with Lou Melone CFP®

Episode 1: Behavioral Investing

Episode 1: Behavioral Investing

DBusiness editor R.J. King and Lou Melone, CFP® discuss the fundamentals of behavioral investing in episode one.

This new financial planning podcast helps answer a fundamental two part question ‘will you outlive your money, or will your money outlive you? …And the answer comes down to having a plan and understanding behavioral investing.

Unpack Your Financial Baggage

Unpack Your Financial Baggage

In his new book, Lou Melone, CFP outlines how you (or a client) can employ the principles and practices of financial planning to acquire long-term wealth for both family and those you cherish most.

Learn More

CPA Resources

CPA Resources

Financial Planning Content for CPAs

Financial Planning Content for CPAs

Our goal is to give CPAs information that will allow them to speak with clients about their retirement goals and how a financial plan will benefit them. 

Click here to access

Authority Magazine

Authority Magazine

5 Things To Look For When Hiring a Financial Planner or Financial Adviser, with Lou Melone and Tyler Gallagher

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Authority Magazine

Authority Magazine

5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone

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Thrive Global

Thrive Global

“Don’t Confuse Speculating with Investing” With Jason Hartman & Lou Melone

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Authority Magazine

Authority Magazine

The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company, An Interview With Jason Hartman

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