Melone Private Wealth Press Kit

Reasons to Contact Melone Private Wealth

  • Request an interview (print, tv, radio, podcast, blog)
  • Request to quote Lou or the website
  • Request a speaking appearance

Financial Planning Topics for Your Audience 

  • Financial Planning
  • Behavioral Investing
  • Retirement Planning
  • How to Choose an Advisor
  • Why are people hardwired to fail when it comes to investing?
  • Secrets the financial planning industry doesn’t want you to know.
  • What is investor behavior? And what does the latest research tell us about human nature and
    investments?
  • How to prepare for the next Bear Market.
  • The 8 Behavioral Investment Mistakes People Will Make & How They Can Avoid Them
  • Dividends vs Interest: Defining Retirement Income for Your Clients.
  • Are Your Clients Afraid of Market Volatility or Market Risk? Do they know the Difference?
  • Innovation and Transformation in Financial Planning: What’s New & Why it Matters 
  • Understanding the Types of Retirement Plans for Closely Held Businesses

Contact Melone Private Wealth

  • Email: lmelone@melonewealth.com
  • Phone: 248-499-8704

Melone Private Wealth Team Thought Leadership

<span>The Book: Unpack Your Financial Baggage by Lou Melone, CFP&#174;</span>

The Book: Unpack Your Financial Baggage by Lou Melone, CFP®

For up to sixty years you have been packing your suitcases—unconsciously— with inaccurate and unclear financial strategies and decisions. As you visualize your next thirty years, you have finally come to a realization that hits almost everyone at this point in life: it is time to repack my financial baggage to ensure our future; otherwise, my family and the generations thereafter will never get to where they want to go.

Learn more
<span>The Podcast: Unpack Your Financial Baggage, Conversations with Lou Melone, CFP&#174; Con</span>

The Podcast: Unpack Your Financial Baggage, Conversations with Lou Melone, CFP® Con

DBusiness editor RJ 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.

Learn more & Listen
Authority Magazine

Authority Magazine

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

Learn more
Authority Magazine

Authority Magazine

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

Learn more
dBusiness

dBusiness

R.J. King and Lou discuss the Financial Business Outlook.

Learn more
Thrive Global

Thrive Global

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

Learn more
Lou speaks at MICPA events

Lou speaks at MICPA events

MICPA features Melone Private Wealth Speakers

Learn more about the MICPA
Authority Magazine

Authority Magazine

5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson

Learn More
Civic Center TV Interview

Civic Center TV Interview

Finance Expert Discusses The Increasing Financial Challenges of COVID-19

Learn more
Civic Center TV Interview

Civic Center TV Interview

Years of experience have prepared us to guide you through your life transitions.

Learn more
Civic Center TV Interview

Civic Center TV Interview

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Sales &#38; Cigars: Building Trust with Branden Carney, CFP&#174;

Sales & Cigars: Building Trust with Branden Carney, CFP®

Branden has appeared on the Walter Crosby Podcast Sales and Cigars.  His episode is Building Trust with Branden Carney.  During the podcast Branden covered:

  • Building trust with your clients. 
  • The variables that might affect your retirement plans.
  • The financial industry is all about planning. 

Links to Podcast 

Listen Now
Authority Magazine

Authority Magazine

Jason Hartman's Investing During the Pandemic Series

Excerpt from Branden's Interview:

 My first piece of advice to everyone is turn off the news, especially as it relates to the financial markets. Unfortunately, there is never anything good that comes from the ongoing news cycle today. Most of the time, especially as it relates to the financial industry, they are just feeding you the next apocalypse “de jure” that is going to “take down the markets”.

Read more

Clients trust Melone Private Wealth’s financial planners because they provide peace of mind while protecting and growing wealth

Audiences Who Listen to Melone Private Wealth's Financial Planning Team

Accountants

Accountants

Michigan Association of CPAs (MICPA) featured speaker

High-Net-Worth Families

High-Net-Worth Families

Develops financial plans for their retirement, desired charitable gifting, and legacy planning for heirs

Businesses

Businesses

Lou helps with retirement plans for teams and owner operator's financial plans

About Lou Melone CFP®

Lou Melone CFP&#174;

Lou Melone CFP®

Lou helps clients answer 2 Questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?

Learn More About Lou
10x Winner of Five Star Wealth Manager *

10x Winner of Five Star Wealth Manager *


Learn more about 5 Star Wealth Managers

*"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."