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.
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.
5 Things To Look For When Hiring a Financial Planner or Financial Adviser with Lou Melone and Tyler Gallagher
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company - an Interview With Jason Hartman
R.J. King and Lou discuss the Financial Business Outlook.
“Don’t Confuse Speculating with Investing” With Jason Hartman & Lou Melone
MICPA features Melone Private Wealth Speakers
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson
Finance Expert Discusses The Increasing Financial Challenges of COVID-19
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Branden has appeared on the Walter Crosby Podcast Sales and Cigars. His episode is Building Trust with Branden Carney. During the podcast Branden covered:
Links to Podcast
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”.
Michigan Association of CPAs (MICPA) featured speaker
Develops financial plans for their retirement, desired charitable gifting, and legacy planning for heirs
Lou helps with retirement plans for teams and owner operator's financial plans
Lou helps clients answer 2 Questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?
*"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."