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.
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.
Authority Magazine
5 Things To Look For When Hiring a Financial Planner or Financial Adviser with Lou Melone and Tyler Gallagher
Authority Magazine
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company - an Interview With Jason Hartman
Authority Magazine
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson
Civic Center TV Interview
Finance Expert Discusses The Increasing Financial Challenges of COVID-19
Civic Center TV Interview
Years of experience have prepared us to guide you through your life transitions.
Civic Center TV Interview
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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
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”.
Accountants
Michigan Association of CPAs (MICPA) featured speaker
High-Net-Worth Families
Develops financial plans for their retirement, desired charitable gifting, and legacy planning for heirs
Businesses
Lou helps with retirement plans for teams and owner operator's financial plans
Lou Melone CFP®
Lou helps clients answer two questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?
Branden Carney, CFP
Branden helps clients answer two questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?
2023 Winner of Five Star Wealth Manager*
Years of experience have prepared us to guide you through your life transitions.