Are you looking to exit your business in the most seamless way possible, allowing for the new leaders to integrate into your business without a huge shift?
In this episode, Charlie Massimo and Peter Anastasian are joined by Michael Brinkley, CFP®, CEPA. Michael explains the process of becoming a certified exit planning advisor and emphasizes the need to consider both financial and personal aspects when planning for an exit.
Michael discusses:
Common obstacles in business deals regarding exit strategies
The importance of having the right team of advisors by your side
The emotional side of exiting a business and how that can affect the way in which you go about strategizing
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable or you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Are you feeling uncomfortable discussing legacy planning and estate documents?
While it may involve sensitive topics, legacy planning is a crucial aspect of comprehensive financial planning that should be noticed.
In this episode, Charlie Massimo and Peter Anastasian speak with Jordan Linn, a Tannenbaum Helpern’s Trusts and Estates (T&E) practice partner. Together they dive into the fundamentals of estate planning and debunk common myths. They also uncover why estate planning is crucial to a holistic financial plan and how it can provide peace of mind for you and your loved ones.
Jordan discusses:
Understand the importance of having both a will and a living trust
Learn about the differences between revocable and irrevocable trusts and their benefits
Explore the significance of financial powers of attorney in estate planning
Gain insights into medical powers of attorney and advanced directives and their role in healthcare decision-making
Jordan Linn is a partner in Tannenbaum Helpern’s Trusts and Estates (T&E) practice. With more than 20 years of T&E experience, Jordan brings his clients a wealth of knowledge and sophisticated legal counsel. He advises business owners, real estate families, and other high-net-worth individuals.
Jordan represents clients involved in audits and tax court proceedings relating to gift, estate and excise taxes. A frequent lecturer on trusts and estates topics, Jordan regularly participates in continuing education programs for attorneys, accountants and financial professionals and has served as an adjunct professor at LIU Post and CUNY Queens College.
Originally a Brooklyn native, Jordan now lives on Long Island with his wife and two sons. When not in the office, he can be spotted on the bleachers watching his two sons on the local sports courts and fields or working on his golf game.
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
Managing your finances goes beyond just number crunching or aiming for the highest return.
To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture, including investments, estate, taxes, and risk management.
In this episode, Patrice Sikora interviews Charlie Massimo and Peter Anastasian about their approach to holistic planning in wealth management. They stress the importance of a continuous, personal, and comprehensive approach to planning — one that prioritizes the needs and well-being of clients over profit-driven motives!
Charlie and Peter discuss:
A simple analogy to explain what holistic wealth management truly means
Why an advisor-client relationship is one of the most intimate relationships you will have
Where AI is effective in wealth management (and where it falls short!)
The role of holistic planning in achieving your life goals
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
In today’s fast-paced and ever-changing financial landscape, it’s crucial for investors to have a robust strategy that withstands market volatility.
In this episode, Charlie Massimo and Peter Anastasian delve into their four-step program designed to help you navigate turbulent markets with confidence and achieve long-term investment success.
You’ll learn how to overcome the challenges posed by market declines, leverage historical insights, and maintain a disciplined approach to investing.
Join us as we explore the key principles that separate successful long-term investors from those who continually react to current events.
Peter And Charlie Expand On The Following 4 Step Process:
Preparation is Key: Learn why it’s essential to prepare in advance for market declines and how to create a robust plan to weather potential storms
The Power of Perspective: Gain insights into how historical data can reinforce your belief in the long-term growth potential of well-managed equities, despite temporary setbacks
Investing in Great Companies: Understand the significance of investing in iconic companies with a track record of overcoming challenges and how market downturns can present unique investment opportunities
The Role of Planning and Discipline: Discover why continuously acting on a well-defined plan is crucial for long-term investment success and how it helps you avoid reactionary decision-making.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
Sitting with someone who might change your life can be intimidating. That person could become your financial advisor.
That’s why it’s crucial to have a powerful meeting to get to know each other, address important life concerns, and know how we can positively impact your life.
Want to know all about the first meeting process at Wealth enhancement group?
In this episode, Charlie Massimo and Peter Anastasian explain everything you need to know about the first meeting they have with a potential client at Wealth Enhancement Group. Charlie and Peter address the questions they ask during this process to know better your emotions and needs and the importance of trust from both parties.
Charlie and Peter discuss:
Their approach to the first meeting with potential clients
The importance of humanizing and personalizing financial planning to understand clients’ emotional needs
Their approach to making promises to clients
The importance of truth in their client relationships
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
We all want to be successful investors, but do you have what it takes?
From managing biases to focusing on variables you can control, Charlie Massimo and Peter Anastasian reveal the key components of a winning investment strategy.
Join Charlie Massimo and Peter Anastasian in their second episode as they reveal the six principles that successful investors follow.
In this episode, Charlie and Peter discuss improving your investment experience and achieving long-term success by implementing these principles.
Discover how having faith in the future, practicing patience and discipline, being agnostic to market trends, and focusing your time and energy on variables you can control can significantly improve your investment returns.
Charlie and Peter discuss:
Having faith in the future is a key component of successful investing.
How patience and discipline can improve your investment experience and increase your long-term real-life investment returns
Why it’s essential to be agnostic to market trends and have a philosophy that dictates your moves
Why you should focus your time and energy on variables you can control
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
In this first episode, Charlie Massimo and Peter Anastasian, both SVPs of Wealth Enhancement Group, share their journey’s in the financial industry.
From starting as an unpaid intern to building a successful business with over $700 million under management, Charlie and Peter discuss the turning points in their careers and the pivoting moments that changed their perspective on investing.
This podcast aims to provide valuable insights and tools to help listeners achieve their financial goals. Future episodes will explore investment success, maximizing your portfolio, estate, family planning, and other related topics.
Charlie and Peter discuss:
Their career paths to wealth management
The turning points in their careers which led them to be entrepreneurs
What they will discuss on this podcast in future episodes
For three decades, Charlie served at top firms Shearson Lehman, New York Life and Merrill Lynch, culminating in a role as a Senior Investment Officer at Smith Barney. In 2003, Charlie launched CJM Wealth Management, where he focused on a wide range of issues, from tax and estate planning to life insurance and the use of trusts. While Charlie works with various high-net-worth families, he also has a strong concentration on serving the unique financial needs of affluent physicians, business owners, and families impacted by autism. In 2020 Charlie and the CJM team joined forces with Wealth Enhancement Group.
Charlie is the proud father of triplets, two boys and a girl. His two boys are on the autism spectrum. With autism close to his heart, he created and is the founder of a not-for-profit organization, Autism Communities. His organization helps provide homes to facilitate an independent, safe, and inclusive living environment for adults with autism. In 2017 Charlie was appointed by Governor Cuomo (NY) to the Autism Spectrum Disorders Advisory Board, where he provides guidance to individuals with autism spectrum disorder, and families seeking reliable information regarding available services and support.
About Peter:
Peter began his career in 1998 as an advisor at a boutique Park Avenue investment firm. Three years later, he moved on to Smith Barney before becoming an independent advisor in 2004. He joined CJM Wealth Management in 2006 as Managing Director and Partner, where he was a major contributor to the firm’s growth and development. Peter specializes in wealth management, asset protection and tax minimization strategies for ultra-affluent families and closely-held businesses pre- and post-liquidity. He is widely recognized for his expertise in subjects such as asset protection, risk management and business succession planning. Peter lives in Queens, NY, with his wife and two children. An avid soccer fan, he enjoys playing competitive sports and travelling.
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
