Tag: Financial Planning

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All Women Deserve a Seat at the Table with Jennifer Rogers Markwell (Ep. 53)

All Women Deserve a Seat at the Table with Jennifer Rogers Markwell (Ep. 53)

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Are you ready to claim your seat at the financial table?

Christine Luken sits down with Jennifer Rogers Markwell, an Emmy-nominated journalist turned financial planner, to explore the journey of empowering women through finances. Jennifer shares her transformative path from journalism to founding Platinum Wealth Management and discusses the importance of financial literacy and emotional healing around money.

Christine and Jennifer discuss: 

  • Jennifer’s journey from journalism to financial planning 
  • The mission of empowering women financially
  • Understanding and healing from financial infidelity
  • The importance of having a seat at the financial table
  • And more

Resources:

📖✨ My NEW Book is Now Available!

Connect with Christine Luken: 

Connect with Jennifer Rogers Markwell:

About Our Guest: 

Emmy® nominated journalist, Jennifer Rogers Markwell, changed gears in her television career when she realized the need to help women and their finances. It started at home for Jennifer after her grandfather passed away and she wanted to help her grandmother make sense of investing. Now she regularly hosts educational workshops to empower women to take charge of their investments. She is also very active in both state & local communities. In addition to acting as President for Platinum Wealth Management, Jennifer currently serves as a State Commissioner for the Nevada Commission for Women, hosts the “Platinum Talks Wealth” podcast, volunteers on the board for Girls Scouts of the Sierra Nevada and the board for the Pioneer Center for the Performing Arts.

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Hiring and Working with a Financial Advisor: Part 2 (Ep. 48)

Hiring and Working with a Financial Advisor: Part 2 (Ep. 48)

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Are you confident your financial advisor is truly working for you? 

Welcome back to Hiring and Working with a Financial Advisor: Part 2, where Financial Dignity® Coach, Christine Luken, dives into the fiduciary standard and arms you with essential questions to ask your financial advisor that ensure you’re hiring the right advisor for your unique situation. This episode uncovers the importance of having an advisor who understands your specific financial landscape and follows a fiduciary standard. You’ll also learn red flags indicating it might be time to find a new advisor.

Christine discusses: 

  • The importance of asking good questions in the hiring process
  • How and why you need to cultivate a positive long-term relationship with your advisor
  • Red flags to watch for in a financial planner, aka when to fire yours
  • And more

Resources:

📖✨ My NEW Book is Now Available!

Connect with Christine Luken: 

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Hiring and Working with a Financial Advisor: Part 1 (Ep. 47)

Hiring and Working with a Financial Advisor: Part 1 (Ep. 47)

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Hiring a financial advisor can change the trajectory of your financial future – for better or worse. 

In this episode, Financial Dignity® Coach, Christine Luken, highlights the essential aspects of hiring and working with a financial advisor. She addresses whether hiring a financial advisor is necessary for everyone and how to identify the right advisor for your financial goals. Whether you’re considering hiring or firing an advisor, Part 1 of this two-part series offers valuable insights into making informed decisions that align with your financial goals. 

Key takeaways include: 

  • Why financial planning is a necessity but hiring a financial planner is optional
  • Reasons why you might want a financial advisor
  • How you can find and hire a financial advisor
  • And more

 

Resources:

📖✨ My NEW Book is Now Available!

Connect with Christine Luken: 

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Managing Money as a Couple (Ep. 32)

Managing Money as a Couple (Ep. 32)

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Money can be a source of contention in a relationship, but it doesn’t have to be.

Today, Financial Dignity® Coach, Christine Luken, talks about the mindset shifts and practical actions you can take to manage money as a couple in a more harmonious way. She explores how to handle your cash with your better half without the drama and is all about how to play nice with your partner when it comes to your finances. Christine is a big fan of chatting it out, getting cozy with each other’s money histories, and penciling in some adorable “money dates” to discuss spending and financial plans. She shines a spotlight on the must-haves: being as clear as crystal, building a fortress of trust, and kicking financial secrets to the curb. Plus, she’s all about mixing it up with a sprinkle of yours, mine, and ours when it comes to bank accounts.

So, buckle up. It’s time to make managing money with your main squeeze a walk in the park.

Christine discusses: 

  • The importance of open communication when managing money as a couple
  • Understanding each partner’s unique money blueprint
  • Being financially transparent and addressing financial secrecy
  • Having a weekly “money date” as a couple
  • Why both partners should be involved in financial planning and decision-making
  • And more

Resources:

Connect with Christine: 

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Retirement Options for Entrepreneurs with Darren Wurz (Ep. 26)

Retirement Options for Entrepreneurs with Darren Wurz (Ep. 26)

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As a business owner, securing your financial future requires making important decisions and considering various factors. 

It’s easy to get caught up in the daily hustle and forget about the need to build a strong retirement plan.

In this episode, Financial Dignity® Coach, Christine Luken, sits down with Darren Wurz, co-owner of Wurz Financial Services and host of The Lawyer Millionaire™  Podcast. They dive into retirement savings options for business owners. They explore strategies like backdoor Roth IRAs and solo 401(k) plans. Darren also highlights the importance of building savings outside of retirement accounts and cautions against relying solely on the sale of assets.

Christine and Darren discuss: 

  • Darren’s background and experience in financial planning for attorneys and law firm owners
  • The difficulty for self-employed individuals to prioritize saving for retirement
  • Retirement savings options for solo entrepreneurs and small business owners
  • The benefits of a cash balance plan for retirement savings
  • Non-qualified compensation plans
  • The importance of considering saving and investing outside of retirement accounts
  • The potential pitfalls of relying solely on the sale of a business or property for retirement savings
  • And more!

 

Resources:

Connect with Christine: 

Connect with Darren Wurz:

About our Guest: 

Darren Wurz specializes in financial planning for law firm owners. He is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he has developed expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners across the country. His mission is to help his clients achieve financial independence as they define it. As a small business owner himself, he is deeply familiar with the challenges of solo practitioners and small firm owners.

He is the host of The Lawyer Millionaire Podcast, available wherever you get your podcasts, and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Darren is a member of the American Bar Association and the Financial Planning Association. Locally, he is a member of the Cincinnati Bar Association, the Northern Kentucky Bar Association, and the Covington Business Council. His office is located in Cincinnati, OH, and he was born and raised in Toledo, OH.

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