Financial Fitness

In this episode, Craig and I discuss four key factors in money and security- Discipline Purpose Strategy Fear  The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with Craig Stiles you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

For his 30th visit to our program Craig Stiles, Ameriprise Financial, the #FinancialFitness topic on our show is HUGE! Rest assured everything is going to be fine. For example here is an article supporting this episode from Edward Jones Investment- Overall, stock markets have rebounded nicely over the last two weeks with the S&P 500 up about 8%, as first-quarter data has held up and policymakers seem to be making progress on trade. Keep in mind that two or three pullbacks are normal in any year, especially as markets digest potentially higher inflation and softer growth. Nonetheless, we may see better sentiment heading into year-end, as the Federal Reserve likely lowers interest rates, and earnings growth looks to recover heading into 2026. For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

A fiduciary is anyone who must act in the best interest of a client or customer. Attorneys, bankers, and company board members are all examples of fiduciaries. Because they're legally required to maintain their client's best interests, they offer a higher level of trust to those who work with them. Benefits of working with a fiduciary: Unbiased advice : Fiduciaries are legally required to provide unbiased advice. Transparent fees : Fiduciaries are more transparent about their fees. Fewer conflicts of interest : Fiduciaries have fewer conflicts of interest than other financial professionals. Tailored advice : Fiduciaries can provide advice and financial planning strategies that are tailored to your goals. Peace of mind : You can have peace of mind knowing that your wealth is being managed in your best interest. For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

So great to have our friend and show sponsor, Craig Stiles of Ameriprise Financial on the program with us today! Topics we discuss include: Investing in low cost indexed funds Leveraging tax advantaged accounts (think 401k) Diversifying with real estate Focusing on building multiple streams of income Emerging tech and markets For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

Amid the emotions stemming from a significant election year, it's crucial to have a solid asset managing your finances. Decidere Analytics is an exceptional proprietary algorithm that removes emotion from tough financial decisions. A pragmatic strategy for your allocations, risk avoidance, and finding alignment is essential for individuals in their 'ReFirement Zone' phase of life.  For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

As Craig and his team move to their new locations Craig and I as always talk #FinancialFitness but in this episode we also discuss some amazing family tips and therefore the title "State of the Union". The family union is one of the most important unions of all, and there is no one better than Craig, 'Mr. Family Man' Stiles to chat up this topic. For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

All good financial managers and advisors should act as the CFO of your life and money. As a professional and a fiduciary, Craig Stiles talks about why a portfolio review annually is mandatory. Product selection and utilizing the Decidere Model (Craigs proprietary algorithm) is critical to maintaining the financial performance we need to sustain our lifestyles. For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/

In this episode we sit down with our friend, program sponsor, and personal financial advisor Craig Stiles. We discuss 2023 in review plus a glimpse into the 2024 Financial Crystal Ball. Craig shares information on his vibe on interest rates, Macro vs. Micro economic factors, all with an emphasis on a 3–5-year horizon.

Craig Stiles of Ameriprise Financial, the financial advisor of all our "ReFirement Monies" and our 'Financial Fitness Guru' and I discuss in depth the passing of my dad on July 17th, 2023. How managing the process can happen in so many different ways, and how to have minimal impact in your life. So many topics, so much emotion, I really hope this episode assists those who are approaching this point in their lives. You just never know when, and it's great to have Craig as a resource.