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The Abundance Mindset
Allison Cline CFP®, ChFC® & Ben Cline CRPS®
40 episodes
3 days ago
How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

Hosted on Acast. See acast.com/privacy for more information.

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Entrepreneurship
Education,
Business,
Investing,
How To
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All content for The Abundance Mindset is the property of Allison Cline CFP®, ChFC® & Ben Cline CRPS® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

Hosted on Acast. See acast.com/privacy for more information.

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Entrepreneurship
Education,
Business,
Investing,
How To
Episodes (20/40)
The Abundance Mindset
Am I Buying a Financial Plan or a Financial Product? The Difference Between Being Served and Being Sold

Are you being sold or served? Financial Planning vs. Financial Products.

 

In this episode, we delve into the critical differences between buying a genuine financial plan and being sold a financial product:

 

  • We discuss personal experiences and client stories to illustrate how the financial industry often conflates financial advising with product sales, sometimes to the detriment of consumer interests.
  • We also explore the importance of understanding business models, paying directly for advice, and recognizing signs that you may be steered toward products instead of comprehensive planning.
  • We wrap up with tips on making informed decisions and resources for further guidance.


🎯 RESOURCES FROM THIS EPISODE:

  • Visit our website to request a complimentary consultation: https://www.abundancewm.com
  • Download our free Financial Advisor Interview Guide here: https://drive.google.com/file/d/1QmqFiI1sqeT1Gh8xvV0Wpl7CrytDYg_c/view?usp=sharing


🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/BIs76BrgNXQ


Hosted on Acast. See acast.com/privacy for more information.

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3 days ago
23 minutes 41 seconds

The Abundance Mindset
"Trump Accounts" for Children - How They Work and How They May Fit a Financial Plan

Trump Accounts are a brand new acconut type for children that has been created as a part of the recent 2025 One Big Beautiful Bill. But what are they really, and how do they compare to other accounts you can open for children? In this episode, Ben and Allison cut through the noise to explain how these accounts function, where they fit in a financial plan, and who might actually benefit.


In today’s episode of The Abundance Mindset, you’ll learn:

•What the Trump Accounts are and why they were introduced

•How they compare to existing accounts for children

•Tax implications and planning opportunities

•Who should consider them (and who might not need them)

•Smart steps to take before deciding if they fit into your strategy


Visit our website to request a complimentary consultation to see if Trump Accounts make sense in your personal financial strategy: https://www.abundancewm.com


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.



Hosted on Acast. See acast.com/privacy for more information.

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2 weeks ago
23 minutes 46 seconds

The Abundance Mindset
HSAs in 2026: What's Changing with the OBBBA and What's Not?

HSAs in 2026: legislative changes you need to know. This episode explores the recent changes brought about by the One Big Beautiful Bill affecting Health Savings Accounts (HSAs) in 2026 and beyond. We delve in for a breakdown of what's new, what's staying the same, and why HSAs remain a unique tool in financial strategies.


🎯 RESOURCES FROM THIS EPISODE:

  • Visit our website to request a complimentary consultation: https://www.abundancewm.com


🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube (https://youtu.be/V6DGIEX1ehc)


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
22 minutes 16 seconds

The Abundance Mindset
Maximizing Meta's Employee Benefits: Advanced 401k, RSU, and Benefits Strategies

In this special episode of the Abundance Mindset Podcast, we focus on financial planning strategies specifically for Meta employees. We delve into optimizing the Meta 401k, including tax-efficient contributions and strategic investment selections. We also explore the nuances of handling Restricted Stock Units (RSUs) and their tax implications. To wrap up, we highlight Meta's other generous benefits like health savings accounts and long-term disability coverage.


📌 RESOURCES

Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact

Visit our website to request a complimentary consultation: https://www.abundancewm.com


🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/3ccYEcSwlHM


DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

 

Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
29 minutes 41 seconds

The Abundance Mindset
401k Mistakes to Avoid: Busting Common Myths and Misconceptions

Is your 401(k) working efficiently for you, or are you making one or more of the common mistakes we see? From misunderstanding pre-tax and Roth options to the inefficiencies of maxing out contributions too soon, we break down key points to help you optimize your 401k plan. Gain insights on making informed decisions and avoiding pitfalls that many smart, thoughtful people often overlook.


🎯 RESOURCES:

  • Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact
  • Visit our website to request a complimentary consultation: https://www.abundancewm.com


🎧 Listen on your favorite podcast service or watch the full video version on YouTube: https://youtu.be/3u3zeuk4s9w


DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

 

Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
15 minutes 31 seconds

The Abundance Mindset
Costly & Common RSU Mistakes: How to Strategically Plan Around Equity Compensation

If you’ve ever received RSUs, stock options, or ESPP shares as part of your compensation, you might be sitting on a huge opportunity — or a costly tax surprise.


In our first episode of Season 2 of The Abundance Mindset, we break down:

  • Common mistakes made with equity compensation, particularly RSUs
  • The tax pitfalls with RSUs many are not aware of
  • How to incorporate RSUs and equity compensation into broader financial planning


🎯 RESOURCES FROM THIS EPISODE:


  • Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8
  • Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact
  • Schedule a complimentary 15 minute consultation: https://calendly.com/allison-04or/phone-call-with-allison

 

🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/Udcw1MC4skU


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

 

Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
22 minutes 32 seconds

The Abundance Mindset
Using Leverage to Strategically Grow Your Wealth

Not all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productive mental models for assessing the risks and rewards of using leverage.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
17 minutes 27 seconds

The Abundance Mindset
Guest Episode | Paul Reimer on the Habits and Disciplines of a Successful DIY Investor

We welcomed Paul Reimer back onto the podcast for a discussion on his personal principles he uses to manage his own investments. As a multi-decade DIY investor, Paul has incredible wisdom and clarity on just what it takes to manage your own investments. This is an excellent discussion to help evaluate what good investment management is and what types of people it is well suited for.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


Hosted on Acast. See acast.com/privacy for more information.

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5 months ago
33 minutes 16 seconds

The Abundance Mindset
Guest Episode | Paul Reimer on US Tech Stocks and the AI Boom, Contextualizing Current Valuations

We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.


Hosted on Acast. See acast.com/privacy for more information.

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5 months ago
43 minutes 27 seconds

The Abundance Mindset
Productive Tax Planning in an Uncertain Environment

How do you make an efficient plan for near term and long term taxes in an uncertain legislative environment? 2025 has several uncertainties around what taxes will look like as we peer into 2026. Join us for a discussion on how we evaluate near term and long term tax impact and how we effectively plan throughout periods of uncertainty.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

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5 months ago
19 minutes 6 seconds

The Abundance Mindset
Market Volatility: Productive Mindsets + Strategies to Reduce Fear and Effectively Invest

It's April 7, 2025, and the market has corrected downward significantly in the last several weeks and particularly in the last several business days. As an investor with a portion of your net worth placed in the market, how should you think about and react to market volatility like what we're experiencing right now? I'll walk through an overview of current circumstances, contextualize today through the lens of historical data, and discuss the mindests + practices individual investors can deploy to remove the fear and anxiety that can occur when markets correct downward and increase in volatility.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


Hosted on Acast. See acast.com/privacy for more information.

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7 months ago
16 minutes 29 seconds

The Abundance Mindset
Defining Professional Investment Management and How to Get the Most Value from it

We hear a lot of questions and opinions about investment management. In this episode we break down different definitions of investment management, run those services through our "value vs. price" filter, and talk about what investment management means at Abundance in detail.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

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7 months ago
24 minutes

The Abundance Mindset
Pros and Cons of Rolling Over Retirement Funds to an IRA / Roth IRA

To rollover or not to rollover... It shouldn't be a surprise by now to learn that the answer depends on your individual circumstances. We peel back the advantages and disadvantages of aggregating retirement accounts within IRA / Roth IRA environments and discuss some of the circumstances that could point an individual in one direction over another.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

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8 months ago
36 minutes 51 seconds

The Abundance Mindset
Guest Episode | Ryan Ash on Preparing your Business for a Successful Exit

Good exit planning is good business planning. Regardless of where you find yourself in the lifecycle of your business, there are insights from this conversation that you can apply to your business strategy, even if you're decades from selling. If you're closer to a prospective sale, Ryan walks through the myriad of considerations you will want to take into account throughout the sale of a business - from contemplation, to pre-sale, to post-sale. You don't want to miss this if you own your own business!


To get in touch with Ryan, you can visit the Entirety Wealth website or reach the team through wealthcoaches@entiretywealth.com


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

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8 months ago
58 minutes 16 seconds

The Abundance Mindset
How Defined Benefit Plans Can Increase Total Retirement Contribution Potential for Business Owners

In the fourth part of our series focused on planning for business owners, we discuss Defined Benefit (e.g., pension) plans which - when properly set up with businesses that are a good fit for the plan - can enable much higher contribution potential than Defined Contribution (e.g., 401(k)) plans. Join us to explore the factors business owners should consider when evaluating the options available to them when initially selecting, upgrading, OR adding features to an existing plan.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

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8 months ago
25 minutes 52 seconds

The Abundance Mindset
How to Build a Souped Up 401(k) Plan and Avoid Common Mistakes

401(k)s might seem like a one size fits all retirement plan from the outside, but there's an incredible amount of customization that can be put into them, AND the vendors involved in creating and maintaining a plan can differ vastly in their structure and fees. This episode is built to help business owners understand and evaluate what it takes to select and implement a 401(k) that meets their goals.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

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9 months ago
35 minutes 27 seconds

The Abundance Mindset
Retirement Plans for Small Business: Starter Retirement Plans and When to Look at an Upgrade

We're kicking off 2025 with a series designed with the small business owner in mind! 2025 is another big year of retirement plan updates and upgrades, and we don't want to leave you without resources. In this foundational episode, we discuss the more simple/easy retirement plans most business owners start with (SIMPLE IRA, SEP IRA, Solo 401(k)). We then talk about the signs to look for that suggest it might be time for a plan upgrade, and we talk a little bit about 401(k)s (the deep dive comes next episode!).


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

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9 months ago
28 minutes 58 seconds

The Abundance Mindset
Four Ways Business Owners Need to Think Differently About Personal Financial Planning

Business ownership is a huge variable in a financial plan and creates nuances and opportunities in the personal financial planning of the business owner. We kick off our small business owner series with a discussion on the four ways business owners should evaluate their personal financial planning differently in light of their business.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

Show more...
10 months ago
29 minutes 33 seconds

The Abundance Mindset
Tax Efficient Generosity

Generosity to qualified charities is an inherently tax advantaged activity in our current tax code, but not every generous action is equally tax efficient. In this episode, we talk about Donor Advised Funds and how they can be leveraged to make your generosity agenda even more tax effective.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

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10 months ago
22 minutes 46 seconds

The Abundance Mindset
Tax Planning vs. Tax Filing - Comparing the Differences

Most of us are all too familiar with tax filing, but how much tax planning have you done? We spend some time in this short episode digging into some of the concepts included in tax planning and discuss how they can powerfully impact an overall financial plan.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

Show more...
11 months ago
14 minutes 8 seconds

The Abundance Mindset
How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

Hosted on Acast. See acast.com/privacy for more information.