Estate Planning & Why Avoiding Probate Matters
Black Diamond Financial Solutions
Estate Planning & Why Avoiding Probate Matters
6:52
Life Insurance & Annuities: Clearing the Misconceptions
Black Diamond Financial Solutions
Life Insurance & Annuities: Clearing the Misconceptions
5:52
Mutual Growth: Senior & Associate Advisors Together
Black Diamond Financial Solutions
Mutual Growth: Senior & Associate Advisors Together
1:18
Why Mentorship Matters in Financial Planning
Black Diamond Financial Solutions
Why Mentorship Matters in Financial Planning
1:30
Mentorship in Wealth Planning | The Benefits of Senior Advisors
Black Diamond Financial Solutions
Mentorship in Wealth Planning | The Benefits of Senior Advisors
5:18
The Hidden Risk of Just Saving Your Money
Black Diamond Financial Solutions
The Hidden Risk of Just Saving Your Money
0:48
Swipe, Spend, Repeat? Here’s Why That’s a Mistake
Black Diamond Financial Solutions
Swipe, Spend, Repeat? Here’s Why That’s a Mistake
0:59
Roth Conversions Explained: Pros, Cons & Smart Strategies for Retirement
Black Diamond Financial Solutions
Roth Conversions Explained: Pros, Cons & Smart Strategies for Retirement
4:09
Retirement Planning vs. Retirement Income Planning
Black Diamond Financial Solutions
Retirement Planning vs. Retirement Income Planning
4:18
Episode 9: Fungibility: Why Money in One Account Isn’t the Same as Money in Another
Black Diamond Financial Solutions
Episode 9: Fungibility: Why Money in One Account Isn’t the Same as Money in Another
4:16
Episode 8: Inflation: The “Invisible Tax” That Quietly Erodes Your Wealth
Black Diamond Financial Solutions
Episode 8: Inflation: The “Invisible Tax” That Quietly Erodes Your Wealth
4:00
Episode 7: The Most Underpaid Person --- The Stay-At-Home Mom
Black Diamond Financial Solutions
Episode 7: The Most Underpaid Person --- The Stay-At-Home Mom
4:51
Episode 6: Retirement Readiness Checklist
Black Diamond Financial Solutions
Episode 6: Retirement Readiness Checklist
4:07
Episode 5: Roth vs. Traditional IRA: Which One Wins?
Black Diamond Financial Solutions
Episode 5: Roth vs. Traditional IRA: Which One Wins?
4:10
Episode 4: Your Financial Ecosystem: How Everything Works Together
Black Diamond Financial Solutions
Episode 4: Your Financial Ecosystem: How Everything Works Together
3:45
Episode 3: Why Liquidity Matters
Black Diamond Financial Solutions
Episode 3: Why Liquidity Matters
3:28
Episode 2: Why are more people ditching Wall Street for RIAs?
Black Diamond Financial Solutions
Episode 2: Why are more people ditching Wall Street for RIAs?
7:29
Episode: 1 Personal Finance
Black Diamond Financial Solutions
Episode: 1 Personal Finance
7:58
Emergency Market Update: Why "Stay the Course" Isn’t Enough Anymore
Black Diamond Financial Solutions
Emergency Market Update: Why "Stay the Course" Isn’t Enough Anymore
3:01
Why We Chose Black Diamond: Inside the Culture That Puts Clients First
Black Diamond Financial Solutions
Why We Chose Black Diamond: Inside the Culture That Puts Clients First
2:55
Should You Talk to a Financial Advisor or a CPA About Taxes?
Black Diamond Financial Solutions
Should You Talk to a Financial Advisor or a CPA About Taxes?
0:38
3 Essential Steps to Smarter Tax Planning – Are You Prepared?
Black Diamond Financial Solutions
3 Essential Steps to Smarter Tax Planning – Are You Prepared?
2:34
Long Term Care Planning: Protecting Your Retirement
Black Diamond Financial Solutions
Long Term Care Planning: Protecting Your Retirement
1:58
Empowering Young Advisors: Kenneth Reese and Jeffrey Puglia on Mentorship and Client Success
Black Diamond Financial Solutions
Empowering Young Advisors: Kenneth Reese and Jeffrey Puglia on Mentorship and Client Success
1:25
Why College Planning Shouldn’t Be Siloed: Financial Tips from Kenneth Reese
Black Diamond Financial Solutions
Why College Planning Shouldn’t Be Siloed: Financial Tips from Kenneth Reese
1:26
Building a Collaborative Financial Firm: Kenneth Reese and Jeffrey Puglia on Culture and Success
Black Diamond Financial Solutions
Building a Collaborative Financial Firm: Kenneth Reese and Jeffrey Puglia on Culture and Success
3:57
Adapting to Modern Retirement Planning: Insights from Jeffrey Puglia, Founder of Black Diamond
Black Diamond Financial Solutions
Adapting to Modern Retirement Planning: Insights from Jeffrey Puglia, Founder of Black Diamond
1:12
Overcoming Retirement Planning Anxiety: Kenneth Reese on Making Confident Financial Decisions
Black Diamond Financial Solutions
Overcoming Retirement Planning Anxiety: Kenneth Reese on Making Confident Financial Decisions
1:01
Why Retirement Planning Should Be Ongoing: Insights from Kenneth Reese, Partner at Black Diamond
Black Diamond Financial Solutions
Why Retirement Planning Should Be Ongoing: Insights from Kenneth Reese, Partner at Black Diamond
0:59
Mapping Retirement Expenses: Essential Tips from Kenneth Reese, Partner at Black Diamond
Black Diamond Financial Solutions
Mapping Retirement Expenses: Essential Tips from Kenneth Reese, Partner at Black Diamond
0:57
Why Starting Your Retirement Savings Early Is Crucial: Tips for New Homeowners, Parents, and Grads
Black Diamond Financial Solutions
Why Starting Your Retirement Savings Early Is Crucial: Tips for New Homeowners, Parents, and Grads
2:29
Beyond the Numbers: Navigating the Emotional Transition to Retirement
Black Diamond Financial Solutions
Beyond the Numbers: Navigating the Emotional Transition to Retirement
2:20
How the SECURE Act Impacts Your Retirement: Key Changes You Need to Know
Black Diamond Financial Solutions
How the SECURE Act Impacts Your Retirement: Key Changes You Need to Know
3:19
Are You Ready to Retire? 6 Essential Tests to Ensure Retirement Readiness
Black Diamond Financial Solutions
Are You Ready to Retire? 6 Essential Tests to Ensure Retirement Readiness
3:28
The Power of Understanding: Effective Financial Planning with Black Diamond
Black Diamond Financial Solutions
The Power of Understanding: Effective Financial Planning with Black Diamond
1:00
Piecing Together Your Financial Puzzle with Black Diamond Financial Solutions
Black Diamond Financial Solutions
Piecing Together Your Financial Puzzle with Black Diamond Financial Solutions
0:43
Black Diamond: Having a Wealth of Knowledge at Your Fingertips
Black Diamond Financial Solutions
Black Diamond: Having a Wealth of Knowledge at Your Fingertips
1:01
3 Simple Steps You can Take Today to Tackle Tax Planning
Black Diamond Financial Solutions
3 Simple Steps You can Take Today to Tackle Tax Planning
2:34
#1 Biggest Mistake People Make: Tackling Tax Planning When Filing their Taxes
Black Diamond Financial Solutions
#1 Biggest Mistake People Make: Tackling Tax Planning When Filing their Taxes
0:42
Why Income Types Matter when it comes to Building your Tax Strategy
Black Diamond Financial Solutions
Why Income Types Matter when it comes to Building your Tax Strategy
0:36
Tax Planning: Do I need a CPA or a Financial Advisor?
Black Diamond Financial Solutions
Tax Planning: Do I need a CPA or a Financial Advisor?
0:38