March 28, 2016
Living inspired by your life purpose can be exhilarating, but also often requires attention to insuring you have the sustainable resources to enjoy seeing it unfold as you have dreamt it. Whether you are living your purpose now, or planning to be able to make a life transition to live it out in the future, do you know how to financially support it? Preparing now to fund your purpose can make the experience even more fulfilling, so this week we explore what to consider now, to sidestep any big surprises along the way. Our guest appeared recently on the show, and returns to guide our discussion about “Funding Your Life Purpose”.
Mark Trittschuh is a Director at CliftonLarsonAllen Wealth Advisors and serves as an investment advisor and wealth manager for high-net worth individuals.
Mark graduated with a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio. He is a Registered Investment Advisor and is a member of the Investment Management Consultants Association.
Mark has over 20 years of experience in the financial service industry with extensive experience as an investment advisor for individuals and investment consultant for foundations, endowments and corporate defined contribution plans. His background includes providing investment performance reporting for investment committees, research, evaluation and selection of investment managers for various asset classes based upon client needs and objective, and development of asset allocation strategies and analysis of asset manager performance relative to appropriate benchmarks and peer groups.
Mark resides with his family in Lake Zurich, IL. His hobbies include golf, tennis and oil painting.
We often become so immersed in the pace of our daily lives, that we don’t take the time to pause and reflect on what will fill our days with passion and purpose when we transition out of the world of “work.” Have you considered what will inspire you in your 50’s, 60’s and even 70’s? The foundations of a purpose-filled retirement can and should be considered now, to have the time to build your vision of that vibrant phase of life. Join us this week as we speak with a leading industry expert, whose message will inspire you to see your retirement in a new way.
Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.
For almost two decades, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development.
Mitch is a consistently top-rated presenter who has spoken to groups ranging from 10 to more than 10,000. He has been named one of the financial services industry’s top “Movers & Shakers” for his pioneering work. Through the Institute, he has partnered with Texas Tech University, the University of Georgia, and Utah Valley University to develop financial life planning programs for their undergraduate programs.
Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip “Stanley Brambles, CFG (Certified Financial Guru)” appears monthly in the print edition of Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.
Mitch is also the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals. His other books include The New Retirementality (now in its 4th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional’s StoryBook, Your Clients for Life, Your Client’s Story, Selling with Emotional Intelligence and The Financial Lit Kit (The Cash in the Hat,The Bean is not Green, and Where Did the Money Go?).
For more information about Mitch Anthony, please go to http://www.mitchanthony.com/index.htmlhttp://www.mitchanthony.com/index.html