Category: Landmark Wealth Management Group
A Way To Utilize The Bucket Strategy (Ep.7)

A Way To Utilize The Bucket Strategy (Ep.7)

By |

Buckets can hold just about anything, including your investments and savings. 

In this episode, Tom Selbo will help you understand the bucket strategy and how each bucket serves a different purpose for you. With its need specific and purpose driven strategy, you can start planning specifically for your different life goals.

Tom discusses:

  • The most common use of the bucket strategy
  • The multiple purposes you can use each of your buckets for
  • Creating another steady income for yourself using the bucket strategy
  • And more

Connect With Tom Selbo:

The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.



Podcast: Play in new window | Download
Making A Informed Decision On Pension Planning (Ep.6)

Making A Informed Decision On Pension Planning (Ep.6)

By |

Pensions used to be common, once you retire the company would give you X amount of dollars per month for the rest of your life. As the world has evolved, so have pension plans.

In this episode, Tom Selbo breaks down the pension options and the main consideration to take when planning for retirement with a pension involved. Tom reveals who benefits from pensions and how they fit into retirement plans before and after you pass away.

Tom discusses:

  • The different types of pension withdrawals
  • The role of taxation in deciding how to withdraw pensions
  • How to extend the life expectancy of pension for your spouse
  • Who benefits from the different types of pension withdrawals
  • And more

Connect With Tom Selbo:

Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

IMPORTANT: Advisory Person(s) may use proprietary financial planning tools, calculators and third-party tools and materials (“Third-Party Materials”) to develop your financial planning recommendations. The projections or other information generated Third-Party Materials regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Thrivent Advisor Network, LLC and its advisors do not provide legal, accounting or tax advice. Consult your attorney and or tax professional regarding these situations.

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services offered through Thrivent Advisor Network, LLC.

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.

Podcast: Play in new window | Download
Optimizing Your Retirement Income Plan (Ep.5)

Optimizing Your Retirement Income Plan (Ep.5)

By |

You planned, invested it and it grew. Now it’s time to use those retirement dollars, but just like the accumulation phase, the distribution phase of your assets need a plan.

In this episode, Tom Selbo will give you insight on how he approaches retirement income planning and retirement distribution planning. He also explains the framework for the bucket strategy. 

Tom discusses:

  • Planning your guaranteed income for retirement
  • Guaranteed income vs the best growth for your portfolio
  • Using the bucket strategy as a guaranteed income source
  • And more

Connect With Tom Selbo:

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.

 

Podcast: Play in new window | Download
Improving Your Wealth Accumulation (Ep.4)

Improving Your Wealth Accumulation (Ep.4)

By |

Wealth accumulation is something we all can get better at. But how do you know just how much to save each month?

In this episode, Tom Selbo walks you through the fundamentals of accumulating wealth. He also explains the importance of improving your wealth accumulation. 

Tom discusses:

  • Three areas you need to get proficient in during your accumulation years
  • Quantifying your goals
  • Creating a strategic unemotional savings plan
  • How closely you should be tracking your accumulation years
  • And more

Connect With Tom Selbo:

 

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services offered through Thrivent Advisor Network, LLC.  Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.



Podcast: Play in new window | Download
Taking Your Company Public (Ep. 3)

Taking Your Company Public (Ep. 3)

By |

Is it time to take your company public in the stock market? 

With the right resources, you can make this jump and could potentially start expanding your business with the help of investors.

In this episode, Tom Selbo talks about how you can take your company public and explains all the potential pros and cons of becoming a publicly traded company. It can be a big adjustment, but it could be just what you need to take your business to the next level.

Tom discusses:

  • What an initial public offering is and why it is so significant
  • Three key things to do if your company decides to go public
  • The potential pros and cons of taking your company public
  • And more

Connect With Tom Selbo:

Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

IMPORTANT: Advisory Person(s) may use proprietary financial planning tools, calculators and third-party tools and materials (“Third-Party Materials”) to develop your financial planning recommendations. The projections or other information generated Third-Party Materials regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Thrivent Advisor Network, LLC and its advisors do not provide legal, accounting or tax advice. Consult your attorney and or tax professional regarding these situations.

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services offered through Thrivent Advisor Network, LLC.

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website www.landmarkwealth.com for important disclosures.



Podcast: Play in new window | Download
Gaining Financial Health With Tammie Mark (Ep.2)

Gaining Financial Health With Tammie Mark (Ep.2)

By |

Being creatures of habit, we tend to ritualize things, allowing us to use less brain power on them which helps us to be more productive in other areas.

In this episode, Tom Selbo talks about his business model and how Landmark Wealth Management helps cut through the chaos for clients so that they can better their routines to improve their financial health.

Tammie discusses:

  • The 8 areas Landmark Wealth Management helps their clients
  • Why you need to develop a habit in your life
  • The 4 step process when working with clients
  • And more

Resources:

Connect With Tammie Mark:

Connect With Tom Selbo:

About Our Guest:

Tammie joined Thrivent in 2015 as a Financial Representative. Through her life experience of managing and being a business owner, she is able and called to serve clients by helping them be wise with money which allows them to live generously. Tammie and her husband, Rick, are members of St. Timothy’s Lutheran Church and involved with Christian ministries, as well as programs for the homeless in the San Jose area. She is licensed to do business in AZ, CA, and NC.

Podcast: Play in new window | Download
Meet Tom Selbo, Partner and Wealth Advisor (Ep.1)

Meet Tom Selbo, Partner and Wealth Advisor (Ep.1)

By |

Has your company just gone public, giving you a sudden influx of wealth? Have you been saving for the future and want to be sure you’re managing wisely?

Welcome to Wealth Unlocked with Tom Selbo, partner and wealth advisor at Landmark Wealth Management Group!

In this inaugural episode, get to know host Tom Selbo, as he shares how he got into the business, what he likes to do outside of work and more. Tom explains his ideal client, the type of clients he works with, and how education is a key component of the work he does.

Tom discusses:

  • How he got into the business
  • The two types of clients he works with
  • How he helps to educate his clients about the situations they find themselves in
  • His business philosophy
  • And more

Connect With Tom Selbo:



Podcast: Play in new window | Download