In this Podcast, Michael Kitces interviews Seth Streeter on how Mission Wealth has been growing through mergers, but not just for the purpose of acquiring assets. Instead, with a ‘mergers & integrations’ approach to essentially hire-by-acquisition (or acqui-hire) financial advisors and their team members to get the additional staff to scale Mission’s own ongoing growth engine.
In this mini series podcast, Steve Sanduski met with Seth Streeter about work and life after exiting the role of CEO at Mission Wealth. Letting go of a company you’ve shepherded through successful growth may not be easy, but Seth Streeter did it voluntarily, while still in his early 50s, and moved to a different full-time role in the firm that better suits this stage of his life. Building a company that’s able to keep growing and succeeding without you at the helm is the mark of a job well done. Learn more in this podcast about how Seth let the culture he built and the team he assembled free him to explore new avenues for personal and professional growth.
Behavioral finance helps us understand how our financial decisions are greatly influenced by human emotion, biases, and cognitive limitations of the mind in how we process and respond to information. In this Podcast, Seth Streeter discusses some of the delicate tethers in people’s lives that keep them from achieving financial greatness. Our biases can explain many of the reactionary choices we make with our money. And as we know, gaining awareness is a positive first step.
In this video article we discuss Roth conversions, which occur when you convert a traditional IRA to a Roth IRA. The conversion amount is taxable in the current year at ordinary income tax rates. Should you do a Roth conversion? It depends on a number of decision factors. Please consult your advisor and tax professional prior to any tax related decisions. Learn more here.
In this spotlight on the team video article we talked with Client Advisor Stephanie Bruno, and learned about her love for her work, upbringing, family, and professional approach. Learn more about Steph in this video interview.
Watch Mission Wealth’s Market Perspectives for the first quarter of 2022. Join Chief Investment Officer Kieran Osborne to learn the latest updates on financial markets, the economy, and our outlook moving forward.
In this spotlight on the team video article we talked with Client Advisor Kristi Kearney, and learned about her background in accounting, upbringing, family, and professional approach. Learn more about Kristi in this video interview.
Do you own your employer’s stock in your 401(k) plan? Has the stock increased significantly in value? In this video, Director of Tax Strategy Brandon Baiamonte discusses discusses a tax strategy that can potentially reduce the amount of taxes you pay when you distribute the stock from your plan, as well as explaining when it might be appropriate to use.
In this spotlight on the team video article we talked with Client Advisor Joey Khoury and learned about his approach, upbringing, hobbies, and advocacy work. Learn more about Joey in this interview.
Many investors have large, concentrated stock positions within their portfolios. In this video, we’ll discuss the importance of customized portfolio solutions that can help to diversify concentrated stock holdings.