Best Colin Meeks Podcasts (2025)

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, …

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MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process 13:32

Play Pause

4M ago13:32

13:32

Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process. Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process

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MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less 9:58

4M ago9:58

9:58

Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.

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MFA PODCAST 1 The Only Annuity I Use in Financial Planning 11:39

5M ago11:39

11:39

Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.By Colin Meeks

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Planning for the Highly Compensated 37:55

5y ago37:55

37:55

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Teaching Children Financial Literacy 36:16

5+ y ago36:16

36:16

This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy! Check ou…

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10 Minutes of Marketing 10:01

5+ y ago10:01

10:01

I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone. This interview is with Corey Keating. He is the founder of the Markete…

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Economic Update: Where are we headed? 29:26

5+ y ago29:26

29:26

The big question: "Where are we headed?" A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some questions we discuss: Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40 M people unemployed? Will the affects of th…

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Finance, Life & LinkedIn 36:24

5+ y ago36:24

36:24

Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.

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A Successful Sales Mindset 41:59

5+ y ago41:59

41:59

Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along so I was excited when he agree to do this podcast. It is about 40 minutes but well worth it as you will learn about his story in sales and his nuggets …

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Building Your Relationship with Money 29:52

5+ y ago29:52

29:52

Recently I was lucky enough to do a podcast interview with one of them - Christine Teh: 🎙"Building Your Relationship with Money" Christine is well known on LinkedIn, but if you haven't had a chance to connect with her - I recommend it. You will learn a lot just by following her. She is a financial coach, tax strategist and LinkedIn coach. I always …

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Parenting Professionals of LinkedIn 30:55

5+ y ago30:55

30:55

'PARENTING PROFESSIONALS OF LINKEDIN' I met Lisa Goldkuhl on #linkedin during the lockdown. I noticed one of her posts speaking about what it was like to be a mother and I told a story about an experience I had as a parent. Long story short, I walked in and out of a grocery store multiple times holding my daughter looking for my car keys...which we…

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Side Hustle: Collecting Sports Cards 20:36

5+ y ago20:36

20:36

This is about the side hustle of a high schooler collecting and selling sports cards on the side. The guest is non other than Connor Meeks, the son of podcast host, Colin Meeks. Connor has been collecting cards for a while now and has started to get good at selling them. Listen to his story as he just started high school and this is a really intere…

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Disability Insurance Podcast 19:48

5+ y ago19:48

19:48

The importance of protecting your income in this episode where we discuss the basics and importance of disability insurance. Insurance is never a fun thing to think about - you either have to think about yourself getting hurt or dying. It is important to plan properly and to protect yourself and your family. This coronavirus is a good reminder that…

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Virtual Financial Advising Process 12:43

5+ y ago12:43

12:43

Have you even wondered how you would work with an advisor in another state? We have a few clients out of state that take advantage of our process and find it is just as personal as face to face meetings. We use Skype & Zoom for our 'screen to screen' meetings. We have formulated this process over the last few years to make sure it feels just as per…

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Start Investing Early 6:50

5+ y ago6:50

6:50

Kids should be learning about investing in school but rarely do they get any real life information to use. It is up to the parents, guardians, brothers, sisters, and everyone else with any knowledge to pass it on to the younger generation. Teach them how to save and teach them what investing can do for them. Email [email protected] if you have any…

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The Secure Act - Changes to RMDs, The Stretch IRA & More 20:48

6y ago20:48

20:48

Here we talk about the new bill that was passed making a few notable changes to investors of all ages, and especially those getting ready to hit the big 7-0. The RMD age was changed to 72 and Stretch IRAs now have a limit of 10 years. These are two of the biggest changes for us and our planning but there we plenty more. Listen to the podcast to her…

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Year-End Financial Checklist 14:15

6y ago14:15

14:15

We go over an article we found and talk about some of the important things to get done before the year is over. We also talk about some of the not so important things! Let us know what you think and if you need anything you can reach us @ [email protected]

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Beware of Bad Information on Social Media 11:47

6y ago11:47

11:47

Here we discuss bad financial information on social media. There is bad information everywhere, but we notice it the most on social media over the past few years due to its popularity and ability to reach millions of individuals. Articles with crypto currency experts and ads titled "This stock could be the next ___ (ex. Apple, Amazon)" are too comm…

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Happy Thanksgiving Everyone! 12:23

6y ago12:23

12:23

Happy Thanksgiving! We (Colin and Ryan) share their key advice that they would give to anyone they meet. There is not much cookie cutter advice out there, as everyone has their own personal financial situation, but there are a few pieces of advice we think everyone can benefit from. We talk about online savings accounts and getting started planning…

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We Are Back! Case Study November 2019 16:56

6y ago16:56

16:56

We are back after a hiatus of a few months. Sorry for the lagging of content. We were helping a lot of clients and working hard but we are back and making the time to bring back the podcast as strong as ever. Stick around because we have a lot of new cases and topics to talk about.

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Financial Planning vs Investment Planning 16:01

6+ y ago16:01

16:01

This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning, investment planning, insurance planning, healthcare, etc. Multiple professionals working together to help an individual reach their goals. It takes a…

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Questioning Recent Financial Decisions 15:10

6+ y ago15:10

15:10

This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn't undo something, unfortunately; not everything can be undone.

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3 Things That Can Derail A Financial Plan 16:24

6+ y ago16:24

16:24

There are more than 3 things, but these are important and a good place to start for things to look out for. Remember to set a plan and stick to it. We routinely suggest not changing the plan unless your life changes. Investing is a long term game.

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Thoughts from the Kitchen Table - Meeke, Loeb, Evans, Tanak, Chile and Much More 33:58

6+ y ago33:58

33:58

It's been way too long since I sat down and talked rally at the Kitchen Table. So in this episode I do my best to catch up and talk, amongst other things - Meeke, Evans, Tanak, Solberg, Chile, Otago Rallyand Targa TasmaniaBy Colin Clark

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Insurance Overview 15:43

6+ y ago15:43

15:43

This podcast is about insurance in general. It describes some of the different kinds and how we use them to plan, especially for special needs planning. We use both cash value/permanent and term insurance depending on the situation. We may even use Universal Life, which is a combination of whole life and term. It all depends on your situation!…

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Adult Prep with Ruth Lamberty 22:20

6+ y ago22:20

22:20

What is Adult Prep? Check out this blurb directly from their website: https://adult-prep.com/about-us/ "Adult Prep teaches life skills to high schoolers, enabling them to be able to stand on their own two feet when they leave home. Imparting the skills needed to successfully transition to adulthood, Adult Prep creates a mindset empowering young adu…

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Understanding Financial Products 13:46

6+ y ago13:46

13:46

This is just a little insight about common financial products that are often misunderstood. There are bad products; however, most of the time the product isn't bad but its use was bad. Products work best in certain situations and are never one size fits all answers. It is important to make sure you always understand what you are investing in. It is…

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Client Case Study: April 2019 18:13

6+ y ago18:13

18:13

This is another case study where we review the basics of a new case. We can't share too many details but we are able to share enough to give you a good view or how we work and the common situations we run in to.

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Seth's Mom - Helping Families with Disabilities 24:39

6+ y ago24:39

24:39

Directly from sethsmom.org: About Seth's Mom So, what about Seth's Mom? We are the FREE NOW FREE FOREVER premier information, news, entertainment, education web portal. What started as an idea in 2015 by Dr. Monique Day, Seth's Mom was launched in May 2017 as a bridge between families and individuals diagnosed with disabilities and the wealth of in…

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Thoughts from the Kitchen Table - Mexico Marks Meeke's Re-Emergence 27:15

6+ y ago27:15

27:15

Mexcio might have been short on entries but it was far from short on talking points. So much to talk about, and apologies or not including Elfyn's fine podium, but the hot topic of debate was Meeke's "Dirty Tricks" moment and the inclusion of a wonky jump in the opening stage. It might be a little late, but sit back and enjoy nearly 30mins of the f…

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Value vs. Cost 15:37

6+ y ago15:37

15:37

This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the effects of the cost. For example, hopefully as advisors we are able to save you enough money so they cost is there, but it does not effect your bottom li…

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"Sales" 19:14

6+ y ago19:14

19:14

Here we talk about "selling" and what this word means to us as financial advisors. Please consider sharing if you enjoy the podcast. Thanks!

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Thoughts from the KitchenTable - Tanak's Brilliance, Hyundai's Challenge and Mikkelsen's Woes 24:21

6+ y ago24:21

24:21

Rally Sweden was a very positive affirmation of Ott Tanak's 2019 title credentials. The potent combination of Tanak and the Toyota looked sensational. I give me thoughts on what this might indicate for the coming championship fight. I also take a look at the challenge facing Hyundai and in particular Andreas Mikkelsen…

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How We Make Money: Our Cost Structure 28:07

6+ y ago28:07

28:07

This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doing, whether that be providing life insurance or producing a full financial plan and managing money. Listen to one of our most transparent episodes from …

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Does "Timing The Market" Work? 13:14

6+ y ago13:14

13:14

This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time. We get into some of our investing philosophy! Feel free to get in touch with us if you have any questions - [email protected]…

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Real Client Case Study: Feb 2019 19:05

6+ y ago19:05

19:05

This is a real case study we did for one of our recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.

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Planning Across The Spectrum 21:46

6+ y ago21:46

21:46

Andrew Komarow, MSFS AEP® AIF® CAP® CASL® CFP® CHFC® CHSNC®CLU® FSCP® REBC® RHU® RICP® Founder and President Andrew has been with us since the beginning and is the creator of Planning Across the Spectrum. Andrew is an advocate throughout Connecticut and throughout New England for Autism awareness as well as a CERTIFIED FINANCIAL PLANNER™ and co-fou…

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National Down Syndrome Society 21:33

7y ago21:33

21:33

OUR MISSION: The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome. Our Vision The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to enhance their quality of life, realize their life aspirations and become valued members of wel…

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2018 Year End Review 17:26

7y ago17:26

17:26

Better late than never! Here is the 2018 Year End Review about the market, crazy events and other podcasts we have done this year. Sorry if some of the content seems untimely. We have to get everything approved through a compliance department so sometimes our podcasts or videos are a week late due to the review. Thanks for understanding and thanks …

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Thoughts from the Kitchen Table - Curtains Close on Silly Season and Citroen Testing 21:40

7y ago21:40

21:40

It's been a long and fascinating few months for all us WRC watchers and with M-Sport's announcement that Elfyn Evans has secured the full time drive there, are we seeing the curtains closing on one of the most dramatic silly season's in years? Maybe, maybe not!!!! And I give you my views on the atmosphere at the pre Monte Carlo Rally Citroen test.…

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Why Do I Need An Advisor? 23:30

7y ago23:30

23:30

This podcast case study is short sweet and to the point. Find out why we think most individuals would benefit from speaking with a financial advisor. This doesn't mean you need a long term or ongoing relationship with an advisor; however, simply sitting down with one once a year or even less can still be extremely beneficial for your financial futu…

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Medicaid Crisis Planning & The Medicaid Compliant Annuity 16:17

7y ago16:17

16:17

Do you have a parent or spouse that may need to consider moving into a nursing home? This episode describes one way to prepare for nursing home costs and it is called the Medicaid Compliant Annuity. It offers you a way to save the hard earned money you saved over the years rather than spend it all in the first 2 years of nursing care. This is an an…