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The Surprising Link Between Taylor Swift and Retirement Planning (Ep. 17)
26-04-2023
The Surprising Link Between Taylor Swift and Retirement Planning (Ep. 17)
Are you struggling to find ways to protect your retirement income during market downturns? Do you know that there’s a surprising connection between Taylor Swift and retirement planning? In this episode, Tom Selbo discusses the importance of having multiple sources of income during retirement and how we can learn from Taylor Swift’s business model to … Continue reading The Surprising Link Between Taylor Swift and Retirement Planning (Ep. 17) →

Episodes

The Surprising Link Between Taylor Swift and Retirement Planning (Ep. 17)
26-04-2023
The Surprising Link Between Taylor Swift and Retirement Planning (Ep. 17)
Are you struggling to find ways to protect your retirement income during market downturns? Do you know that there’s a surprising connection between Taylor Swift and retirement planning? In this episode, Tom Selbo discusses the importance of having multiple sources of income during retirement and how we can learn from Taylor Swift’s business model to … Continue reading The Surprising Link Between Taylor Swift and Retirement Planning (Ep. 17) →
The Four Phases of Market Volatility (Ep. 16)
12-04-2023
The Four Phases of Market Volatility (Ep. 16)
Market volatility is often feared as a harbinger of financial doom, but let’s not forget that it can also bring incredible opportunities for profit. While it’s true that volatility can lead to a drop in investment value, it can also surge and produce spectacular returns for savvy investors. In this episode, Tom Selbo explores market … Continue reading The Four Phases of Market Volatility (Ep. 16) →
Why Roth IRAs Have a Place in Retirement Planning (Ep. 15)
22-03-2023
Why Roth IRAs Have a Place in Retirement Planning (Ep. 15)
You have spent years saving up for retirement. Then you start to take out your retirement income and you have to pay taxes on it. How can you protect your retirement income? In this episode, Tom Selbo is joined by Chad Broberg, a wealth advisor at Landmark Wealth Management Group, in discussing Roth IRAs, their … Continue reading Why Roth IRAs Have a Place in Retirement Planning (Ep. 15) →
Revolutionizing Retirement Planning with the Secure Act 2.0 (Ep. 14)
22-02-2023
Revolutionizing Retirement Planning with the Secure Act 2.0 (Ep. 14)
Unleashing the Next Frontier in Retirement Planning: The Secure Act 2.0 takes center stage.  Join Tom Selbo as he delves into the exciting changes brought forth by this game-changing piece of legislation. Discover how the Secure Act 2.0 is shaking up the retirement planning world, with a special focus on the two groups who will … Continue reading Revolutionizing Retirement Planning with the Secure Act 2.0 (Ep. 14) →
IRAs vs. Roth IRAs: Delayed Gratification (Ep.13)
08-02-2023
IRAs vs. Roth IRAs: Delayed Gratification (Ep.13)
Do you have an IRA or a Roth IRA? What’s the difference? In this episode, Tom Selbo explains the difference between IRAs and Roth IRAs, and why it might matter to you. He starts off with a fun story about delayed gratification. Tom then applies the lesson from the story to the discussion about the … Continue reading IRAs vs. Roth IRAs: Delayed Gratification (Ep.13) →
How To Stay Accountable For Your New Year’s Resolutions (Ep.12)
25-01-2023
How To Stay Accountable For Your New Year’s Resolutions (Ep.12)
Most New Year’s resolutions are given up less than a month into the new year. How can you stay accountable to your financial goals? In this episode, Tom Selbo focuses on sticking to your financial goals in 2023. He shares the importance of having someone else know about your goals, the role of a financial … Continue reading How To Stay Accountable For Your New Year’s Resolutions (Ep.12) →
What To Consider When Paying Off Your Mortgage Early (Ep.11)
14-12-2022
What To Consider When Paying Off Your Mortgage Early (Ep.11)
It seems the dream of every homeowner is to pay off their mortgage. But is that the best choice for you? In this episode, Tom Selbo dives into mortgage payments, when to pay them off and where that same money could be put to better use. He shares general information about paying off your mortgage … Continue reading What To Consider When Paying Off Your Mortgage Early (Ep.11) →
Adding Bonds To Your Investment Portfolio (Ep.10)
23-11-2022
Adding Bonds To Your Investment Portfolio (Ep.10)
Peanut butter and jelly, minnie and mickey, stocks and bonds, rather some well known duos. Well the first two are easy to understand, the relationship between stocks and bonds can be a bit more complicated.  In this episode, Tom Selbo will run through the basics of how bonds fit into your investment portfolio and why … Continue reading Adding Bonds To Your Investment Portfolio (Ep.10) →
Why Wait To Create An Estate Plan? (Ep.9)
09-11-2022
Why Wait To Create An Estate Plan? (Ep.9)
Everyone knows a will is essential in financial planning. So why doesn’t everyone have one? More importantly, how comprehensive is the plan? In this episode, Tom Selbo dives into estate planning, who needs one and how it benefits the family even while you are living. He also shares stories about families without estate plans and … Continue reading Why Wait To Create An Estate Plan? (Ep.9) →
Concentrated Investments (Ep.8)
26-10-2022
Concentrated Investments (Ep.8)
What is a concentrated investment? Do you have any? In this episode, Tom Selbo discusses the problem of having a concentrated investment position and why oftentimes why people don’t consciously choose to. He also explains some common pitfalls when it comes to stocks and real estate.  Tom discusses: A definition of a common concentrated investment … Continue reading Concentrated Investments (Ep.8) →
A Way To Utilize The Bucket Strategy (Ep.7)
12-10-2022
A Way To Utilize The Bucket Strategy (Ep.7)
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 … Continue reading A Way To Utilize The Bucket Strategy (Ep.7) →
Making A Informed Decision On Pension Planning (Ep.6)
28-09-2022
Making A Informed Decision On Pension Planning (Ep.6)
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 … Continue reading Making A Informed Decision On Pension Planning (Ep.6) →
Optimizing Your Retirement Income Plan (Ep.5)
10-08-2022
Optimizing Your Retirement Income Plan (Ep.5)
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 … Continue reading Optimizing Your Retirement Income Plan (Ep.5) →
Improving Your Wealth Accumulation (Ep.4)
20-07-2022
Improving Your Wealth Accumulation (Ep.4)
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 … Continue reading Improving Your Wealth Accumulation (Ep.4) →
Taking Your Company Public (Ep. 3)
06-07-2022
Taking Your Company Public (Ep. 3)
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 … Continue reading Taking Your Company Public (Ep. 3) →
Gaining Financial Health With Tammie Mark (Ep.2)
09-06-2022
Gaining Financial Health With Tammie Mark (Ep.2)
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 … Continue reading Gaining Financial Health With Tammie Mark (Ep.2) →
Meet Tom Selbo, Partner and Wealth Advisor (Ep.1)
04-05-2022
Meet Tom Selbo, Partner and Wealth Advisor (Ep.1)
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 … Continue reading Meet Tom Selbo, Partner and Wealth Advisor (Ep.1) →
Coming Soon
26-11-2021
Coming Soon
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 are managing wisely? Congratulations, and welcome to Wealth Unlocked with Tom Selbo of Landmark Wealth Management Group. Tom offers guidance to help you make the big decisions surrounding your … Continue reading Coming Soon →