It’s easy, you’ll get new episodes automatically, and it also helps the show. If you enjoyed this episode, follow the podcast on Apple Podcasts, Spotify, Stitcher, Overcast, PocketCast or your favorite podcast player. Book: Quit Like a Millionaire, by Kristy Shen & Bryce Leung.Book: The Simple Path To Wealth, by JL Collins Vivaldi Capital Management is a Chicago-based SEC-registered investment advisory firm that focuses on alternative investments and the construction of fixed.What is something Alan will not hesitate to buy, regardless of price?.How does Alan prioritize free tools versus paid?.How do Alan and his wife stay in-sync with each other’s schedules?.What does Alan’s tool set look like on a daily basis for getting things done?.What sorts of tools does Alan use to manage his finances?.What is Alan’s system for determining where you are on the path to financial independence?.How does Alan help others that don’t immediately grasp the process of achieving financial independence?.How often does Alan feel a sense of urgency to do things now?.What does a day typically look like for Alan, as someone who is financially independent?.What was Alan’s journey to financial independence like?.How did Alan get into financial independence?. ![]() Visit /tps to start hiring now.īecome a member of TPS+ and get ad-free episodes a week before anyone else with other great bonuses like the famous “ One Tweak A Week” shirt. The Daily Routine of Someone Who’s Financially Independent.How Much Money You Need to Have Saved Up To Be Financially Free.The 4% Rule for Becoming Financially Independent.It’s possible and our guest Alan Donegan shares how you can do it. We are excited for VCM’s Retirement Plan arm to tap into the full-service centralized infrastructure offered through ASP to do just that.Become financially independent, save money and be extremely productive all at once. “It can be difficult for advisors to scale in our industry, especially for teams like VCM who focus on providing boutique white-glove client services. “The success and growth of VCM is a reflection of the tremendous intellectual capital that Randy and their Leadership Team bring to our network,” said Andrew Doering, Director of Business Development at Pensionmark. “Pensionmark has the breadth and depth of expertise in the Retirement Plan Services Field to allow us to achieve our goals of growing our business in a responsible manner while keeping our clients at the forefront of everything we do,” said Randy Golden, Co-Founder of VCM. Leveraging Pensionmark’s retirement plan infrastructure allows VCM Retirement Plan Services to level up their 401(k) offerings without compromising their focus on holistic wealth preservation and growth strategies being significant investors alongside their clients. Both firms built infrastructure that advisors leverage so they can focus on client outcomes and relationships, VCM on the wealth management side and Pensionmark on the corporate retirement plan side. VCM and Pensionmark are similar in this way. ![]() VCM developed an in-house investment research team and alternatives platform that has attracted several wealth advisors to join their firm over the years, allowing those advisors to spend more time on other value-add services. The VCM team, led by Randal Golden, David Sternberg, & Michael Peck, provides integrated advisory services to address a full range of financial needs. ![]() VCM is headquartered in Chicago with regional offices in the San Francisco Bay Area, San Diego, and Cleveland. Pensionmark is pleased to announce Vivaldi Capital Management (“VCM”) as the newest team to join the Pensionmark advisor network, bringing with them $3 billion in supported assets.
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