Wealth Unlocked
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 finances, avoid costly mistakes and build a strong financial foundation for your future.
Episodes
April 12, 2023 • 14 mins
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 …
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March 22, 2023 • 24 mins
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 …
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February 22, 2023 • 22 mins
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 …
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February 8, 2023 • 23 mins
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 …
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January 25, 2023 • 19 mins
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 …
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December 14, 2022 • 23 mins
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 …
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November 23, 2022 • 20 mins
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 …
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November 9, 2022 • 22 mins
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 …
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October 26, 2022 • 24 mins
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 …
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October 12, 2022 • 22 mins
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 …
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August 10, 2022 • 29 mins
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 …
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July 20, 2022 • 30 mins
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 …
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July 6, 2022 • 26 mins
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 …
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June 9, 2022 • 21 mins
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 …
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May 4, 2022 • 27 mins
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 …
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November 26, 2021 • 35 secs
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 …
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