About
Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth. With more than 20…
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One of the things somebody told me about high net worth, and I didn’t fully appreciate it until I got there, is this: When you’re rich, you care a…
One of the things somebody told me about high net worth, and I didn’t fully appreciate it until I got there, is this: When you’re rich, you care a…
Shared by Jeremy Straub
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One of the biggest misses I see from parents has nothing to do with money, schools, or opportunities. It’s time. More specifically… the car…
One of the biggest misses I see from parents has nothing to do with money, schools, or opportunities. It’s time. More specifically… the car…
Shared by Jeremy Straub
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The average CFP makes around $280,000 a year. They work about nine months out of the year and roughly 30 hours a week. That’s a great job. But the…
The average CFP makes around $280,000 a year. They work about nine months out of the year and roughly 30 hours a week. That’s a great job. But the…
Shared by Jeremy Straub
Experience
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Coastal Wealth
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Education
Honors & Awards
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Diamond Ring Recipient
Ameriprise Financial
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When I found out I was sick, the first call I made was to my immediate family to let them know I had cancer. But my second call was to my financial…
When I found out I was sick, the first call I made was to my immediate family to let them know I had cancer. But my second call was to my financial…
Shared by Jeremy Straub
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NEWSED Community Development Corporation
Financial stress is one of the biggest barriers your clients face - no matter what else they're working toward. 💡 NEWSED's free virtual Financial Coaching Class on March 31st covers the essentials: budgeting, credit, and building a healthy money mindset. Practical, accessible, and available in both English and Spanish, it's a strong next step for clients at any stage of their financial journey. ¿Trabaja con clientes que buscan mejorar su situación financiera? Esta clase gratuita está disponible en español. March 31 | Virtual (link provided upon registration). 🇺🇸 English & 🇪🇸 Spanish sessions available! Share the link below so your clients can register at no cost. 👉 https://conta.cc/4k0SfqG #FinancialLiteracy #FinancialCoaching #DenverCommunity #CommunityDevelopment #FreeResources
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Annuity Pros Group
#QuestionForGroup 💡 How Do We Select Annuities? | Our 4 Step Process Annuity Pros prides itself on objective independent advice and sourcing only the best annuities from over 300+ products that meet your bespoke goals. ✳️ We can even help you create unique Annuity Ladders that are similar to CD Ladders, but far stronger. 1️⃣ Annuity Pros Consultation (we identify your needs and clarify your exact objectives) 2️⃣ Annuity Product Quotes (we review products, quotes, guarantees and income numbers) 3️⃣ Annuity Product Selection (we help you choose suitable annuity products that match your exact objectives) 4️⃣ Annuity E-Application (we ensure your annuity e-application is submitted and set up accurately) *E-Applications are orchestrated via Annuity Pros. Funds are transferred directly from your investment account to the company that issues your annuity, when you choose. We do not touch your money at any point in the process. Annuities take around 5-10 business days to be issued and will be reviewed with you in person by Annuity Pros upon delivery. ✅ Many of our clientele have additional advisors. We specialize in annuities and hence complement your advisory relationships with guaranteed products across your portfolio. 💵 ⬇️ When other investments do not work out as planned or the markets drop, the guaranteed annuities will always be there as your reserve parachute. Annuities are low risk products and provide you with a way to hedge several risks. 👌 Get Started | Set Your Annuity Pros Consultation Meeting Please may I suggest an initial Annuity Pros Consultation meeting via this link, thank you. This will help us identify your needs and clarify your exact objectives. https://lnkd.in/gmfk2AdQ Thank you for taking time to connect with us. Yours sincerely, Kevin N. Hedges, Founder Annuity Pros | Income Product Specialists Structured Settlements | Annuities, Life Insurance & Retirement Plans Follow Us @ Annuity Pros Group
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Snap Projections
This recent retirement income planning webinar is a must-watch if your clients include pre-retirees. When your pre-retiree clients have questions, what is your process to provide answers and options? This lesson includes actionable retirement income planning strategies you can implement into your practice right away. You’re going to learn the top 6 financial planning questions retirees have and see how easy it can be to answer these questions in a highly personalized, efficient manner. https://lnkd.in/eVj6zYfR
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Forefront Advisor Network
You Know You Add Value. Do Your Clients? Advisors deliver immense value—tax strategies, behavioral coaching, plan accountability—but if clients don’t see it, they won’t remember it. Vanguard’s “Advisor’s Alpha” framework estimates that advisors can add up to 3% in annual net returns through key services. But most clients can’t articulate what their advisor actually does for that fee (Vanguard, 2023). That’s a visibility problem, not a value problem. Start with this: ✔ Document where you save clients money or time ✔ Use language clients understand—“we helped reduce your tax bill by $5,200” beats “we did tax-loss harvesting” ✔ Track intangible wins like peace of mind or decision clarity and recap them annually 📞 Want to build a system that shows your impact—without adding hours of admin? 🔗 https://lnkd.in/e8SnsRQS #AdvisorAlpha #ClientRetention #AdvisorTools #ShowTheValue #ForefrontAdvisorNetwork #FinancialAdvisor #FinancialAdvisors
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Crue Invest (Pty) Ltd - 2023 FPI Approved Professional Practice™ of the Year
Retiring from your retirement annuity at age 55 is often seen as a milestone decision—but in reality, it’s simply the earliest option, not a requirement. In this Moneyweb article, Sherry Tapfuma, CFP® explores why RA retirement should be treated as a strategic planning decision rather than a birthday trigger. From understanding your underlying product and Regulation 28, to managing liquidity, tax, and sequencing risk, the timing of your decision can materially influence your long-term financial outcomes. https://lnkd.in/dxQpgtPr Alex Odendaal, CFP® Corlene Botha Chantelle Cooke Craig Torr Devon Card, CFP® Dominique Roberts Danielle Botha Dumolwayo Moyo, RFP® Eric Jordaan, CFP® Erin W. Hannah Myburgh, CFP® Keziah Fortune Sharon Carter Shaneez Bredekamp Rayarn Barnes, CFP® Sue Torr
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The Annuity Expert
Annuity Liquidity Myths: Why You Don’t Lose Access To Your Money A lot of people avoid annuities because they’ve heard you “lock up your money forever.” This video answers the real question: when you buy an annuity, what access do you actually have to your money, and what are the rules that control when and how you can take it out? You’ll learn how annuity liquidity typically works, including surrender periods, free-withdrawal features, and common waiver provisions that can increase access in specific situations. You’ll also see the difference between choosing an annuity for long-term income versus using one as part of a broader plan that still keeps cash available for emergencies, opportunities, and short-term needs. This helps most if you want more predictable retirement planning without feeling trapped, especially if you’re deciding how to split money between safe savings and long-term income. It may not fit if you need full, penalty-free access to every dollar in the next few years or if you’re uncomfortable with any restrictions. In many plans, pairing an annuity with a dedicated cash reserve and, when appropriate, life insurance or long-term care coverage can protect the plan without sacrificing flexibility. Start here: https://lnkd.in/e7GFDW2F Reach out to The Annuity Expert at https://lnkd.in/eT92AJgr or call 770-755-1565 to compare annuity options and find one with liquidity features that match your timeline.
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Reliance Standard Life
Many advisors find that discussing concerns with clients rather than product features can lead to stronger conversations. Instead of starting with rates or terms, consider: • “What keeps you up at night about retirement?” • “How did you feel during last year’s market movements?” • “What would it mean to know a portion of your retirement assets/savings are protected regardless of market downturns?” When clients articulate their own concerns about protection, the conversation naturally flows toward solutions that address those needs.
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