The Financial Advocate
By Colin Meeks
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Episodes: 123
Description
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com
Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
| Episode | Date |
|---|---|
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MFA PODCAST 22 - The Human Dividend - AI and Financial Planning
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May 06, 2026 |
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MFA PODCAST 21 - The Tax Return Autopsy - 5 Hidden Opportunities In Your 1040
|
Apr 22, 2026 |
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MFA PODCAST 20 Roth Conversions - Not An All Or Nothing Decision
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Apr 08, 2026 |
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MFA PODCAST 19 - The Fear Of Spending Down - Helping Retirees Overcome The Emotional Hurdle Of Decumulation
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Mar 25, 2026 |
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MFA PODCAST 18 - Retirement - Longevity and Real World Planning
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Mar 04, 2026 |
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MFA PODCAST 17 - No Resolutions Podcast
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Jan 21, 2026 |
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MFA PODCAST 16 3 Ways To Plan For Long Term Nursing Care
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Jan 07, 2026 |
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MFA PODCAST 15 Get Ready For The Santa Claus Effect
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Dec 24, 2025 |
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MFA PODCAST 14 - Beware Of The Year-End Financial To-Do's
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Dec 10, 2025 |
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MFA PODCAST 13 Happy Thanksgiving - Gratitude From A Financial Guy
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Nov 26, 2025 |
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MFA PODCAST 12 - What Does A Financial Advisor Really Do?
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Nov 12, 2025 |
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MFA PODCAST 11 - Legal Documents - Which Ones Do You Really Need?
|
Oct 29, 2025 |
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MFA PODCAST 10 Reduce or Eliminate RMD Taxes
|
Oct 15, 2025 |
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MFA PODCAST 9 Life Insurance Basics
|
Oct 01, 2025 |
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MFA PODCAST 8 Planning Made Easy - A Case Study
|
Sep 17, 2025 |
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MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings
|
Sep 03, 2025 |
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MFA PODCAST 6 Retirement Income Planning Simplified
|
Aug 20, 2025 |
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MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months
|
Aug 06, 2025 |
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MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less
|
Jul 23, 2025 |
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MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
|
Jul 09, 2025 |
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MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less
|
Jun 18, 2025 |
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MFA PODCAST 1 The Only Annuity I Use in Financial Planning
|
Jun 03, 2025 |
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Planning for the Highly Compensated
|
Aug 15, 2020 |
|
Teaching Children Financial Literacy
|
Jul 23, 2020 |
|
10 Minutes of Marketing
|
Jun 23, 2020 |
|
Economic Update: Where are we headed?
|
Jun 06, 2020 |
|
Finance, Life & LinkedIn
|
Jun 01, 2020 |
|
A Successful Sales Mindset
|
May 26, 2020 |
|
Building Your Relationship with Money
|
May 11, 2020 |
|
Parenting Professionals of LinkedIn
|
Apr 16, 2020 |
|
Side Hustle: Collecting Sports Cards
|
Apr 16, 2020 |
|
Disability Insurance Podcast
|
Mar 25, 2020 |
|
Virtual Financial Advising Process
|
Feb 10, 2020 |
|
Start Investing Early
|
Feb 05, 2020 |
|
The Secure Act - Changes to RMDs, The Stretch IRA & More
|
Jan 15, 2020 |
|
Year-End Financial Checklist
|
Dec 07, 2019 |
|
Beware of Bad Information on Social Media
|
Dec 02, 2019 |
|
Happy Thanksgiving Everyone!
|
Nov 28, 2019 |
|
We Are Back! Case Study November 2019
|
Nov 26, 2019 |
|
Financial Planning vs Investment Planning
|
May 29, 2019 |
|
Questioning Recent Financial Decisions
|
May 28, 2019 |
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3 Things That Can Derail A Financial Plan
|
May 22, 2019 |
|
Insurance Overview
|
May 04, 2019 |
|
Adult Prep with Ruth Lamberty
|
May 01, 2019 |
|
Understanding Financial Products
|
Apr 28, 2019 |
|
Client Case Study: April 2019
|
Apr 25, 2019 |
|
Seth's Mom - Helping Families with Disabilities
|
Apr 22, 2019 |
|
Value vs. Cost
|
Mar 12, 2019 |
|
"Sales"
|
Mar 08, 2019 |
|
How We Make Money: Our Cost Structure
|
Feb 19, 2019 |
|
Does "Timing The Market" Work?
|
Feb 15, 2019 |
|
Real Client Case Study: Feb 2019
|
Feb 12, 2019 |
|
Planning Across The Spectrum
|
Jan 31, 2019 |
|
National Down Syndrome Society
|
Jan 28, 2019 |
|
2018 Year End Review
|
Jan 10, 2019 |
|
Why Do I Need An Advisor?
|
Dec 28, 2018 |
|
Medicaid Crisis Planning & The Medicaid Compliant Annuity
|
Dec 18, 2018 |
|
Bozos, Monsters and Whiz-Bangs with Lorraine Ell
|
Dec 14, 2018 |
|
Real Estate Market Update
|
Dec 08, 2018 |
|
Juliana's Journal with Sabrina Johnson
|
Nov 20, 2018 |
|
Medical Malpractice Attorney
|
Nov 16, 2018 |
|
Annuities: The Good & The Bad
|
Nov 12, 2018 |
|
Stock Market Volatility: No Pain, No Gain
|
Nov 08, 2018 |
|
Life Insurance Case Study
|
Nov 06, 2018 |
|
How We Do Business And Why We Do It This Way
|
Oct 24, 2018 |
|
ABLE Account Update: October 2018
|
Oct 20, 2018 |
|
"Caring for Aging Parents, With an Eye on the Broker Handling Their Savings"
|
Oct 17, 2018 |
|
Investing in Baltimore with the Baltimore Community Foundation
|
Oct 15, 2018 |
|
Mentally Preparing for Retirement
|
Oct 12, 2018 |
|
2018 Tax Update with Ryan Levy, CPA, CFP®
|
Oct 09, 2018 |
|
R.E.S.P.E.C.T Your Final Wishes - Aretha Franklin: Case Study (2)
|
Oct 05, 2018 |
|
Coordinating Federal Activites With The Public On Issues Related To ASD
|
Sep 24, 2018 |
|
Aretha Franklin, Death Without A Will: Case Study
|
Sep 22, 2018 |
|
Beneficiary Review: Case Study
|
Sep 20, 2018 |
|
Voices for Autism with Stacey Stirmer
|
Sep 14, 2018 |
|
What Drives People To Get Advice : Case Study
|
Sep 13, 2018 |
|
Why Paying A Fee for Planning Is A Good Thing: Case Study
|
Sep 12, 2018 |
|
529 Plans - Saving for College
|
Sep 01, 2018 |
|
MD ABLE Account
|
Aug 31, 2018 |
|
The RAISE Family Caregivers Act
|
Aug 30, 2018 |
|
Team Up For 1 Foundation
|
Aug 29, 2018 |
|
Chesapeake Therapeutic Riding
|
Aug 28, 2018 |
|
Sociability Books: Lou Knows What To Do
|
Aug 27, 2018 |
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Parents: Regain Control of Your Life
|
Aug 26, 2018 |
|
Almost Autism: A Holistic Approach to Health and Wellness
|
Aug 25, 2018 |
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Advocacy: Collaborating for Success
|
Aug 24, 2018 |
|
ABLE Account Case Study
|
Aug 23, 2018 |
|
The Auburn School - Nurturing Unique Minds
|
Aug 22, 2018 |
|
An Update On Special Needs Trusts
|
Aug 21, 2018 |
|
A Real Look At Autism
|
Aug 20, 2018 |
|
Quick ABLE Account update
|
Aug 19, 2018 |
|
The Basics of Special Needs Trust Planning
|
Aug 18, 2018 |
|
Part 1: Understanding SSI, SSDI, Medicaid, and Income Planning For Special Needs Families
|
Aug 17, 2018 |
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Part 2: Understanding SSI, SSDI, Medicaid, and Income Planning For Special Needs Families
|
Aug 17, 2018 |
|
The ABLE Account
|
Aug 16, 2018 |
|
(Augmentative and Alternative) Communication is Key
|
Aug 15, 2018 |
|
Jenerations with Jennifer L. FitzPatrick
|
Jul 03, 2018 |
|
Financial Divorce Planning with Steven Bryant, CDFA®
|
May 17, 2018 |
|
The Medicare Map with Joanne Giardini-Russel
|
Apr 16, 2018 |
|
Veterans (VA) Benefits with Britt Stouffer
|
Mar 29, 2018 |
|
Oak Crest Village: Importance of Community
|
Feb 26, 2018 |
|
Reversing the Aging Process with Ira Pastor
|
Jan 25, 2018 |
|
The Eye Love Mission: ENDING PREVENTABLE BLINDNESS
|
Jan 11, 2018 |
|
Alzheimer's Speak Radio & Dementia Chats
|
Dec 28, 2017 |
|
Designing Senior Living
|
Dec 21, 2017 |
|
You Are Going To Die, So Let's Talk About It
|
Nov 09, 2017 |
|
Do You Have A Special Needs Grandchild?
|
Oct 12, 2017 |
|
Coping with Un-Cope-Able Parents with Carol Ann Hamilton
|
Apr 12, 2017 |
|
Your Aging Parent's Point Person
|
Oct 04, 2016 |
|
The Basics Of Gun Trusts
|
Sep 13, 2016 |
|
Angels of ElderCare
|
Mar 24, 2016 |
|
Long Term Care Insurance Review
|
Mar 17, 2016 |
|
Reverse Mortgages As A Planning Tool
|
Mar 10, 2016 |
|
How To Choose A Memory Care Facility
|
Mar 03, 2016 |
|
Family Advisory & Senior Living Placement Services
|
Feb 25, 2016 |
|
Women's Institute For A Secure Retirement
|
Feb 18, 2016 |
|
Aging In Place Using Assistive Technology
|
Feb 11, 2016 |
|
Moving? Use a Move Manager
|
Feb 04, 2016 |
|
99 Ways To Get Your Parents Organized
|
Jan 28, 2016 |
|
Managing Your Parents Medications
|
Jan 21, 2016 |
|
Get Organized Using A Daily Money Manager
|
Jan 07, 2016 |
|
How An Aging Life Care Manager Can Help
|
Dec 30, 2015 |
|
Caring For An Aging Parent - An Introduction
|
Dec 30, 2015 |