Michael Tarantino,CFP®

🔗 https://bit.ly/4cFmoIg Looking for a personalized investment plan designed to meet your current financial goals? See if a registered index-linked annuity might make sense for you. Download the current prospectus: https://bit.ly/3ym8MSG Principal® Strategic Outcomes does not directly participate in any stock, equity investments or index. It is not possible to invest directly in an index. 𝐁𝐞𝐟𝐨𝐫𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐢𝐧𝐝𝐞𝐱-𝐥𝐢𝐧𝐤𝐞𝐝 𝐚𝐧𝐧𝐮𝐢𝐭𝐢𝐞𝐬, 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐬𝐡𝐨𝐮𝐥𝐝 𝐜𝐚𝐫𝐞𝐟𝐮𝐥𝐥𝐲 𝐜𝐨𝐧𝐬𝐢𝐝𝐞𝐫 𝐭𝐡𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞𝐬, 𝐫𝐢𝐬𝐤𝐬, 𝐜𝐡𝐚𝐫𝐠𝐞𝐬 𝐚𝐧𝐝 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭 𝐚𝐧𝐝 𝐮𝐧𝐝𝐞𝐫𝐥𝐲𝐢𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐩𝐭𝐢𝐨𝐧𝐬. 𝐓𝐡𝐢𝐬 𝐚𝐧𝐝 𝐨𝐭𝐡𝐞𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐫𝐞𝐞 𝐩𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐮𝐬 𝐰𝐡𝐢𝐜𝐡 𝐜𝐚𝐧 𝐛𝐞 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐲𝐨𝐮𝐫 𝐥𝐨𝐜𝐚𝐥 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 𝐨𝐫 𝐨𝐧𝐥𝐢𝐧𝐞 𝐚𝐭 𝐩𝐫𝐢𝐧𝐜𝐢𝐩𝐚𝐥.𝐜𝐨𝐦. 𝐏𝐥𝐞𝐚𝐬𝐞 𝐫𝐞𝐚𝐝 𝐭𝐡𝐞 𝐩𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐮𝐬 𝐚𝐧𝐝, 𝐢𝐟 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞, 𝐭𝐡𝐞 𝐬𝐮𝐦𝐦𝐚𝐫𝐲 𝐩𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐮𝐬 𝐜𝐚𝐫𝐞𝐟𝐮𝐥𝐥𝐲 𝐛𝐞𝐟𝐨𝐫𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠. 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐬 𝐫𝐢𝐬𝐤, 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐥𝐨𝐬𝐬 𝐨𝐟 𝐩𝐫𝐢𝐧𝐜𝐢𝐩𝐚𝐥. 𝐈𝐌𝐏𝐎𝐑𝐓𝐀𝐍𝐓 𝐂𝐎𝐍𝐒𝐈𝐃𝐄𝐑𝐀𝐓𝐈𝐎𝐍𝐒 Index-linked deferred annuity contracts are complex insurance and investment vehicles. This Contract is a security and there is a risk of substantial loss of principal and earnings. The risk of loss may be greater when early withdrawals are taken due to any charges and adjustments applied to such withdrawals. These charges and adjustments may result in loss even when the value of a segment option has increased. Clients should consult with a financial professional about the appropriateness of this product based on their financial situation and objectives. Annuity products and services are offered through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392, principal.com. Contract: SF 1027 Riders/Endorsements: SF 1028, SF 1029, SF 1030, SF 1031, SF 1032, and SF 1053. 3507427-042024

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Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

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I enjoyed chatting with Adam Coleman, CDLP®, AFC® about reverse budgeting! Keys to Reverse Budgeting: - Pay yourself first - Automate your savings/investments - Pay your bills - Enjoy the rest of your hard earned money Thank you for having me back on Adam! #budget #financialplanning #cashflowmanagement #cash

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With the recent selloff and jump in rates, I've gotten a few questions from clients about the potential for a more significant selloff. From a macro perspective there is no reason to be concerned about a recession with the strong labor market and high fiscal spending. To learn more about the market perspective, check out my latest post.

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An investment policy statement (IPS) is a formal document that explains the guidelines and procedures for how to manage an organization’s investment portfolio. For retirement plan sponsors, this important plan document is part of creating a sound investment policy. In this video, learn about IPS development and the role an IPS can play in your risk management process. #ips #investmentpolicy #retirementplanning

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Have you SEEN these SURVEY RESULTS?!? Things are shifting... Financial Advisors are losing faith in the leadership of their firms... They're ready to vote with their 👣 👣 👣 For the first time, the approval rating of the leadership of financial services firms is less than 50% with financial advisors saying that they "strongly agree” that their firm is "headed in the right direction", down to ONLY 46% in 2024 compared to 54% in 2023. An 8% drop in confidence in only a year! Of course, the most stunning result: "34% of employee advisors and 41% of independent advisors who are more than two years from retirement say they may not stay with their current firm in the next one to two years." The 💸💰💵 being offered for successful FAs to change firms has been been bonkers and it's starting to lure even the most loyal who are tired of being dissatisfied. Especially now that wirehouse advisors are getting big deals to bring their AUM to the independent sector. Independence without the big price tag and turn key solutions. BUT - and it's a big but - this industry is known for its lack of transparency. So, if you're part of the third of advisors with even an inkling of seeing what opportunities are available FOR YOU, let's have a confidential chat. Send me an email from your personal email address at michael@michaelking.com I've been known as the FA Matchmaker for over 40 years. As an "Insider" I know how to get you the best deal possible and it costs you nothing. Haven't heard of the survey, comment below or DM me and I'll send you a link. #financialadvisors #investing #CFP #financialplanning #financialadvisor #financialadvice #financialplanner #investmentmanagement

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Have you SEEN these SURVEY RESULTS?!? Things are shifting... Financial Advisors are losing faith in the leadership of their firms... They're ready to vote with their 👣 👣 👣 For the first time, the approval rating of the leadership of financial services firms is less than 50% with financial advisors saying that they "strongly agree” that their firm is "headed in the right direction", down to ONLY 46% in 2024 compared to 54% in 2023. An 8% drop in confidence in only a year! Of course, the most stunning result: "34% of employee advisors and 41% of independent advisors who are more than two years from retirement say they may not stay with their current firm in the next one to two years." The 💸💰💵 being offered for successful FAs to change firms has been been bonkers and it's starting to lure even the most loyal who are tired of being dissatisfied. Especially now that wirehouse advisors are getting big deals to bring their AUM to the independent sector. Independence without the big price tag and turn key solutions. BUT - and it's a big but - this industry is known for its lack of transparency. So, if you're part of the third of advisors with even an inkling of seeing what opportunities are available FOR YOU, let's have a confidential chat. Send me an email from your personal email address at michael@michaelking.com I've been known as the FA Matchmaker for over 40 years. As an "Insider" I know how to get you the best deal possible and it costs you nothing. Haven't heard of the survey, comment below or DM me and I'll send you a link. #financialadvisors #investing #CFP #financialplanning #financialadvisor #financialadvice #financialplanner #investmentmanagement

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Have you SEEN these SURVEY RESULTS?!? Things are shifting... Financial Advisors are losing faith in the leadership of their firms... They're ready to vote with their 👣 👣 👣 For the first time, the approval rating of the leadership of financial services firms is less than 50% with financial advisors saying that they "strongly agree” that their firm is "headed in the right direction", down to ONLY 46% in 2024 compared to 54% in 2023. An 8% drop in confidence in only a year! Of course, the most stunning result: "34% of employee advisors and 41% of independent advisors who are more than two years from retirement say they may not stay with their current firm in the next one to two years." The 💸💰💵 being offered for successful FAs to change firms has been been bonkers and it's starting to lure even the most loyal who are tired of being dissatisfied. Especially now that wirehouse advisors are getting big deals to bring their AUM to the independent sector. Independence without the big price tag and turn key solutions. BUT - and it's a big but - this industry is known for its lack of transparency. So, if you're part of the third of advisors with even an inkling of seeing what opportunities are available FOR YOU, let's have a confidential chat. Send me an email from your personal email address at michael@michaelking.com I've been known as the FA Matchmaker for over 40 years. As an "Insider" I know how to get you the best deal possible and it costs you nothing. Haven't heard of the survey, comment below or DM me and I'll send you a link. #financialadvisors #investing #CFP #financialplanning #financialadvisor #financialadvice #financialplanner #investmentmanagement

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Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

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Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

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What if your financial advice was designed to align more closely with your faith, family, and values? 😀 The financial industry has encouraged advisors to prioritize net worth and proximity when identifying potential clients for years. However, focusing on a different approach has led to far greater success. 🦉 👨‍👩‍👧‍👦 I seek clients who share values such as a love of God and family. They typically demonstrate incredible generosity but also value the importance of leaving a legacy to their children and grandchildren.  As a result, I have successfully developed deeper and more meaningful relationships with clients.  I know we are aligned when I meet a business owner who wants their wealth to reflect their faith or a family that hopes to pass on their values and financial resources to future generations. 🧑‍💼💼 By prioritizing these shared values, our advisor-client relationship becomes significantly more meaningful and successful. I genuinely want these clients to succeed, and they quickly recognize that. Do your advisors share your values? If not, perhaps it’s time to consider a different approach. 🪴🌎 #BusinessDevelopment #SharedValues #FaithAndFinance #LegacyPlanning #GenerationalWealth #Entrepreneurship #FamilyFirst #WealthWithPurpose #ClientRelationships #TrustAndImpact

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Ask the CFP®️: What is a backdoor IRA? In this episode of Ask the CFP®️, Kyle explains a financial strategy that could benefit your retirement planning. If your income exceeds the limits for direct Roth contributions, but you still want to contribute to a Roth IRA to enjoy its tax benefits, that’s where the Backdoor Roth IRA comes into play. Watch to learn how it works! https://bit.ly/4c5cPB6

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