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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Jan 29, 2019

Jon Guyton sits at an interesting intersection of the advisor world. The founder of Cornerstone Wealth Advisors—an independent RIA that oversees $240 million in AUM for mostly retiree clients—Jon runs an advisory business that implements the very retirement strategies he researched and published a number of important and influential articles about in the mid-2000s.

In this episode, Jon shares his unique approach to retirement planning, including how and why he separates out client retirement expenses into two distinct categories. Listen in to learn how he is applying his own research to the way he works with clients, the sustainable retirement income framework he utilizes in his practice, and how he went from qualifying for the low-income EIC tax credit in his first year of business to running an incredibly successful firm.

For show notes and more visit: https://www.kitces.com/109

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