Our Videos

Unlock the ability to handlie the uncertainties of life and finances with a deeper understanding of behavioral finance. Dive into our conversation about the importance of emotions in financial planning.

#uncertainty #FinancialPlanning #BehavioralFinance #SAGIENT

3 0

Are you framing your financial planning around your core values? Learn to understand what truly matters to help tackle life's uncertainties and its financial effects effectively. 🔍 #SmartPlanning #Financialplanning #framing #CoreValues #behavioralfinance #SAGIENT

1 0

📊 "Is comparing your portfolio to the S&P 500 really what matters? Reframe your financial goals with Behavioral Finance principles.

#investingadvice #behavioralfinance #financialgoals #whatsyournumber #portfolio #finance #financialplanning #familyplanning #familyfinance #SAGIENT

1 0

Behavioral finance isn't just a buzzword—it's now an industry standard. Behavior can transform financial advising and lead to better client outcomes.

🌟 #FinancialAdvising #happy #behavioralfinance #finance #financialplanning #SAGIENT

2 0

From simplistic algorithms to sophisticated solutions: AI's evolving role in Finance might surprise you with its potential and dissapoint you with its ability to understand your core values.

#Ai #Aifinance #fintech #Happy #BehavioralFinance #Finance #FinancialPlanning #SAGIENT

0 0

Financial planning is more than a meeting—it's a partnership. Think of a financial planner as your guide on a lifelong journey. 🌟 Stay connected, adapt together, and make informed decisions hand-in-hand.

#financialadvisor #LongTermSuccess #FinancialWellness #Happy #BehavioralFinance #Finance #FinancialPlanning #SAGIENT

1 0

🧘‍♂️ Ground yourself in a crisis by recognizing your biases and aligning with your long-term goals. Let Behavioral Finance coach you through life’s challenges.

#AnchoredInValues #PersonalGrowth #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #BehavioralFinance #Finance #FinancialPlanning #SAGIENT

1 0

The next generations face a unique challenge: will they surpass their predecessors in the age of the $85 TRILLION GREAT WEALTH TRANSFER, or has the focus shifted? Discover insights on generational aspirations amidst this massive financial shift.

#WealthTransfer #TheGreatWealthTransfer #Inheritance #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #BehavioralFinance #Finance #FinancialPlanning #SAGIENT

1 0

Curious about how life milestones like marriage, children, and even divorce impact behavioral finance? Discover insights into how age and experience shape our financial wisdom.

#aging #LifeWisdom #LifeExperience #LifeMilestones #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #BehavioralFinance #Finance #FinancialPlanning #SAGIENT

1 0

Still relying on old-school credit monitoring? It may not catch scams like romance or charity fraud. Discover how SAGIENT and CAREFULL’s layered approach to Financial Hygiene can help safeguard your finances today.

#FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

3 0

Is your family ready to handle 'The Thanksgiving Problem'? Don't let urgency and secrecy break your family's trust. Uncover the tactics of romance scams and how to protect against them. Educate and arm yourselves this holiday season! 💡

#THANKSGIVING #THANKSGIVINGPROBLEM #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

3 0

Did you know cognitive decline may show up in your finances years before a medical diagnosis? Learn how transactional data may reveal early signs of Alzheimer's and dementia.

#FinancialHealth #BrainHealth #EarlyDetection #Alzheimer #Dementia #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

4 0

It's not about taking the keys away. It's about ensuring access when it matters. Gain #FinancialSafety with SAGIENT & CAREFULL. Designate #TrustedContacts and empower your family with secure, read-only access.

🗝️🔒 #StaySafe #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

4 0

Scammers have upped their game with PIG BUTCHERING scams! 🐷🔪 These schemes lure you into trust before asking for small amounts of money. Recognize the red flags and guard your wallet.

#OnlineSafety #ScamPrevention #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

4 0

In today's world, combining technology and awareness is essential for financial safety. Discover how SAGIENT uses partners like CAREFULL to help maximize fraud prevention.

#FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

3 0

Did you know 2.1 billion Social Security numbers were recently sold on the dark web? Our personal info is being packaged, sold, and resold. Don't become a victim; ensure you're protected with financial monitoring. #CyberSecurity #DataBreach #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

3 0

Protect your personal info like it's gold. Remember: NO ONE is entitled to your private details. our Social Security Number is not for sharing! 🚫 Not even legit companies will ask for sensitive info over calls or texts. Don't fall for scams—be vigilant and secure! 💪 #PrivacyMatters #StaySafe

#FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

3 0

Trust your instincts when something feels off! Hit pause, take a breath, and trust in your ability to make the right decision. Your finances, your rules. Remember, urgency is often used in scams. Stay calm and regain control.

#FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

3 0

Email: [email protected]
Office: (323) 965-6300

In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning.

This insightful discussion covers the importance of reviewing estate plans regularly, especially after triggering life events, estate and tax planning strategies, and the impact of state laws. Discover how to protect assets from lawsuits, make the best use of insurance trusts, and navigate federal and state estate tax regulations. Gain valuable insights into setting up wills and trusts, handling estate contests, and managing estate planning across different state jurisdictions.

SAGIENT
Email: [email protected]
Office: (323) 965-6300
8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA 90211

CRN202710-7323512

3 0

In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning. This insightful discussion covers the importance of fundamentals of estate planning, including gifting strategies and the use of irrevocable trusts. Key topics covered include annual gifting limits, and strategies to mitigate future tax implications such as transferring assets to irrevocable trusts and utilizing life insurance efficiently. The discussion also touches on advanced planning options like Spousal Lifetime Access Trusts (SLATs) and Generation Skipping Trusts, providing a comprehensive overview of how to manage and protect one's estate.

CRN202710-7323512

3 0

Email: [email protected]
Office: (323) 965-6300
In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning. This insightful discussion delves into the essentials of estate planning amidst the ongoing 'Great Wealth Transfer', a generational shift involving $84 trillion dollars over the next 20 years.

Discussing key strategies like irrevocable trusts, life insurance, and addressing estate tax challenges, Paul and Andrew highlight the importance of proactive planning to avoid pitfalls such as liquidity issues; as exemplified and experienced by the heirs of the Miami Dolphins. Paul and Andrew stress encouraging open family dialogues and avoiding procrastination as they offer a roadmap for preserving wealth across generations.

SAGIENT
Email: [email protected]
Office: (323) 965-6300
8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA 90211

CRN202710-7323512

2 0

Email: [email protected]
Office: (323) 965-6300
In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning. This insightful discussion delves into the essentials of estate planning amidst the ongoing 'Great Wealth Transfer', a generational shift involving $84 trillion dollars over the next 20 years.

Discussing key strategies like irrevocable trusts, life insurance, and addressing estate tax challenges, Paul and Andrew highlight the importance of proactive planning to avoid pitfalls such as liquidity issues; as exemplified and experienced by the heirs of the Miami Dolphins. Paul and Andrew stress encouraging open family dialogues and avoiding procrastination as they offer a roadmap for preserving wealth across generations.

SAGIENT
Email: [email protected]
Office: (323) 965-6300
8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA 90211

CRN202710-7323512

0 0

Email: [email protected]
Office: (323) 965-6300
In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning.

The conversation explores the definition of an estate, the importance of having a will, and the role of trusts in estate planning. They also distinguish between estate planning and estate tax planning, highlighting the benefits of a power of attorney and healthcare directive.

The episode addresses common misconceptions about probate and offers strategies to avoid it. Additionally, Andrew discusses the legal nuances of planning for blended and same-sex families and the impact of age on estate planning requirements. The episode covers terms like executor, trustee, and durable power of attorney, providing clarity on their meanings and significance. Enjoy a comprehensive guide to understanding and implementing effective estate planning strategies.

SAGIENT
Email: [email protected]
Office: (323) 965-6300
8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA 90211

CRN202710-7323512

0 0

Email: [email protected]
Office: (323) 965-6300

In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning.

This insightful discussion covers the importance of reviewing estate plans regularly, especially after triggering life events, estate and tax planning strategies, and the impact of state laws. Discover how to protect assets from lawsuits, make the best use of insurance trusts, and navigate federal and state estate tax regulations. Gain valuable insights into setting up wills and trusts, handling estate contests, and managing estate planning across different state jurisdictions.

SAGIENT
Email: [email protected]
Office: (323) 965-6300
8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA 90211

CRN202710-7323512

3 0

In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning. This insightful discussion covers the importance of fundamentals of estate planning, including gifting strategies and the use of irrevocable trusts. Key topics covered include annual gifting limits, and strategies to mitigate future tax implications such as transferring assets to irrevocable trusts and utilizing life insurance efficiently. The discussion also touches on advanced planning options like Spousal Lifetime Access Trusts (SLATs) and Generation Skipping Trusts, providing a comprehensive overview of how to manage and protect one's estate.

CRN202710-7323512

3 0

Email: [email protected]
Office: (323) 965-6300
In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning. This insightful discussion delves into the essentials of estate planning amidst the ongoing 'Great Wealth Transfer', a generational shift involving $84 trillion dollars over the next 20 years.

Discussing key strategies like irrevocable trusts, life insurance, and addressing estate tax challenges, Paul and Andrew highlight the importance of proactive planning to avoid pitfalls such as liquidity issues; as exemplified and experienced by the heirs of the Miami Dolphins. Paul and Andrew stress encouraging open family dialogues and avoiding procrastination as they offer a roadmap for preserving wealth across generations.

SAGIENT
Email: [email protected]
Office: (323) 965-6300
8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA 90211

CRN202710-7323512

0 0

Email: [email protected]
Office: (323) 965-6300
In this episode of The Sage, Paul Karlitz, CEO of Sagient, engages in an insightful discussion with Andrew Marin, a California Estate Planning attorney and director of Advanced Planning at Sagient, about the fundamentals of estate planning.

The conversation explores the definition of an estate, the importance of having a will, and the role of trusts in estate planning. They also distinguish between estate planning and estate tax planning, highlighting the benefits of a power of attorney and healthcare directive.

The episode addresses common misconceptions about probate and offers strategies to avoid it. Additionally, Andrew discusses the legal nuances of planning for blended and same-sex families and the impact of age on estate planning requirements. The episode covers terms like executor, trustee, and durable power of attorney, providing clarity on their meanings and significance. Enjoy a comprehensive guide to understanding and implementing effective estate planning strategies.

SAGIENT
Email: [email protected]
Office: (323) 965-6300
8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA 90211

CRN202710-7323512

0 0

Estate planning isn't just for the wealthy. It's about securing your future and protecting your loved ones. Learn how a will or trust can make a difference.

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

3 0

Estate Planning vs. Estate Tax Planning—what's the difference? Learn why having a plan is crucial for your future. 💡📈

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

3 0

Estate Planning is key to securing your Financial Future. Protect your assets and simplify the transfer process. Avoid the pitfalls of DIY documents. the right estate plan can ensure your wishes are honored and your assets are protected?

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

3 0

Are you making the most of your employer-provided benefits in your estate plan? Explore the impact of how work benefits like 401ks and Life Insurance seamlessly integrate into your Estate Planning strategy. Learn more about asset protection and beneficiary designations.

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

3 0

Inheriting an Estate? What happens? Can I have two or more Estates?

#peaceofmind #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #FamilyFinance #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #Estates #Trusts #Wills #SuccessionPlanning #EstatePlanning #SAGIENT

3 0

Navigating the emotional complexities of family Estate Planning can be tough. Plan without fear of hurting loved ones. A TRUST can keep your family dynamics private and prevent chaos. Learn more about protecting your loved ones through family specific Estate Planning with SAGIENT.

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

3 0

Unequal distributions in a family trust? How does one navigate these sensitive situations?

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

2 0

Ever felt like the drama in 'Succession' hits too close to home? Join Paul and Andrew as they dive into the relatable family dynamics and emotional challenges that mirror real life.

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

2 0

Think estate planning is complicated? Discover why doing nothing could lead to court battles and tax issues for your heirs. Uncover the importance proper Estate Planning with SAGIENT.

Contact Sagient now:
[email protected]
Office: (323) 965-6300

Home: www.sagientfs.com
Instagram: @SagientFS
Facebook: @Sagient
LinkedIn: https://www.linkedin.com/company/sagientfs/

8383 Wilshire Boulevard
Suite 600 | Beverly Hills, CA I 90211

2 0