Tag: Wealth Management

From Growth to Stability: Financial Moves You Need to Make Now (Ep. 10)

From Growth to Stability: Financial Moves You Need to Make Now (Ep. 10)

As you approach retirement, how ready are you to shift from accumulating wealth to confidently managing it? 

Listen in as Bryan Repple outlines the essential strategies required for transitioning from the accumulation phase of life into the distribution phase. Drawing insightful parallels between endurance sports and financial planning, Bryan emphasizes the critical mindset shifts and strategies necessary to plan for a fulfilling retirement.

Key Highlights:

  • The Power of Perseverance: Bryan shares his journey of overcoming setbacks in ultra-endurance events, highlighting the importance of perseverance and preparation in both life and financial success
  • The Accumulation vs. Distribution Phases: Explore the unique strategies necessary for transitioning from wealth accumulation during your career to effectively managing and distributing it in retirement
  • Navigating Market Volatility: Uncover investment strategies for navigating a volatile interest rate landscape, striking the right balance between growth potential and financial stability
  • Diversification and Risk Management: Bryan stresses the crucial need for portfolio diversification, including the strategic use of money markets and annuities to shield against market risks
  • Practical Financial Guidance: Gain actionable insights on avoiding the traps of low-yield accounts and the critical need for regular portfolio reviews to evaluate risk, fees, and overall strategy
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.

How To Become Your Own Banker (Ep. 9)

How To Become Your Own Banker (Ep. 9)

Are you stuck in the cycle of traditional financial strategies? 

Discover a groundbreaking approach with Bryan Repple as he explores the concept of infinite banking. Learn how to become your own banker, ensuring your money continues to grow without interruption. Bryan discusses how this innovative method can redefine your financial planning and help you achieve continuous wealth growth.

Key Highlights:

  • Infinite Banking Explained: Learn how managing your finances through your own banking system can help you retain and grow your wealth by avoiding the pitfalls of traditional borrowing and saving
  • Compounding Interest: Understand the crucial role of uninterrupted compounding interest in wealth creation and how the infinite banking approach ensures continuous asset growth
  • Leveraging Whole Life Insurance: Discover how a well-designed whole life insurance policy can act as a powerful financial tool, providing liquidity and growth without interrupting your wealth’s compounding interest
  • Drawbacks of 401(k) Plans: Bryan highlights the risks associated with traditional retirement accounts like 401(k)s, including potential future tax liabilities and lack of predictability
  • Practical Applications: Learn how Bryan uses whole life insurance policies for various financial needs, maintaining liquidity and ensuring continuous wealth growth
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.

How To Balance Finance and Fulfillment (Ep. 2)

How To Balance Finance and Fulfillment (Ep. 2)

Can your values shape your “Brain Wealth”?

Discover how the integration of personal values can transform your financial future in this intriguing episode with Bryan Repple from Repple Wealth Management. Beginning their journey in the 1990s, the firm has been at the forefront of values-based investing, anticipating significant shifts in the financial world. Today, they are innovators in merging FinTech with wealth management, creating strategies that resonate particularly with Gen Xers. This unique approach combines traditional financial wisdom with cutting-edge technology to guide financial decisions toward a balance of wealth and well-being.

Join Bryan Repple in this journey and learn how to align your financial strategy with your personal values for a fulfilling and secure financial future.

Key Highlights:

  • Explore the pivotal shift from traditional to values-based investing
  • Uncover the groundbreaking evolution of Repple Wealth Management
  • Dive into how emotional intelligence shapes financial planning
  • Understand the tailored financial strategies for Gen Xers
  • Learn the significance of holistic financial planning, including insurance, investments, estate planning, and tax considerations
  • Discover key questions for effective financial self-evaluation
  • Gain insights on aligning your current lifestyle with future financial goals
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.

Introducing Brain Wealth with Bryan Repple (Ep. 1)

Introducing Brain Wealth with Bryan Repple (Ep. 1)

Discover the secret to holistic abundance with Brain Wealth, a pioneering podcast hosted by Bryan Repple, President and Managing Partner of Repple Wealth Group.

Joined by experts in psychology, finance, and personal development, Bryan imparts practical insights for enhancing both mental and physical well-being, and the synergy between mindset, financial success, and biohacking.

In this kickoff episode, Brian unfolds his unique concept of “Brain Wealth,” expanding the definition of wealth beyond mere finances to encompass relationship fulfillment, family bonds, enriching experiences, and spiritual growth. He highlights the brain’s central role in crafting our life’s journey and achieving wealth.

Key Highlights:

  • Bryan’s emphasis on blending mental agility with financial strategy
  • The importance of planning today for a healthier, wealthier tomorrow
  • Transitioning from conventional financial advice to a holistic approach integrating biohacking and health
  • Utilizing advanced financial tech in wealth management, akin to biohacking strategies
  • Community impact through Osteostrong, enhancing skeletal health and life quality
  • Bryan’s life philosophies, inspired by Tony Robbins’ teachings on decision-making and destiny
  • Defining success as the harmonious balance of wealth, time, and life’s ‘magic’
  • Bryan’s triumphs and the invaluable lessons from his journey
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.