Kuttin Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Jonathan Kuttin's Podcast

Listen in with Jonathan Kuttin to help you best to prepare for the certainty of uncertainty.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

"Unbiased, puts my interest first"
"Investment ideas knowledgeable, timely, and tactical"
"Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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No one can predict the future. Life can get in the way and disrupt our goals and plans. The question is – will you be prepared? Listen to our founder Jonathan Kuttin, 2019 Barron’s Hall of Fame advisor discuss how best to prepare you and your family for the certainty of uncertainty.

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More About our Podcast

14 videos

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Now Playing

Preparing for the Certainty of Uncertainty – Ep4 – Value of Leadership

Preparing for the Certainty of Uncertainty – Ep4 – Value of Leadership

One of the hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path to achieving their personal goals. Join Jon as he shares his sound money management philosophy.

(29:07)

Now Playing

Preparing for the Certainty of Uncertainty – Ep3 – Our Unique Value

Preparing for the Certainty of Uncertainty – Ep3 – Our Unique Value

In this episode, Jon discusses the value that KWM brings to 3 primary types of clients – HENRY’s, the mass affluent, and ultra-high net worth individuals and how they help their clientele secure their financial future through comprehensive advice.

(34:38)

Now Playing

Preparing for the Certainty of Uncertainty – Ep2 – The KWM Experience

Preparing for the Certainty of Uncertainty – Ep2 – The KWM Experience

Join Jon to discuss what it is like to be a client of Kuttin Wealth Management. Jon takes a deep dive into our financial planning six-step approach while revealing what makes the practice stand out from other competitors in the industry.

(38:38)

Now Playing

Preparing for the Certainty of Uncertainty – Ep1 – All About Jon

Preparing for the Certainty of Uncertainty – Ep1 – All About Jon

In this inaugural episode, Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares his professional background, the core values that have guided him throughout his career in financial services, and his overall vision.

(31:32)

Now Playing

Preparing for the Certainty of Uncertainty – Ep14 - Texas - David Dick

Preparing for the Certainty of Uncertainty – Ep14 - Texas - David Dick

At Kuttin Wealth Management we have our very own “beachheads” to help us develop future teams and expand our reach. In this episode, you’ll get to know one of our beachhead leaders from Texas, David Dick. Listen in to learn all about Dave.

(26:21)

Now Playing

Preparing for the Certainty of Uncertainty – Ep13 - Black Swan Events

Preparing for the Certainty of Uncertainty – Ep13 - Black Swan Events

Time and again, we face black swan events in the world of finance. They are unpredictable and can impact the markets. Join Jon as he addresses black swan events throughout history and how you can manage your emotions to make smarter decisions.

(31:09)

Now Playing

Preparing for the Certainty of Uncertainty – Ep12 - A Simple Portfolio

Preparing for the Certainty of Uncertainty – Ep12 - A Simple Portfolio

In this episode, Jon simplifies the process of portfolio management and explains complex financial terms in an easy-to-understand manner. Join Jon to discuss how your risk tolerance, investment horizon, and needs affect portfolio management.

(32:30)

Now Playing

Preparing for the Certainty of Uncertainty – Ep11 - Uncertainty

Preparing for the Certainty of Uncertainty – Ep11 - Uncertainty

Will you need insurance? How will the stock markets behave over the next few years? No one knows! But one thing is certain – your life is filled with uncertainty. In this episode, Jon talks about the different “what ifs" that you should plan for.

(29:13)

Now Playing

Preparing for the Certainty of Uncertainty – Ep10 - Money Mindset

Preparing for the Certainty of Uncertainty – Ep10 - Money Mindset

With the right mindset, you can make smarter financial choices that will benefit you in the long run. Join us to listen in on the subject of creating a positive money mindset where we explain easy ways you can think more rationally with your money.

(18:43)

Now Playing

Preparing for the Certainty of Uncertainty – Ep9 - Hiring an Advisor

Preparing for the Certainty of Uncertainty – Ep9 - Hiring an Advisor

You’ll likely work with your financial advisor for several years, share your personal finances with them, and discuss critical family issues. So it’s important to take the time to find the right advisor - one you enjoy working with!

(25:36)

Now Playing

Preparing for the Certainty of Uncertainty – Ep8 - Asset Allocation

Preparing for the Certainty of Uncertainty – Ep8 - Asset Allocation

Building an investment portfolio is not just about achieving the best rate of return. It should be constructed based on your unique financial goals and situation. Jon explains how asset classes, risk tolerances and time horizons affect portfolios.

(23:20)

Now Playing

Preparing for the Certainty of Uncertainty – Ep7 – The 4 Cornerstones

Preparing for the Certainty of Uncertainty – Ep7 – The 4 Cornerstones

We believe planning consists of 4 main cornerstones. We focus on this idea with our clients in tandem with our financial planning process. Learn what the 4 cornerstones of financial planning are and how this process can help you meet your goals.

(20:51)

Now Playing

Preparing for the Certainty of Uncertainty – Ep6 – Planning Pt 2

Preparing for the Certainty of Uncertainty – Ep6 – Planning Pt 2

The most important piece of the financial planning process is the ongoing service model that we provide to our clients. Listen in as Jon explains what to expect after the first year when working with our team at Kuttin Wealth Management.

(33:55)

Now Playing

Preparing for the Certainty of Uncertainty – Ep5 – Financial Planning

Preparing for the Certainty of Uncertainty – Ep5 – Financial Planning

The first year of financial planning with an advisor is typically focused on two key elements: building the client-advisor relationship and developing a financial plan. Join us to discuss what you can expect from your first meeting with our team.

(29:59)

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)