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 document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

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At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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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, 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

Is the U.S. economy’s resiliency a problem for investors?

Is the U.S. economy’s resiliency a problem for investors?

Despite contrary efforts from the Federal Reserve, U.S. economic activity has remained fairly resilient. Ameriprise Financial Chief Economist Russell Price shares what this paradox may mean for investors and the economy, including the possibility of recession.

(2:57)

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.

(34:57)

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)

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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)

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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)

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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)

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We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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)