Quick Video Hits
Our library of Q&A resources and insights
Don’t Be an Extremist
Ryan shares some stories about his experience with clients and how they can at times be extreme in their actions and thoughts.
Ryan discusses different scenarios that can present themselves to people as they approach retirement and in early retirement.
On this addition of Summit Financial Partners Question and Answer video, Ryan answers a few questions regarding our upcoming Apex Club Client Event in October.
What Makes Us Different
Ryan receives a question about what makes Summit financial partners different from some of the other firms in the industry.
Work / Life Balance
Ryan received a call from a client today that wanted to know how he avoids burn out with all the hours he puts in at the office.
Qual vs Non Qual
Ryan receives a question regarding qualified versus nonqualified accounts.
Planning with Parents
Ryan anwers a question asked by Eric, from Chicago, asks about planning with parent’s finances.
Avoiding Early Withdrawal Penalties
Charlotte, in Portland Oregon, asks about avoiding early withdrawal penalties on retirement accounts.
Ryan anwsers a question asked by Daryl, from Oklahoma City, about Veteran’s benefits in retirement.
Medicare vs Medicaid
Bev, in Virginia Beach, asks Ryan to explain the difference between Medicare and Medicaid?
SFP Retirement My Way Q+A, Life Expectancy?
Al and Debbie, from Montana, ask Ryan about life expectancy and how it impacts their retirement plan?
Long Term Care
Wendi, from North Carolina asks Ryan about the cost of long-term care insurance.
When to Retire?
Will, from Rhode Island, asks Ryan to give advice on how to know when she should retire.
The Right Advisor
Jen, from Southborough Ma, asks how to know if she is with the right advisor for her?
Do I Need to Worry About Taxes in Retirement?
Darren, in Naples Florida, asks Ryan if he needs to worry about taxes in retirement since he is single.
Do I Need an Estate Plan?
Kelly, in Michigan asks Ryan if she needs an estate plan since she is not a millionaire.
How much do I Need to Retire?
Emily from Kansas asks Ryan about a commercial she saw that stated that she needed $1M in order to retire comfortably.
Can I protect my Nest Egg while Working?
Sue and Mark from Chicago ask Ryan if they can protect their 401k’s while they are still working with their current employer.
Barry, from Florida asks Ryan why it seems like he is assigned a new financial professional every couple of years.
Market Risk during COVID-19?
Kelly from Sacramento asks Ryan to discuss the market volatility during the Covid-19 Pandemic.
Ask Ryan a question…
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Success and excellence are not characteristics or traits; rather, they are a result of hard work, discipline and planning.
– RYAN, SFP PRESIDENT