The Abundance Mindset Titelbild

The Abundance Mindset

The Abundance Mindset

Von: Allison Cline CFP® ChFC® & Ben Cline CRPS®
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Real, transparent conversations about key financial planning topics. We don't like industry jargon or hidden fees / hidden agendas, so we're here to level up your financial IQ and provide you the resources you need to make wise decisions for yourself and those close to you.


Visit us at https://www.abundancewm.com/


Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment advisor. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.

Abundance Wealth Management
Management & Leadership Persönliche Finanzen Ökonomie
  • The Lifestyle Buffer: How We Build Flexibility into Retirement Planning
    Jan 22 2026

    Does your financial plan have the same flexibility you want your life to?


    In this episode, we delve into the importance of not just planning for basic financial stability, but also planning for a comfortable and flexible lifestyle in your retirement years. We discuss the variables that impact financial planning, stress testing for potential economic factors, and how an individualized lifestyle buffer can provide peace of mind.


    📌 RESOURCES

    Visit our website to request a complimentary consultation: https://www.abundancewm.com


    DISCLAIMER

    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.



    Hosted on Acast. See acast.com/privacy for more information.

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    14 Min.
  • Unlocking Retirement Planning: The Power of Monte Carlo Analysis
    Jan 8 2026

    What's the best way to bulletproof a financial plan? In our methodology, we model 1,000 scenarios of things going wrong to make sure we're deeply understanding the most impactful action steps for our clients.


    Join us for a deep dive into how we model our plans. We'll also share some real life stories of how this planning approach has helped our clients.


    📌 RESOURCES

    Visit our website to request a complimentary consultation: https://www.abundancewm.com


    DISCLAIMER

    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.


    Hosted on Acast. See acast.com/privacy for more information.

    Mehr anzeigen Weniger anzeigen
    19 Min.
  • How Roth Dollars Create Flexibility in Retirement
    Dec 18 2025

    Maximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life Examples


    Discover how Roth dollars offer incredible flexibility in your financial plan. Many people know that Roth dollars grow tax free and are withdrawn tax free, but few people realize just how many ways this concept can be used to benefit a retirement plan. We share strategies, discussing how Roth IRAs can help minimize healthcare premiums and optimize tax brackets, and then apply these concepts to actual client stories.


    📌 RESOURCES

    Visit our website to request a complimentary consultation: https://www.abundancewm.com


    DISCLAIMER

    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

    Hosted on Acast. See acast.com/privacy for more information.

    Mehr anzeigen Weniger anzeigen
    30 Min.
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