Anthony Stich has one goal: to develop a team of exceptional customer success leaders across the globe, empowering them with the latest methods of strategic planning, content development, and lead generation to successfully grow NaviPlan, the leading provider of SaaS technology solutions for the financial services industry, into a global brand. Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide as well as being featured on Financial Advisor IQ, Asset TV, and Bank Bosun, Stich has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.
We at NaviPlan are excited to be sponsoring today's episode of the Animal Spirits podcast hosted by Michael Batnick and Ben Carlson. For the listeners that may not be familiar, NaviPlan is an industry-leading financial planning solution trusted by over 140,000 financial professionals across nearly 3,000 firms worldwide. This includes four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms.
This episode is a listener mailbag edition where Michael and Ben address topics such as cryptocurrency education, discussing inherited assets, and more. I had the pleasure of joining Michael and Ben to discuss some of these mailbag questions which are listed below with timestamps.
32:16 – What to do with extra capital when other savings strategies are maxed out
34:01 – Dealing with income brackets and savings strategies when income fluctuates due to commissions
36:18 – Removing funds from retirement accounts to fund other investments or opportunities
40:22 – What to do with vested shares after a startup employer goes public
Thanks to Michael and Ben for having me on the show! For more information on how NaviPlan helps advisors serve the needs of their clients, click here.
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