Bull Oak

?? Exciting News at Bull Oak! ?? We are thrilled to announce that Trish Chan will be joining our team as an Associate Advisor early next year! Bull Oak works with high-performing clients, so we can only afford to hire high-performing talent. Trish is undoubtedly a top-tier talent. She is currently completing her Master’s in Personal Financial Planning at Texas Tech University School of Financial Planning, where she’s been gaining in-depth expertise in advanced financial planning topics. With over a decade of experience in technology marketing, Trish brings a unique blend of strategic insight, relationship management, and analytical skills that will be a huge asset to our clients. Her past roles included Director of Marketing at Cisco and Sr. Marketing Manager at Rodan + Fields. Her unique background in data-driven strategy and client relationship management will be a fantastic asset as she transitions into financial planning. We look forward to the insights and expertise she'll bring to support our mission of delivering top-notch, personalized financial guidance. Welcome to the team, Trish!

We’re blushing ?? We’ve been featured… Last week, our founder, Ryan Hughes, spoke at a conference called Future Proof. If you’re not an industry expert, this probably doesn’t mean much to you. But to us, it’s very exciting! We had the opportunity to discuss with like-minded people in our industry how small RIAs can compete with the big guys and change the industry. We’re exceptionally passionate about serving our people better and making waves in the financial planning space. We’re grateful to have been featured in articles by Financial Planning and Investment News. Check out those articles here ?? https://bulloak.com/press/

The Bull Oak crew had a great time this week at Future Proof! Peter Campbell, CFP?, Michael Stoner, and I got to hang out with other industry leaders, eat great food (food trucks were on point), and to spend time outside of the office. I got to share the stage with the great Chelsea Ransom-Cooper, CFP? and former New York Yankee Kevin Thompson, RICP?,CFP?. Special shoutout to Chris Arnold, CFP?, and Kaitlyn Stephens, CMP, PMP - it was great reconnecting and spending time with you. Looking forward to the next event!

Another great panel at Future Proof Wealth Conference. Amazing to see the challenges and opportunities in financial planning practices are similar between Australia and the US. I completely agree with Ryan Hughes with having a focus on getting your processes in place. Loved Chelsea Ransom-Cooper, CFP? ‘zone of genius’ . Great insight on what is happening in relation to private equity in the US Kevin Thompson, RICP?,CFP? Count Smart Business Solutions Group

Future Proof, see you in a few days! Ryan Hughes, Michael Stoner, and Peter Campbell, CFP? are all looking forward to meeting the industry's finest and brightest. Monday, 9/16/24 12:05 - 12:35 pm Surf City Stage Ryan Hughes will speak at this event with Chelsea Ransom-Cooper, CFP? and Kevin Thompson, RICP?,CFP? as they discuss how advisors can compete in an industry dominated by large firms. Don't have a million-dollar marketing budget? Don't have the resources to grow through acquisition? Don't worry - you can still thrive in a fragmented environment that is still focused on consolidation. See you there!

How well do you really know your finances? Josh and Anna earn over $500K a year, but without tracking their spending, they missed key financial insights. Are you making the same mistake? Ryan shows how to track your money like a pro using our free Bull Oak Financial Status workbook ?? https://lnkd.in/gRCiTyaC

Are you prepared for retirement? Statistics suggest that most of us are not. A whopping 33% of Americans have no savings at all, and 10% of retirees over 65 live below the poverty line. Without Social Security, that number bumps up to a shocking 40%. America is in a retirement crisis. How can you protect yourself? https://lnkd.in/eNzk-ktV Peter covers the staggering reality of retirement readiness in America and shows a few ways to ensure you’re prepared for retirement.?

Can you Marie Kondo your way into retiring early by cutting out spending on things that don’t bring you joy? If we’re honest, probably not. But you can figure out what you need to start saving to retire by 55: https://lnkd.in/e3HY63CY Peter covers:? ?? How to calculate your savings rate ?? How long it will take you before you can retire ?? Tips to get you to financial freedom as quickly as possible

Big changes!

We built a firm we’d want to hire. To us that means adding value to the lives of good people. We believe in thoughtful financial planning and well-researched investment decisions to provide you with the best probability for success, without any of the bullshit. Learn more about us ?? https://lnkd.in/eMUQHy7s