The Mastering Your Wealth® radio show was created by Jon Ulin, CFP®, Managing Principal of Ulin & Co. to help empower boomers and retirees to make smarter financial and investment decisions along the road of life. Read more about our show or register to attend an upcoming MYW Event here.
Mastering your wealth ® and managing your money can be more stressful and challenging in today’s post-recession economy and turbulent stock market than in decades past. With our show’s focus on financial wellness and independence for boomers and retirees, we strive to cut-through news, rules, products, maxims, myths and data while helping listeners simplify complex financial jargon.
Known as the “investors advocate,” Jon Ulin, CFP® and Managing Principal of Ulin & Co. is passionate to provide the “straight talk” on a multitude of personal finance, investing, tax, insurance, health care and estate planning topics to addressing retirement income planning strategies.
Jon is sought-after speaker for both corporate and community events and is often quoted by national news and media outlets. His comments have appeared in US News and World Report, Time, Market Watch, The Street CNBC, Fortune, Bloomberg and the Wall Street Journal.
Show Times: Weekdays 7:30am, Friday & Saturday 10am
Here’s a few ways to listen to the show:
People engage our services because they know the stakes are too high to accept anything other than working with an accredited advisor and experienced team that provides sound investment and financial planning expertise.
They stay with us because we work as hard to build trust and long-lasting relationships with our clients as we do to manage and create wealth. We have been serving clients in South Florida and beyond for over 15 years.
If you would like to schedule a complementary portfolio review and retirement income checkup with Jon Ulin, CFP® at one of our convenient locations in Boca Raton, West Palm Beach or Fort Lauderdale – or would like to register for an upcoming workshop, please call (561) 210-7887 or email [email protected] to get started today.
Note: Ulin & Co. partners with three of the nation’s leading broker dealers, *LPL Financial, Charles Schwab and Fidelity to provide our clients dynamic service in asset custody, trading, research and reporting.
Charles Schwab and Fidelity are separate entities from Ulin & Co., IFP and LPL Financial
Gain a Wealth of Insight®:
What’s Your Risk Number?
Do you know if you are invested soundly? The first step to determine if your investments jive with your risk tolerance is to take a quick quiz. Then you can request a free risk analysis meeting at our office where we can review your actual portfolio and quiz results in detail. Click to get started today!
Ulin & Co: Modern Investing, Traditional Approach
Established in 2002, Ulin & Co Wealth Management is a boutique, independent SEC-Registered Investment Advisor (RIA) and branch office of LPL Financial. We have no divided loyalties and are entirely vested in our clients’ long-term financial success.
Being fiercely independent, unrestricted, and not conflicted by business interests, sales quotas or stockholder profits – is the only way to provide truly objective and trusted advice while working to uphold the fiduciary standard.
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Fee-Based Portfolio Management? YES! √
-Recognized CFP® professional? YES! √
-Retirement Income Planning? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!
The opinions expressed on the radio show do not necessarily reflect the views of LPL Financial. The opinions are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which investment(s) may be appropriate for you, consult your financial advisor and tax professional prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.