The Mastering Your Wealth show was created by Jon Ulin, CFP®, Founder and Managing Principal of Ulin & Co. Wealth Management to help educate and empower listeners to make smarter financial decisions before and during their retirement years.
Mastering your wealth while managing your money can be more stressful and challenging today than in decades’ past. With many people living longer lives and experiencing a retirement longer than their working years, additional considerations are necessary when planning for investment income, growth and capital preservation.
Jon is known as the “investors advocate” and is passionate to provide the “straight talk” on a multitude of financial topics from investing basics, to addressing relevant financial matters as you age into your 60’s, 70’s 80’s and beyond. Much of his advice comes from real life situations that happens in our office each- and every day.
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.
Mastering Your Wealth airs every Friday morning from 10-11am with replays on Saturdays.
Our show is broadcast to over 3 million+ listeners across South Florida including Dade, Broward, Palm Beach, and Martin counties. The show can also be heard worldwide via Internet simulcast at http://wsbrradio.com/ .
Here’s a few ways to listen to the show:
- WSBR 740am -click to listen live!
- 96.9 FM
- 103.9 FM.
- I heart radio
- WSBR app -iphone
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@example.com for more information.
Don’t Be Just a Number!
The most significant issue clients have today about their relationship with their Financial Advisor is that they feel like a number. Experience the difference of working with an accredited advisor and experienced team that truly cares about what matter most to you and your family.
Is your money working hard for you? It’s never too late to take the first step or to get a second opinion. Contact Us today for a complementary investment check-up and retirement review. We will be in touch shortly!
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! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!
If you want to go fast, go alone; if you want to go far, go together.”
– Old African Proverb
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.