Albion Financial Group Podcast
1) Quarterly Letter – Second Quarter 2025
Introduction As the golden days of summer unfold, this letter’s contributors each offer thoughtful perspectives: John Bird, CEO, characterizes how Albion’s steady guidance to clients aims beyond mere ...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.2) Albion Financial Group ranked one of “America’s Top RIAs” by FA Magazine
We are pleased to share that Albion Financial Group has been included in Financial Advisor Magazine’s America’s Top RIAs list for 2025. About the Ranking Each year, Financial Advisor Magazine compiles...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.3) Five Smart Strategies to Maximize Your Retirement Income
Want to make your money last in retirement? Learn five smart strategies to maximize your income—including how to optimize Social Security, minimize taxes, and create a flexible, sustainable withdrawal...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.4) Should You Aim to Die With No Money Left? Bill Perkins, Hedge Fund Manager and Author, Explains Why
Bill Perkins’ Die With Zero challenges traditional wealth management by encouraging individuals to prioritize meaningful experiences over accumulating wealth. In this post, we explore how investing in...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.5) Spring 2025 Client Conference Call
During last week’s conference call, our panelists – Jason Ware (CIO & Chief Economist), John Bird (CEO & Co-Founder), Anders Skagerberg (Senior Wealth Advisor), and Liz Bernhard (P...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.6) Quarterly Letter – First Quarter 2025
As the snow melts and spring blossoms emerge, we close the books on a dynamic first quarter and look forward to the opportunities that lie ahead in this season of renewal and growth. From the desk of ...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.7) Celebrating Excellence: Sarah Bird, CFP® Recognized in NAPFA’s Women to Know 2025
We are thrilled to announce that our esteemed colleague, Sarah Bird, CFP®, has been named to the National Association of Personal Financial Advisors (NAPFA) Women to Know list for 2025. This reco...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.8) Are You Retiring In The Next 5 Years? Here Are 3 Critical Steps To Help You Prepare
Executive Summary: Retirement is one of the biggest financial transitions there is, marking a major shift from your working years to your work-free years. As such, it’s critical to prepare, often deca...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.9) 2025 Tax Planning Guide
Albion Financial Group is an SEC registered investment advisor. The information provided is intended solely for educational purposes and should not be construed as an offer or solicitation for the pur...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.10) Weekly Market Recap – January 24, 2025
Weekly Recap: Stocks finished higher and bond yields fell slightly during a holiday-shortened week that was light on macro data, but long on executive orders and policy pronouncements from the new Tru...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.