Monthly Archives: October 2023

Episode 188 – The Changing Face of Cybersecurity Threats with Kurt Long

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Kurt Long is the Chair and Co-Founder of BUNKR, an app empowering individuals and their families to organize and secure the most important information in their lives.

In this episode, we uncover the hidden world of cyber threats and vulnerabilities, revealing invaluable insights on protecting your personal and financial data in an increasingly exposed, digital world.

Also discussed:

  • Kurt’s background of founding software companies that protected patient records and wealth, as well as complying with various regulations.
  • The range of features BUNKR offers, including messaging, password management, and secure file storage.
  • Common types of scams like wire fraud, loyalty points breaches, and imposter attacks.
  • The increasing use of AI by cybercriminals, making scams more sophisticated and users more vulnerable.
  • The education that wealth advisors should be offering clients about protecting their financial information.
  • How financial advisors can protect themselves and take actions like securing communications, managing passwords, and using digital vaults to store sensitive information securely.
  • How the SEC has imposed fines for using non-compliant communication methods, emphasizing the importance of secure communication for wealth advisors and their clients.

 

Resources: 

BUNKR

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Episode 187 – From Campus to Corporation: Athletes’ Financial Futures with Chase Johnson

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Chase Johnson is the Wealth Director of Fiduciary Trust International, a wealth management firm founded with a singular focus on growing and protecting your wealth through generations.

In this podcast, Chase walks us through the changing landscape of college sports with the implementation of NIL (Name, Image, and Likeness) regulations, allowing athletes to profit from their image and endorsements.

They also discussed:

  • The impact of NIL on athletes, including high-profile examples like Caleb Williams and Shedeur Sanders in commercial deals.
  • The need for financial guidance in this new era for athletes.
  • The nature of NIL activities, including endorsement deals, sponsorships, social media promotions, and appearances for college athletes.
  • Tax implications for NIL income, with a focus on self-employment taxes and the importance of tracking expenses.
  • The importance of partnering with the right advisors and setting up a financial plan for athletes and their families.
  • The evolution of athletes into entities themselves, crossing over into business and corporate ventures.
  • The importance of financial literacy for athletes and their education about building financial security.
  • The uncertain regulatory landscape and challenges faced by athletes and the NCAA in navigating NIL deals.

 

Resources: 

Fiduciary Trust International

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