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Retirement Planning Podcast and Online Course for Investors, Families, and Business Owners. Featuring The Blueprint for Financial Success, the weekly video show supports our new (Free) Online Course. Enroll Today!

Missional Money is the Wealth Strategy Podcast for Investors and Financial Advisors alike.

Featuring the BayRock Financial Blueprint for Life, Liberty, and the Pursuit of Happiness, this weekly video podcast is part of our online training course for individual investors, families, and Financial Advisors.

Missional Money helps you manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.

I’m your host Jim Munchbach, Certified Financial Planner™ and CEO of BayRock Financial.

Produced by Podcast Houston, the show will release serial episodes based on Real Life Case Studies related to Investment Ideas, Retirement Planning, Tax Strategies, and Family Office Wealth Management.

Go behind the scenes as we work with investors and advisors around the country to create compelling financial plans using best of class technology available now at MissionalMoney.com

Missional Money Online Courses are FREE, Register and Enroll Today https://missionalmoney.com

Retirement Planning Clients

In order to provide better service to clients, BayRock has made significant investment in best of class technology. Our focus is primarily in three areas of wealth management:

  1. Investment Management

  2. Financial Planning

  3. Advisor Coordination

Riskalyze for Managing Risk in Retirement

Retirement Planning involves a good deal of risk management. So, what’s in your Portfolio? Riskalyze will help you quickly discover how much risk you want, how much risk you need, and how much risk you have. Because we’re dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose, we think Riskalyze is a pretty good investment for anyone who cares about Retirement Planning.

RightCapital for Retirement Planning

Combining all your financial data in one place is the starting point for higher quality financial decisions. Having the ability to see “the big picture” in a single view enables holistic decision making.

When you’re ready to set up your account, unlock opportunities, and ensure you’re on the path to success simply follow these steps:

  1. Register at https://missionalmoney.com

  2. Enroll in our Free Online Course

  3. Register for your Premium Planning Portal from inside your Course

Financial Flowcharts Checklists and Resources

Retirement Planning Flowcharts and Checklists are sprinkled throughout your online course. These essential tools are one of the ways Missional Money Courses deliver Smarter Strategies and Better Results. Missional Money makes Retirement Planning easier than ever for investors and Financial Advisors alike.

  • Make Your Money Count for Retirement Investors

  • What Matters Most for Financial Advisors

  • Allied for Success for CPA and CFP® Professionals

  • Click here to Visit our Library

  • Click here to Register and Enroll in our Free Course.

  • Your Financial Advisor can register for our Family Office Blueprint

    The Family Office Blueprint is for CPA and CFP® Professionals, estate attorneys, insurance agents, and stock brokers who want to learn how to create compelling financial plans using The BayRock Blueprint for Financial Success™.

    Advyzon for Advisor Coordination

    Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), retirement planning, and business intelligence.

  • Designed with a focus on ease of use and powerful performance reporting, BayRock partners with Advyzon to deliver Smarter Strategies and Better Results – for investors and Financial Advisors.

  • All Financial Advisors want to grow their businesses efficiently and profitably.

  • Missional Money is reaching out to our LinkedIn connections (nearly 10,000 Financial Advisors) with a special invitation to be a part of our online training community.

Advisor Coordination and providing superior value and service to our clients are what BayRock was founded on and our partnership with Advyzon helps us deliver our promise to clients. Missional Money (our online course) will cover some of the features and benefits of various Tools and Technology used the business of Wealth Management.

Investment Ideas, Retirement Strategies, Financial Flowcharts, Checklists, Tools, Technology, and Real Life Case Studies. Missional Money is much more than a retirement planning podcast and I hope you’ll be one of the first to subscribe in iTunes or anywhere podcasts are played. When you’re ready, I’ll see you in the online course where, together, we’ll create a compelling plan for your financial future.

 

 

Make Your Money Count

Special -Limited- Hard Cover Edition of Make Your Money Count by Jim Munchbach, CFP® Professional. 

Make Your Money Count features The Blueprint for Financial Success™ and FREE Shipping.

Click Here to Buy Now, $24.95 Free Shipping

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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