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:
Investment Management
Financial Planning
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.
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Watch our Riskalyze Video
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:
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Register at https://missionalmoney.com
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Enroll in our
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Register for your Premium Planning Portal from
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.
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Make Your Money Count for Retirement Investors
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What Matters Most for Financial Advisors
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Allied for Success for CPA and CFP® Professionals
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Your Financial Advisor can register for our
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.
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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.
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All Financial Advisors want to grow their businesses efficiently and profitably.
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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.
