financial advisor Archives - The John Krol Show

financial advisor

Kyle Bean, Tableaux Wealth on The John Krol Podcast

August 21, 2022

Kyle Bean & Matt Chester, Tableaux Wealth

You want a financial advisor who is cool under pressure and able to take excess emotion out of things, while maintaining an ability to execute. So, what better background than being a Green Beret? Kyle Bean earned his way onto the elite US Army Special Forces and served his nation on many missions over several years. Now that his military career has come to a close he decided to locate to the Berkshires with his wife and specialize in a new profession: financial advising. In this episode we get to know Kyle better, and learn about his journey here. We also cover a lot of ground with Kyle and Matt Chester of Tableaux Wealth in regard to the current economic situation, how to plan and adapt to the record inflation, the changes on returns on bonds and the death of the so-called 60/40 rule, chasing investments by Nancy Pelosi’s husband and other “whales,” learning from curious investors, growing a small firm and beginning to tell their story and how to make financial planning interesting and evening exciting for clients. I hope you’ll enjoy my conversation with Kyle Bean and Matt Chester of Tableaux Wealth. — Support this podcast: https://anchor.fm/john-krol/support

May 19, 2022

#35 – Matthew Chester, JD, CFP®, Tableaux Wealth

Taking the leap from being a successful attorney in the city to a financial advisor in the Berkshires would have daunting to many. But for Matthew Chester it was all about actually building a real relationship with his clients, something missing in the narrow focus of being a specialized financial attorney in New York City. As his career path shifted, so did his personal life, as he and his wife Catherine are raising two young daughters Leah and Zoe at home in Stockbridge. In our conversation we cover Matt’s decision to shift from law to financial advising, his time in Taipei, Mandarin as a second language, sunk cost, psychology in investing and finances, inflation, the housing market, the permanent and not-so-permanent changes post-pandemic, wages, labor vs. corporate profits, corporate responsibility, college planning, retirement, Malcolm Gladwell’s research of dynamics in elite colleges, 529 plans, the origin of the name: Tableaux, the Levi Strauss principle, growing up near Seattle, his pull to the East Coast, meeting his wife at Cardozo Law School in NYC, work/life balances in the Berkshires, fatherhood, the art of parenting, how financial advisors get paid, broker model vs. investment advisor, and more. I hope you enjoy my conversation with Matthew Chester.