Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

I had a great conversation this week with a 50-year-old prospect who asked a simple but important question:

👉 “If I retire at 62, how much income can I expect each month?”

The answer isn’t a guess — it’s a process.
Here’s how we walked through it together:

1️⃣ Start with what you have saved today.
His total investments formed the foundation of the conversation.

2️⃣ Look at ongoing contributions.
How much is being added each year — and are we maximizing employer matches?

3️⃣ Apply a reasonable rate of return.
Nothing extreme. Just disciplined, long-term assumptions based on history and risk tolerance.

4️⃣ Determine a sustainable distribution rate.
What percentage can we safely withdraw each year without jeopardizing long-term security?

5️⃣ Convert that to a monthly income number.
Because people don’t live life in annual increments — they live it month to month.

6️⃣ Convert future dollars back into today’s dollars.
Inflation is real. A $12K/mo lifestyle in the future may only feel like $8K/mo today.

7️⃣ Discuss asset allocation as retirement approaches.
The mix of growth and safety becomes increasingly important as the retirement date nears.

8️⃣ Highlight the role of fixed income.
Stability, predictability, and downside protection matter — especially when you’re drawing from your portfolio.

These conversations are my favorite because they take a big, overwhelming question and break it into something clear, logical, and actionable.

If you're wondering what your retirement income picture looks like — whether you're 45, 50, or 60 — I’m always happy to run the numbers.

Because clarity creates confidence.

Nic Nielsen, CFP®, CLTC®

I design financial plans for 45 to 55 year-old high-achieving professionals in the Charlotte area and virtually nationwide.

“We’re ready to get serious, feels like we’re just wasting time.”

For what it’s worth, this is EXTREMELY common:

• Two working parents, careers taking off
• Income has ballooned over the years
• Before you know it, you’re just spending and have no real idea where it’s all going

• Decent retirement savings
• Subpar brokerage account balance
• Way too much in HYSA 

• A nice home
• Family vacations, private schools
• Stress that there’s no plan, on the hamster wheel

NEED: A financial plan with real goals and a structure to fund it


(If you could use the help of a financial advisor or would like to explore making a change from your current advisor, now’s the time, please shoot me a message—I’m happy to talk)

Nic

One of my favorite parts of being a parent right now?

My kids (7, 9, & 12) are finally getting gifts that I secretly love… and that take me straight back to my own childhood. 

It’s a sweet reminder that I’m living in the “good ole days” — right now.

My parents are healthy and sharp, my kids are happy and still think hanging out with us is cool, and we get to share little moments like this together.

Sometimes joy looks like a LEGO Game Boy and a house full of laughter. 

--Nic

Nasdaq

Responsible for producing live content for Facebook, Twitter, YouTube, and LinkedIn using vMix and Livestream Studio 6 Software.

#TradeTalks
Produce 6-10 daily live segments on Twitter, YouTube, and Nasdaq.com

Livestream Producer for Nasdaq #TradeTalks

WillyT Productions

Turn a 1-hour conversation with us into months’ worth of effective and marketable content to GROW YOUR BUSINESS. With 10+ years of experience and thousands of pieces of content created, our team will create a branded, high-quality content library to fit your marketing strategy.

WillyT Productions is a video production agency designed to help you achieve your business goals through video and audio content. Creating content isn’t a fad or a trend you see on social media, it is a real and manageable way to build your business and attain new leads and clients.

Here's how it works:

1. Schedule a Pre-Production Call to review your goals, and current marketing strategy, and learn how a media library can enhance your existing systems

2. Record the conversation with one of our hosts in a high-quality, custom-built graphics package centered around your branding.

3. Each piece of content will be delivered to you within 5 business days. Videos will be optimized for your social media platform of choice. 

Content is recorded remotely using Adobe Audition, as well as the broadcast quality live streaming platform, vMix. The content can be streamed LIVE upon request. 

The content will fit your brand identity. By incorporating your logos, colors, and fonts into our visually appealing digital graphics package, we ensure your content reflects your unique style and promotes brand recognition.

Visit our website to learn more.
https://www.willytproductions.com/client-faq

Founder & Creative Director

Kings of the Rings Podcast

Engage, entertain, and inform professional wrestling fans by hosting and producing the Kings of the Rings podcast on a weekly basis, often featuring main events and up and comers. Deliver fresh and relevant content by generating ideas and planning segments. Finalize segments and shows via Adobe Audition prior to release on our website, iTunes, Google Podcasts, and wherever podcasts can be found.  

Develop and produce the “Kings of the Rings Podcast” geared toward exuberant fans of professional wrestling. 
•	Cultivated strong social media following including Facebook, Twitter, Instagram 
•	Developed engagement strategy for audience growth which has delivered 300% expansion of listeners in 2018
•	Rant with Ant is an award-winning podcast network for Best Podcast of 2018

Founder, Main Host, Producer

The Karma Network

Attract and engage audiences by producing the podcast centered on investments and family business. Generate content ideas based on research and trends. Conceptualize and develop original, quality content, scout and select prime locations and studio space, and coordinate multiple guests.  Produce high-quality, finished podcasts by editing shows via Adobe Audition. Streamline on-set workflow by managing equipment and talent release forms. Enhance podcasts by shooting B-roll, providing supplemental footage to be intercut into main shots. 
▪	Optimize day-to-day operations by drafting budgets and call sheets while hiring/supervising production assistants (PAs), ensuring completion of assigned duties. 
▪	Increased appeal and messaging of a Pantene commercial as producer and PA.

Producer for a podcast focused on investment and family businesses  
•	Research and development of original broadcast quality content
•	Managed pre-production including but not limited to drafting budgets, scouting locations, legal contracts, call sheets, ordering equipment, hiring crew, scheduling pick-up/drop-offs
•	Specializing in post-production deliverables, including but not limited to engineering and editing podcasts, coordinating multiple guests, and working with various stakeholders in promotion and distribution.
•	Proficient in Adobe Audition and online services like Zencastr
•	Wrote, shot, and edited my own “Weekly Will-Down” Segment recapping the weekly company progress.

•	Producer for a video network focused on investment and family businesses
•	Acted on set as a Key PA on set handling signed contracts, set maintenance, making sure other PA’s busy going on food runs, equipment needs
•	Drove cargo vans and 14 passenger trucks for equipment pick up and drop offs

Producer / Podcast Producer

The New American Kitchen

Developed fine production and accountability skills as an assistant to senior producers; tackling the small tasks that kept shows on keel. Attended shoots and shot still photography and B-roll film, edited packages and uploaded to YouTube and Huffington Post.

Producer

88.7FM WRHU

Boosted website traffic, started conversations, and inspired new ways of thinking by writing original news articles, opinion pieces, and movie reviews for Screening Room’s website. Served as first Mic and producer, reaching an ample audience by planning and producing weekly shows, including conceptualizing new ideas/topics, writing scripts, and booking guests. Scripted segments and hosted the Top 10 weekly segment highlighting movies.  
▪	Hosted the Screening Room, a hit show, discussing entertainment-related topics and produced the Screening Sheet, breaking down show segments. 
•	Wrote news stories, opinion pieces, and movie reviews 

Entertained university attendees and sports enthusiasts by engineering sporting broadcasts and shows (Bullpen/Locker Room) focusing on collegiate, local, and national sporting events. Enhanced postgame broadcasts by cutting highlights of New York Islanders’ games utilized as highlight readers. 
▪	Informed listeners by delivering Morning Show 2 Minute Sports Updates using audio cuts.  

•	WRHU is also the flagship station for the New York Islanders
o	In studio post-production engineer during games

Host of The Screening Room / Sports Department

I solve the “content doesn't get me clients” problem for financial advisors.

This is most of your competition: 

-No content strategy to drive in new prospects
-Lack of an overall social media strategy 
-Limited time and resources to invest in it

Is this you? 

- You’re an independent financial founder (Advisor, Planner, CPA, RIA, Coach etc)
- You know video content establishes authority, outshines competitors, and generates leads
- You DON'T have the time or the skillset to host and produce video content

This is where I come in: 

That’s where I come in.

- I design a content strategy tailored to your goals.
- I interview you once a month (just 1 hour of your time).
- I turn that into 5+ professional video clips for LinkedIn, YouTube, and beyond.

The results?

- Better client relationships
- Stronger visibility and brand authority
- Shorter sales cycles
- Higher-quality inbound leads
- Social proof that builds instant trust
- Amplified social validation

Who am I? 

- Specialists in compliance-friendly marketing for finance professionals
- 10+ years of experience in podcasting, hosting & content creation
- Over 10,000 pieces of financial video produced for Nasdaq TradeTalks & WillyT Productions Clients

CONTACT INFO
Email: will@willytproductions.com
Website: www.willytproductions.com for more information.

Will Tarashuk

There's so much right and so much wrong with this post simultaneously. 


I get it, the housing market is out of reach, and that weekly coffee is the one thing you look forward to because it's the one thing that makes you feel normal and sane. 

This sentiment is correct. The minor changes won't make much of a difference in the near term, so you might as well make the best of it. 

While the sentiment is correct, it misses the point. Those small actions turn into habits that compound faster than the interest. 


Advisors love to post how eliminating X cost, putting it into Y account can turn into Z profit in over 5 years.


While that advice is correct, it misses the point. You're hearing but not listening. 

Yes, it adds up, but the math still ain't mathing well enough.


The coffee isn't the point; the point is how the system isn't working for them. It's your job to show them how it can while being empathetic to their situation.

Telling them to stop spending on weekly coffee makes it sound like it's their fault. And yes, they have agency, but don't be surprised when your advice gets a 🙄 reaction and they go to a TikToker instead. 


Now here's the reality both sides need to hear. 


You can do both. You can drink your vanilla coffee while building a financial portfolio.


The millennials need to give the financial pros a chance. They can help you without judging you. 


The advisors need to learn how to bridge the gap between their institutional knowledge and the harsh reality of your everyday millennial. 


My job is to bridge that gap. I understand the institutional knowledge thanks to my career producing 10,000+ pieces of financial video content. 


I also have the experience of an average millennial who buys that coffee or sandwich at the deli because I can't afford the house anyway, so screw it, I'll live the luxury I can afford. 


And yes, I can do both because my advisor helped me build a plan that worked for me. 


Let me show you how you can do the same for others. 


I'll see ya there, but until then, y'all take care.

- WillyT

Adds the Personal to Finance l Attract Clients with Compliant, Done-With-You Video Content l Basically, Financial Advisors Pay Me To Ask Them Questions on Video

Question for Financial Advisors: At what point do you stop advising for home ownership


Millennials and Gen-Zers do not want to hear this BUT maybe owning a home isn't worth it anymore. 


My fiancé keeps telling me, "Buying a home is purely an emotional decision." 


The more and more I see and learn about the true cost of a home, the more and more I realize she's right. 


The median first-time home buyer is in their 40s. 
The average homebuyer is in their 60s

You need an absurd amount of money to get your foot in the door before you pay taxes, homeowner's insurance, possibly HOAs, repairs, and maintenance, and all of those get more expensive as time goes on. 


Homeownership is a dream, and with the right plan, it is still possible to achieve.


But at what point do Financial Advisors shake their clients awake and paint a picture where renting isn't the end of the world? 


I'm looking forward to the conversation in the comments. 


I'll see ya there, but until then, y'all take care

- WillyT

You earn clients by creating great content that connects. The great content comes from greater conversations. 


My video services are built around podcast-style conversations. 

My client, Andrew, says it best:

Our recording sessions are, "part therapy session, part coaching, part just hanging out with a buddy, drinking a beer by a campfire, and chatting.

And those are all things that people like."


That's why his content connects with his audience. 

He's prepared
He's confident  
He's honest
He's having fun 


Your audience can tell if you're faking it or reading from a script. They want the real you, and they want to know what you really think.


If you tried video and it came across as stuffy, awkward, formal, or forced, try again with a content host like me. 


It's worked for Andrew.  He describes how he feels about the service in the video below ⤵️


I have room to help 2 more advisors. If you've been waiting to reach out, now is the time. 


I'll see ya at our first session, but until then, y'all take care


- WillyT

Financial Advisors Pay Me To Ask Them Questions on Video | Helping Independent Financial Advisors Attract Younger Clients with Compliant, Done-For-You Video Content | Short Form Video | Marketing & Strategy

taplio

The Battle

Nic Nielsen, CFP®

Will Tarashuk

Followers

Posts

Engagements

Likes

Performance ScoreNic Nielsen, CFP®'s LinkedIn Performance

Performance ScoreWill Tarashuk's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Nic Nielsen, CFP®

Will Tarashuk

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Nic Nielsen, CFP®'s LinkedIn Performance

Performance ScoreWill Tarashuk's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreNic Nielsen, CFP®'s LinkedIn Performance