YDF's Video Library
Phil Bak Podcast Exclusive: “The Freedom Ride”
"Have the courage to follow your heart and intuition. They somehow already know what you truly want to become." - Steve JobsPlease click the play button below for a heartfelt message.To listen to the podcast, please click the play button below.Vance Barse joins the...
Charitable Planning and Philanthropic Giving: Tax-Smart Ways to Give Back
Vance Barse, AIF®, founder of fiduciary wealth management firm Your Dedicated Fiduciary®, was invited by the California CPA Society to present “Philanthropic Planning for All Clients” to CPA and estate planner attendees. This webinar is a great resource for individuals and families, as well as their most trusted advisors, who want to learn more about tax-smart charitable planning and philanthropic giving strategies.
Succession Link and Chalice Network BooST Keynote on M&A
Listen to key insight provided by Evee Walker, Vance Barse, and others during the Succession Link & Chalice Network BooST conference keynote on successful mergers and acquisitions.
Vance on The ETF Experience – Cabin Fever: Part One (EP.76)
Vance openly shares the story of his transition from serving as an institutional investment consultant to founding Your Dedicated Fiduciary®: long hair, lumberjack beard, a year-long Harley ride around the U.S., and the realizations made on the open road. A very special thanks to host Phil Bak!
Vance on Good Morning San Diego
I stopped by Good Morning San Diego to discuss with Elizabeth Alvarez how Accessory Dwelling Units (“ADUs”) are a rising trend in retirement income planning.
Vance on Bloomberg Radio: a new trend in retirement planning, dealing with market volatility, and what to look for in a financial advisor
Vance Barse, AIF® on Bloomberg Radio: a new trend in retirement planning, dealing with market volatility, and what to look for in working with a financial advisor (hint: hire a true fiduciary!).
Webinar: Selecting the Financial Advisor that is Right for You
Achieving your financial, retirement, estate planning, and other goals may require a financial advisor. But advisors are not all the same: who you have serving you can make a big difference in achieving your goals. The relationship you have with your advisor should be about more than “just” trust or the name on the door. This webinar offers guidance to help you select the financial advisor that is right for you.
Succession Link Webinar: Growth Through Acquisition: Finding the Right Fit
Attention financial advisors, wealth managers, and brokers: are you one of the many without a continuity or succession plan? In this Succession Link webinar, you’ll learn how to find the right suitor and about the key drivers to a successful transition.