Under the Iceberg

Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership.

Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance.

Disclaimer: “Under the Iceberg” is for informational purposes only and should not be considered professional financial advice. Consult with a qualified professional before making any financial decisions.

Content is believed to be accurate as of the publication date; however, no warranty of accuracy is given. External links are provided for convenience, with no endorsement implied.

For inquiries or feedback, reach out to alan@modernwealthllc.com.

Contributors

Host

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

Hey there! I’m Alan Rhode, your friendly neighborhood fiduciary and the proud Founder and CEO of Modern Wealth. Modern Wealth is an independent fiduciary providing top-notch, fee-only financial planning, and business advisory services, especially for entrepreneurs and small business owners.

I firmly believe that to truly live your best life, we need to align the personal, financial, and business pillars. Once these are in sync, you’re all set to live a life filled with purpose, passion, and excitement.

How do we make this happen? By seamlessly integrating Financial Planning, Wealth Management, Value Acceleration Methodology™, Exit Planning, and Life Planning into a tailored process for every client, which I lovingly call EVOKE®.

https://www.modernwealthllc.com/team/