Jason A. Bottenfield

Jason Bottenfield, CFP® CDFA™ PARTNER | MANAGING DIRECTOR | WEALTH MANAGER

[Jason A. Bottenfield @JBottenfieldSP]

AI job reductions are reshaping retirement visions for Gen Z and Millennials, according to Thrivent’s recent survey. Compelling info! Read more for insights on how to navigate these challenges. #RetirementPlanning #FinancialFuture
https://t.co/KLo3hTw2Jq

[Jason A. Bottenfield @JBottenfieldSP]

Exciting updates from the SSA! Enhanced phone systems and streamlined processes are set to improve your experience with Social Security services. Explore how these changes can benefit you or your clients. Let's talk!
https://t.co/guqVQEzicL

[Jason A. Bottenfield @JBottenfieldSP]

🔴TV INTERVIEW: Thank you to the Schwab Network and Marley Kayden for having me on their Trading 360 show. #CFP #ParkCitiesGroup #JasonBottenfield #StewardPartners

https://t.co/yHUpHD9ECf

[Jason A. Bottenfield @JBottenfieldSP]

Had a great chat with @NicolePetallides on the recent PPI and CPI inflation numbers. Inflation and employment are crucial for the Fed's interest rate decision next week. Watch here: https://t.co/VwK34SrHkW

[Jason A. Bottenfield @JBottenfieldSP]

Staying the course can be hard in volatile markets. Not having a financial plan to review will make it even harder. #parkcitiesgroup #jasonbottenfield #cfp
https://t.co/aebLJ1BDwU

[Jason A. Bottenfield @JBottenfieldSP]

🔴INTERVIEW | SCHWAB NETWORK @schwabnetwork with @dianekinghall. Thank you Diane for having me today to chat on the markets.

https://t.co/kag3RIuheN

#financialplanner #parkcitiesgroup #stewardpartners

[Jason A. Bottenfield @JBottenfieldSP]

Jason Bottenfield, CFP® CDFA™, Managing Director of Park Cities Group at Steward Partners, joined Carol Massar and Tim Stenovec on Bloomberg Businessweek. - listen here (10:14 minute mark): https://t.co/M9GV0ZLD6W
#StewardPartners #parkcitiesgroup

[Jason A. Bottenfield @JBottenfieldSP]

@StewardPartners @SchwabNetwork Thankful to be with Steward and allowing us to be on interviews...very refreshing to have a supportive firm!

[Jason A. Bottenfield @JBottenfieldSP]

Thankful to have been on live with the Schwab Network again. Thank you @SchwabNetwork and Caroline Woods @Cline_Woods for hosting me. #financialplanner #parkcitiesgroup #Interview

https://t.co/bk0BfKRdbI

[Jason A. Bottenfield @JBottenfieldSP]

Excited to be nationally ranked at #122 - Advisors To Watch Under $1 Billion in Assets Under Management; halfway there...need to get on the $1 Billion list now. #JasonBottenfield #CFP #FinancialPlanner #ParkCitiesGroup
https://t.co/jQNZhoJXci

[Jason A. Bottenfield @JBottenfieldSP]

FOR COLLEGE ATHLETE PARENTS: The Realities of NIL Financial Planning As it relates to NIL ... Overall, college athletes are like all clients and require personalized advice. https://t.co/57CgxEwtb4 #parkcitiesgroup #jasonbottenfield #nil #cfp

[Jason A. Bottenfield @JBottenfieldSP]

Jason Bottenfield, CFP - More retirees crossing state lines – here’s where they’re going Retirement & Longevity May 14, 2024 Florida drew more retirees than any other state. More than 338,000 Americans relocated for retirement last year. https://t.co/07qH6hkQ5B

[Jason A. Bottenfield @JBottenfieldSP]

Are you worried about saving for retirement? The average American believes they'll need $1.46 million to retire comfortably. Learn how this could impact you. https://t.co/7swzMwfN0P

[Jason A. Bottenfield @JBottenfieldSP]

🔥LIVE TV INTERVIEW🔥 Thank you to the Schwab Network and Nicole Petallides for having me on their Trading 360 show. #JasonBottenfield #FinancialPlanner #ParkCitiesGroup #CFP

Click the link to Listen:
https://t.co/eC6axqBBB5

[Jason A. Bottenfield @JBottenfieldSP]

FYI - Calling all my CFP friends that know my business model and process. Dallas FPA and D Magazine every year look to recognize top financial planners in Dallas. TODAY... is the last day for nominations. Any CFP can nominate five people. https://t.co/QzbcJTrec6

[Jason A. Bottenfield @JBottenfieldSP]

WHY ARE YOUR ACCOUNTS DOWN more than the S&P 500? Large firms promote International investing in your accounts... WE DON'T. I mentioned it on air in Sept 2021...Target date funds are loaded with International (15-30%)
https://t.co/b19wAJKMmD #JasonBottenfield #CFP

[Jason A. Bottenfield @JBottenfieldSP]

🔥LIVE INTERVIEW🔥 TD AMERITRADE NETWORK - MARKET ON CLOSE with Oliver Renick @OJRenick Thank you, Oliver, for having me on your show again. https://t.co/8nN9iOfi4X
#CFP #PARKCITIESGROUP #JASONBOTTENFIELD #FINANCIALPLANNER

[Jason A. Bottenfield @JBottenfieldSP]

@OJRenick Wage Inflation "Doom Loop" is here- my don't buy the dips early in the year on the show played out. 20YR trendline on SP500 crossing the 2022 down trend line...it crosses around 3200. Might see down 3100 capitch, then bounce to 3400-3500... I have some new thoughts. 🤠

[Jason A. Bottenfield @JBottenfieldSP]

We hope everyone is having a wonderful Holiday season and all the best in the New Year! #JasonBottenfield #BrettDiamond #DonnaPetrucello #AndureaAlexander #CFP #FinancialPlanner #ParkCitiesGroup

[Jason A. Bottenfield @JBottenfieldSP]

WILL(s) and ancillary documents like powers of attorney, not having them, is the most common financial planning mistake I find. Please make it a 2023 New Years Resolution to see an attorney.... https://t.co/4X27em6eYe