When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that. In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off …
What if taxes didn’t have to be so stressful? This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education journey and how AI is rewriting the rules, both in school and in finance. From Holistiplan to ChatGPT, this episode …
Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients? In this episode, Thomas Manetta shares his journey from traditional financial advisory roles to founding Manetta Wealth Management, where he prioritizes conflict-free and transparent client relationships. He explores the essential components of financial planning, emphasizing simplicity, …
AI may reshape financial services—but it will never replace empathy. This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper purpose. With automation rising, it’s the human touch that sets advisors apart. This episode explores why genuine relationships are the future of advisory services. Thomas …
What does it mean to truly put clients first in the world of finance? Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving clients. This episode dives into how Thomas helped a client navigate financial betrayal and personal adversity, reinforcing the value of building genuine, long-term …
What happens when life unexpectedly hands you the responsibility of managing finances for the first time? Delve into an emotional story of trust, transformation, and resilience as Thomas Manetta shares a heartfelt account of his long-standing client relationship. After the passing of her husband, Thomas steps in to help a client who faced the daunting …
What truly makes a financial advisor irreplaceable during life’s toughest times? In this heart-touching episode of “Behind the Curtain Finance,” host Thomas Manetta shares the emotional journey of helping two sisters facing significant life challenges. Join Thomas as he navigates through complexities, offers empathy, and reshapes what it means to be a financial advisor today. …
How do you know that you’re truly working for your clients and not just for a paycheck? Join Thomas Manetta of Manetta Wealth Management as he takes you behind the scenes of financial advising without the smoke and mirrors. He shares his personal journey from trading floors to founding an independent advisory firm dedicated to …
What happens when a financial advisor decides to break free from corporate constraints and prioritize client interests above all? Thomas Manetta from Manetta Wealth Management takes you on his journey from the traditional financial world to independent advising, highlighting the cracks in the system that many clients may not even be aware of. Discover why …
Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to these questions can help you find the right advisor …