Predictions (2024)
No predictions for 2024
This author doesn't have any predictions for this year.
Prediction Statistics by Year
Videos (2024)
Video Title
Predictions
Published
Status
If I Inherit A House, Will I Pay Tax?
1 year ago
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If I Inherit A House, Will I Pay Tax?
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1 year ago
Pending
Do You Owe TAXES When You Inherit An Annuity?
1 year ago
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Do You Owe TAXES When You Inherit An Annuity?
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1 year ago
Pending
I'm 61 With $1.8M. Should I Avoid ROTH Conversions?
1 year ago
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I'm 61 With $1.8M. Should I Avoid ROTH Conversions?
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1 year ago
Pending
What's YOUR Money Story?
1 year ago
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What's YOUR Money Story?
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1 year ago
Pending
All About The Florida 529 Plan!
1 year ago
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All About The Florida 529 Plan!
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1 year ago
Pending
Do You Owe TAXES When You Inherit a Bank or Brokerage Account?
1 year ago
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Do You Owe TAXES When You Inherit a Bank or Brokerage Account?
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1 year ago
Pending
The Retirement Payday Routine: How The Rich Pay Themselves
1 year ago
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The Retirement Payday Routine: How The Rich Pay Themselves
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1 year ago
Pending
Answer These 3 Questions To Maximise Your Social Security
1 year ago
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Answer These 3 Questions To Maximise Your Social Security
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1 year ago
Pending
3 Uncomfortable Retirement Truths NO ONE Talks About
1 year ago
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3 Uncomfortable Retirement Truths NO ONE Talks About
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1 year ago
Pending
I'm 56 With $750,000 In Savings. How Do I Retire Today?
1 year ago
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I'm 56 With $750,000 In Savings. How Do I Retire Today?
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1 year ago
Pending
WATCH OUT For These Medicare TRICKS This Fall!
1 year ago
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WATCH OUT For These Medicare TRICKS This Fall!
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1 year ago
Pending
The WORST Retirement Lies Told By Finance Gurus
1 year ago
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The WORST Retirement Lies Told By Finance Gurus
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1 year ago
Pending
Florida Prepaid VS Florida 529 Plan (Which one wins?)
1 year ago
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Florida Prepaid VS Florida 529 Plan (Which one wins?)
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1 year ago
Pending
How Does Retirement Change Once You Save $300k/$650k/$2M?
1 year ago
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How Does Retirement Change Once You Save $300k/$650k/$2M?
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1 year ago
Pending
I'm 60 With $600k In Savings. How Do I Retire Before 62?
1 year ago
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I'm 60 With $600k In Savings. How Do I Retire Before 62?
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1 year ago
Pending
Are You Behind? How To Get Ahead of 99% Of Retirees
1 year ago
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Are You Behind? How To Get Ahead of 99% Of Retirees
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1 year ago
Pending
Can I Contribute To My HSA When I Turn 65?
1 year ago
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Can I Contribute To My HSA When I Turn 65?
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1 year ago
Pending
You’re literally burning your retirement savings (and you don’t even know it)
1 year ago
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You’re literally burning your retirement savings (and you don’t even know it)
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1 year ago
Pending
Harsh Truth: Retiring Early Is WORSE Than You Think
1 year ago
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Harsh Truth: Retiring Early Is WORSE Than You Think
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1 year ago
Pending
Is Florida Prepaid Worth It?
1 year ago
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Is Florida Prepaid Worth It?
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1 year ago
Pending
3 Ridiculously Good Reasons To Retire As Soon As Possible
1 year ago
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3 Ridiculously Good Reasons To Retire As Soon As Possible
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1 year ago
Pending
3 Tax-Friendly Ways To Donate
1 year ago
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3 Tax-Friendly Ways To Donate
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1 year ago
Pending
I’m 60 with $1M. Should I Claim Social Security at 62?
1 year ago
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I’m 60 with $1M. Should I Claim Social Security at 62?
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1 year ago
Pending
What Happens When You Inherit an IRA?
1 year ago
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What Happens When You Inherit an IRA?
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1 year ago
Pending
What Happens To My Social Security If I Work Part-Time?
1 year ago
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What Happens To My Social Security If I Work Part-Time?
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1 year ago
Pending
The Magic of the 5 Years BEFORE Retirement (Double your savings!)
1 year ago
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The Magic of the 5 Years BEFORE Retirement (Double your savings!)
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1 year ago
Pending
We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?
1 year ago
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We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?
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1 year ago
Pending
How to pay $0 in tax on a high income (NO Roth conversions needed!)
1 year ago
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How to pay $0 in tax on a high income (NO Roth conversions needed!)
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1 year ago
Pending
Why you need a CERTIFIED FINANCIAL PLANNER™
1 year ago
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Why you need a CERTIFIED FINANCIAL PLANNER™
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1 year ago
Pending
The 8 MOST Common Investment Mistakes (and how to fix them!)
1 year ago
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The 8 MOST Common Investment Mistakes (and how to fix them!)
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1 year ago
Pending
MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)
1 year ago
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MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)
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1 year ago
Pending
Secure Act 2.0: NEW Rules for 2024
1 year ago
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Secure Act 2.0: NEW Rules for 2024
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1 year ago
Pending
3 Early Retirement MYTHS! (And one powerful suggestion)
1 year ago
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3 Early Retirement MYTHS! (And one powerful suggestion)
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1 year ago
Pending
Why YOU Need a Health Savings Account (Save tax 3 ways!)
1 year ago
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Why YOU Need a Health Savings Account (Save tax 3 ways!)
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1 year ago
Pending
The 5 BIGGEST Mistakes Keeping You From Retiring
1 year ago
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The 5 BIGGEST Mistakes Keeping You From Retiring
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1 year ago
Pending
CFP® Answers: Will you be able to rely on Social Security at retirement?
1 year ago
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CFP® Answers: Will you be able to rely on Social Security at retirement?
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1 year ago
Pending
CFP® Answers: Can You Retire with $500,000?
1 year ago
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CFP® Answers: Can You Retire with $500,000?
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1 year ago
Pending
Do YOU Need Long-Term Care Insurance?
1 year ago
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Do YOU Need Long-Term Care Insurance?
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1 year ago
Pending
Why This Election Year Is Different
1 year ago
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Why This Election Year Is Different
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1 year ago
Pending
CFP® Answers: Can You Retire with $750,000?
1 year ago
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CFP® Answers: Can You Retire with $750,000?
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1 year ago
Pending
CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!
1 year ago
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CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!
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1 year ago
Pending
CFP® Reveals: The 5 BIGGEST Expenses in Retirement
1 year ago
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CFP® Reveals: The 5 BIGGEST Expenses in Retirement
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1 year ago
Pending
CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!
1 year ago
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CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!
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1 year ago
Pending
CFP® Defines: The Ideal Spending Plan
1 year ago
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CFP® Defines: The Ideal Spending Plan
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1 year ago
Pending
CFP® Explains: My FAVORITE Fixed Annuity
2 years ago
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CFP® Explains: My FAVORITE Fixed Annuity
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2 years ago
Pending
CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...
2 years ago
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CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...
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2 years ago
Pending
How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory
2 years ago
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How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory
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2 years ago
Pending
CFP® Defines: Important Tax Changes for 2024
2 years ago
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CFP® Defines: Important Tax Changes for 2024
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2 years ago
Pending
Joining Medicare this year? Watch THIS!
2 years ago
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Joining Medicare this year? Watch THIS!
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2 years ago
Pending
CFP® Answers: Do You Have A Ticking TAX Time Bomb?
2 years ago
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CFP® Answers: Do You Have A Ticking TAX Time Bomb?
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2 years ago
Pending
CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory
2 years ago
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CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory
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2 years ago
Pending
Attention Stay-At-Home Parent, You CAN Save For Retirement! | Julia Lembcke, CFP®
2 years ago
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Attention Stay-At-Home Parent, You CAN Save For Retirement! | Julia Lembcke, CFP®
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2 years ago
Pending
CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®
2 years ago
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CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®
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2 years ago
Pending
CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory
2 years ago
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CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory
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2 years ago
Pending
How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory
2 years ago
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How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory
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2 years ago
Pending