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Recent Videos
Video Title
Predictions
Published
Status
Retire in the 12% Tax Bracket — The Secret to a Tax-Efficient Retirement Plan
6 days ago
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Retire in the 12% Tax Bracket — The Secret to a Tax-Efficient Retirement Plan
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6 days ago
Pending
Planning for the income gap
1 week ago
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Planning for the income gap
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1 week ago
Pending
What Retiring Means at 60 for you
1 week ago
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What Retiring Means at 60 for you
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1 week ago
Pending
You NEED to Watch This in Your 50s to Retire Before 60
2 weeks ago
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You NEED to Watch This in Your 50s to Retire Before 60
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2 weeks ago
Pending
A Strategic Month To Retire
3 weeks ago
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A Strategic Month To Retire
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3 weeks ago
Pending
Hidden Pitfalls of Year End Retirement #financialplanning
3 weeks ago
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Hidden Pitfalls of Year End Retirement #financialplanning
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3 weeks ago
Pending
Have Predictable Income Streams
3 weeks ago
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Have Predictable Income Streams
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3 weeks ago
Pending
What's The Right Month to Retire? Get the Timing Right
3 weeks ago
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What's The Right Month to Retire? Get the Timing Right
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3 weeks ago
Pending
8 Percent Withdrawal Rate Wreckless
4 weeks ago
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8 Percent Withdrawal Rate Wreckless
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4 weeks ago
Pending
Are You Truly Ready To Retire
4 weeks ago
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Are You Truly Ready To Retire
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4 weeks ago
Pending
Retirement Lies - You Need 5 Mil to Retire
1 month ago
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Retirement Lies - You Need 5 Mil to Retire
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1 month ago
Pending
8 Signs You Should Consider Retiring EARLIER Than You Think
1 month ago
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8 Signs You Should Consider Retiring EARLIER Than You Think
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1 month ago
Pending
The WORST Retirement Lies Told By Finance Gurus
1 month ago
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The WORST Retirement Lies Told By Finance Gurus
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1 month ago
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Tax Gains Harvesting
1 month ago
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Tax Gains Harvesting
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1 month ago
Pending
Tax Loss Harvesting
1 month ago
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Tax Loss Harvesting
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1 month ago
Pending
Most Retirees Don’t Realize This Tax Strategy Exists
1 month ago
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Most Retirees Don’t Realize This Tax Strategy Exists
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1 month ago
Pending
500k the stabilitiy shift
1 month ago
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500k the stabilitiy shift
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1 month ago
Pending
The Magic of your First 100k
1 month ago
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The Magic of your First 100k
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1 month ago
Pending
How Your Plan Changes at These 3 Net Worth Milestones
2 months ago
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How Your Plan Changes at These 3 Net Worth Milestones
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2 months ago
Pending
Prime Time For Roth Conversions
2 months ago
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Prime Time For Roth Conversions
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2 months ago
Pending
What Is The Golden Window
2 months ago
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What Is The Golden Window
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2 months ago
Pending
2025 SECRET Roth Conversion Window for Ages 60–67
2 months ago
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2025 SECRET Roth Conversion Window for Ages 60–67
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2 months ago
Pending
What Do You Want Life To Look Like Before Retirement
2 months ago
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What Do You Want Life To Look Like Before Retirement
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2 months ago
Pending
Don't Grow Old and Wish You had Done things when you were young
2 months ago
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Don't Grow Old and Wish You had Done things when you were young
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2 months ago
Pending
Are You Saving Too Much For Retirement?
2 months ago
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Are You Saving Too Much For Retirement?
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2 months ago
Pending
Hit Reset on Social Security
2 months ago
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Hit Reset on Social Security
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2 months ago
Pending
Claiming Early Impacts Your Spouse
2 months ago
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Claiming Early Impacts Your Spouse
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2 months ago
Pending
The Social Security Decision I’d Change, What I'd do Instead
2 months ago
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The Social Security Decision I’d Change, What I'd do Instead
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2 months ago
Pending
How to invest in 401k Roth and brokerage
2 months ago
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How to invest in 401k Roth and brokerage
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2 months ago
Pending
The Three Bucket Strategy
2 months ago
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The Three Bucket Strategy
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2 months ago
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How To Invest In Your 401k, Roth IRA and Brokerage Account
3 months ago
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How To Invest In Your 401k, Roth IRA and Brokerage Account
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3 months ago
Pending
Don't be so quick to roll your 401k!
3 months ago
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Don't be so quick to roll your 401k!
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3 months ago
Pending
What is the rule of 55?
3 months ago
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What is the rule of 55?
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3 months ago
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The Secret 401(k) Rule That Lets You Retire Years Earlier
3 months ago
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The Secret 401(k) Rule That Lets You Retire Years Earlier
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3 months ago
Pending
Just One More Year May Cost You!
3 months ago
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Just One More Year May Cost You!
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3 months ago
Pending
Retiring at 55 vs 65 is different
3 months ago
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Retiring at 55 vs 65 is different
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3 months ago
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Retire at 55 vs 65: How Life Truly Changes
3 months ago
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Retire at 55 vs 65: How Life Truly Changes
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3 months ago
Pending
How much you need to spend 10k
3 months ago
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How much you need to spend 10k
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3 months ago
Pending
4% rule now 5% rule
3 months ago
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4% rule now 5% rule
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3 months ago
Pending
Can You ACTUALLY Retire & Spend $10K/Month? Here's the Math
3 months ago
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Can You ACTUALLY Retire & Spend $10K/Month? Here's the Math
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3 months ago
Pending
Are You On Track To Retire? Average Retirement Savings by 55/60/65
3 months ago
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Are You On Track To Retire? Average Retirement Savings by 55/60/65
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3 months ago
Pending
Why Buy A Financial Plan
3 months ago
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Why Buy A Financial Plan
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3 months ago
Pending
Buy These Before You Retire
4 months ago
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Buy These Before You Retire
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4 months ago
Pending
10 Things to Buy BEFORE You Retire!
4 months ago
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10 Things to Buy BEFORE You Retire!
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4 months ago
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Pension Payout options
4 months ago
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Pension Payout options
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4 months ago
Pending
What is a pension
4 months ago
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What is a pension
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4 months ago
Pending
How a Pension in Retirement Changes EVERYTHING
4 months ago
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How a Pension in Retirement Changes EVERYTHING
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4 months ago
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Dont ignore taxes balance matters in retirement
4 months ago
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Dont ignore taxes balance matters in retirement
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4 months ago
Pending
Dont Wait Enjoy it While You Can
4 months ago
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Dont Wait Enjoy it While You Can
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4 months ago
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In Your 50s or 60s? You NEED to Hear This Retirement Advice
4 months ago
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In Your 50s or 60s? You NEED to Hear This Retirement Advice
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4 months ago
Pending
I don't fully subscribe to the 4 percent rule
4 months ago
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I don't fully subscribe to the 4 percent rule
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4 months ago
Pending
How much should a 55 year old should have saved for retirement
4 months ago
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How much should a 55 year old should have saved for retirement
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4 months ago
Pending
How Much Should the Middle-Class American Save for Retirement?
4 months ago
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How Much Should the Middle-Class American Save for Retirement?
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4 months ago
Pending
The Break Even Age Trap
4 months ago
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The Break Even Age Trap
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4 months ago
Pending
How Financial Advisors REALLY Add Value (It’s Not Just About Investments)
4 months ago
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How Financial Advisors REALLY Add Value (It’s Not Just About Investments)
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4 months ago
Pending
Go Go Slow Go No Go
4 months ago
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Go Go Slow Go No Go
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4 months ago
Pending
Taking Social Security Early Might Be Smarter (Even If the Math Says Wait)
5 months ago
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Taking Social Security Early Might Be Smarter (Even If the Math Says Wait)
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5 months ago
Pending
Your Retirement Pyramid Portfolio
5 months ago
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Your Retirement Pyramid Portfolio
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5 months ago
Pending
Living off of Dividends
5 months ago
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Living off of Dividends
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5 months ago
Pending
What NO ONE Tells You About Dividend Income!
5 months ago
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What NO ONE Tells You About Dividend Income!
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5 months ago
Pending
Retire to Something, Not From Something
5 months ago
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Retire to Something, Not From Something
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5 months ago
Pending
Are You Burned Out at Work? Red Flag
5 months ago
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Are You Burned Out at Work? Red Flag
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5 months ago
Pending
Retire NOW If You Answer "YES" to 8 Questions
5 months ago
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Retire NOW If You Answer "YES" to 8 Questions
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5 months ago
Pending
Your Greatest Asset Is Your Income Potential
5 months ago
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Your Greatest Asset Is Your Income Potential
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5 months ago
Pending
40 Years Old and Nothing Saved For Retirement? Do These NOW!
6 months ago
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40 Years Old and Nothing Saved For Retirement? Do These NOW!
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6 months ago
Pending
What About That No Tax On Social Security????
6 months ago
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What About That No Tax On Social Security????
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6 months ago
Pending
What degree of success do you need
6 months ago
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What degree of success do you need
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6 months ago
Pending
Should you wait unitl 67 to collect
6 months ago
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Should you wait unitl 67 to collect
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6 months ago
Pending
No Tax On Tips?
6 months ago
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No Tax On Tips?
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6 months ago
Pending
How the New Tax Law Affects Your Taxes ($6K Deductions, Roth, IRA)
6 months ago
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How the New Tax Law Affects Your Taxes ($6K Deductions, Roth, IRA)
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6 months ago
Pending
I’m 62 with $800K—Can I Retire & When Should I Take Social Security?
6 months ago
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I’m 62 with $800K—Can I Retire & When Should I Take Social Security?
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6 months ago
Pending
Annuity Awareness Month
6 months ago
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Annuity Awareness Month
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6 months ago
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Start preparing for market volatilty
6 months ago
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Start preparing for market volatilty
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6 months ago
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Take advantage of catch up contributions
6 months ago
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Take advantage of catch up contributions
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6 months ago
Pending
These 4 Purchases Could RUIN Your Retirement
6 months ago
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These 4 Purchases Could RUIN Your Retirement
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6 months ago
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5 Years From Retirement? Do These 5 Things TODAY! (2025 Guide)
6 months ago
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5 Years From Retirement? Do These 5 Things TODAY! (2025 Guide)
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6 months ago
Pending
Underestimating Health Care Cost in Retirement #financialplanning
7 months ago
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Underestimating Health Care Cost in Retirement #financialplanning
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7 months ago
Pending
Taking Social Security Too Soon
7 months ago
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Taking Social Security Too Soon
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7 months ago
Pending
The Health Wealth Sweet Spot #financialplanning
7 months ago
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The Health Wealth Sweet Spot #financialplanning
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7 months ago
Pending
Avoid the 5 MASSIVE Retirement Mistakes
7 months ago
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Avoid the 5 MASSIVE Retirement Mistakes
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7 months ago
Pending
Retire Early! Funding the Health Care Gap #financialplanning
7 months ago
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Retire Early! Funding the Health Care Gap #financialplanning
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7 months ago
Pending
Honest Advice To Anyone Working Past 60... RETIRE NOW
7 months ago
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Honest Advice To Anyone Working Past 60... RETIRE NOW
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7 months ago
Pending
No Tax On Tips/Overtime- Kinda
7 months ago
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No Tax On Tips/Overtime- Kinda
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7 months ago
Pending
No Tax on Social Security? Not so fast… ❌That part didn’t make it into the final bill
7 months ago
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No Tax on Social Security? Not so fast… ❌That part didn’t make it into the final bill
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7 months ago
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Trump’s BRAND NEW Tax Bill is Here. How Will it Change Your Taxes?
7 months ago
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Trump’s BRAND NEW Tax Bill is Here. How Will it Change Your Taxes?
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7 months ago
Pending
Taxing Social Security Benefits: A Double Tax?!
7 months ago
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Taxing Social Security Benefits: A Double Tax?!
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7 months ago
Pending
Will they eliminate taxes on your social security benefits?
7 months ago
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Will they eliminate taxes on your social security benefits?
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7 months ago
Pending
What Trump's No Taxes on Social Security Plan Mean for You
7 months ago
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What Trump's No Taxes on Social Security Plan Mean for You
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7 months ago
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3 things to consider if going back to work after you retire
7 months ago
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3 things to consider if going back to work after you retire
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7 months ago
Pending
The Insurance Broker Dealer Conundrum Keith
7 months ago
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The Insurance Broker Dealer Conundrum Keith
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7 months ago
Pending
Why more retirees are going back to work
8 months ago
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Why more retirees are going back to work
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8 months ago
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Do I Have To Go Back To Work? Is Retirement Cancelled?
8 months ago
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Do I Have To Go Back To Work? Is Retirement Cancelled?
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8 months ago
Pending
Busting the 8X rule! #financialplanning
8 months ago
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Busting the 8X rule! #financialplanning
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8 months ago
Pending
The Real Numbers You Need to Retire: Average vs Median
8 months ago
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The Real Numbers You Need to Retire: Average vs Median
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8 months ago
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Retiring at 60? Shocking Average Savings vs. The REAL Number You Need
8 months ago
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Retiring at 60? Shocking Average Savings vs. The REAL Number You Need
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8 months ago
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Asset Location
8 months ago
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Asset Location
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8 months ago
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Money Moves by Decade: What We Got Right (and Hilariously Wrong)
8 months ago
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Money Moves by Decade: What We Got Right (and Hilariously Wrong)
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8 months ago
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Roth Conversions in Retirement
8 months ago
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Roth Conversions in Retirement
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8 months ago
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Keep More of Your Money: Tax-Saving Moves for Retirees
8 months ago
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Keep More of Your Money: Tax-Saving Moves for Retirees
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8 months ago
Pending
Don’t wait! Use this strategy to retire now
8 months ago
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Don’t wait! Use this strategy to retire now
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8 months ago
Pending
Retire early! The rule of 55
8 months ago
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Retire early! The rule of 55
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8 months ago
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Retirement: Know Your Why!
8 months ago
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Retirement: Know Your Why!
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8 months ago
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5 Ways to Retire at 55 - How to Fund Early Retirement
8 months ago
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5 Ways to Retire at 55 - How to Fund Early Retirement
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8 months ago
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What Does Retirement Look Like For You?
8 months ago
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What Does Retirement Look Like For You?
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8 months ago
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How To Make Retirement Happen
8 months ago
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How To Make Retirement Happen
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8 months ago
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Where Are You Financially?
8 months ago
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Where Are You Financially?
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8 months ago
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Retirement Planning DIY
8 months ago
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Retirement Planning DIY
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8 months ago
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Retirement Planning: It Starts With These 5 Questions
8 months ago
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Retirement Planning: It Starts With These 5 Questions
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8 months ago
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Starting Late With Retirement? Know Your Numbers
8 months ago
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Starting Late With Retirement? Know Your Numbers
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8 months ago
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Over 55, and nothing saved for retirement? It’s not too late.
9 months ago
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Over 55, and nothing saved for retirement? It’s not too late.
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9 months ago
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60 Years Old and No Retirement Savings? - Top 7 Recommendations
9 months ago
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60 Years Old and No Retirement Savings? - Top 7 Recommendations
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9 months ago
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Stocks Are On Sale!!!
9 months ago
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Stocks Are On Sale!!!
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9 months ago
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I know… it’s scary. But don’t panic.
9 months ago
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I know… it’s scary. But don’t panic.
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9 months ago
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Transition from saving to spending in retirement #financialfreedom #retirementplanning
9 months ago
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Transition from saving to spending in retirement #financialfreedom #retirementplanning
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9 months ago
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7 Things to do in a Down Market
9 months ago
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7 Things to do in a Down Market
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9 months ago
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Don't Make This RMD Mistake!
9 months ago
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Don't Make This RMD Mistake!
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9 months ago
Pending
Are You Making this COSTLY RMD Mistake? 84% Of Retirees Are!
9 months ago
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Are You Making this COSTLY RMD Mistake? 84% Of Retirees Are!
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9 months ago
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7 Things You NEED to Know Before Retirement – Retirement Challenges
9 months ago
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7 Things You NEED to Know Before Retirement – Retirement Challenges
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9 months ago
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Making Your Millions Work For You: The Distribution Phase!
10 months ago
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Making Your Millions Work For You: The Distribution Phase!
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10 months ago
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Reason to take Social Security now: You need it!
10 months ago
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Reason to take Social Security now: You need it!
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10 months ago
Pending
Taking Social Security at 62 #investing #financialfreedom #retirementplanning
10 months ago
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Taking Social Security at 62 #investing #financialfreedom #retirementplanning
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10 months ago
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6 GREAT REASONS to File for Social Security at Age 62
10 months ago
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6 GREAT REASONS to File for Social Security at Age 62
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10 months ago
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The 401(k) Inflection Point – When Wealth Starts Working for You
10 months ago
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The 401(k) Inflection Point – When Wealth Starts Working for You
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10 months ago
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What is a roth conversion
10 months ago
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What is a roth conversion
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10 months ago
Pending
How Much Should You Convert to a Roth IRA? 🤔💰
10 months ago
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How Much Should You Convert to a Roth IRA? 🤔💰
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10 months ago
Pending
Rollover 401k to IRA???
10 months ago
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Rollover 401k to IRA???
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10 months ago
Pending
Roth IRA Conversion BREAKDOWN (Strategies for tax free growth)
10 months ago
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Roth IRA Conversion BREAKDOWN (Strategies for tax free growth)
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10 months ago
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When Is the Best Time to Do a Roth Conversion? 📉💰
10 months ago
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When Is the Best Time to Do a Roth Conversion? 📉💰
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10 months ago
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Company Stock In Your 401k
10 months ago
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Company Stock In Your 401k
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10 months ago
Pending
Should You Leave Your 401(k) Where It Is?
10 months ago
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Should You Leave Your 401(k) Where It Is?
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10 months ago
Pending
What Should I do With My 401k When I Retire?
11 months ago
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What Should I do With My 401k When I Retire?
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11 months ago
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Don't Leave Money On the Table When You Retire!
11 months ago
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Don't Leave Money On the Table When You Retire!
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11 months ago
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Too Good To Be True?
11 months ago
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Too Good To Be True?
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11 months ago
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Can You Retire at 58 with $800,000?
11 months ago
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Can You Retire at 58 with $800,000?
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11 months ago
Pending
3 Bucket Strategy
11 months ago
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3 Bucket Strategy
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11 months ago
Pending
Where to pull from first
11 months ago
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Where to pull from first
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11 months ago
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Which Accounts To Pull From First In Retirement?
11 months ago
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Which Accounts To Pull From First In Retirement?
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11 months ago
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Social Security: Age 67 or 70?
11 months ago
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Social Security: Age 67 or 70?
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11 months ago
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The First 3 Years in Retirement is Crucial!
11 months ago
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The First 3 Years in Retirement is Crucial!
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11 months ago
Pending
Social Security at age 62
11 months ago
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Social Security at age 62
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11 months ago
Pending
When to take Social Security
11 months ago
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When to take Social Security
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11 months ago
Pending
Social Security Claiming Age: 62 vs 70
11 months ago
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Social Security Claiming Age: 62 vs 70
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11 months ago
Pending
This Will Kill Your Retirement!
11 months ago
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This Will Kill Your Retirement!
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11 months ago
Pending
3 Bucket Approach to Protect Your Savings
11 months ago
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3 Bucket Approach to Protect Your Savings
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11 months ago
Pending
Don't Time The Market!
11 months ago
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Don't Time The Market!
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11 months ago
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Retirement Planner: How to Protect Your Savings in 2025
11 months ago
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Retirement Planner: How to Protect Your Savings in 2025
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11 months ago
Pending
The 4% Rule May Not Be on Your Side!
12 months ago
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The 4% Rule May Not Be on Your Side!
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12 months ago
Pending
Why Retirees Struggle with Spending
12 months ago
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Why Retirees Struggle with Spending
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12 months ago
Pending
The Savings Issue: Secret Struggles of Retirees
12 months ago
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The Savings Issue: Secret Struggles of Retirees
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12 months ago
Pending
Invest Your HSA!!!
12 months ago
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Invest Your HSA!!!
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12 months ago
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Keeping Track of HSA withdrawals
1 year ago
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Keeping Track of HSA withdrawals
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1 year ago
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Think you’re making the most of your HSA (Health Savings Account)? Think again!
1 year ago
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Think you’re making the most of your HSA (Health Savings Account)? Think again!
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1 year ago
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Entrepreneurs! Check out these retirement accounts for you.
1 year ago
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Entrepreneurs! Check out these retirement accounts for you.
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1 year ago
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The Super Catch Up!
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The Super Catch Up!
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1 year ago
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Take Advantage Of the New "Super" Catch Up Provision!
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Take Advantage Of the New "Super" Catch Up Provision!
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1 year ago
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What Are The New Changes for 2025 with Tax Laws and Retirement Accounts
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What Are The New Changes for 2025 with Tax Laws and Retirement Accounts
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Cost Of Care By State
1 year ago
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Cost Of Care By State
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What Do Long Term Care Services Cost?
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What Do Long Term Care Services Cost?
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More People are using In Home Care
1 year ago
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More People are using In Home Care
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1 year ago
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An efficient Plan can avoid the Nursing Home
1 year ago
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An efficient Plan can avoid the Nursing Home
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1 year ago
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What Is Long Term Care and What To Expect?
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What Is Long Term Care and What To Expect?
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1 year ago
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Retirement is more than just the numbers
1 year ago
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Retirement is more than just the numbers
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1 year ago
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Retirement: Expect the unexpected
1 year ago
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Retirement: Expect the unexpected
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1 year ago
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Expect the Unexpected: Surprising Truths About Retirement Planning
1 year ago
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Expect the Unexpected: Surprising Truths About Retirement Planning
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1 year ago
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Considering a Fixed Indexed Annuity? Go In With Eyes Wide Open!
1 year ago
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Considering a Fixed Indexed Annuity? Go In With Eyes Wide Open!
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1 year ago
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What You Need To Know About Annuities...
1 year ago
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What You Need To Know About Annuities...
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1 year ago
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Once You Reach $100,000, then Your Wealth Multiples
1 year ago
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Once You Reach $100,000, then Your Wealth Multiples
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1 year ago
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Inherited IRA Distribution Strategy
1 year ago
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Inherited IRA Distribution Strategy
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1 year ago
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Don’t time the market
1 year ago
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Don’t time the market
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1 year ago
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Should You Buy or Should You Sell?: Don't Try To Time The Market
1 year ago
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Should You Buy or Should You Sell?: Don't Try To Time The Market
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1 year ago
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The Stretch IRA is Gone: New Rules
1 year ago
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The Stretch IRA is Gone: New Rules
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1 year ago
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Rules have changed for inherited IRA's: Be Prepared!
1 year ago
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Rules have changed for inherited IRA's: Be Prepared!
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1 year ago
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Create wealth by automation
1 year ago
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Create wealth by automation
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1 year ago
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How To Create Wealth: The First Step is to Automate Your Savings
1 year ago
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How To Create Wealth: The First Step is to Automate Your Savings
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What Are The Best Money Tips to Follow? Two Financial Advisors Share Their Money Tips With You.
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What Are The Best Money Tips to Follow? Two Financial Advisors Share Their Money Tips With You.
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10 X salary rule
1 year ago
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10 X salary rule
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The 4% Rule
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The 4% Rule
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Stop following these financial rules!!!!!
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Stop following these financial rules!!!!!
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1 year ago
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How much life insurance?
1 year ago
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How much life insurance?
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1 year ago
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So, Just How Much Life Insurance Do You Really Need?
1 year ago
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So, Just How Much Life Insurance Do You Really Need?
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Is Life Insurance A Scam?
1 year ago
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Is Life Insurance A Scam?
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1 year ago
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How to invest in your IRA
1 year ago
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How to invest in your IRA
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1 year ago
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Retirement Goals
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Retirement Goals
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Retirement Planning 101: Have a Goal
1 year ago
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Retirement Planning 101: Have a Goal
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Roth IRA=workhorse
1 year ago
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Roth IRA=workhorse
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1 year ago
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How to invest in a brokerage account
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How to invest in a brokerage account
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1 year ago
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How to invest in your IRA, Roth IRA and Taxable Account
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How to invest in your IRA, Roth IRA and Taxable Account
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How To Balance Saving For Your Kids College And Retirement
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How To Balance Saving For Your Kids College And Retirement
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Core Financial Planning
1 year ago
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Core Financial Planning
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Life insurance in retirement
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Life insurance in retirement
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Retirement expenses
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Retirement expenses
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Expenses that goes away in retirement
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Expenses that goes away in retirement
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About Medicare Advantage plans
1 year ago
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About Medicare Advantage plans
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1 year ago
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Medicare Supplement or Medicare Advantage
1 year ago
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Medicare Supplement or Medicare Advantage
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1 year ago
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Take advantage of your peak earning years!
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Take advantage of your peak earning years!
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1 year ago
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In your 50’s, playing catchup
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In your 50’s, playing catchup
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1 year ago
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I'm 50 and Have Not Saved For Retirement: Help!
1 year ago
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I'm 50 and Have Not Saved For Retirement: Help!
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1 year ago
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The Donut Hole Goes Away!
1 year ago
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The Donut Hole Goes Away!
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1 year ago
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Prescription drug payment plan
1 year ago
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Prescription drug payment plan
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1 year ago
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Medicare Advantage: Mid-year statement
1 year ago
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Medicare Advantage: Mid-year statement
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1 year ago
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Big Changes Are Coming With Medicare
1 year ago
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Big Changes Are Coming With Medicare
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1 year ago
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Taxes and a gift?
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Taxes and a gift?
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1 year ago
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September 24, 2024
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September 24, 2024
0
1 year ago
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Giving Money to Your Children and TAXES
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Giving Money to Your Children and TAXES
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1 year ago
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Asset Location vs Asset Allocation
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Asset Location vs Asset Allocation
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Want flexibility?
1 year ago
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Want flexibility?
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1 year ago
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Don't Overlook This Account!!!!!
1 year ago
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Don't Overlook This Account!!!!!
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1 year ago
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Roth conversions are on sale!
1 year ago
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Roth conversions are on sale!
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1 year ago
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The End Could Be Near!!
1 year ago
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The End Could Be Near!!
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1 year ago
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Another reason to retire as soon as you can: Health
1 year ago
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Another reason to retire as soon as you can: Health
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1 year ago
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Retire early! Extend those active years.
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Retire early! Extend those active years.
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This Is Why You Should Retire As Soon As You Can
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This Is Why You Should Retire As Soon As You Can
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How to collect SS benefits from Ex spouse
1 year ago
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How to collect SS benefits from Ex spouse
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1 year ago
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Collecting Social Security From Your EX-Spouse
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Collecting Social Security From Your EX-Spouse
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How social security benefits are calculated
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How social security benefits are calculated
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Is social security running out of money???
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Is social security running out of money???
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1 year ago
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How Social Security Benefits Are Calculated
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How Social Security Benefits Are Calculated
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Can Social Security be Saved??
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Can Social Security be Saved??
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Will Social Security Be There When You Retire?
1 year ago
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Will Social Security Be There When You Retire?
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1 year ago
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Another reason to rolling over 401k: professional advice
1 year ago
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Another reason to rolling over 401k: professional advice
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1 year ago
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Why you may want to roll over your 401k
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Why you may want to roll over your 401k
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1 year ago
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Company stock in your 401k? Do this first NUA.
1 year ago
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Company stock in your 401k? Do this first NUA.
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1 year ago
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Why You Should Not Roll Over Your 401k, AND Why You Should
1 year ago
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Why You Should Not Roll Over Your 401k, AND Why You Should
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1 year ago
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How to get to your 1st $100,000 faster!
1 year ago
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How to get to your 1st $100,000 faster!
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1 year ago
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Forget about the first 1 million, concentrate on the first $100,000
1 year ago
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Forget about the first 1 million, concentrate on the first $100,000
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Magic Happens After The First 100k!
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Magic Happens After The First 100k!
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1 year ago
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Back door Roth? Be aware of the pro-rata rule!!!
1 year ago
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Back door Roth? Be aware of the pro-rata rule!!!
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1 year ago
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Make too much money to contribute to a Roth? Try the back door!
1 year ago
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Make too much money to contribute to a Roth? Try the back door!
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1 year ago
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The Back Door Roth IRA: Beware of this Pitfall
1 year ago
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The Back Door Roth IRA: Beware of this Pitfall
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1 year ago
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There are some things to consider when investing in real estate
1 year ago
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There are some things to consider when investing in real estate
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1 year ago
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Advantages of investing in #realestate
1 year ago
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Advantages of investing in #realestate
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1 year ago
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Is passive income really passive with real estate investing
1 year ago
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Is passive income really passive with real estate investing
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1 year ago
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Investing In Real Estate: Pros and Cons
1 year ago
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Investing In Real Estate: Pros and Cons
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1 year ago
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Asset location is important when retiring early
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Asset location is important when retiring early
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1 year ago
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Can I Retire at 60 with $750,000?
1 year ago
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Can I Retire at 60 with $750,000?
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1 year ago
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Income strategies in retirement
1 year ago
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Income strategies in retirement
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1 year ago
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Have 2 years of income saved in cash before you retire
1 year ago
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Have 2 years of income saved in cash before you retire
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1 year ago
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75% rule in retirement
1 year ago
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75% rule in retirement
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1 year ago
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Do this 5 years before you retire
1 year ago
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Do this 5 years before you retire
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1 year ago
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Contribute to the Roth 401k or the Roth IRA?
1 year ago
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Contribute to the Roth 401k or the Roth IRA?
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1 year ago
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Contribution limits for a Roth 401k and a Roth IRA
1 year ago
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Contribution limits for a Roth 401k and a Roth IRA
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How capital gains are taxed.
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How capital gains are taxed.
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1 year ago
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Reduce taxes in retirement with a QCD!
1 year ago
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Reduce taxes in retirement with a QCD!
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1 year ago
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Should you contribute to a Roth 401k or a Roth IRA?
1 year ago
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Should you contribute to a Roth 401k or a Roth IRA?
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1 year ago
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Social Security benefits and how they are taxed
1 year ago
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Social Security benefits and how they are taxed
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Roth conversion as an estate planning to
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Roth conversion as an estate planning to
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1 year ago
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Taxes In Retirement
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Taxes In Retirement
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Why you may want to wait to collect social security later
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Why you may want to wait to collect social security later
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Reasons to collect social security at 62 and not wait
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Reasons to collect social security at 62 and not wait
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Break even point when collecting social security
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Break even point when collecting social security
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Social security benefits: 3 important ages to consider
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Social security benefits: 3 important ages to consider
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Should you take Social Security early or wait?
1 year ago
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Should you take Social Security early or wait?
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1 year ago
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Converting to a Roth IRA in retirement
1 year ago
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Converting to a Roth IRA in retirement
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1 year ago
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Roth Conversions in Retirement
1 year ago
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Roth Conversions in Retirement
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1 year ago
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Tap your 401k before you retire and take control!
1 year ago
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Tap your 401k before you retire and take control!
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1 year ago
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Convert to a Roth at the end of the year??
1 year ago
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Convert to a Roth at the end of the year??
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1 year ago
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Withdrawing Money from your 401k While Still Working
1 year ago
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Withdrawing Money from your 401k While Still Working
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When to convert to a Roth IRA
1 year ago
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When to convert to a Roth IRA
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1 year ago
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The Best Time to Convert to a Roth IRA
1 year ago
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The Best Time to Convert to a Roth IRA
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1 year ago
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Couples need to have balance in retirement
1 year ago
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Couples need to have balance in retirement
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1 year ago
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Find your purpose in retirement
1 year ago
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Find your purpose in retirement
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1 year ago
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Are you REALLY ready to retire?
1 year ago
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Are you REALLY ready to retire?
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1 year ago
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Calculating an early distribution. 72t calculator
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Calculating an early distribution. 72t calculator
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1 year ago
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Want to retire early? Consider the 72t rule!
1 year ago
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Want to retire early? Consider the 72t rule!
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1 year ago
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Avoid a 10% Penalty with the 72t Rule!
1 year ago
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Avoid a 10% Penalty with the 72t Rule!
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Withdrawal strategy when retiring early.
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Withdrawal strategy when retiring early.
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Having 3 types of accounts can help if you want to retire early !
1 year ago
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Having 3 types of accounts can help if you want to retire early !
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1 year ago
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Tips to Retire Early!
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Tips to Retire Early!
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1 year ago
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Will the markets crash if your candidate doesn’t win? #investing
1 year ago
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Will the markets crash if your candidate doesn’t win? #investing
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Do markets perform well during election years?
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Do markets perform well during election years?
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Disadvantages of dividend paying stocks
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Disadvantages of dividend paying stocks
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The Stock Market During Election Years
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The Stock Market During Election Years
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Advantages of dividend #investing
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Advantages of dividend #investing
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1 year ago
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Dividend Investing #financialplanning
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Dividend Investing #financialplanning
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Pros and Cons of Dividend Investing
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Pros and Cons of Dividend Investing
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Custodial accounts for kids. UTMA accounts
1 year ago
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Custodial accounts for kids. UTMA accounts
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1 year ago
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529 Plan. The “Mac daddy” for college savings
1 year ago
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529 Plan. The “Mac daddy” for college savings
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1 year ago
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Custodial Accounts for Kids
1 year ago
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Custodial Accounts for Kids
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1 year ago
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What to do with an RSU? #financialplanning
1 year ago
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What to do with an RSU? #financialplanning
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1 year ago
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What is an RSU? #investing
1 year ago
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What is an RSU? #investing
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1 year ago
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What to do with an RSU (Restricted Stock Unit)?
1 year ago
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What to do with an RSU (Restricted Stock Unit)?
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1 year ago
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Tips on planning for retirement
2 years ago
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Tips on planning for retirement
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2 years ago
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Investing in Your 50's. #financialplanning #retirement
2 years ago
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Investing in Your 50's. #financialplanning #retirement
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2 years ago
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Investing in Your 50's
2 years ago
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Investing in Your 50's
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2 years ago
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How much should I save for retirement? #financialplanning #retirement
2 years ago
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How much should I save for retirement? #financialplanning #retirement
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2 years ago
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Take control of your finances! 50 30 20 plan #financialplanning
2 years ago
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Take control of your finances! 50 30 20 plan #financialplanning
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2 years ago
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How much should you be saving? #financialplanning
2 years ago
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How much should you be saving? #financialplanning
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2 years ago
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Money Regrets and How to Fix It!
2 years ago
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Money Regrets and How to Fix It!
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2 years ago
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Big changes in social security coming!
2 years ago
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Big changes in social security coming!
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2 years ago
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401k loan, should you do it?
2 years ago
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401k loan, should you do it?
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2 years ago
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Changes in Social Security!!
2 years ago
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Changes in Social Security!!
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2 years ago
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Not a fan of 401k loans. #financialplanning #financialplanning #retirementplanning
2 years ago
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Not a fan of 401k loans. #financialplanning #financialplanning #retirementplanning
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2 years ago
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Base your retirement plan on your current living expenses not your current income
2 years ago
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Base your retirement plan on your current living expenses not your current income
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2 years ago
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Should you take a 401k loan?
2 years ago
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Should you take a 401k loan?
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2 years ago
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The 45% rule
2 years ago
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The 45% rule
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2 years ago
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Automate your savings
2 years ago
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Automate your savings
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2 years ago
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Testing the Fidelity 45% Rule
2 years ago
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Testing the Fidelity 45% Rule
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2 years ago
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Credit card use is fine but carrying a balance is not devine. #financialplanning
2 years ago
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Credit card use is fine but carrying a balance is not devine. #financialplanning
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2 years ago
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Time in the market is better than timing the market #investing
2 years ago
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Time in the market is better than timing the market #investing
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2 years ago
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Financial Mistakes to Avoid
2 years ago
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Financial Mistakes to Avoid
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2 years ago
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Keep track of your net worth!
2 years ago
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Keep track of your net worth!
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2 years ago
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What is Net Worth? #financialplanning #investing
2 years ago
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What is Net Worth? #financialplanning #investing
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2 years ago
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Worst states to retire in.. according to The motley Fool. #retirementplanning
2 years ago
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Worst states to retire in.. according to The motley Fool. #retirementplanning
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2 years ago
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The best state to retire in, according to The Motley Fool survey, is… New Hampshire! #retirement
2 years ago
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The best state to retire in, according to The Motley Fool survey, is… New Hampshire! #retirement
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2 years ago
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Average Net Worth By Age
2 years ago
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Average Net Worth By Age
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2 years ago
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What factor is the #1 consideration when thinking about where to retire? #retirement
2 years ago
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What factor is the #1 consideration when thinking about where to retire? #retirement
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2 years ago
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Praising Arizona!
2 years ago
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Praising Arizona!
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2 years ago
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Top States To Retire In
2 years ago
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Top States To Retire In
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2 years ago
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Review your credit report before the end of the year #financialplanning #retirement
2 years ago
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Review your credit report before the end of the year #financialplanning #retirement
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2 years ago
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Review your employee benefits before the end of the year! #retirement #financialplanning
2 years ago
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Review your employee benefits before the end of the year! #retirement #financialplanning
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2 years ago
Pending
The Wash Sale Rule Explained
2 years ago
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The Wash Sale Rule Explained
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2 years ago
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Check this off your list before the end of the year!
2 years ago
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Check this off your list before the end of the year!
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2 years ago
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Money Moves to Make Before the End of the Year!
2 years ago
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Money Moves to Make Before the End of the Year!
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2 years ago
Pending
Save in capital gains tax!
2 years ago
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Save in capital gains tax!
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2 years ago
Pending
Roth Conversions when the market is down
2 years ago
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Roth Conversions when the market is down
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2 years ago
Pending
Avoid Capital Gains Tax, With The Tax Loss Harvesting Strategy
2 years ago
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Avoid Capital Gains Tax, With The Tax Loss Harvesting Strategy
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2 years ago
Pending
Keep track of your HSA medical receipts!
2 years ago
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Keep track of your HSA medical receipts!
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2 years ago
Pending
Roth Conversions When the Market is Down.
2 years ago
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Roth Conversions When the Market is Down.
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2 years ago
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The HSA. The trifecta tax savings account!
2 years ago
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The HSA. The trifecta tax savings account!
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2 years ago
Pending
Supercharge Your Retirement with an HSA!!!
2 years ago
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Supercharge Your Retirement with an HSA!!!
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2 years ago
Pending
Inheriting a brokerage account.
2 years ago
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Inheriting a brokerage account.
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2 years ago
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Inheriting a Roth IRA
2 years ago
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Inheriting a Roth IRA
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2 years ago
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Inheriting an IRA. #retirement #wealth
2 years ago
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Inheriting an IRA. #retirement #wealth
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2 years ago
Pending
3 buckets in retirement
2 years ago
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3 buckets in retirement
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2 years ago
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Inheriting Different Types of Accounts
2 years ago
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Inheriting Different Types of Accounts
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2 years ago
Pending
Enter retirement debt free… including your mortgage!
2 years ago
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Enter retirement debt free… including your mortgage!
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2 years ago
Pending
Should You Contribute to a 401k If There Is No Company Match?
2 years ago
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Should You Contribute to a 401k If There Is No Company Match?
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2 years ago
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Have 2 years of income in cash before you retire
2 years ago
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Have 2 years of income in cash before you retire
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2 years ago
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Planning in your 50’s
2 years ago
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Planning in your 50’s
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2 years ago
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7 Financial Moves To Make In Your 50's
2 years ago
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7 Financial Moves To Make In Your 50's
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2 years ago
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Is Social Security running out of money?
2 years ago
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Is Social Security running out of money?
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2 years ago
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Is Social Security Running Out of Money?
2 years ago
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Is Social Security Running Out of Money?
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2 years ago
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Roth conversions & the 5 year rule @ThatFinancialGuy
2 years ago
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Roth conversions & the 5 year rule @ThatFinancialGuy
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2 years ago
Pending
Retire early and avoid the 10% penalty!
2 years ago
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Retire early and avoid the 10% penalty!
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2 years ago
Pending
Want to retire early? Consider this first.
2 years ago
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Want to retire early? Consider this first.
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2 years ago
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Want to Retire Early? Consider this first....
2 years ago
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Want to Retire Early? Consider this first....
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2 years ago
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Roth Conversion: The Five Year Rule
2 years ago
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Roth Conversion: The Five Year Rule
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2 years ago
Pending
Why 1 Million Dollars is Not Enough
2 years ago
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Why 1 Million Dollars is Not Enough
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2 years ago
Pending
Retirement Planning Checklist in your 50's Podcast
2 years ago
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Retirement Planning Checklist in your 50's Podcast
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2 years ago
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Taking Social Security at 62
2 years ago
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Taking Social Security at 62
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2 years ago
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24 Year Old Wants To Retire At 50!
2 years ago
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24 Year Old Wants To Retire At 50!
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2 years ago
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The stock picker vs The financial planner.
2 years ago
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The stock picker vs The financial planner.
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2 years ago
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Can I Retire at 55 with 2 Million Dollars?
2 years ago
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Can I Retire at 55 with 2 Million Dollars?
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2 years ago
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Case Study: Real life example of how we help people
2 years ago
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Case Study: Real life example of how we help people
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2 years ago
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Be noble with an inheritance
2 years ago
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Be noble with an inheritance
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2 years ago
Pending
What to do with an inheritance?
2 years ago
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What to do with an inheritance?
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2 years ago
Pending
Roth Conversions in your 60's
2 years ago
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Roth Conversions in your 60's
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2 years ago
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Location, Location, Location!
2 years ago
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Location, Location, Location!
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2 years ago
Pending
If you can’t manage your emotions, how can you expect to manage your money?
2 years ago
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If you can’t manage your emotions, how can you expect to manage your money?
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2 years ago
Pending
Do this 5 years before you retire!
2 years ago
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Do this 5 years before you retire!
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2 years ago
Pending
Wealth is a mindset. It’s a long game.
2 years ago
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Wealth is a mindset. It’s a long game.
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2 years ago
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Should you contribute to a Roth or a Traditional IRA?
2 years ago
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Should you contribute to a Roth or a Traditional IRA?
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2 years ago
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Should you take a 401k Loan to pay down your mortgage?
2 years ago
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Should you take a 401k Loan to pay down your mortgage?
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2 years ago
Pending
Let insurance be insurance and investing be investing
2 years ago
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Let insurance be insurance and investing be investing
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2 years ago
Pending
The Back Door Roth IRA
2 years ago
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The Back Door Roth IRA
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2 years ago
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Having a financial plan is easy, following it is the hard part.
2 years ago
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Having a financial plan is easy, following it is the hard part.
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2 years ago
Pending
The difference between a will and a trust
2 years ago
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The difference between a will and a trust
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2 years ago
Pending
Using your HSA in Retirement
2 years ago
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Using your HSA in Retirement
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2 years ago
Pending
Watch out when converting to a Roth IRA!
2 years ago
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Watch out when converting to a Roth IRA!
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2 years ago
Pending
Watch out when you do a Roth Conversion!
2 years ago
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Watch out when you do a Roth Conversion!
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2 years ago
Pending
Retirement Plans for Self-Employed Individuals
2 years ago
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Retirement Plans for Self-Employed Individuals
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2 years ago
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Why you don't want a tax refund!
2 years ago
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Why you don't want a tax refund!
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2 years ago
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Should you pay off the house with your Roth?
2 years ago
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Should you pay off the house with your Roth?
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2 years ago
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What to do with a $1,000 bucks! As long as your financial house is in order, SPEND IT.
2 years ago
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What to do with a $1,000 bucks! As long as your financial house is in order, SPEND IT.
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2 years ago
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5 Things to do with $1,000
3 years ago
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5 Things to do with $1,000
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3 years ago
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Roll over your 529 plan to a Roth IRA. Check out my YouTube channel for more details
3 years ago
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Roll over your 529 plan to a Roth IRA. Check out my YouTube channel for more details
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3 years ago
Pending
Rolling over a 529 plan to a Roth IRA
3 years ago
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Rolling over a 529 plan to a Roth IRA
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3 years ago
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Investing for your kids. 2 popular account types are the UTMA and the 529 plan. @ThatFincialGuy
3 years ago
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Investing for your kids. 2 popular account types are the UTMA and the 529 plan. @ThatFincialGuy
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3 years ago
Pending
It’s not what you make, it’s what you keep
3 years ago
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It’s not what you make, it’s what you keep
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3 years ago
Pending
Get Serious with Your Money
3 years ago
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Get Serious with Your Money
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3 years ago
Pending
How to invest for your child
3 years ago
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How to invest for your child
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3 years ago
Pending
The Secure Act 2.0 could allow SEP and SIMPLE IRA’s the option for the Roth!
3 years ago
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The Secure Act 2.0 could allow SEP and SIMPLE IRA’s the option for the Roth!
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3 years ago
Pending
Student loan debt and 401k company match
3 years ago
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Student loan debt and 401k company match
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3 years ago
Pending
Big changes to your retirement plan are coming
3 years ago
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Big changes to your retirement plan are coming
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3 years ago
Pending
Paying off a 401k Loan
3 years ago
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Paying off a 401k Loan
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3 years ago
Pending
FSA or HSA?
3 years ago
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FSA or HSA?
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3 years ago
Pending
Which is best suited for an emergency fund?
3 years ago
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Which is best suited for an emergency fund?
0
3 years ago
Pending
Do this now, before the end of the year!
3 years ago
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Do this now, before the end of the year!
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3 years ago
Pending
How to Rollover Your 401k
3 years ago
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How to Rollover Your 401k
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3 years ago
Pending
401k VS Roth IRA
3 years ago
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401k VS Roth IRA
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3 years ago
Pending
Max out your 401k? Not so fast...
3 years ago
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Max out your 401k? Not so fast...
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3 years ago
Pending
Should you use a Roth IRA as an emergency fund?
3 years ago
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Should you use a Roth IRA as an emergency fund?
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3 years ago
Pending
Roth IRA: The 5 Year Rule
3 years ago
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Roth IRA: The 5 Year Rule
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3 years ago
Pending
Emotional Investing
3 years ago
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Emotional Investing
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3 years ago
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Should You Take Social Security at 62
3 years ago
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Should You Take Social Security at 62
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3 years ago
Pending
Making Sense of Financial Planning
3 years ago
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Making Sense of Financial Planning
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3 years ago
Pending
Are You Ready For Retirement?
3 years ago
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Are You Ready For Retirement?
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3 years ago
Pending
Roth Conversions in Retirement
3 years ago
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Roth Conversions in Retirement
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3 years ago
Pending
Recessions and Outcomes
3 years ago
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Recessions and Outcomes
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3 years ago
Pending
I Hate Budgets!
3 years ago
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I Hate Budgets!
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3 years ago
Pending
Should you tax loss harvest now?
3 years ago
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Should you tax loss harvest now?
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3 years ago
Pending
Be careful before you sell that stock!!
3 years ago
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Be careful before you sell that stock!!
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3 years ago
Pending
5 Things You Don't Do In A Bear Market
3 years ago
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5 Things You Don't Do In A Bear Market
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3 years ago
Pending
This Time Its Different
3 years ago
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This Time Its Different
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3 years ago
Pending
Handling Stock Market Volatility
3 years ago
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Handling Stock Market Volatility
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3 years ago
Pending
8 Mistakes to Avoid in Retirement Planning
3 years ago
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8 Mistakes to Avoid in Retirement Planning
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3 years ago
Pending
Pay off mortgage or invest?
3 years ago
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Pay off mortgage or invest?
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3 years ago
Pending
Are We Headed For A Recession?
3 years ago
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Are We Headed For A Recession?
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3 years ago
Pending
Secure Act 2.0... This could change the way you save for retirement!
3 years ago
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Secure Act 2.0... This could change the way you save for retirement!
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3 years ago
Pending
Inheriting an IRA
3 years ago
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Inheriting an IRA
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3 years ago
Pending
How Much You Need for Retirement
3 years ago
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How Much You Need for Retirement
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3 years ago
Pending
Automate your savings! It psychologically works #shorts #wealth #savings
3 years ago
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Automate your savings! It psychologically works #shorts #wealth #savings
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3 years ago
Pending
4 things to do in a stock market correction
3 years ago
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4 things to do in a stock market correction
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3 years ago
Pending
How to avoid probate
3 years ago
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How to avoid probate
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3 years ago
Pending
Average Net Worth By Age 2022
3 years ago
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Average Net Worth By Age 2022
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3 years ago
Pending
Don’t let poor money habits prevent you from creating wealth! #shorts
3 years ago
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Don’t let poor money habits prevent you from creating wealth! #shorts
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3 years ago
Pending
Reaction Video to Dave Ramsey! Credit Cards and Reward Points
3 years ago
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Reaction Video to Dave Ramsey! Credit Cards and Reward Points
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3 years ago
Pending
Market fluctuations are normal!📉 📈 #shorts
3 years ago
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Market fluctuations are normal!📉 📈 #shorts
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3 years ago
Pending
Financial Tips For Millennials
3 years ago
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Financial Tips For Millennials
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3 years ago
Pending
4 Moves to Make With Your 401k Now!
3 years ago
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4 Moves to Make With Your 401k Now!
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3 years ago
Pending
Is it time to convert to a Roth IRA?
3 years ago
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Is it time to convert to a Roth IRA?
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3 years ago
Pending
Should You Max Out Your 401k?
3 years ago
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Should You Max Out Your 401k?
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3 years ago
Pending
Retire at 55 with the rule of 55
3 years ago
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Retire at 55 with the rule of 55
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3 years ago
Pending
Can an HSA be a retirement account?
4 years ago
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Can an HSA be a retirement account?
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4 years ago
Pending
Outlook 2022: The Markets and The Economy
4 years ago
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Outlook 2022: The Markets and The Economy
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4 years ago
Pending
What is a donor advised fund?
4 years ago
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What is a donor advised fund?
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4 years ago
Pending
When NOT to convert to a Roth IRA
4 years ago
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When NOT to convert to a Roth IRA
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4 years ago
Pending
Retirement Plans for the Self-Employed
4 years ago
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Retirement Plans for the Self-Employed
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4 years ago
Pending
College Savings Plans: 529 or UTMA?
4 years ago
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College Savings Plans: 529 or UTMA?
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4 years ago
Pending
Should You Transfer Your House To Your Kids Name?
4 years ago
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Should You Transfer Your House To Your Kids Name?
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4 years ago
Pending
Should You Save or Invest Your Emergency Fund?
4 years ago
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Should You Save or Invest Your Emergency Fund?
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4 years ago
Pending
Investing Beyond your 401K
4 years ago
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Investing Beyond your 401K
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4 years ago
Pending
Retirement Income Strategies
4 years ago
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Retirement Income Strategies
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4 years ago
Pending
When you retire makes a difference
4 years ago
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When you retire makes a difference
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4 years ago
Pending
Inflation and Social Security
4 years ago
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Inflation and Social Security
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4 years ago
Pending
Roth Conversion Hiccup
4 years ago
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Roth Conversion Hiccup
0
4 years ago
Pending
Taxes & Roth Conversions - Part 2
4 years ago
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Taxes & Roth Conversions - Part 2
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4 years ago
Pending
Taxes and Roth Conversions
4 years ago
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Taxes and Roth Conversions
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4 years ago
Pending
Should you rollover your 401k?
4 years ago
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Should you rollover your 401k?
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4 years ago
Pending
LLC VS S-Corp
4 years ago
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LLC VS S-Corp
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4 years ago
Pending
The Power of Compounding Growth
4 years ago
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The Power of Compounding Growth
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4 years ago
Pending
Investing In Your 30's
4 years ago
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Investing In Your 30's
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4 years ago
Pending
What is a Stock Market Correction?
4 years ago
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What is a Stock Market Correction?
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4 years ago
Pending
All about Target Retirement Date Funds
4 years ago
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All about Target Retirement Date Funds
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4 years ago
Pending
Investing in your 20's
4 years ago
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Investing in your 20's
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4 years ago
Pending
The difference between the DOW Jones and S&P 500 index
4 years ago
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The difference between the DOW Jones and S&P 500 index
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4 years ago
Pending
What is a Mutual Fund?
4 years ago
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What is a Mutual Fund?
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4 years ago
Pending
What Is Capital Gains Tax?
4 years ago
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What Is Capital Gains Tax?
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4 years ago
Pending
Inherited Roth IRA tips
4 years ago
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Inherited Roth IRA tips
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4 years ago
Pending
10 Year RMD Rule Surprise
4 years ago
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10 Year RMD Rule Surprise
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4 years ago
Pending
Is the 4% Rule Outdated?
4 years ago
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Is the 4% Rule Outdated?
0
4 years ago
Pending
What is a SIMPLE IRA Plan?
4 years ago
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What is a SIMPLE IRA Plan?
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4 years ago
Pending
Using Target Date Funds for other than Retirement
4 years ago
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Using Target Date Funds for other than Retirement
0
4 years ago
Pending
How Inherited Investment Accounts are Taxed
4 years ago
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How Inherited Investment Accounts are Taxed
0
4 years ago
Pending
Marketplace Subsidy Increased
4 years ago
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Marketplace Subsidy Increased
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4 years ago
Pending
The American Rescue Plan Act Explained
4 years ago
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The American Rescue Plan Act Explained
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4 years ago
Pending
How Cryptocurrency Is Taxed
4 years ago
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How Cryptocurrency Is Taxed
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4 years ago
Pending
Overlooked Tax Breaks
4 years ago
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Overlooked Tax Breaks
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4 years ago
Pending
Millennials and Financial Planning
4 years ago
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Millennials and Financial Planning
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4 years ago
Pending
Tax Refund is Not the Lottery
4 years ago
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Tax Refund is Not the Lottery
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4 years ago
Pending
The Recovery Rebate Credit
4 years ago
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The Recovery Rebate Credit
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4 years ago
Pending
The Pros and Cons of a 401k Loan
4 years ago
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The Pros and Cons of a 401k Loan
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4 years ago
Pending
Paycheck Protection Program
4 years ago
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Paycheck Protection Program
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4 years ago
Pending
Investing in Small Caps
5 years ago
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Investing in Small Caps
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5 years ago
Pending
Analyzing Your Portfolio
5 years ago
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Analyzing Your Portfolio
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5 years ago
Pending
Outlook 2021 - Markets and the Economy
5 years ago
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Outlook 2021 - Markets and the Economy
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5 years ago
Pending
5 Financial Moves to Make Before the End of the Year
5 years ago
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5 Financial Moves to Make Before the End of the Year
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5 years ago
Pending
What is an HSA?
5 years ago
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What is an HSA?
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5 years ago
Pending
The Biden Tax Plan Highlights
5 years ago
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The Biden Tax Plan Highlights
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5 years ago
Pending
Elections and The Stock Market
5 years ago
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Elections and The Stock Market
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5 years ago
Pending
Why your Part B premium may be higher
5 years ago
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Why your Part B premium may be higher
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5 years ago
Pending
Explaining The Donut Hole
5 years ago
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Explaining The Donut Hole
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5 years ago
Pending
The Retirement Red Zone
5 years ago
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The Retirement Red Zone
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5 years ago
Pending
Are Robo-Advisors Right For You?
5 years ago
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Are Robo-Advisors Right For You?
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5 years ago
Pending
Should your refinance your mortgage?
5 years ago
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Should your refinance your mortgage?
0
5 years ago
Pending
Should you delay retirement due to COVID-19
5 years ago
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Should you delay retirement due to COVID-19
0
5 years ago
Pending
Understanding the Payroll Tax Holiday. This is not a tax cut!
5 years ago
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Understanding the Payroll Tax Holiday. This is not a tax cut!
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5 years ago
Pending
What to look for when selecting a financial advisor
5 years ago
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What to look for when selecting a financial advisor
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5 years ago
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How to boost your credit score
5 years ago
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How to boost your credit score
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5 years ago
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The economy and the stock market are not the same.
5 years ago
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The economy and the stock market are not the same.
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5 years ago
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Is the 60/40 Portfolio Dead?
5 years ago
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Is the 60/40 Portfolio Dead?
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5 years ago
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In-service rollover to an IRA
5 years ago
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In-service rollover to an IRA
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5 years ago
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How Much Life Insurance Do You Need?
5 years ago
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How Much Life Insurance Do You Need?
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5 years ago
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15 Year Mortgage VS the 30 Year Mortgage
5 years ago
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15 Year Mortgage VS the 30 Year Mortgage
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5 years ago
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What is a Recession?
5 years ago
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What is a Recession?
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5 years ago
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The difference between a traditional IRA and a Roth IRA
5 years ago
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The difference between a traditional IRA and a Roth IRA
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5 years ago
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3 Financial Mistakes to Avoid during COVID-19
5 years ago
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3 Financial Mistakes to Avoid during COVID-19
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5 years ago
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Why financial planners need to see your tax returns
5 years ago
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Why financial planners need to see your tax returns
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5 years ago
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Be specific with your retirement goals
5 years ago
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Be specific with your retirement goals
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5 years ago
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Where's my stimulus check?
5 years ago
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Where's my stimulus check?
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5 years ago
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Should you sell and go to cash then wait until the markets recover to get back in
5 years ago
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Should you sell and go to cash then wait until the markets recover to get back in
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5 years ago
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Manage Your Emotions When Investing
5 years ago
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Manage Your Emotions When Investing
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5 years ago
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What is the 1099-B Tax Form
5 years ago
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What is the 1099-B Tax Form
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5 years ago
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The SECURE Act in Action
5 years ago
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The SECURE Act in Action
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5 years ago
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Outlook 2020
6 years ago
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Outlook 2020
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6 years ago
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Take action on your goals
6 years ago
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Take action on your goals
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6 years ago
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How to save more and spend less
6 years ago
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How to save more and spend less
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6 years ago
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The 50/30/20 plan
6 years ago
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The 50/30/20 plan
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6 years ago
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Tips to save more and spend less
6 years ago
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Tips to save more and spend less
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6 years ago
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Rule of Thumbs
6 years ago
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Rule of Thumbs
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6 years ago
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Don't Follow The Herd
6 years ago
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Don't Follow The Herd
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6 years ago
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Ask an Advisor
6 years ago
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Ask an Advisor
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6 years ago
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Pay A Little Now Or A Lot Later
6 years ago
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Pay A Little Now Or A Lot Later
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6 years ago
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Why the rich get richer, the broke stay broke and the middle class stays stressed!
6 years ago
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Why the rich get richer, the broke stay broke and the middle class stays stressed!
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6 years ago
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Don't Forget to Take Your RMD
6 years ago
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Don't Forget to Take Your RMD
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6 years ago
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Visit my website www.wfa-nc.com
6 years ago
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Visit my website www.wfa-nc.com
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6 years ago
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HMO versus a PPO
6 years ago
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HMO versus a PPO
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6 years ago
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The Importance of Naming Beneficiaries
6 years ago
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The Importance of Naming Beneficiaries
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6 years ago
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Medicare Supplement and Medicare Advantage
6 years ago
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Medicare Supplement and Medicare Advantage
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6 years ago
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Sometimes your best laid plans blow up in your face
6 years ago
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Sometimes your best laid plans blow up in your face
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6 years ago
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Incorporate Yourself
6 years ago
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Incorporate Yourself
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6 years ago
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The Secure Act
6 years ago
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The Secure Act
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6 years ago
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Ask a Financial Advisor
6 years ago
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Ask a Financial Advisor
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6 years ago
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Bi Weekly Mortgage
6 years ago
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Bi Weekly Mortgage
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6 years ago
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Welcome to my YouTube Channel!
6 years ago
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Welcome to my YouTube Channel!
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6 years ago
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Commissions VS Fees
6 years ago
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Commissions VS Fees
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6 years ago
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Heading for a Correction?
6 years ago
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Heading for a Correction?
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6 years ago
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Lower the cost of Long Term Care Insurance
6 years ago
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Lower the cost of Long Term Care Insurance
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6 years ago
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Rolling over a ROTH 401k
6 years ago
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Rolling over a ROTH 401k
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6 years ago
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Stop spending and start saving for retirement!
6 years ago
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Stop spending and start saving for retirement!
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6 years ago
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Net Unrealized Appreciation
6 years ago
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Net Unrealized Appreciation
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6 years ago
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When to consider small caps in your portfolio
6 years ago
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When to consider small caps in your portfolio
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6 years ago
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Be careful with Credit Cards and cash back rewards
6 years ago
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Be careful with Credit Cards and cash back rewards
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6 years ago
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What is an annuity?
6 years ago
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What is an annuity?
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6 years ago
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529 Plan eligible expenses
6 years ago
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529 Plan eligible expenses
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6 years ago
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Put Your Money Where Your Mouth Is: Socially and Environmentally Responsible Investing
6 years ago
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Put Your Money Where Your Mouth Is: Socially and Environmentally Responsible Investing
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6 years ago
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Stop Comparing Yourself!
6 years ago
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Stop Comparing Yourself!
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6 years ago
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Should you take Social Security at 62? Or should you wait until full retirement age?
6 years ago
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Should you take Social Security at 62? Or should you wait until full retirement age?
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6 years ago
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What's Your Risk Tolerance?
6 years ago
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What's Your Risk Tolerance?
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6 years ago
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Millennial Money Matters - What Are Robo Advisors? Acorns vs. Robinhood
6 years ago
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Millennial Money Matters - What Are Robo Advisors? Acorns vs. Robinhood
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6 years ago
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Quick Tip Tuesday - Think Hybrid! Hybrid Long Term Care insurance is another alternative.
6 years ago
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Quick Tip Tuesday - Think Hybrid! Hybrid Long Term Care insurance is another alternative.
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6 years ago
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Receiving an inheritance...Now what?
6 years ago
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Receiving an inheritance...Now what?
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6 years ago
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What is Dollar Cost Averaging
6 years ago
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What is Dollar Cost Averaging
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6 years ago
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About ROTH IRA conversions
6 years ago
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About ROTH IRA conversions
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6 years ago
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Millennial Money Matters- Should you buy a home or continue to rent
6 years ago
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Millennial Money Matters- Should you buy a home or continue to rent
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6 years ago
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Constructing a portfolio
6 years ago
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Constructing a portfolio
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6 years ago
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Difference Between A Will And A Trust
6 years ago
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Difference Between A Will And A Trust
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6 years ago
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Consider donating your RMD to charity
6 years ago
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Consider donating your RMD to charity
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6 years ago
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Setting Investment Goals
6 years ago
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Setting Investment Goals
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6 years ago
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Quick Tip Tuesday - Who Should Be Named Owner Of A 529 Plan
6 years ago
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Quick Tip Tuesday - Who Should Be Named Owner Of A 529 Plan
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6 years ago
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In Your 50's planning for retirement
6 years ago
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In Your 50's planning for retirement
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6 years ago
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Quick Tip Tuesday Managing your Emotions
6 years ago
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Quick Tip Tuesday Managing your Emotions
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6 years ago
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Paying Down Debt Or Save for Retirement
6 years ago
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Paying Down Debt Or Save for Retirement
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6 years ago
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Quick Tip Tuesday - Pension Options
6 years ago
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Quick Tip Tuesday - Pension Options
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6 years ago
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Merging Your Money When You Marry
6 years ago
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Merging Your Money When You Marry
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6 years ago
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Quick Tip Tuesday - Why You Shouldn't Get Excited About a Big Tax Refund
6 years ago
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Quick Tip Tuesday - Why You Shouldn't Get Excited About a Big Tax Refund
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6 years ago
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Life Insurance At Different Stages Of Life
6 years ago
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Life Insurance At Different Stages Of Life
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6 years ago
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Should You Sign Up For Medicare If Delaying Social Security
6 years ago
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Should You Sign Up For Medicare If Delaying Social Security
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6 years ago
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How much should you pay in rent
6 years ago
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How much should you pay in rent
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6 years ago
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How to roll over your employer retirement plan assets
6 years ago
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How to roll over your employer retirement plan assets
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6 years ago
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Financial Basics for Millennials
6 years ago
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Financial Basics for Millennials
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6 years ago
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Repaying Your Student Loans
6 years ago
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Repaying Your Student Loans
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6 years ago
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Difference between a W2 and a W4
6 years ago
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Difference between a W2 and a W4
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6 years ago
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How student loans impact your credit
6 years ago
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How student loans impact your credit
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6 years ago
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How Much You Should Have In Savings
6 years ago
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How Much You Should Have In Savings
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6 years ago
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Types of bank accounts
7 years ago
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Types of bank accounts
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7 years ago
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Pension Maximizer
7 years ago
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Pension Maximizer
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7 years ago
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Storms and volatility
7 years ago
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Storms and volatility
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7 years ago
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