As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I cover simplifying your finances, and reviewing goals to get ready for 2021! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter &...
Nov 20, 2020•3 min
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss the idea of bunching deductible expenses to potentially save money on your tax bill! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my ...
Nov 18, 2020•1 min
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss two topics around health expenses. I breakdown how to maximize an HSA and then ideas for your FSA at the end of the year! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https:/...
Nov 16, 2020•3 min
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ J...
Nov 13, 2020•2 min
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your tax free accounts before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http...
Nov 11, 2020•2 min
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your work optional plans before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> ht...
Nov 09, 2020•2 min
This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In the final episode this week, I am covering what to look for with life and disability insurance. Interested in working with me? Schedule a quick chat >> htt...
Nov 06, 2020•3 min
This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I explain the differences between an HSA (health savings account) and an FSA (flexible spending account). Interested in working with me? Schedule a...
Nov 04, 2020•3 min
This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I am covering a few things to think about when it comes to health insurance. Interested in working with me? Schedule a quick chat >> https://...
Nov 02, 2020•3 min
This week I am talking about my 4 favorite ways to get free money! In the final episode this week, I discuss a little known way to find free money! Unclaimed property! This is simply money that has been lost. Tune in to find out what it is and how to track it down. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendatio...
Oct 23, 2020•3 min
This week I am talking about my 4 favorite ways to get free money! In this episode, I discuss 2 ways to get free money from your employer. The first, a health savings account or HSA. Some employers actually make contributions along with your contributions to an HSA. If your employer doesnt offer this benefit, it can still be worth utilizing an HSA! Tune in to find out why! And second, your 401k match. This is simple, but many people still miss out on free money by not participating in their empl...
Oct 21, 2020•2 min
This week I am talking about my 4 favorite ways to get free money! In this episode, I discuss an employee stock purchase plan or ESPP. The discount on employer shares is a great way to put free money in your pocket if you have to available cash flow! Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. ...
Oct 19, 2020•1 min
The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-let...
Oct 16, 2020•3 min
The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-let...
Oct 14, 2020•3 min
The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-let...
Oct 12, 2020•2 min
The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >...
Oct 09, 2020•4 min
The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >...
Oct 07, 2020•3 min
The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >...
Oct 05, 2020•4 min
There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook
Oct 02, 2020•3 min
There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook
Sep 30, 2020•3 min
There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook
Sep 28, 2020•3 min
An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it’s worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote >> https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat >> h...
Sep 25, 2020•4 min
An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it’s worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote >> https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat >> h...
Sep 23, 2020•3 min
An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it’s worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote: https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat: https://kinetixfp...
Sep 21, 2020•3 min
A few weeks ago I recorded a quick video on the stock market versus the economy. Lately, we have seen the stock market in full recovery mode, but the economy hasn't shown much improvement. In this episode, I am sharing the audio from that video with some ideas on why the stock market and the economy are out of whack in the short term.
Sep 11, 2020•4 min
A few weeks ago I recorded a quick video on how financial planning is different than investment management. It's commonly misunderstood that financial planning is just investments. Investing is a piece of an overall financial plan. In this episode, I share the audio from that video and break down the differences!
Sep 09, 2020•4 min
I hope you are enjoying the day off and holiday weekend! No topics today, but I do want to let you know about a free offer! Have you been thinking about getting a financial planner or want to know how a planner can help your situation? I have a solution for you. Right now I am doing a free video assessment. Just head on over to www.kinetixfp.com/freevideo. Answer a few quick questions and I will email you a video with actionable feedback! First come, first serve!
Sep 07, 2020•2 min
This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
Sep 04, 2020•2 min
This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
Sep 02, 2020•2 min
This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
Aug 31, 2020•2 min
