Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!
Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Today's discussion is a bit unconventional. If you are using a short term strategy to build long term wealth, it could make sense to use a tax deferred account to shelter capital gains.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Todays discussion is about prioritization. Before making any additional investments or getting into the stock market, its a good idea to prioritize your money and be on solid financial foundation.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Don't forget about taxes when you are realizing capital gains. Taxes are an important part to trading or investing. The less money you pay in tax, the more money you can keep in your pocket.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. To end this week, I cover the concept of confusing luck and skill.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Next up, I cover why you should plan ahead. This is a very important concept for short term traders and long term investors.
This week starts a series covering short term capital gains. If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. In this first episode, I cover position sizing.
This week I am covering additional financial planning mistakes. Managing your investments is not a "set it and forget it" process. Two common mistakes covered in today's episode are -- taking on too much risk and not rebalancing.
This week I am covering additional financial planning mistakes. Both mistakes on today's episode involve lost opportunity. Taking an early distribution from a retirement account and borrowing from a workplace retirement plan can cause a setback in your long term financial plan.
This topic for this week is financial planning mistakes. There are many tax planning opportunities within a financial plan. Not having a plan for taxes is an often overlooked mistake.
This topic for this week is financial planning mistakes. In this discussion, I talk about the money you are missing out on if you aren't getting your company matching contribution in your retirement account.
This topic for this week is financial planning mistakes. The first mistake on the list is simple, but important. Nobody has ever said they are glad they started planning finances too late. In this discussion, I talk about the impact of starting too late with planning and investing.
As promised, your end of the week bonus episode. We often get caught up in cutting expenses or making money in the stock market. While these may be important, our most powerful thing we have is our ability to learn. Your human capital gives you unlimited earning potential. Money then becomes a tool to live the life you envision!
Federal student loan payments are suspended until September 30, 2020 under the CARES Act. This is good news for those that need the cash flow in the short term. It can also benefit those that are financially secure right now by making additional payments while not accruing interest.
As a result of the recent market volatility and government aid, there are many financial planning opportunities out there right now. This is a great time to review your liabilities and look for financial planning opportunities on loans. Interest rates are near all time lows which is generally good news for borrowers. Consolidating or refinancing into lower interest rates can result in less interest paid over the life of the loan.
As a result of the recent market volatility and government aid, there are many financial planning opportunities. If you contribute to a workplace retirement plan, such as a 401(k), you may be able to take advantage of stock market drawdowns by accelerating your contributions.
As a result of the recent market volatility and government aid, there are many financial planning opportunities. Because of the impact COVID-19 has had on the economy, this may allow some households to fund or convert traditional retirement money to a Roth IRA. Also, with the recent market drawdown, this could be an opportune time to perform Roth conversions.
As a result of the recent market volatility and government aid, there are many financial planning opportunities. The extended tax deadline is a tremendous advantage for those who haven't filed yet or owe tax. You can also still reduce your 2019 tax liability and stash money away into a Roth IRA.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. In this final episode of this series, make sure you are still following your investment plan before...
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. Next up, be prepared to watch the value of your investments drop if you are investing during a mark...
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. Next up, don't let FOMO be a reason to invest.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. The third consideration is should you pay off debt and how to determine your debt to income ratio.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. Next up, making sure your emergency fund is ready for war and fully funded to get you through any c...
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. First up, have a reason for your investment.
This week I am covering questions that financial planners have been getting lately. You'll hear a few clips from a recent financial planning roundtable from my mastermind group who are business owner and financial planners across the US. In this episode we cover some ideas for those who have or will receive a stimulus check!
This week I am covering questions that financial planners have been getting lately. You'll hear a few clips from a recent financial planning roundtable from my mastermind group who are business owner and financial planners across the US. In this episode we cover whether you should defer student loans under the new CARES Act.
This week I am covering questions that financial planners have been getting lately. I'll be sharing a few clips from a recent financial planning roundtable from my mastermind group who are business owner snd financial planners across the US. In this episode we cover what you can do when the stock market is down.
The CARES act was put into action late last week. Which stands far Coronavirus Aid, relief, economic security. And it is the largest economic stimulus the US has ever implemented. In this epside, we cover the rebate checks. Who gets one? How much? And when will you get it?
The CARES Act: Student Loans - Ep.72
