Ep 17: The Double-Edged Sword of Retirement
Retirement comes with some double-edged swords – things that are both negative and positive. We’ll explain what they are and how to approach them.
Tag: investing
Ep 8: Why It’s Getting Harder to Save for Retirement
Saving for retirement is not the same as what your parents and grandparents did. It has become harder in several ways, but we’ll explain what you can do to prepare.
5 Tips Towards Successful Investing
There is a lot of noise in our world. That can make it tough when it comes to what you should and should not be concentrating on as an investor. The stock market has shown us it has its ups and its downs, which can create a lot of emotions when investing your hard-earned money. Covered in this video is what noise, thoughts, and information to IGNORE as an investor to help keep you on track towards long-term success.
Ep 7: How to Teach Your Kids About Money
Should parents involve children in finances? Are there different rules for younger children versus older children? We’ll explain what considerations when it comes to sharing with your kids.
Ep 6: Three Traits of Money in Financial Planning
Let’s dive into financial literacy and the three traits of money you want inside your portfolio. Do you know what they are?
Ep 5: Are You Flirting With Financial Disaster?
Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other.
Ep 4: Three Money Mindsets – Which One Are You?
What kind of mindset do you have financially? Are you a borrower, a saver or an investor? We’ll talk about these three types of mindsets.
Tax Planning – What is it? Why is it important? 3 Tax Planning Strategies for Savers and Investors
Do you know what one of your biggest expenses may be in retirement? Taxes! In this video I talk about the difference between Tax Preparers and Tax Planners (and why you might need both!), what tax planning is and why it is important, and the strategies you can consider.
401k vs Roth 401k – Which is Better? Which should you contribute to?
Is it better to contribute to the 401(k) or Roth 401(k)? The Roth 401(k) could offer great benefits like tax-free growth & future tax-free income. But which is more tax-efficient for you and your future? In this video I talk about the differences between the 401(k) vs. Roth 401(k) and which may be better for you to save in.
Ep 3: This is Why You Never Assume in Retirement
We often see people make certain assumptions about retirement that just aren’t correct. Let’s explore some of these and discuss why these common beliefs might get you in trouble.