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.
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.
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.
As you move into that final decade before retirement, planning becomes crucial for long-term success. We call this the Financial Danger Zone. Today we’ll identify the changes that need to happen as you approach retirement and what areas require the most attention as you transition into the next chapter of life.
We’re excited to join the world of podcasting by launching our own show, the Your Life, Your Money Podcast. That journey begins today with the first episode publishing across podcast platforms everywhere. The goal is to provide you with an outlet to learn about financial planning and to help you thrive in life, wealth, and retirement. The show will air twice every month and we’ll cover a wide variety of topics, but feel free to reach out and let us know if there’s something specific you want to learn more about.