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Showing posts with the label FinancialPlanning

Employer vs Employee: Do You Possess the Necessary Skills?

An employer/boss is a person who has authority and control over a business or group of people in the company. Employees are people who use skill and ability to earn an income from the employer by helping them grow the business. To be a boss you must first learn to be a good employee. The question that millions of people ponder daily is do they want to be their own boss or remain an employee. This Financial Freedom Friday Video will let you know if you really should be a boss or embrace being an employee to reach your financial goals. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how

Unleash Your Savings Potential: Discover Effective Techniques for Maximizing Your Amazon Mega Back Door Roth 401k in Our Exclusive Webinar!

Did you know you could save more after-tax dollars in your Amazon 401k? You can then move the after-tax savings to a Roth 401k to withdraw tax-free down the road. Watch this to understand the details. 👉Get Our Free Guide On Saving in Your Mega-Backdoor Roth Here: 🎯 Subscribe to our Channel to not miss other helpful financial planning topics: Financial Symmetry is a Registered Investment Advisor in Raleigh, NC. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and financial advisors for advice specific to your situation. #rothira... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Title: How to Maximize Savings in Your Amazon Mega Back Door Roth 401k Webinar Introduction: The Amazon Mega Back Door

The Impact of Inflation on Stocks: A Closer Look

This YouTube video explains the impact of inflation on stocks. Inflation is a major factor that affects stock prices and can drastically change the stock market. The video looks at how inflation affects the cost of goods, how it impacts the cost of living, and how it can affect stock prices. It also explains how investors can protect themselves from the effects of inflation. #inflation #stockmarket #investing #stockprices #costofliving #costofgoods #investmentstrategy #stockinvesting #financialplanning #inflationprotection... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing What Happens to Stocks When Inflation Goes Up? Inflation is an economic phenomenon that refers to the sustained increase in the general price level of goods and services in an economy over a period of time. It erodes the purchasing power of a curren

9 Surprising Uses for Your Health Savings Account You Never Knew About.

Join Corey Stackhouse as he dives deep into the world of Health Savings Accounts (HSAs). Discover the benefits, tax advantages, and unique ways you can leverage your HSA for future financial well-being. 📌 Important Note: Always consult with your trusted financial advisor, CPA, or legal counsel before making any decisions. Every individual's financial situation is unique. 👍 Support Our Channel: If you find value in our content, please give us a thumbs up, share with others, and don't forget to subscribe for weekly insights into the world of finance! For personalized financial planning and tax advice, reach out to us. Contact details are below: Corey M Stackhouse, CFP® Financial Advisor | Insurance Agent ​| Owner www.stackenterprises.com 516 S. Ohio Ave - Sedalia, MO 65301 (660)570-4114 (Call or Text!) Stack Enterprises is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitatio

Boost Your Retirement Savings with Deferred Compensation Plans

In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy. Questions Answered: How should I think about Deferred Compensation in context of my overall plan? When does it make sense to defer compensation (and when does it NOT)? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 2:30 - Deferred Compensation 101 3:25 - Retirement Expenses 5:04 - Tax Planning 8:50 - AVOID This Common Mistake 17:03 - Inflation Impact 19:58 - Deferred Comp Example 23:50 - Aligning Your Financial Goals 24:00 - Working With Us Learn the tips & strategies to get the most out of life with your money. Get started today → Subscribe to be notified for future videos: _ _ For more resources and content, check us out below! Website // Podcast // Instagram // Facebook // LinkedIn // Other videos we think you'll like: About Root: Worried about retire

The Importance of Retirement Planning: 3 Key Reasons

🔔Subscribe To Our Channel for More Life changing Videos Like This Everyday!👇 😍Can LearnMore Deserve A Coffee Please? 👉 With the average lifespan being 78.4 years, you need to think about retirement planning and how to prepare for the future. In this video I'm going to show you 3 reasons why retirement planning is important and why it's never too late to start. 📈DISCLAIMER: We are not financial advisor. This video, and the ideas presented in it, are for informational purposes only and should not be construed as financial or other professional advice. It is your responsibility to take all necessary steps to independently. verify and ascertain that any information you choose to rely. on from or take action based upon this. video is accurate, as we are not responsible for your use of information obtained from this video🙏 👇MUST WATCH👇 The Psychology of Money and Why Your Money Changes People? ▶ How To Survive On a Low Income? ▶ ▶3 Tips To Live On A Crazy L

The Ultimate Guide to Understanding MEGA Backdoor Roth Conversions

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA MEGA Backdoor Roth Conversion Explained in English retirement planning can be a complicated endeavor, filled with a labyrinth of terms and strategies that can leave many individuals scratching their heads. One such strategy that has gained popularity in recent years is the MEGA Backdoor Roth Conversion. While the name may sound intimidating, understanding this strategy is crucial for those looking to maximize their retiremen

Seize the Opportunity of Inflation: Take Action and Save Money

Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're going to flip the script. We’ve got 3 ways to take advantage of inflation. In this video we’ll talk about how you can take the focus away from “I feel bad,” and switch the focus to “I’m making best use of the situation.” You’ll learn how to act on the things you can control. First tip: travel overseas. The dollar is high and other currencies are low. It’s like Europe is on sale. Thinking about traveling to a country close to the Ukraine? That’s probably even cheaper! The euro and the dollar about even now. It’s a great time to travel to Europe. Cruises are totally on sale. A lot of times the smart money is on what everyone doesn’t feel like doing now. Second Tip: Buy where inventories—retailers have more inventories on certain items. Check out sales on patio furniture, fridges, cell phones, and TVs. It’s a good time

Lump Sum Pension Buyout Offer: Weighing the Pros and Cons of Accepting a Cash Out

Pension Cash Out Offer – Should I Accept? The recent rise in interest rates has led to a big increase in companies offering to buy out your pension with a lump sum payment. How do you know when an offer like this is once you should accept? Or, how do you know when you should keep your pension? Pensions provide a safe, steady source of income for you for as long as you live. These can be great assets to have in retirement and should not be given up without considerable thought. If the pension payment you would have would be absolutely vital for you to make ends meet in retirement, we would generally caution against taking an offer for a lump sum payment for your pension. While it might be nice to look at a large lump sum payment, there are risks involved in investing and managing that money over time that should be considered. But it can make sense for some to accept a lump sum payment for their pension. If you have a healthy amount of other fixed income in retirement, f

Preserving Wealth and Mitigating Risk in Retirement through Gold Investments

Are you worried about your retirement savings? In this video, I'm going to reveal a secret strategy that savvy investors have been using for decades to secure their financial future: gold investment. Join me as I dive into the world of retirement planning with gold and explain how this precious metal can safeguard your wealth and provide a stable income during your golden years. Don't miss out on this opportunity to learn from experts and discover the benefits of including gold in your retirement portfolio. Start planning for a worry-free retirement today. #retirementplanning #goldinvestment #investingold... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA retirement planning With Gold Investment - Preserving Wealth And Mitigating Risk retirement planning is a crucial aspect of every individual's financial journey. As we

An Estate Plan: Understanding Its Importance and Who Requires It

According to a recent survey about 61% or 79 millions American households expect to receive or leave an inheritance. Having an estate plan is critical in allowing your assets to transfer without conflict. Having a proper estate plan gives you the ability to determine what will happen to your assets after you pass and how it will be distributed to your loved ones. The primary goal of an effective estate plan is to preserve wealth. This Friday Financial Freedom video will give you the building blocks of an estate plan. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) r

Case Studies of Life Insurance Retirement Plans [LIRPs]

The LIRP, also known as the life insurance retirement plan, offers many benefits. See Depending on whether you choose whole life or universal life, the LIRP can provide much needed supplemental income in retirement. See In fact, the guarantees offered by whole life insurance make it an excellent vehicle for life insurance retirement plans. See In this discussion with the Financial Experts Network, estate planner and life insurance expert, Steve Gibbs, of insuranceandestates.com offers a few life insurance planning scenarios for a mainstream audience of financial professionals.... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Life Insurance Retirement Plan [LIRP] Case Studies: Unlocking the Benefits of Life Insurance for Your Retirement Planning for retirement can be a daunting task. With so many

Investing in Gold IRA: A Reliable Safe Haven for Precious Metals Retirement Investment

Gold IRA Safe Haven #investingingold #goldira #investmentguide #preciousmetalsira In times of economic uncertainty, a Gold IRA can be a safe haven for your investments. This video explores the concept of using a Gold IRA as a protective measure against market volatility and financial downturns. We'll delve into the benefits of investing in gold, how a Gold IRA works, and why it's considered a secure option for preserving your wealth. Join us as we uncover the reasons behind gold's reputation as a safe haven asset and how you can leverage it in your investment portfolio. Subscribe for more financial insights and investment strategies.... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation Gold IRA Safe Haven: A Comprehensive Investment Guide to Precious Metals IRA Investing in gold has long been consider

Should I consider contributing to a Roth IRA after turning 50?

"Is it worth contributing to a Roth IRA after 50?" One of the advantages of a Roth is that you can contribute at any age. You can determine the amount you need for retirement and then calculate how much you need to contribute based on the age at which you want to retire. Then you can start contributing. Another amazing thing about the Roth is your ability to make back-door contributions. 📌Save it for later 💯 📌Like, share and comment 👇 👉 Follow @christianiecarty for more Insightful Content 👉 Follow @christianiecarty for more Insightful Content . . . . Hashtags:- #taxadvisor #taxtips #taxplanning #wealthplanning #taxconsultant #financialadvisor #financialplanning #taxes #financialfreedom #financialeducation #incometax #rothira #financialfreedom #retirementplan #wealthbuilding #Iracontributions #retirementplanning #contentcreator #reels... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA T