Video | Money Evolution

How To Calculate Your Retirement Savings Goal

by Bill Lethemon | Mar 1, 2019 | Best of..., Financial Planning, Retirement Planning, Video

How much money do you need to retire? $1 Million? $2 Million? $3 Million? Thats what this video is all about! Traditionally calculating your retirement savings goal required estimating and adding up all of your expenses. While this is certainly a great thing to do, it...

What Is Passive Income?

by Bill Lethemon | Feb 19, 2019 | Best of..., Financial Planning, Video

Passive Income has been a big topic here on YouTube lately, but what exactly is Passive Income? Passive income is one of the biggest keys to creating true wealth. Passive income allows you to earn money without directly trading your time for dollars. Usually passive...

What Happens To My Social Security If I Retire Early?

by Bill Lethemon | Feb 12, 2019 | Best of..., Financial Planning, Retirement Planning, Social Security, Video

One question I get asked all the time is what happens to my Social Security benefit if I retire early. Social Security benefits are based off of your best 35 years of work history. In this video I break down your Social Security Benefit to show you how your Social...

How Your Retirement Asset Allocation Could Cost You Unnecessary Taxes

by Bill Lethemon | Jan 23, 2019 | Best of..., Financial Planning, Investing, Retirement Planning, Video

Do you know how the different types investments you own impact your income taxes? Short term capital gains, long term capital gains, Interest income, distributions from retirement accounts. Each has its own unique set of taxes rates and rules. In this video I break it...

Budgeting For Health Care Costs Before Age 65

by Bill Lethemon | Jan 17, 2019 | Best of..., Bill's Favorites, Financial Planning, Health Care, Retirement Planning, Video

Planning to retire early? Before Medicare kicks in at age 65? Don’t be shocked with what could be your single largest retirement expense. Healthcare continues to be a top concern for people as they approach retirement. According to Fidelity Investments a couple...

3 Things Every Financial Plan Needs

by Bill Lethemon | Nov 20, 2018 | Best of..., Financial Planning, Retirement Planning, Video

It All Starts With a Plan, We Call It WealthVision Learn how WealthVision can help you organize your finances, identify your gaps and optimize your resources to fill those gaps so you can plan for your dream retirement LEARN MORE! What I Do I help individuals make the...