How To Calculate Your Retirement Savings Goal
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 Happens To My Social Security If I Retire Early?
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
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
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 aged...
3 Things Every Financial Plan Needs
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 retirementWhat I Do I help individuals make the transition...
The Retirement Planning Timeline
Today I’d like to talk about the Retirement Planning Timeline, and some of the key ages and milestones that you might want to think about in terms of your financial planning and getting ready for retirement. Let's start all the way over at age 50, where...
Cashflow Part 3 – Be More Intentional
Today we're going to talk about How To Be More Intentional With Your Financial Decisions. One of the things that I want to point out is that if you're in a cash-flow situation that's not great, often times we get so bogged down with trying to dig...
Tactical Vs. Strategic Asset Allocation
In today’s Blog I'm going to be talking about Tactical Asset Allocation versus Strategic Asset Allocation. When you first look at these two terms, you might say, “What’s the difference”, and yes there is in fact, some very big differences between these two...
Cashflow Part 2 – Improving Your Cashflow
Today I want you to think about why you want to Improve Your Cashflow. Now, that may seem like a silly question. Of course I want to improve my cashflow, but when we're talking about this, we're talking about how income minus expenses equals your cashflow....
Cash Flow Part 1 – How Much Do Your Know?
Today I'm talking about Cash Flow. It’s something that I've talked about in before. I think it's one of the most important financial measures that you can do as an individual in terms of helping you advance within your wealth and your goals for retirement...