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 Is Passive Income?
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?
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...
3 Questions To Ask Your Financial Advisor
The Way I see it, there are Three Questions You Need To Ask Your Financial Advisor. Now this could be for a financial advisor that you're already working with, or it could be for a financial advisor that you're thinking about working with that you’re interviewing....
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...
