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2023 Financial Planning Tips

12 Videos

Annuities

3 Videos

College Planning

7 Videos

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6 Videos

EWA Principles

14 Videos

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13 Videos

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1 Videos

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4 Videos

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15 Videos

General Financial Literacy

18 Videos

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19 Videos

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6 Videos

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3 Videos

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5 Videos

Roth IRAs, Backdoor Roths, and Mega Backdoor Roths

9 Videos

Tax Planning

2 Videos

Travel and Credit Card Points

6 Videos

Categories

17 Categories

2023 Financial Planning Tips

12 Videos

Annuities

3 Videos

College Planning

7 Videos

Estate Planning

6 Videos

EWA Principles

14 Videos

For Business Owners

13 Videos

For Executives

1 Videos

For Physicians

4 Videos

For Retirees

15 Videos

General Financial Literacy

18 Videos

Investments and Markets

19 Videos

Life Insurance and Risk Management

6 Videos

Real Estate

3 Videos

Retirement and Distribution Planning

5 Videos

Roth IRAs, Backdoor Roths, and Mega Backdoor Roths

9 Videos

Tax Planning

2 Videos

Travel and Credit Card Points

6 Videos

Playlists

10 Playlists

10 Mistakes That Retirees Make and How to Avoid Them

10 Videos

10 Tips for Current Retirees

9 Videos

10 Tips for Maximizing Your Financial Plan in 2023

10 Videos

5 Advantages of Roth IRAs

4 Videos

5 Tax Tips for Business Owners

5 Videos

5 Tips for Parents

5 Videos

5 Tips for Retirees

5 Videos

5 Tips to Remove Stress From Your Finances

6 Videos

5 Tips to Run Your Business Stress Free

4 Videos

Traveling with Credit Card Points

6 Videos

All Videos

10 Videos

2:06

Backdoor and Mega Backdoor ROTHs

4:44

Traveling With Credit Card Points- Video #6- Tips For Managing Credit Score While Travel Hacking

6:02

Traveling With Credit Card Points- Video #5- Logistics of Paying Taxes with Credit Cards

4:39

Traveling With Credit Card Points- Video #4- Tips and Strategies to Maximize Benefits

8:25

Traveling With Credit Card Points- Video #3 – A Blueprinting for Credit Card Points

26:14

Traveling With Credit Card Points- Video #2 – Concerns? Effects on Credit? Downsides?

9:33

Traveling With Credit Card Points- Video #1- How To Use Credit Card Points for Travel Savings

1:55

Should You Invest in Non-US Stocks?

3:44

2023 Annual Limits

1:15

5 Advantages of Roth IRAs- #5-Asset Location

1:09

5 Advantages of Roth IRAs- #4-Pass to Heirs Tax-free

1:20

5 Advantages of Roth IRAs- #3-No RMDs

0:52

5 Advantages of Roth IRAs- #2-Access Contributions If You Need To

0:50

5 Advantages of Roth IRAs- #1-Tax-Free Growth and Distribution

2:39

10 Mistakes That Retirees Make and How to Avoid Them: Tip 10 – Relying on “Common Knowledge”

3:05

10 Mistakes That Retirees Make and How to Avoid Them: Tip 9- Paying Too Much in Fees

2:43

10 Mistakes That Retirees Make and How to Avoid Them: Tip 8- Timing the Market

2:01

10 Mistakes That Retirees Make and How to Avoid Them: Tip 7- Annuities

2:12

10 Mistakes That Retirees Make and How to Avoid Them: Tip 6- Mismanaging Withdrawals

1:30

10 Mistakes That Retirees Make and How to Avoid Them: Tip 5-Not Addressing Inflation

1:56

10 Mistakes That Retirees Make and How to Avoid Them: Tip 4- Ignoring International Stocks

1:25

10 Mistakes That Retirees Make and How to Avoid Them: Tip 3- Being Too Conservative

1:52

10 Mistakes That Retirees Make and How to Avoid Them: Tip 2- Failing to Diversify

2:15

10 Mistakes That Retirees Make and How to Avoid Them: Tip 1-Underspending

3:55

Why Market Volatility is a Good Thing?

5:18

Student Loans for High Income Earners

7:01

Breaking Down Universal Life Insurance

3:28

10 Tips for Maximizing Your Financial Plan in 2023: Tip 10-Standard Deduction

1:57

10 Tips for Maximizing Your Financial Plan in 2023: Tip 9- 529 Plans

2:24

10 Tips for Maximizing Your Financial Plan in 2023: Tip 8- Estate Planning

3:34

10 Tips for Maximizing Your Financial Plan in 2023: Tip 7- Tax Bracket Management

3:55

10 Tips for Maximizing Your Financial Plan in 2023: Tip 6- HSA’s

2:06

10 Tips for Maximizing Your Financial Plan in 2023: Tip 5- Social Security Tax

2:33

10 Tips for Maximizing Your Financial Plan in 2023: Tip 3- Traditional IRA Planning

2:09

10 Tips for Maximizing Your Financial Plan in 2023: Tip 4- Allowable Income for 401k and 403b

4:56

10 Tips for Maximizing Your Financial Plan in 2023: Tip 2- Roth IRAs

7:49

10 Tips for Maximizing Your Financial Plan in 2023: Tip 1- 401ks and 403bs

1:03

Setting Up E-Delivery

2:42

Financial Planning for Physicians

3:56

Why Your Investment Allocation Should Never Be Aged Based

5:54

Should I Participate in my Company’s ESPP?

5:11

5 Considerations When Funding a Back Door Roth IRA

2:38

Proactive Conversations That Lead to Successful Wealth Transfer

3:34

Why a Buy-Sell Agreement is a Necessity for a Small Business?

6:05

3 Biggest Financial Mistakes We Have Seen

5:51

3 Best Financial Decisions We Have Seen

1:58

Renting Vs Owning a Private Jet

10:43

How Whole Life Insurance Can be Utilized as an Asset for High Net Worth Families

1:32

Financial Planning for Executives

6:34

How Rising Interest Rates Can Affect Your Financial Plan?

6:04

How To Take Advantage of Market Downturns?

10:00

Direct Indexing

5:35

What is the Difference Between W2 and 1099?

4:23

Firm Philosophies on Bitcoin and Concentrated Stock Positions

5:25

Reflecting on the Biggest Value an Advisor Can Provide

3:55

How to Structure a Family Loan

3:59

Weighing the Pros and Cons of Passive Real Estate Income

5:18

Should I Buy or Rent a Second Home?

3:25

Gifting to Children Under Age 18

3:34

Contributing to 457 Plans

4:39

The Difference Between Married Filing Separately vs Married Jointly

3:21

Should I get Married for Tax Purposes?

2:33

US vs International Stocks

8:34

Tax Planning 101

2:57

Win More by Losing Less

3:06

Feeling Safe May Be Risky

2:49

Investing with Emotions

3:25

Ranking Savings Options in Order of Importance

7:27

College Planning Basics

2:33

The Power of Tax Deferral on Your Investment Planning

3:59

Buying vs Leasing Your Car

8:09

Basic Rules of Thumb for Mortgages

2:57

Ignore Negative Headlines

5:00

What Does War Mean for the Stock Market?

6:14

Tax Bracket Management

2:26

Our One-Roof Philosphy

4:33

Long Term Disability Planning for High Income Earners

1:43

Tips for Raising Financially Responsible Kids

2:06

The Pros of Roth IRA’s

3:29

Differences Between Revocable and Irrevocable Trusts

2:33

Lifetime Gifting

4:05

How Do You Know Which Health Insurance Plan is Right for You?

4:39

The Art of Merging Finances

4:21

RSU (Restricted Stock Unit) Basics

3:25

Stock Option Basics

3:42

Physician Contract Renegotiation

5:28

Common Questions on Estate Planning

7:17

Variable Annuities Explained

4:27

Should You Have All of Your Money with One Team or Spread Among Several Advisors?