Money Moment: Recent Episodes
Travis Gatzemeier
Welcome to Money Moment! This is a short brief-cast about money, financial planning, investing, and actionable tips to guide you on the path to financial flexibility. Think of it as a mini-podcast, multiple times a week with bursts of information. Tune in for the conversation hosted by Travis Gatzemeier, who is a CERTIFIED FINANCIAL PLANNER at Kinetix Financial Planning.>>>Questions or comments for Travis?>>>Email me: travis@kinetixfp.com>>>Tweet me: @T_Gatzemeier
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I cover simplifying your finances, and reviewing goals to get ready for 2021! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss the idea of bunching deductible expenses to potentially save money on your tax bill! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss two topics around health expenses. I breakdown how to maximize an HSA and then ideas for your FSA at the end of the year! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your tax free accounts before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your work optional plans before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In the final episode this week, I am covering what to look for with life and disability insurance. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I explain the differences between an HSA (health savings account) and an FSA (flexible spending account). Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I am covering a few things to think about when it comes to health insurance. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
This week I am talking about my 4 favorite ways to get free money! In the final episode this week, I discuss a little known way to find free money! Unclaimed property! This is simply money that has been lost. Tune in to find out what it is and how to track it down. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
This week I am talking about my 4 favorite ways to get free money! In this episode, I discuss 2 ways to get free money from your employer. The first, a health savings account or HSA. Some employers actually make contributions along with your contributions to an HSA. If your employer doesnt offer this benefit, it can still be worth utilizing an HSA! Tune in to find out why! And second, your 401k match. This is simple, but many people still miss out on free money by not participating in their employer plan. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
This week I am talking about my 4 favorite ways to get free money! In this episode, I discuss an employee stock purchase plan or ESPP. The discount on employer shares is a great way to put free money in your pocket if you have to available cash flow! Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this.
Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook
There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook
There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice.
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it’s worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity.
If you want to learn more, check out this ESPP intro blog post I wrote >> https://kinetixfp.com/employee-stock-purchase-plan/
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it’s worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote >> https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook
An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it’s worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote: https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat: https://kinetixfp.com/lets-connect/ Join my weekly e-letter: http://bit.ly/taxsavvybook
A few weeks ago I recorded a quick video on the stock market versus the economy. Lately, we have seen the stock market in full recovery mode, but the economy hasn't shown much improvement. In this episode, I am sharing the audio from that video with some ideas on why the stock market and the economy are out of whack in the short term.
A few weeks ago I recorded a quick video on how financial planning is different than investment management. It's commonly misunderstood that financial planning is just investments. Investing is a piece of an overall financial plan. In this episode, I share the audio from that video and break down the differences!
I hope you are enjoying the day off and holiday weekend! No topics today, but I do want to let you know about a free offer! Have you been thinking about getting a financial planner or want to know how a planner can help your situation? I have a solution for you. Right now I am doing a free video assessment. Just head on over to www.kinetixfp.com/freevideo. Answer a few quick questions and I will email you a video with actionable feedback! First come, first serve!
This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
This week I am continuing with the topic of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
This week I am continuing with the topic of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
This week I am continuing with the topic of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!
Many things can get in the way on your path to creating wealth or reaching financial freedom. This week I am talking about things to avoid on your path to financial success and how to potentially minimize these things.
Many things can get in the way on your path to creating wealth or reaching financial freedom. This week I am talking about things to avoid on your path to financial success and how to potentially minimize these things.
Many things can get in the way on your path to creating wealth or reaching financial freedom. This week I am talking about things to avoid on your path to financial success and how to potentially minimize these things.
A few weeks ago I spent some time in Wyoming and Montana. It's always nice to get away to unplug and relax. This week I'll be sharing the importance of unplugging, whether on vacation or your daily routine.
A few weeks ago I spent some time in Wyoming and Montana. It's always nice to get away to unplug and relax. This week I'll be sharing the importance of unplugging, whether on vacation or your daily routine.
A few weeks ago I spent some time in Wyoming and Montana. It's always nice to get away to unplug and relax. This week I'll be sharing the importance of unplugging, whether on vacation or your daily routine.
This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.
This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.
This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.
This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.
This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.
This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.
This week I am talking about under the radar ways to save! I'll share a few overlooked savings strategies and how you can potentially benefit. With a bit of good financial planning, you may be able to out these techniques into action and get more out of your money. In this episode, I talk about non deductible IRAs and how they can used for additional savings!
This week I am talking about under the radar ways to save! I'll share a few overlooked savings strategies and how you can potentially benefit. With a bit of good financial planning, you may be able to out these techniques into action and get more out of your money. Todays topic is after tax 401k contributions! Thats right, you can make contributions to your 401k above the $19,500 annual pre tax limit!
This week I am talking about under the radar ways to save! I'll share a few overlooked savings strategies and how you can potentially benefit. With a bit of good financial planning, you may be able to out these techniques into action and get more out of your money. First up, HSA accounts!
This week I am talking about this versus that. I'll be comparing two topics thats have to do with finance and planning. Today, I talk about you versus the world.
This week I am talking about this versus that. I'll be comparing two topics thats have to do with finance and planning. Today, I talk about the differences in being rich and being wealthy.
This week I am talking about this versus that. I'll be comparing two topics thats have to do with finance and planning. Today, I start with something I have talked about before which is mutual funds versus ETFs.
Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. In the final episode of mid-year checkups, I am covering your goals and your credit score!
Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. Today, I am talking about evaluating your debt.
Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. Today, I am covering your investment and HSA contributions!
Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. Today, I am covering two checkup items -- Review your tax plan and refill your savings!
Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. The first checkup item today is to evaluate your cash flow.
Recently, mortgage rates have dropped to all time lows. This can be an opportune time to consider refinancing your mortgage. This week I talk about my thoughts on refinancing, when you should refinance and when you shouldn't. Today's topic is when you should not refinance.
Recently, mortgage rates have dropped to all time lows. This can be an opportune time to consider refinancing your mortgage. This week I talk about my thoughts on refinancing, when you should refinance and when you shouldn't. Today's topic is when you should consider refinancing.
Recently, mortgage rates have dropped to all time lows. This can be an opportune time to consider refinancing your mortgage. This week I talk about my thoughts on refinancing, when you should refinance and when you shouldn't. Today, I tell my thoughts on why a 30 year mortgage can offer more flexibility over a 15 year mortgage.
Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!
Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!
Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Today's discussion is a bit unconventional. If you are using a short term strategy to build long term wealth, it could make sense to use a tax deferred account to shelter capital gains.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Todays discussion is about prioritization. Before making any additional investments or getting into the stock market, its a good idea to prioritize your money and be on solid financial foundation.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Don't forget about taxes when you are realizing capital gains. Taxes are an important part to trading or investing. The less money you pay in tax, the more money you can keep in your pocket.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. To end this week, I cover the concept of confusing luck and skill.
If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Next up, I cover why you should plan ahead. This is a very important concept for short term traders and long term investors.
This week starts a series covering short term capital gains. If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. In this first episode, I cover position sizing.
This week I am covering additional financial planning mistakes. Managing your investments is not a "set it and forget it" process. Two common mistakes covered in today's episode are -- taking on too much risk and not rebalancing.
This week I am covering additional financial planning mistakes. Both mistakes on today's episode involve lost opportunity. Taking an early distribution from a retirement account and borrowing from a workplace retirement plan can cause a setback in your long term financial plan.
This topic for this week is financial planning mistakes. There are many tax planning opportunities within a financial plan. Not having a plan for taxes is an often overlooked mistake.
This topic for this week is financial planning mistakes. In this discussion, I talk about the money you are missing out on if you aren't getting your company matching contribution in your retirement account.
This topic for this week is financial planning mistakes. The first mistake on the list is simple, but important. Nobody has ever said they are glad they started planning finances too late. In this discussion, I talk about the impact of starting too late with planning and investing.
As promised, your end of the week bonus episode. We often get caught up in cutting expenses or making money in the stock market. While these may be important, our most powerful thing we have is our ability to learn. Your human capital gives you unlimited earning potential. Money then becomes a tool to live the life you envision!
Federal student loan payments are suspended until September 30, 2020 under the CARES Act. This is good news for those that need the cash flow in the short term. It can also benefit those that are financially secure right now by making additional payments while not accruing interest.
As a result of the recent market volatility and government aid, there are many financial planning opportunities out there right now. This is a great time to review your liabilities and look for financial planning opportunities on loans. Interest rates are near all time lows which is generally good news for borrowers. Consolidating or refinancing into lower interest rates can result in less interest paid over the life of the loan.
As a result of the recent market volatility and government aid, there are many financial planning opportunities. If you contribute to a workplace retirement plan, such as a 401(k), you may be able to take advantage of stock market drawdowns by accelerating your contributions.
As a result of the recent market volatility and government aid, there are many financial planning opportunities. Because of the impact COVID-19 has had on the economy, this may allow some households to fund or convert traditional retirement money to a Roth IRA. Also, with the recent market drawdown, this could be an opportune time to perform Roth conversions.
As a result of the recent market volatility and government aid, there are many financial planning opportunities. The extended tax deadline is a tremendous advantage for those who haven't filed yet or owe tax. You can also still reduce your 2019 tax liability and stash money away into a Roth IRA.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. In this final episode of this series, make sure you are still following your investment plan before taking on additional risk.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. Next up, be prepared to watch the value of your investments drop if you are investing during a market downturn.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. Next up, don't let FOMO be a reason to invest.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. The third consideration is should you pay off debt and how to determine your debt to income ratio.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. Next up, making sure your emergency fund is ready for war and fully funded to get you through any crisis.
Are you ready to invest? Do you think it is a good time to invest? Or just want to take advantage of a market downturn? For the next 6 episodes I will be discussing 6 things to consider before putting money into investments. You may be ready to invest in the current environment, but investing is only a piece to an overall financial plan. Be sure you are on solid financial footing before investing. First up, have a reason for your investment.
This week I am covering questions that financial planners have been getting lately. You'll hear a few clips from a recent financial planning roundtable from my mastermind group who are business owner and financial planners across the US. In this episode we cover some ideas for those who have or will receive a stimulus check!
This week I am covering questions that financial planners have been getting lately. You'll hear a few clips from a recent financial planning roundtable from my mastermind group who are business owner and financial planners across the US. In this episode we cover whether you should defer student loans under the new CARES Act.
This week I am covering questions that financial planners have been getting lately. I'll be sharing a few clips from a recent financial planning roundtable from my mastermind group who are business owner snd financial planners across the US. In this episode we cover what you can do when the stock market is down.
The CARES act was put into action late last week. Which stands far Coronavirus Aid, relief, economic security. And it is the largest economic stimulus the US has ever implemented. In this epside, we cover the rebate checks. Who gets one? How much? And when will you get it?