MPowered Finance: Recent Episodes
Sid Misra, Certified Financial Planner™
Every single one of us is part of the financial system. Those who understand how the system works can use it to their advantage. They can build wealth and live the life that they want to live, not the life that they have to live. Those who do not understand how the system works will be used by it. They will be stuck on the proverbial hamster wheel with no opportunity to get off. Hosted by Sid Misra, Certified Financial Planner™, this podcast will help you take control of your finances and ultimately, your future. Empower Your Finances, Empower Your Life. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Beacon Financial Group, a registered investment advisor and separate entity from LPL Financial
Join me for a very special episode of Love, Marriage, and Finances where I interview my dad, Gautam Misra.
Gautam has been a financial advisor for over 30 years and a married man for 40 years, which makes him a great guest for the series!
Learn his tips for merging love and money and hear his honest opinions on my/his son's finances!
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I had a big tax bill in April and I don't know why?
Why did I owe money?
Check out this episode to find out 5 reasons why you owed money and what you can do to prevent that going forward!
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Join me for this very special episode of Love, Marriage, and Finances where I interview the amazing Christine Luken, a Financial Dignity Coach and author of ""Money is Emotional: Prevent Your Heart from Hijacking Your Wallet."
Christine has helped many individuals and couples take control of their finances while managing their emotions and their relationships.
Hear about her own story and the financial mistakes she made with her ex, as well as her advice for taking back control of the situation and your life.
During our conversation, she gives out real-world advice for couples struggling with financial issues like:
💸 Communicating openly about money (without World War 3 erupting)
💸 Getting on the same page with budgeting and goals
💸 Letting go of guilt, shame, and resentment around finances
💸 Creating a healthy, positive money mindset together
Whether you're newlyweds, long-married, or simply looking to level up your financial situation, Christine's wisdom is something we can ALL benefit from.
She does an amazing job sharing her knowledge and experience while offering helpful tips to put more love (and less stress!) into your money talks.
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want t
Pre-tax vs Roth? What is the difference and which one should I choose?
Watch this video to find out!
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
We've had important conversations around our money history and beliefs. But how do we actually merge our finances together?
Listen to this episode to find out!
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Before you say "I Do", it's a good idea to make sure you and your partner are financially compatible.
Are my partner and I financially compatible?
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
I recently met with a couple who have a sizeable nest egg.
One spouse believes they have enough to retire right now. The other spouse thinks they need to keep working.
Who is right?
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Before you get married, you need to have discussions about money and more specifically, how you and your partner view and interact with it.
Listen to this episode to learn how to have these important conversations, which will create transparency around money and your money beliefs!
Sid Misra, Certified Financial Planner™
Beacon Financial Group
money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Check out my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
The questions you have about your finances require personal answers geared towards your specific situation.
Make sure you are getting the answers you deserve, not just general information found online!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
In my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public.
Here is the most recent question I received:
“I’m in my early 30s and making decent money. I want to make sure I am setting myself up for success later on in life.
How much should I be saving and investing to do this?"
Listen to this episode to find out my answer!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
How do I actually retire?
How do I go from earning an income to living off my nest eg
Listen to this episode to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
What are the most common money mistakes I see as a Financial Advisor?
Listen to this episode to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
There is a lot of noise about how you "should" be investing your money.
Before you make any decisions, listen to this episode!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Aretha Franklin made a big mistake with her estate planning.
Don't make the same one!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
The stock market is going crazy right now. When will it stabalize and recover?
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Before your college-bound child heads off to school you NEED to make sure they have the following documents signed!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
The pause on student loan payments has been lifted and soon interest will start accruing again.
How should you handle these payments going forward?
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Social Security gives you guaranteed income for your life. But what do you need to know and consider before claiming your benefit?
Listen to this episode to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Where you retire has a big impact on your quality of life and your abilty to pay your bills.
Listen to this episode to find out what to consider when choosing a place to retire.
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Bobby Bonilla last played for the NY Mets in 1999 and retired from baseball in 2001.
So, why do the Mets still pay him $1.2MM every year on July 1st?
Tune in to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
In my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public.
Here is a great question I was asked recently in my LinkedIn DMs:
"Should I Use Taxable Investment Accounts?"
Listen to this episode to find out my answer!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
There is a risk that can cause us to run out of money in retirement.
But what is it and will it affect me?
Listen in to learn more!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
We have all seen the news about Silicon Valley Bank's quick collapse.
But what happened and why?
What does this mean for the banking system and my own bank?
Listen to this episode to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Is America in trouble?
Is the world ditching the US Dollar?
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Wealth allows us to live life on our own terms.
But how do I build wealth?
Listen to this episode to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
401k? IRA? Our home?
Which one is our most valuable asset?
Listen in to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
In my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public.
Here is a common question we get often:
"How much house can I afford?"
Listen in to find out my answer!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
When does it make sense to hire a financial advisor?
When will we benefit the most from it?
Tune in to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
Are you confident in your ability to retire?
In your ability to live life how you want?
If you want to secure your retirement, you need a strategy/plan to get there.
Listen to this episode to learn about your retirement strategy.
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Gautam Misra
Beacon Financial Group
In my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public.
Here is a recent question I received from a friend:
"Markets have been down since the start of 2022 and also pretty volatile – lots of swings both big and small
My question is this – when should I be making a change to my investments? I feel like I shouldn’t be sitting around doing nothing and that I should be proactive."
Listen to this episode to find out my answer!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Markets are choppy and there is a lot of uncertainty.
Should I push off my retirement?
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Tax loss harvesting is a strategy used by savvy investors in down markets.
But how does it work and should I be considering it?
Listen to this episode to find out!
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Are you making these common financial mistakes?
They can cost you big $$$ if not fixed!
investing #finance #money #wealth
Sid Misra, CFP
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube Channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
The #crypto exchange #FTX has gone under and many people have lost all of their money.
For those investing in the crypto space, do you understand the risks involved?
investing #crytpocurrency #cryptonews #ftxtoken
Sid Misra, Certified Financial Planner™
Beacon Financial Group
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
Don't forget to subscribe to my YouTube channel: https://www.youtube.com/channel/UCZBF
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
In my "Ask a Financial Advisor" series, I answer questions sent in by my clients, my YouTube/Podcast followers, and the general public.
Here is a recent question I received from the grandchild of a client:
I have a 401k at work that offers both a pre-tax and Roth option. What is the difference, and which one should I invest in?
Listen to this episode to find out my answer!
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I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
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To learn more about me, please visit my website: https://www.sidmisra.net/
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My YouTube Channel: https://www.youtube.com/channel/UCZBF
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I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Some financial advice needs to be left in the past!
Here are 3 outdated financial rules of thumb that you may want to ignore.
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I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
--
To learn more about me, please visit my website: https://www.sidmisra.net/
--
My YouTube Channel: https://www.youtube.com/channel/UCZBF
--
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Can someone explain what the Federal Reserve is, what is does, and how it affects me?
Watch this video to find out!
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: https://go.oncehub.com/SidMisra
To learn more about me, please visit my website: https://www.sidmisra.net/
--
Find me on YouTube: https://www.youtube.com/channel/UCZBF
--
I post a lot of educational content on LinkedIn that you won't want to miss out on
Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/
There are so many different choices to make when it comes to investing.
How do I decide what to invest in?
Listen to this episode to find out!
In my "Ask a Financial Advisor" series, I answer questions sent in by my clients, listeners of my podcast, and the general public.
Here is a recent question I received from a friend:
"I invest in my company retirement plan and understand that the account is tax-deferred, meaning I don’t pay taxes as it grows but will pay taxes when I take the money out later.
How much in taxes will I pay on this account and how are my other investments taxed? What other accounts are out there for me to utilize?"
Listen to this episode to find out my answer!
Your child is now considered an adult in the eyes of the law and is attending school away from you.
This presents some challenges because they are no longer considered a minor under your protection and even control.
What documents should you have in place to make sure you can still take care of them in case something happens?
Check out my website: https://www.sidmisra.net/
Connect with me on LinkedIn: https://www.linkedin.com/in/sid-misra/
In my "Ask a Financial Advisor" series, I answer questions sent in by my clients and listeners.
This particular question is very relevant to the current market conditions and volatility we are all experiencing.
“I keep seeing in the news that we are headed for a recession, if not already in one right now. It may be too late now, but in preparation for the next inevitable downturn, what can I do to recession-proof my finances?”
Listen to this episode to find out my answer!
In my "Ask a Financial Advisor" series, I answer questions sent in by my clients and viewers. Here is a common question we have been receiving:
“The value of my house has gone up significantly due to the increased demand we see all across the country and more specifically, my area.
My question is this: Because we don’t have much in the way of investments, should we borrow money from the inflated equity in our house to buy stocks?
What are the risks involved and what should we be considering?”
Listen to this episode to find out my answer!
Check out my website: https://www.sidmisra.net/
My YouTube Channel: https://www.youtube.com/channel/UCZBF
Connect with me on LinkedIn: https://www.linkedin.com/in/sid-misra/
Changed jobs recently?
Thinking about changing your job?
This is actually a great way for employees to find jobs with higher pay and better benefits.
But what do you do with your old company retirement plan?
Do you even have options and if so, what are they?
Tune into this episode to find out!
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Connect with me on LinkedIn
Check out my YouTube Channel
The ability to retire and live the life we want to live, not the life we have to live, comes from proper planning and execution. Because time is limited, it is extremely important for those age 50+ and nearing retirement age to be able to answer what I feel are the 3 Most Important Retirement Questions.
Tune into this episode as I explain the 3 questions, why they are important, and what to consider when including them in your retirement plan. If you want to see the presentation and slides, please click this link to watch the YouTube presentation: Sid Misra, Financial Advisor | MPowered Finance - YouTube
How you handle the years before your retirement will be a huge key to your success. Those who plan ahead and execute are able to retire once and more importantly, stay retired.
Sid's Website
Sid's LinkedIn
What do you own and why do you own it?It’s a simple question that we should all be able to answer when it comes to our investment choices. Yet for most investors, it’s a question they do not have an answer for and more often than not, have not even thought about.Many investors have no real idea how their money is currently invested or more importantly, how to invest based on their needs and goals. They tend to listen to “experts” in magazines, on TV, on social media apps or, they follow the “advice” of their family and friends, who also may not have a full understanding of the investment choices.
So how should the average person approach investing when there are so many options to choose from and so much noise on what decisions to make?
Tune into this episode of the MPowered Finance Podcast where we discuss the framework which will allow for investors to make the choices that will be most beneficial towards what they are trying to accomplish. This framework is called the MPowered Finance Investment Hierarchy.
Thank you for tuning in!
Sid's Website
Sid's LinkedIn
Would you consider withdrawing from your retirement savings to help pay for your child’s education?
That was the question I asked on a LinkedIn poll last month. The poll, which lasted two weeks long, received over 900 votes and had more than 150 comments. Join me as I discuss the results and dive into the explanations left by those who commented.
Education planning like financial planning has no "one size fits all" approach. You must find the plan that works for you and what you are trying to accomplish.
As a reminder, if you have questions on education planning, please refer back to Episode 5 of the MPowered Finance Podcast. In that episode, I discuss what you need to know and consider when planning for your child's education expenses.
Sid's Website
Sid's LinkedIn
Money is a tool that empowers us to live life on our own terms. The wealthy and financially free understand this. Do you?
The MPowered Finance Podcast was created to help you better understand the financial system, so that you can use it to your advantage. In this new series, "Ask a Financial Advisor", I will answer listener/viewer/reader questions with the hope that it will help you think about your finances in a different way. My goal is to help you make a more informed decision based on your context and goals.
In this episode, I answer a question about paying down your mortgage faster vs investing that money, and another question about why you need to keep your emergency fund in cash instead of investing it.
If you have a question that you would like answered, please email sid.misra@bfgadvice.net and I will do my best to include it on the next "Ask a Financial Advisor" episode.
Thank you for tuning in!
Sid's Website
Sid's LinkedIn
We all pay into Social Security but do we really understand how it works?
Do we know how to maximize our benefits to get the most out of this income program?
Unfortunately, most people are hurting their retirements by making costly decisions about Social Security. These decisions have far-reaching consequences and should not be made without proper understanding.
In this episode, we go over the program itself, how it works, how benefits are calculated/maximized, and how to think about claiming benefits to maximize not only your income but the income of your spouse.
My hope is that this episode will better prepare you to make the best decision for you and your family.
Thank you for tuning in and please leave a review if you enjoyed this episode and the others.
In this latest episode of the MPowered Finance Podcast, I discuss my previous role in financial sales and how it led me to become an independent financial advisor working with my father.
The industry as a whole has a big trust issue and in this episode, I explain why that is. Please tune in to learn a little more about my backstory and how I became an independent financial advisor.
In Episode 4 of the podcast, Sid Misra CFP®, discussed one of the most important questions a pre-retiree can ask themselves: "What is my number?"
How much money do I need to live the life that I want, in retirement?
In this episode, Sid will go over the process of getting to your number, after you figure it out.
You have a destination- what will it take to get there??
Tune in to find out!
For most parents/guardians, putting their children through college and university is one of the largest expenses they will face. The costs are only going up while the available aid and help has remained flat.
How do you plan for higher education while not breaking the bank?
How do you help put your kids through school without adversely affecting your own future?
Tune into this episode where I discuss education planning and what you need to consider/factor into your planning.
Those that plan have more money available for education and also have a better handle on how much they can truly contribute.
Don't miss out on an informative episode!
What is my number?
How much money do I need to live the life I want, in retirement?
Join Sid Misra, CFP® as he dives into one of the most important questions that pre-retirees NEED to be able to answer.
Without figuring out your number and what you need to accomplish, you are flying blind in the journey to a secure retirement.
Figure out your number, today!
You've most likely heard of Bitcoin; the digital currency changing our idea of how money can be used and controlled
How about NFT's? Those Non-Fungible Tokens that are now all over the news?
Both are possible because of Blockchain- A new technology that will change how we use and store data
Tune into this episode where Sid Misra, CFP explains what blockchain is, how it works, and what applications he sees it being used for (including NFT's)
What is the most overlooked and underrated factor in building wealth?
It's not what you think.
No, it's not some sexy investment you see on tv or read about online.
It's not an investment strategy or even a philosophy.
It is something more foundational and fundamental.
Tune in to find out!
If you enjoyed this episode, please subscribe and leave a review.
Thank you!
What's going on with Gamestop and why is Wall St mad?
Join host Sid Misra, CFP® as he explains short selling, short squeezes, and why all this is happening.
Please subscribe and leave a review!
Thank you