Finance Tips
The 4 Best Types of Investment Accounts
It’s a nice feeling to know that you’re on the right track with your money and you actually are cash flowing MORE money than you need to pay the expenses of your everyday life.
Recent Tips
Pay LESS Tax On Stocks & Crypto (Tax Loss Harvesting Strategies in 2022)
https://www.youtube.com/embed/8f_sweQse6c What you'll learn: 2022 has been a rough go for asset prices... but, don't fret. You can use this market environment to your advantage and pay LESS taxes! In this video I cover what tax-loss harvesting is, top strategies, and...
6 Steps For Building Lasting Wealth (Do This With Your Money)
https://www.youtube.com/embed/Fkgp4yXTtRc What you'll learn: The key to a healthy financial life goes beyond just saving and investing. If you want to build massive wealth, you need to be implementing the 6 puzzle pieces to craft your own wealth master plan. In...
3 Essential Questions For Designing Your Dream Life & Building Wealth
https://www.youtube.com/embed/SiwOXXQcc5Y What you'll learn: Everyone trying to build wealth should try to pin down what they're truly working towards. What is your perfect average day that wealth would help you live? In today's video, I cover the 3 Kinder Questions...
Insane WallStreetBets Posts (Financial Planner Reacts)
https://www.youtube.com/embed/yiiaW_o2tLQ What you'll learn: WallStreetBets has received quite the reputation since the GME short squeeze. It's full of some pretty scary stuff to be honest. So... naturally, I wanted to dive in, read some posts and react from a...
Helping a 27 Year Old Retire Early With $1 Million+ (Live Financial Planning Session)
https://www.youtube.com/embed/O0Bi8XjulKM What you'll learn: This is a special interview with one of my Wealth Master Plan Mentoring students packed full of valuable tips that you can use in your own financial life! Yuliya was kind enough to open up to us about her...
Levels To Your Money Journey (Financial Planner Reacts)
https://www.youtube.com/embed/_0P4nIeEP5M What you'll learn: There are plenty of people out there making fun of 401k's and other retirement plans. People want to enjoy their money while they have it. Not "lock it away". But, there is really a hierarchy of money levels...
How I Use Seeking Alpha For Stock Research (Stock Picking Tips)
https://www.youtube.com/embed/eVMa3UKKd38 What you'll learn: As a stock investor, I have many tools that I use for research. Seeking Alpha has become a staple in my toolkit. Here's how I use the platform for staying organized, up to date on big news and more! Links...
I'll Have Millions In Retirement (Financial Planner Reacts To Tweet)
https://www.youtube.com/embed/0oPs_6bi5aI What you'll learn: I tweeted about how I front-loaded my retirement by maxing out retirement accounts for over a decade, and it led to some interesting responses... including a fellow follower who accused CERTIFIED FINANCIAL...
Is Life Too Expensive To Have Kids In 2022?
https://www.youtube.com/embed/3XAMz559nAs What you'll learn: Wait, childcare costs... HOW MUCH?!?!?! In today's video I dive into follower messages on how much they spend on childcare, and it's truly mind-blowing. How exactly are everyday Americans financially...
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