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Clear Money Talk episodes
- 16 min
- Are you paying too much in taxes?
Taxes, taxes, taxes! It's that time of year again. Join Tim as he answers the question Are you paying too much in taxes? You can increase your basic knowledge of taxes and "geek out" with Tim as he shares some of his origin story and the reason why he became a financial advisor.
22 min - JUST THE ANSWER: How safe is your money?
JUST THE ANSWER: The recent collapse of the Silicon Valley Bank (SVB) has people asking how safe is my money? Tim Clairmont discusses what caused the situation at SVB, why it's important to create protection in your portfolio, and how susceptible are you to risk in the market.
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
14 min - How safe is your money?
The recent collapse of the Silicon Valley Bank (SVB) has people asking how safe is my money? Tim Clairmont discusses what caused the situation at SVB and why it's important to create protection in your portfolio. He also talk's about how you can assess your current financial situation to see if you are susceptible to risk in the market.
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
23 min - JUST THE ANSWER: What is wrong with your portfolio? Do you even know?
JUST THE ANSWER: What is wrong with your portfolio? Do you even know? Tim Clairmont discusses how taking a black light to your portfolio may reveal problems such as lack of diversification and future tax issues that you may not notice without a second set of eyes.
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
12 min - What is wrong with your portfolio? Do you even know?
What is wrong with your portfolio? Do you even know? Tim Clairmont discusses how taking a black light to your portfolio may reveal problems such as lack of diversification and future tax issues that you may not notice without a second set of eyes.
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
23 min - JUST THE ANSWER: Can ChatGPT Replace Your Financial Advisor
JUST THE ANSWER: Can artificial intelligence (AI) replace your financial advisor? We put ChatGPT to the test against Tim, asking it to "build the perfect financial plan!" Will AI replace your financial advisor?
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
10 min - Can ChatGPT Replace Your Financial Advisor?
Can artificial intelligence (AI) replace your financial advisor? Recently ChatGPT has passed US Medical, legal, and business exams, but how will it fare in the financial world? We put it to the test against Tim and asked it to "build the perfect financial plan!" Will AI replace your financial advisor?
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
26 min - JUST THE ANSWER: Secure Act 2.0
JUST THE ANSWER: Tim Clairmont shares the 7 most important changes you need to know about the Secure Act 2.0 and how it could change your retirement plan.
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
14 min - What to know about the Secure Act 2.0
The U.S. government spent $1.7-trillion to make it easier for you to retire, but what changed? Tim Clairmont breaks down what he believes are the 7 most important parts of the new Secure Act 2.0 and how they could affect your retirement plan!
To get more information on Clear Financial Partners, or to schedule a consultation with Tim Clairmont visit ClearFP.com
25 min
About Clear Money Talk
From the publisher's feed
Tim Clairmont MSFS™, LACP™, CEO & Founder of Clear Financial Partners and co-host Tyler Andrews CFP®, join you on Clear Money Talk to break down financial strategies and offer up creative solutions for your future. Listen as they talk about their passion for helping people reach financial independence through Education, Choice, Transparency, and Empathy.
Clear Financial Partners is located at 15573 Bangy Rd., Ste. 100, Lake Oswego, Oregon 97035. For more information, please call us at 503-579-1000 or visit our website at clearFP.com
Tim Clairmont & Tyler Andrews are Investment Advisor Representatives offering securities and advisory services through Cetera Advisor Networks LLC, a Broker/Dealer & Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.
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