Insights

In today's episode of Insights podcast, Keith shares 24 steps to a success system of his own design. He believes that these steps can build foundations of good principles and help an individual reach their version of success. 

Join Keith as he covers what he considers to be four basic truths that hold principles of foundational well being. Health, wealth, and the unexpected, he covers truths that everyone should learn. 

In today's episode of Insights, Keith discusses a variety of topics from super foods to principles of success. Though unorthodox, these principles and ideas could help lead to better health and success.  

As Fall and Winter approach, Keith discusses 'falling leaves' of information about what people buy and why it is important. Focusing on what people buy matters so that you can figure out what to sell. Even without owning a business, every one is selling something and Keith explains what and how. 

Join Keith as he discusses what it means and what it takes to manage yourself. He looks at historically successful people and explains the traits to emulate. Everyone can benefit from being able to have some more self-mastery.

Today Keith shares his thoughts on 'greatness' and what it takes, in his opinion, to achieve it. Greatness can look different for everyone, but this checklist of habits and goals can help anyone. 

Taxes are a fact of life, but they don't have to be as bad as they could be. Keith discusses plans and methods to help reduce taxes.

In addition to the in-podcast disclaimer, please also consider the following: 
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

This is a hypothetical example and is not representative of any specific investment. Your results may vary.

Success looks different for everyone, but certain core principles can help anyone achieve it . This episode, Keith covers specific actions that will help clarify, organize, and prepare to be successful. Some are traditional, some you have never heard of, but all of them can help you along your path to success. 

Today's episode, Keith talks about a different approach to a childhood favorite. How much is sales in our day to day lives and how is it important? Tune in and find out! 

In addition to the in-podcast disclaimer, please also consider the following:
Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.  If sold prior to maturity, capital gains tax could apply.

Welcome back to today's episode. Keith talks about ways that individuals and businesses can create wealth. 

In addition to the in-podcast disclaimer, please also consider the following: 
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.