Learn from Doug Tees, CFP®, COO and Wealth Advisor at Jason Howell Company, on various tax buckets and how each impact different retirement strategies.

For more info on Doug and his services, check out his website: https://www.jasonhowell.com/

00:00 Intro

00:26 Why the financial planning career?

01:09 3 tax buckets for money

04:06 HSA

05:04 Financial order of operations

07:22 Prepay mortgage vs invest

09:04 Tax brackets with retirement contributions

11:16 Early investor recommendations

12:46 5-10 years prior to retirement

13:56 Early retirement considerations

15:04 At retirement

16:42 Final thoughts

17:21 Doug's contact info

Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.

I had the pleasure of sitting down with Lori Hawkins and Karyn Porter from the Porter Hawkins Group about their role as a Certified Divorce Real Estate (CDRE) experts. They shared invaluable tips on handling real estate needs during divorce, from being neutral third parties to navigating sensitive situations with the utmost care.

For more info on Karyn & Lori, visit: https://www.porterhawkinsgroup.com/

00:26 Why divorce niche?

01:46 CDRE vs traditional realtor

03:10 When to get a CDRE involved

04:31 CDRE tools

06:33 Typical referral partners

09:33 CDRE/CDLP synergies

11:16 Second Saturday group

15:26 Final thoughts

16:45 Porter Hawkins' info

Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.

Join me and my guest, Jenna Glassock, an estate attorney and founding partner of Laurel Trust Law as she provides insights on the importance of estate planning and how it can protect your wishes and provide for your loved ones.

00:00 Intro

Join me as I talk with Sarah Cuddy, Certified Divorce Financial Analyst, as she discusses the need for financial expertise in divorce cases. She highlights the importance of involving a Certified Divorce Financial Analyst (CDFA) and explores different divorce methods, emphasizing the potential for a more peaceful and cost-effective process.

For more info on Sarah, visit: https://scuddy.bairdwealth.com/

00:00 Intro

00:25 Why divorce financial planning?

01:09 Why get a financial planner in divorce?

02:08 CDFA vs traditional financial advisor

03:02 Early divorce advice

04:25 Divorce team members

06:13 Types of divorce options

07:33 Memorable case

08:57 Final thoughts

09:48 Sarah's info

Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.

I sit down with Trevor Ellis, CFP®, with Northwestern Mutual and we discuss life insurance, including factors to consider, term vs. permanent options, and securing your financial future. Don't miss this valuable discussion on making informed decisions.

For more info on Trevor and his services, check out his LinkedIn: https://www.linkedin.com/in/trevor-j-ellis/

00:55 Who needs life insurance?

02:06 How much do you need?

06:02 Get Term and Invest the Difference?

08:20 Permanent Life Insurance

13:10 Permanent Insurance vs Investing

16:34 Advantage of a Mutual Company

19:50 Other type of permanent insurance

22:40 Indexed Universal Life

26:35 How to pick an insurance policy

29:21 Trevor's Info

Join me as I talk with Dr. Susan Bernstein, certified divorce coach/high conflict coach, as she shares her invaluable insights and strategies for navigating the challenging terrain of divorce. Drawing upon years of experience and expertise, Susan offers practical advice, empowering viewers with tools to successfully manage the emotional, legal, and financial aspects of divorce. Whether you're contemplating a divorce, currently going through one, or seeking guidance for a loved one, this video is a must-watch. Discover how Susan's guidance and transformative approach can help you embrace the next chapter of your life with strength and resilience. Don't miss out on this opportunity to gain invaluable wisdom from a trusted divorce coach who understands the complexities of this life transition.

00:00 Intro

Join my discussion with Dawn Santoriello, CFP®, best selling author and founder of DS Financial Strategies, as we delve into the world of retirement planning and discuss various strategies for both pre and post-retirement. Dawn shares her expertise on the importance of balancing different financial buckets, including taxable, tax-deferred, and tax-free money. Discover her advice on maximizing tax benefits, the order of operations for investing, and the significance of Roth contributions. Whether you're just starting your financial journey or nearing retirement, this interview offers valuable insights and practical tips to help you navigate your retirement planning with confidence.

00:00 Intro

Join my discussion with Madeline Barconi, CDFA®, CFP®, partner and head of financial planning at Breakwater Capital Group, on the differences involved in financial planning for divorce cases

00:00 Intro

Learn from Jim Tucker, CFP®, co-founder of Tucker Bria Wealth Strategies, on various retirement strategies both pre and post-retirement.

00:00 Intro

Join me for an insightful interview with family law attorney, Kate Kovats (The Law Office of Kate A.D. Kovats, PLLC). Gain valuable insights into divorce planning, collaborative options, and alternative approaches to resolving family disputes. Don't miss this exclusive conversation with Kate.

00:00 Intro