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Welcome to Money Moment! This is a short brief-cast about money, financial planning, investing, and actionable tips to guide you on the path to financial flexibility. Think of it as a mini-podcast, mu... more
FAQs about Money Moment:How many episodes does Money Moment have?The podcast currently has 163 episodes available.
June 17, 2020Advisor Undercover: Hidden Costs of Tax Free Income - Ep. 100Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!...more5minPlay
June 15, 2020Advisor Undercover: Chart Crime! Ep. 99Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!...more4minPlay
June 12, 2020Short Term Gains: An Unconventional Approach - Ep. 98If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Today's discussion is a bit unconventional. If you are using a short term strategy to build long term wealth, it could make sense to use a tax deferred account to shelter capital gains....more3minPlay
June 10, 2020Short Term Gains: Prioritize - Ep. 97If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Todays discussion is about prioritization. Before making any additional investments or getting into the stock market, its a good idea to prioritize your money and be on solid financial foundation....more2minPlay
June 08, 2020Short Term Gains: Don't Forget About Taxes - Ep. 96If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Don't forget about taxes when you are realizing capital gains. Taxes are an important part to trading or investing. The less money you pay in tax, the more money you can keep in your pocket....more3minPlay
June 05, 2020Short Term Gains: Luck and Skill - Ep. 95If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. To end this week, I cover the concept of confusing luck and skill....more2minPlay
June 03, 2020Short Term Gains: Plan Ahead - Ep. 94If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. Next up, I cover why you should plan ahead. This is a very important concept for short term traders and long term investors....more3minPlay
June 01, 2020Short Term Gains: Position Sizing - Ep. 93This week starts a series covering short term capital gains. If you are sitting on short term capital gains or are a short term trader in general, I will be covering some ideas and things to think about to improve your financial situation. In this first episode, I cover position sizing....more4minPlay
May 29, 2020Financial Mistakes: Not Managing Investments - Ep. 92This week I am covering additional financial planning mistakes. Managing your investments is not a "set it and forget it" process. Two common mistakes covered in today's episode are -- taking on too much risk and not rebalancing....more4minPlay
May 27, 2020Financial Mistakes: Early Distributions and Borrowing From Retirement - Ep. 91This week I am covering additional financial planning mistakes. Both mistakes on today's episode involve lost opportunity. Taking an early distribution from a retirement account and borrowing from a workplace retirement plan can cause a setback in your long term financial plan....more3minPlay
FAQs about Money Moment:How many episodes does Money Moment have?The podcast currently has 163 episodes available.