Are you protecting your most valuable asset? Money Not Math 67 with Ross Welte

Our perception becomes our reality.

Planning is a process, not a product.

It is all about education. Our goal is to provide quality enough education to empower people to make confident decisions for their financial future.

There is no such thing as a good team without both quality offense and defensive planning.

YouTube: https://youtu.be/VFe5zfFvi_A

Why do we save money in the first place? What is the value of money to you? Money Not Math 66 with Ross Welte- Clip 3

YouTube https://youtu.be/t4byEQrDFYU

Are you aware of the value of your compounding curve? Are you keeping your money on your compounding curve or taking it off more than necessary? Money Not Math 66 with Ross Welte- Clip 2

Have you considered the difference between actual vs. average rate of return when planning for your financial future? Money Not Math 66 with Ross Welte- Clip 1

YouTube https://youtu.be/nPyn-CrJcJQ

Would you intentionally golf with only a driver and a putter? Then why are you doing it in your financial plan? Money Not Math 65

The CARES Act allows workers to borrow up to $100,000 from their 401(k) and what you need to know about 401(k) loans before you take one. Money Not Math 64

- $100k or 100% of “Vested” balance

- Repaying the loan

-  Interest payments

- Caveats to borrowing from your group retirement account

- Borrowing from an Old Group Retirement Account

- Using your loan wisely

- Late repayment may be costly

YouTube: https://youtu.be/kmP2hCiV8nY

https://www.thestreet.com/video/cares-act-401k-retirement

https://www.thebalance.com/facts-about-401k-loans-2388811

The short- and long-term effects of the $2T stimulus bill to help us through the COVID19 Chaos. Money Not Math 63.

Do you believe the government will need more money in the future?

If they need more money in the future, do you think they will need a lot more?

And if they need a lot more money in the future, where do you think they will get it from?

How are you going to adjust your wealth accumulation and retirement planning to account for future tax changes and market fluctuations?

YouTube video: https://youtu.be/uFC3KSdNzjU

US Debt Clock: https://usdebtclock.org/

How to Calculate Roth 401(k) Withholding. Money Not Math 62.

Roth vs. Traditional retirement account contributions and what they can mean for you

Employer Matching Contributions

Tax Effects of Roth withholding

Maximum contribution limits

YouTube: https://youtu.be/QYePHhUgUbs

Link to the article: https://budgeting.thenest.com/calculate-roth-401k-withholding-24124.html

We are Open and we are here to help if we can. Money Not Math 60

4 Retirement-Planning Tips in the Time of Coronavirus. Money Not Math 59

1) Be flexible

2) Keep extra money liquid

3) Focus on the future

4) Don’t dump your stocks

Youtube: https://youtu.be/7WGK3Nx5Fi8

https://www.fool.com/retirement/2020/03/16/4-retirement-planning-tips-in-the-time-of-coronavi.aspx