Soul Money Break

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Show notes:
https://www.abundantadvisors.com/podcast/summer-break

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Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Have you heard about the new tax plan brewing in Washington? This week's stream is going to be about how President Biden's tax plan affects your inheritance. While no legislation has been enacted, a preview of it is now broadly available. Join us for a conversation to gain a better understanding of how the tax plan may affect all investors who inherit assets.

Watch video version:
https://abundantadvisors.com/live-events/bidens-tax-plan-and-your-inheritance

Show notes:
https://www.abundantadvisors.com/podcast/ep-32-bidens-tax-plan-and-your-inheritance

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Have you heard about the new tax plan brewing in Washington? This week's stream is going to be about how President Biden's tax plan affects your REAL ESTATE. While no legislation has been enacted, a preview of it is now broadly available. Join us for a conversation to gain a better understanding of how the tax plan may affect real estate investors.

Watch video version:
https://abundantadvisors.com/live-events/bidens-tax-plan-and-your-real-estate

Show notes:
https://www.abundantadvisors.com/podcast/ep-31-bidens-tax-plan-and-your-real-estate

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Have you heard about the new tax plan brewing in Washington? This week's stream is going to be about how President Biden's tax plan affects your capital gains. While no legislation has been enacted, a preview of it is now broadly available. Join us for a conversation to gain a better understanding of how capital gains work and what this new plan means for you.

Watch video version:
https://www.abundantadvisors.com/live-events/bidens-tax-plan-and-your-capital-gains

Show notes:
https://www.abundantadvisors.com/podcast/ep-30-bidens-tax-plan-and-your-capital-gains

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Are you wondering what are the best ways to multiply your assets? We will discuss three ways to build wealth over a lifetime and explain how each of them can help you 10x your money.

Watch video version:
https://abundantadvisors.com/live-events/how-to-10x-your-money

Show notes:
https://www.abundantadvisors.com/podcast/ep-29-how-to-10x-your-money

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Does money corrupt the soul?

In this day and age, we are highly skeptical of the wealthy. Deep inside, many of us believe that material possessions are dangerous to our moral character. We will explore the realities of managing wealth and develop the ability to tell when wealth may turn from a blessing to a curse.

Watch video version:
https://www.abundantadvisors.com/live-events/does-money-corrupt-the-soul

Show notes:
https://www.abundantadvisors.com/podcast/ep-28-does-money-corrupt-the-soul

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Are you wondering how feeding your soul can impact your pocket? In today’s episode, we have a conversation with A.B. Ridgeway, founder of A.B. Ridgeway Wealth Management about how a hungry soul can actually cost you more money than you think.

Watch video version:
https://www.abundantadvisors.com/live-events/a-hungry-soul-can-lead-to-empty-pockets

Show notes:
https://www.abundantadvisors.com/podcast/ep-27-a-hungry-soul-can-lead-to-empty-pockets

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Have you asked yourself what can lead to a happier retirement? In today’s episode, we explore how staying financially productive, teaching and mentoring, and maintaining a healthy life can lead you to thrive in retirement.

Watch video version:
https://www.abundantadvisors.com/live-events/life-in-retirement

Show notes:
https://www.abundantadvisors.com/podcast/ep-26-this-can-lead-to-a-happier-retirement

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Today we’ll discuss what we have accomplished so far, the future content in store for the podcast, and how you can further engage with us to answer your most burning questions.

Schedule an appointment with Leo Marte: https://abundantadvisors.com/schedule

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Show Notes:
https://abundantadvisors.com/podcast/season-2-trailer

We discuss the building blocks of an investment portfolio: stocks, bonds, alternatives, and cash. This episode will give you the foundational knowledge to understand how each of these blocks plays a different role in your financial success.

Show Notes:
https://abundantadvisors.com/podcast/ep-25-investment-portfolio-basics

Book your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/schedule

Disclosure:

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.