Soul Money Break

Today we’ll discuss how to determine if you are paid what you are worth. We’ll cover salary benchmarking, making a case for your value, and arriving at the decision of switching employers.

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-14-piles-of-salt

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 how to save for large expenses. We’ll cover the definition of sinking funds, where to store money for those savings goals, and how far out should we prepare for large purchases.

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-13-piggy-bank

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.

This is a recording of our first live event called Preparing For The Unexpected which took place on January 13th, streamed live on Facebook, YouTube, and LinkedIn. I hope you enjoy it.

Watch the video version:
https://www.abundantadvisors.com/live-events/preparing-for-the-unexpected

Show Notes & Transcript:
https://www.abundantadvisors.com/live-events/preparing-for-the-unexpected

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’s topic is about dealing with market volatility and the common mistakes people make when managing their own money.

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-11-overexposure

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’s topic is about preparing for non-financial emergencies. This is a continuation from Episode 9 where we discussed Emergency Funds. We will discuss what types of non-financial emergencies you should be prepared for.

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-10-canned-goods

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's topic is emergency funds. We will discuss what they are, how large they should be, and where you should put that money away.

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-9-cushion-the-blow

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 will continue our conversation about setting goals that we started in episode 6 (Year-End Review) by going one level deeper and establishing specificity, deadlines, and tactics. 

Leo will discuss the importance of adding financial goals, the balance between body-mind-spirit, and how your relationship with God is the ultimate filter of your goals.

Show Notes:
https://abundantadvisors.com/podcast/ep-8-crystal-ball

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.

Leo celebrates by sharing with you our Christmas special. He speaks of some ideas to help your family reorient your focus in this strange holiday season, and harmonize cultural Christmas with the celebration of Jesus’ birth.

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-7-christmas-special

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.

Leo engages in a conversation about assessing the year 2020 and preparing to set goals for 2021. He covers the three key aspects of a goal-setting framework he has used for years and offers 6 areas of your life with examples to help you craft your goals for next year.

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-6-year-end-review

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.

In today’s episode we’ll discuss some of the main financial planning topics you may want to consider before the end of the year. We cover wages, retirement contributions, and investment income as potential drivers of tax liability. Required Minimum Distributions (RMD) and Qualified Charitable Distributions (QCD) emerge as two key opportunities for retirees to take advantage of before the year ends.

[01:42]: Updating Your Income

[02:31]: Withholding for Salaried Employees

[03:37]: Quarterly Estimated Payments for Self-Employed Individuals

[05:38]: Retirement Contributions

[07:53]: Roth Conversions

[08:59]: Taxable Investments and Gain Distributions

[11:00]: Required Minimum Distributions

[13:30]: Qualified Charitable Distributions

[14:56]: QCDs + RMDs

[16:23]: Closing Thoughts

If you enjoy the podcast, be sure to subscribe and leave a review on Apple Podcasts

Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-5-the-clock-is-running-out

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.