
Sign up to save your podcasts
Or


► Download FREE Capital Gains Tax Calculator: https://financialtortoise.kit.com/capitalgainstaxcalculator
► Join The Financial Tortoise Community!: https://financialtortoise.com/community
Timecodes:
0:00 - Intro
0:43 - Capital Gains Tax Bracket
3:26 - Opportunistic Windows
5:32 - Tax Gain Harvesting
8:33 - Strategy Limitations
12:02 - The Double-Barrel Move
14:18 - Zero Tax Blueprint
------------
FAVORITE TOOLS:
► SoFi - https://sofi.com/tae
► Aura - https://aura.com/financialtortoise
► Shortform - https://shortform.com/taekim
► Squarespace - https://squarespace.syuh.net/financialtortoise
► Empower - https://empower.sjv.io/financialtortoise
► Monarch - https://financialtortoise.com/monarch
LINKS:
► Join the Newsletter: https://financialtortoise.com/newsletter
► Favorite Books: https://financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you ready for the silver tsunami? The Silver Tsunami, also known as the Gray Tsunami, is all about the aging population. There's a huge wave of them coming, and honestly, I don't think we are ready. In this video I want to talk to you about the Silver Tsunami. What it is, why we should care and what can be done about it.
Timecodes
0:00 - Intro
0:52 - What Is The Silver Tsunami?
2:02 - Why Should I Care?
2:07 - Shrinking Workforce
2:39 - Social Security
3:36 - Impact on Healthcare
4:26 - Impact On The Sandwich Generation
4:52 - What Can We Do?
5:17 - Multigenerational Homes
6:09 - Turn To Robots?
6:45 - Recognize We Are All In This Together
------------
JOIN MY MAILING LIST: https://financialtortoise.com/
Welcome to the Financial Tortoise Channel!
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
-------------
Advertiser Disclosure: Financial Tortoise participates in affiliate sales networks and may receive compensation by clicking through the links (at no cost to you). This compensation may impact how and where links appear in this description.
Learn more about your ad choices. Visit megaphone.fm/adchoices
► Go to https://meetfabric.com/TAE and apply today, risk-free!
► Join The Financial Tortoise Community!: https://financialtortoise.com/community
Timecodes:
0:00 - #1 - Savers Are Losers
2:48 - #2 - Debt Is Your Friend
5:38 - Fabric by Gerber Life
7:45 - #3 - Paying Taxes Is For Suckers
10:17 - #4 - You Can Beat The Market
12:07 - #5 - Your 9-5 Is Killing Your Dreams
------------
FAVORITE TOOLS:
► SoFi - https://sofi.com/tae
► Aura - https://aura.com/financialtortoise
► Shortform - https://shortform.com/taekim
► Squarespace - https://squarespace.syuh.net/financialtortoise
► Empower - https://empower.sjv.io/financialtortoise
► Monarch - https://financialtortoise.com/monarch
LINKS:
► Join the Newsletter: https://financialtortoise.com/newsletter
► Favorite Books: https://financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The hustle culture is overrated. The idea that you should work 24/7 to make it in this world has led many people into a place of burnout, stress and isolation. In this video I share my thoughts on what led us to believe the hustle culture was necessary, why we need to rethink our values, and how we can create a better life for ourselves.
Timecodes
0:00 - Intro
1:02 - What Is The Hustle Culture?
2:05 - Why The Hustle Culture Is Overrated
2:34 - You Are Actually Less Productive Working Longer Hours
3:36 - Hustle Culture Can Destroy Your Health
4:25 - You Lose Sight Of The Most Important Things
5:49 - There Is A Better Way
5:56 - Focusing On Few Key Activities Is Actually More Effective
6:50 - Manage Your Energy, Not Your Time
7:52 - Don't Lose Sight Of The Most Important Things In Your Life
PURCHASE YOUR BOOKS HERE:
► "Deep Work" by Cal Newport (https://amzn.to/3oMVI0d)
► "The One Thing" by Gary Keller (https://amzn.to/3FBQ87Z)
► "Top Five Regrets of the Dying" by Bronnie Ware (https://amzn.to/3oN3QOw)
------------
JOIN MY MAILING LIST: https://financialtortoise.com/
Welcome to the Financial Tortoise Channel!
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
-------------
Advertiser Disclosure: Financial Tortoise participates in affiliate sales networks and may receive compensation by clicking through the links (at no cost to you). This compensation may impact how and where links appear in this description.
Learn more about your ad choices. Visit megaphone.fm/adchoices
► Download Your FREE Roth Conversion Analyzer: https://financialtortoise.kit.com/rothconversionanalyzer
► Join The Financial Tortoise Community!: https://financialtortoise.com/community
Timecodes:
0:00 - Intro
1:10 - Three Investment Buckets
4:13 - Order of Withdrawal
7:57 - Mitigating RMD Time Bomb
10:39 - Unique Scenarios
12:26 - Bring It All Together
------------
FAVORITE TOOLS:
► SoFi - https://sofi.com/tae
► Aura - https://aura.com/financialtortoise
► Shortform - https://shortform.com/taekim
► Squarespace - https://squarespace.syuh.net/financialtortoise
► Empower - https://empower.sjv.io/financialtortoise
► Monarch - https://financialtortoise.com/monarch
LINKS:
► Join the Newsletter: https://financialtortoise.com/newsletter
► Favorite Books: https://financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
A Delightful Little Book on Aging by Stephanie Raffelock is a thoughtful and insightful look at what it means to age. In a world where we celebrate youth and dismiss the elderly, Stephanie's book is a refreshing perspective that sheds a positive light to the whole concept of aging. Here are my 5 key takeaways.
Timecodes
0:00 - Intro
0:45 - 1) Attitude Towards Aging is Our Choice
1:59 - 2) Importance of Relationships as We Age
3:35 - 3) Never Stop Reading!
4:12 - 4) It's Never Too Late To START Something, or STOP Something
5:12 - 5) Old People are Not Frail!
PURCHASE YOUR BOOKS HERE:
► "A Delightful Little Book On Aging" by Stephanie Raffelock (https://amzn.to/3IlGMyc)
------------
Welcome to the Financial Tortoise Channel!
JOIN MY MAILING LIST: https://financialtortoise.com/
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
-------------
Advertiser Disclosure: Financial Tortoise participates in affiliate sales networks and may receive compensation by clicking through the links (at no cost to you). This compensation may impact how and where links appear in this description.
Learn more about your ad choices. Visit megaphone.fm/adchoices
I'll show you three of the most expensive "insurances" that are more often than not, a complete waste of money.
1 - Extended warranties or service contracts
2 - Rental car collision protection
3 - Smartphone insurance
------------
Advertiser Disclosure: Financial Tortoise participates in affiliate sales networks and may receive compensation by clicking through the links (at no cost to you). This compensation may impact how and where links appear in this description.
-------------
Welcome to the Financial Tortoise Channel!
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
► Download Your FREE PDF Summary: https://financialtortoise.kit.com/5bestschwabfunds2026
► Financial Tortoise Community — Join the Waitlist!: https://financialtortoise.com/community
Timecodes:
0:00 - Intro
X:XX - XXX
------------
FAVORITE TOOLS:
► SoFi - https://sofi.com/tae
► Aura - https://aura.com/financialtortoise
► Shortform - https://shortform.com/taekim
► Squarespace - https://squarespace.syuh.net/financialtortoise
► Empower - https://empower.sjv.io/financialtortoise
► Monarch - https://financialtortoise.com/monarch
LINKS:
► Join the Newsletter: https://financialtortoise.com/newsletter
► Favorite Books: https://financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Most people start investing with the best of intentions. But, despite their best efforts, most people end up losing money in the stock market. In this video I'll share three reasons why most people lose money and how you can avoid them!
Timecodes
0:00 - Intro
0:41 - Most People Think They Can Time The Market
2:27 - Most People Think They Can Beat The Market
4:17 - Most People Think They Understand The Market
------------
Welcome to the Financial Tortoise Channel!
JOIN MY MAILING LIST: https://financialtortoise.com/
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
-------------
Advertiser Disclosure: Financial Tortoise participates in affiliate sales networks and may receive compensation by clicking through the links (at no cost to you). This compensation may impact how and where links appear in this description.
Learn more about your ad choices. Visit megaphone.fm/adchoices
► MasterClass Executive is designed to help professionals build real skills, demonstrate their thinking, and develop work that shows what they’re capable of. Sign up today for free at https://masterclass.yt.link/LrVSncZ. Limited spots are available and enrollment ends May 25th.
► Financial Tortoise Community — Join the Waitlist!: https://financialtortoise.com/community
► Sleep Mask - https://amzn.to/498AlPh
► Ear Plugs - https://amzn.to/4cYBvz6
► Kindle Paperwhite - https://amzn.to/48Nju4c
Timecodes:
0:00 - Intro
0:47 - #1 - Sleep Like A Grandpa
3:17 - #2 - Eat Like A Robot
4:58 - MasterClass Executive
6:23 - #3 - Build Wealth Like A Tortoise
9:56 - #4 - Organize For Fun
12:28 - #5 - No Physical Gifts
------------
FAVORITE TOOLS:
► SoFi - https://sofi.com/tae
► Aura - https://aura.com/financialtortoise
► Shortform - https://shortform.com/taekim
► Squarespace - https://squarespace.syuh.net/financialtortoise
► Empower - https://empower.sjv.io/financialtortoise
► Monarch - https://financialtortoise.com/monarch
LINKS:
► Join the Newsletter: https://financialtortoise.com/newsletter
► Favorite Books: https://financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
Learn more about your ad choices. Visit megaphone.fm/adchoices
From the publisher's feed