2025 Changes From Our President, Hot Topics

2025 Changes

2025 Changes

Secure Act 2.0: What Your 401(k) Needs to Know Financial Planning, From Our President

Secure Act 2.0: What Your 401(k) Needs to Know

https://youtu.be/JQI_z_jRQXk

Table of Contents

Secure Act 2.0: What Your 401(k) Needs to KnowCha Cha Cha Changes

Secure Act 2.0:...

Election Plea Article, From Our President, Hot Topics

Election Plea

Election Plea

The Tortoise and the Hare (An Investment Parable) From Our President, How to Invest

The Tortoise and the Hare (An Investment Parable)

https://youtu.be/VvHFdS2h2eQ

Table of Contents

The Tortoise and the Hare (An Investment Parable)The Tortoise The HareParable

The Tortoise and...

How To Make A Financial Plan When You Can't Afford A Financial Planner Financial Planning, From Our President

How To Make A Financial Plan When You Can’t Afford A Financial Planner

https://youtu.be/o_4yw-_X5F8

Table of Contents

How To Make A Financial Plan When You Can't Afford A Financial PlannerSet the scene:The...

The Case for Disability Insurance From Our President, Insurance

The Case for Disability Insurance

https://youtu.be/bFYc6216dCQ

Table of Contents

The Case for Disability InsuranceProbabilityConsiderationsRemedyGive a look

The Case for Disability Insurance

Most...

Never Be the Dumb Money From Our President, Helpful Advice

Never Be the Dumb Money

Table of Contents

Never Be the Dumb MoneyDumb MoneyThe Truth

Never Be the Dumb Money

On my iPhone...

Prioritizing Your Financial Life Financial Planning, From Our President

Prioritizing Your Financial Life

Table of Contents

Prioritizing Your Financial LifeProtection-Destructive Debt-Emergency Savings-Retirement Savings-Other Savings Goals-Constructive Debt-Charity-

Negative Visualization From Our President, Happiness

Negative Visualization

https://youtu.be/TRW8f-QGzDs

Negative Visualization

I’ve read a handful of books lately on stoics, and different concepts of living in the now and...

5 Financial Advisor Interview Questions Article, Financial Planning, From Our President

5 Financial Advisor Interview Questions

https://youtu.be/NYf1nUI_g64

Table of Contents

5 Financial Advisor Interview QuestionsQuestions:Are you a fiduciary?  What designations do your firm and...

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