Why I Stopped Listening to Suze Orman: Dangerous “Never” Rules
Retire at 55? Suze Says No — Here’s What She Gets Wrong! #retirementplanningat55 #retireearly #certifiedfinancialplanner In this video we look at Suze Orman’s “5 Rules of Never” episode and rank her advice in the Good, Bad & the Ugly columns, giving detail on why we feel the advice is often flawed. Learn about common money […]
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]
5 Things You MUST KNOW if You’re Retiring With A Pension
5 Things You MUST KNOW If You’re Retiring With A Pension #pensionplanning #rothconversion #socialsecurityretirement Having a pension changes everything in your retirement planning, and many advisors are not familiar with these unique benefits. Certified Financial Planner, Joe Franklin discusses vital considerations for those with a pension, including hidden dangers and what makes some pensions extremely […]
Ray Dalio Warning: China’s Multi-Pronged Attack on the U.S. (How to Protect from Capital Flight)
China’s Global Financial Push, Capital Flight & What It Means for Your Wealth #chinacapitalflight #useconomyimpact #investingstrategies In this video, we break down why China’s growing aggressiveness and resulting capital flight matters to the U.S. economy and your wealth. We explain what capital flight is, the impact of unfair trade practices, tariffs, and dollar devaluation. You […]
RMDs Are Nasty: But Only For the Top 1% When You Fix This (2026 UPDATE)
RMDs Are Nasty: But Only For the Top 1% When You Fix This (2026 UPDATE) In this video we cover 3 strategies to manage Required Minimum Distributions confidently in your retirement, 4 Major improvements to RMD Rules and one minor one from recent regulation changes, and when RMDs might be a problem. All the strategies […]
ALERT: 6 Massive Tax Changes to Utilize NOW to Save Taxes Before 2026
ALERT: 6 Massive Tax Changes to Utilize NOW to Save Taxes Before 2026 💰 The One Big Beautiful Bill Explained: 10 Smart Tax Moves to Make Before 2026 💰 The One Big Beautiful Bill is being called one of the most consequential tax reforms since the 2017 Tax Cuts and Jobs Act. Signed into law […]
FADS, FINANCIAL BUBBLES & SHOPPING FOR “HAPPINESS”
The Friday after Thanksgiving is a time when many get up at the crack of dawn to catch the shopping deals for various “high-demand” items. It’s a crazy adventure for many to find toys and electronics that have often sold out in years gone by. These crazes are similar to the mania and bubbles in the market. The demand […]
The Surprising Secret to Holiday Happiness
The Surprising Secret to Holiday Happiness Often we think of Thanksgiving and Christmas as time to spend with friends and loved ones, lots of functions and giving to others. But it can also be a stressful time. In this video we cover the 6 ingredients for Happiness, how happiness leads to success and healthy ways […]
Who is the Enemy?
New 401k Rules: The Best Retirement Savings Strategy Has Changed
