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Retirement Planning

Spitballing Retirement Planning in Your 40’s & 50’s – Your Money, Your Wealth® podcast 397 [Video]

Today on Your Money, Your Wealth® podcast 397, a compilation of some of the retirement plan spitballing from Joe Anderson, CFP®, and Big Al Clopine, CPA specifically for those in their 40s and 50s – a critical time on the path to retirement. Is your financial plan set up so you pay as little tax as possible? Does it take volatile markets and potential future tax increases into account? Have you got a strategy nailed down for Roth conversions, or backdoor Roth, or pension options? Maybe you’re making big decisions about what to do with your money between now and when you retire, like buying a house vs. saving for retirement? Are you comfortable with the retirement lifestyle you’re creating? Do you know what you’ll do with your time once you’re permanently off the clock? Visit the podcast show notes to access free financial resources and transcript, and to Ask Joe & Big Al On Air: https://bizlink.to/ymyw-39700:00 – Intro01:13 – Should I Get a Roth IRA Even Though I’m Highly Taxed? (Laura, Los Angeles – from ep. 335)03:40 – Roth Conversion, Roth Contribution, AND Backdoor Roth All in the Same Year? (Ben, Fargo, ND – new!)05:31 – How to Strategize for Future Tax Increases? (Susan, Atlanta – new!)09:27 – When the Market Tanks, Is It Smart To Do Roth Conversions to Higher Brackets? (Mike – from ep. 375)17:39 – Schedule a free assessment with any one of our experienced financial professionals: https://purefinancial.com/lp/free-assessment/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW18:38 – Save for a Home or Save for Retirement? (Abigail Scott Duniway – from ep. 389)26:20 – Psychology of Retirement: I’m Paralyzed By Not Earning and Saving (Jim, IL – from ep. 361)34:55 – Download the Retirement Lifestyles Guide: https://purefinancial.com/white-papers/retirement-lifestyles-guide/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW35:44 – Roth 457 vs. Roth IRA and Pension Options #RetirementSpitball (Clay, Westerville, OH – from ep. 377)Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Office locations: https://purefinancial.com/why-pure/locations/Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-joe-and-al/Subscribe to our YouTube channel: http://bit.ly/YMYW-YouTubeSubscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=yIMPORTANT DISCLOSURES:• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.#RetirementSpitball #BackdoorRoth #RetirementPodcast

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Retirement Planning

Litigation Capital Management (LIT) Full Year 2022 results overview – September 2022 [Video]

Litigation Capital Management overview of the full year period ending 30 June 2022, given by Patrick Maloney, CEO.00:00 Opening00:23 Hightlights of the year03:53 Financial highlights05:18 Business model07:14 Building scale08:48 OutlookLitigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios.LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management.Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT.www.lcmfinance.com

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Retirement Planning

How Much Income & Wages Will My Social Security Replace [Video]

In this video we will explore how much wages, salary and income will your Social Security Benefit replace?Subscribe to our channel https://youtu.be/Ye2ijkO6LQ4 😃👍 Thank you for a Thumbs Up Who are we? The Wisdom Investor is all about providing valuable information and education to help you with topics like Social Security, investing strategies, how much to save for retirement, when to retire, where to retire, health insurance, financial independence and more.Website http://www.wisdominvestor.com2023 Social Security Cost of Living Adjustment COLA 2nd Update https://youtu.be/KlcnHkS8QIYCan I take Social Security at 62 and still work? https://youtu.be/srcImEBv3L0Tax Friendly States To Retire With No Social Security Tax https://youtu.be/BWwWBY77c-8Best States to Retire Where to Live in Retirement https://youtu.be/AN0SUlEXf5QHow is Social Security Earnings Limit Payback Calculated? https://youtu.be/xi0T15p-4iwWill My Social Security Check Increase If I Work? https://youtu.be/D0wFPi6cm7QWhat is the Social Security Break Even Age? https://youtu.be/Vnv-KRBTzDwCan I Collect Social Security Disability Insurance and Work? https://youtu.be/XYSpcDPNSSUWill SSDI Disability Increase at Full Retirement Age https://youtu.be/ClRwcWfJAaM#cola #2023socialsecurityCOLA #2023socialsecurityadjustmentFinancial Independence Retire Early Age 55 $1.2MM https://youtu.be/3-bz91VEknAHow Long Will $170,000 Last in Early Retirement at 62 https://youtu.be/3NE8JbXiaFQHow Much to Retire Early age 55 With 150K Savings https://youtu.be/AqwHvXJVkxg

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Retirement Planning

[Live] Day Trading Low Float Stocks with Street Smart Edge & Stock Market Analysis [Video]

Live Day Trading using Street Smart Edge. Including market technical analysis, risk management, and much more. Check out Charles Schwab Stock market trading platform. Charles Schwab provides Street Smart Edge for accurate Charting, Level 2, and other trading tools for market technical analysis. Join me every morning for live day trading where I focus on market analysis, technical analysis, market news, risk management, and finding low float stocks that have the potential to rip. I am constantly gathering the variables to give me a trading edge in the market, and show how to build a day trading strategy that works while trading the stock market live.Join our Discord:https://discord.gg/mY4sSsSza9I will be streaming on Twitch and YouTube in the mornings.Twitch Channel is: https://www.twitch.tv/hhtraderGive TraderSync platform a try. If you have not been journaling your trades trader sync is a great way to get user friendly statistic data on your progress. They have a 7 day free trial. If you really like it you can start a subscription with them. I personally used the seven day free trial and within the first three days I knew it would need to be added to my tool kit. TraderSync has partnered with Framework Fortune, and is trying to spread the news of their amazing platform. Here is the link:https://www.tradersync.com/?ref=frameworkfortuneHave you tried Coinbase? One of the key features I love is that you can learn and earn. You don’t have to deposit cryptos to get the benefits of holding them. Here’s my link we both receive $10 and get more money to invest with:https://www.coinbase.com/join/hart_ehkHave you heard of CrytoTab it’s an amazing Mining Tool you can use to mine BITCOIN. This miner allows you to you multiple devices to make passive calculations that make you money. CryptoTab allows you the power to control how much of your devices CPU will be devoted to mining. Oh did I mention CryptoTab is Free to use. Tell you what follow my link below to sign up and make your device work for you.CrytoTab Link to Passive Income:https://cryptobrowser.site/promo/invite-x2boost/27341388/?p=inviteX2Hey well maybe you are not into crypto well I have another solution for you. Honeygain Is another app that I use that pays out Cash. You can also use multiple devices with this application. This application is part of data research and consumer traffic. You get paid for performing regular task on your device. Surf the web, Watch Youtube Vids. Basically do what you are already doing, but get paid for it. Follow my link below to add all your devices and make more passive income.Honeygain Link to Passive Income:https://r.honeygain.me/HALTHDEA8FDisclaimer: Day trading can be extremely risky. You should be prepared to lose all of the funds that you use for day trading. If you are planning to use any of the strategies that you have seen me use. You should understand the purpose of the strategy and take full responsibility for any losses or gains. This channel is for your entertainment and to take a look into the day trading job. Taking any advice from me and using it in your investment plans is a choice you make with your resources. Please have a real strategy of your own that you understand and works for you. If you do not I highly advise Paper Trading to build your own strategy. I am not a Financial Professional. If you want that type of advice you will have to seek it else where.Thanks for checking out my content .I will be streaming on Twitch and YouTube in the mornings at 7:55am Central 10:30am central. I will be streaming on Twitch and YouTube in the mornings.Powered by Restream https://restre.am/yt#LiveTrading #StreetSmartEdge #MarketAnalysis

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Retirement Planning

WOW! Massive Social Security Increase, SSDI SSI VA RRB + Major New Details & More [Video]

In this video we go over the new raises coming for Social Security Benefits and the social security increase for 2023 including for SSI SSDI VA RRB Survivors and everybody under the Social Security umbrella. The COLA raise coming will be probably the largest is 40 years or more and theres other major bills to raise social security as well. 💥 Make Sure to watch this video all the way to the end for all the details, and let me know your thoughts in the comments! New Video Updates come out Every Day at 10am, 3pm, and 8pm EST / Eastern Standard Time. Make sure to click the Subscribe button below and then click the bell icon to “All Notifications” so you get reminder notifications for new videos! It’s FREE to Subscribe & this way you won’t miss out on new videos!Stimulus Package Update , Fourth Stimulus Check Update Today 2022, Gas Stimulus Checks, Daily News Update, and IRS Tax Refund 2022 Update. Welcome to today’s Fourth Stimulus Package Update and President Biden has confirmed there will be another stimulus package after this one! There are lots of items that could be in this next stimulus package like a Fourth Stimulus Check, Gasoline Stimulus Checks an extension of the Child Tax Credit Monthly Check Payments of $250 to $300 per month per child. The President already passed $10,000 – $20,000 of Student Loan Forgiveness 2022 and Student Debt Forgiveness via Executive order also more could be coming via Adult Tax Credit, $2400 Social Security Raise, Extra SNAP Food Stamps EBT Benefits, Medicare coverage to include Dental Insurance, Hearing Insurance, and Vision Insurance, a $25,000 home buyer credit, mortgage and rent assistance, utility and property tax assistance, $10,200 unemployment tax refund and more coming. President Biden also passed multiple executive orders already and said there is more to come.There are also states and cities are passing stimulus checks and rent assistance like the California stimulus check update, the Golden State Stimulus Program where California just announced $1,050 stimulus checks to over 23 million people and other states have State Tax Rebates called and are announcing new stimulus checks and programs like this in the near future. In addition to 4th stimulus check update there are proposals for social security stimulus check and for a social security increase for 2023 benefits, ssi, ssdi, and railroad benefits by $200 EXTRA per month or $2400 per year social security changes and also an unemployment update of benefits. Also tune in for more info about the new stimulus check update and what the new administration plans to do with the new $2000 stimulus check update and info on your tax refund 2022! Also we have some major elections coming up soon in several states like in California for Governor Gavin Newsom, in New York for Governor Kathy Hochul, in Texas for Governor Greg Abbott, and Florida for Governor Ron Desantis among many other major states in the US. As well as elections for congress for all of the seats in the House and about 1/3rd of the Senate.VIDEOS TO WATCH NEXT:⚡️ New video about $2400 Social Security Raises – https://youtu.be/G0bFJEL7ivk✅ You can get Rent Assistance and get your rent paid for up to 12 months from the government from the last package! – https://youtu.be/fdgf_0Pd0ik🔥 Homeowners Assistance Fund Video – https://youtu.be/NzXYwHEhSkU✅ How to get Utility Assistance is mentioned in this video – https://youtu.be/ohjxsZztvZ0✅ This video shows how you can get a $6,600+ irs tax refund through the adult earned income irs tax credit – https://www.youtube.com/watch?v=bZspnY2hmlo💥 Most recent video on a new $25,000 home buyer mortgage grant – https://youtu.be/pOYaUcs7QII✅ Want to learn how to start a business selling products on Amazon FBA? Watch these videos in order to the end and the next video will auto play teaching you how – https://www.youtube.com/playlist?list=PLXAQ7RfyJqsRVkMF1E01T11UA0bvPVTGx🔔 Make sure you subscribe to this YouTube Channel and hit the bell icon so you don’t miss out on new upcoming videos its free! I also have videos about: Personal Finance | Becoming an Entrepreneur | Investing | Investing for beginners | Stock market investing | 401k and Retirement Planning | Stocks for beginners | Gold Investing | Silver Investing | Business ideas | Mortgage rates | Home Loans | Passive income | Life insurance | Car insurance | Ways to Make Money from Home | Turbo tax refund for 2022BEWARE of people pretending to be me in the comment section and people trying to TRICK YOU in the comment section! I won’t ask for you to call or text me in the comments if you see anything like that its fake, and its not me! So beware and don’t give your personal info to anybody!Thanks for watching my youtube channel: the its Jimmy Show, or it’s Jimmy, aka it is Jimmy, and the stimulus check update Jimmy 🙂