Pre-Retirement Checklist
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
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Category: Investing
7 ways to make money during coronavirus (and make sure you never worry about your investments again!)
If you’re worried about the markets I want to help you navigate your finances by teaching you the 7 ways you can actually make money during the Coronavirus catastrophe, and most importantly teach you how to never worry about these market meltdowns again!
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Coronavirus Craziness! Investing with the virus
Are you worried about the Coronavirus and your financial and retirement planning? YOU’RE NOT ALONE! Should you buy more stock . . . or stay to the sidelines? I discuss Coronavirus and your money in this webinar.
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3 Keys To Knowing “Are Financial Advisors Worth It?”
Are financial advisors worth it? Maybe . . . maybe not!
To know if a financial advisor is worth it you need to first understand if you can do it yourself, then assess the fees your financial advisor will charge and finally the value that your financial advisor can add.
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12 ways to add 1.57% to 2.99% Per Year To Your Retirement Planning
Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!
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Roth IRA’s Rock! An Interview with Johanna Turner, CFP
In this episode of the Wealth Summit I interviewed Johanna Fox-Turner. She answers several questions such as what is a Roth IRA, what if you can’t fund a Roth IRA, and discusses the value of Roth IRA planning including how to allocate your investments in a Roth IRA.
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How does an HSA work? 2020 HSA Rules
Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...
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Can’t Fund An HSA? How About An IRA To HSA Rollover?
Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...
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Dan Solin – Financial Frenemies, 6 Investing Mistakes to Avoid
Dan Solin is an expert speaker, author, and investment steward. He has written several highly acclaimed books on investing focused on helping people like you avoid the big investing mistakes so many of us succumb to. In this video interview, Dan explains his to 6 investing mistakes to avoid.
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Small Cap Investing & Value Investing Performance of DFA Mutual Funds (Dimensional)
Hello everyone! My name is Greg Phelps and I want to just take a quick second to thank you for...
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Prepare for Retirement with “The Retirement Rehearsal”—Interview with Benjamin Brandt, CFP
This webinar interview is from my Wealth Summit held in September of 2017, enjoy! Greg: Hello...
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401k Rollover to IRA—An Interview with Expert John Frisch
This video covering the decision to do a 401k rollover to IRA or not is part of our Wealth Summit...
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