Category: Investing

How does an HSA work? 2020 HSA Rules

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 13, 2019 | Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...

Can’t Fund An HSA? How About An IRA To HSA Rollover?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 10, 2019 | Insurance, Investing, Medical & Healthcare | 0 |

Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...

Dan Solin – Financial Frenemies, 6 Investing Mistakes to Avoid

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 9, 2019 | Investing | 0 |

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.

How much do I need to retire?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 5, 2019 | Investing, Planning | 0 |

5 steps to help you determine your target number We all think about just how much we need to...

Small Cap Investing & Value Investing Performance of DFA Mutual Funds (Dimensional)

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 24, 2019 | Investing | 0 |

Hello everyone! My name is Greg Phelps and I want to just take a quick second to thank you for...

Prepare for Retirement with “The Retirement Rehearsal”—Interview with Benjamin Brandt, CFP

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 23, 2019 | Investing, Planning | 0 |

This webinar interview is from my Wealth Summit held in September of 2017, enjoy! Greg: Hello...

401k Rollover to IRA—An Interview with Expert John Frisch

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 22, 2019 | Investing, Planning, Tax Planning | 0 |

This video covering the decision to do a 401k rollover to IRA or not is part of our Wealth Summit...

How To Retire Early With(out) Bitcoin – 5 Things To Know

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 20, 2019 | Investing | 0 |

Bitcoin took the world by storm from 2016-2018 as its price skyrocketed. Investors that purchased...

Definitive Guide to Investing in Structured Notes

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 17, 2019 | Investing | 0 |

Here Are 13 Things You Need To Know Before Investing If you’re thinking of investing in...

Roth IRAs: 5 Things You Need To Know

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 5, 2019 | Investing, Planning, Tax Planning | 0 |

There are many retirement savings vehicles to help you prepare for the future. Included among...

Should I Invest In A Traditional IRA Or A Roth IRA? What’s Better?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Mar 10, 2019 | Investing, Planning, Tax Planning | 0 |

You know you need to save up for retirement but choosing the exact method to save can seem...

State of the Markets: How to invest now (when things are bad)

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Dec 12, 2018 | Investing | 0 |

Please enjoy the webinar recording by hitting the play button: I’m Greg Phelps, the...