What’s On My Mind – Episode 136 – “Les Schwab and customer experience”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 135 – “Stop using ‘but’ – use this instead)”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 134 – “Year-end Tax Planning”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 133 – “Are you building margin in your schedule?”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 132 – “Retirement income exclusions for Colorado residents!”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 131 – “Tax-Free Retirement”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 130 – “How’s that LinkedIn stuff working for you?”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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Why would you hire an investment manager? (Hint: It’s probably not why you think!)
It’s a common question among investors who don’t have an investment manager: Why would I pay someone to manage my money? Can’t I do that myself with a cheap, online brokerage platform? The answer of course is ‘yes’, you can manage your own money on any number of brokerage sites. However, as a professional financial…
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What’s On My Mind – Episode 129 – “Seeking out advice”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 128 – “The Rule of 55” (wait before moving that 401(k) account!)
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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