Video Series
Stop listening to BILLIONAIRES
Why you need to stop listening to BILLIONAIRES for investing advice Are you taking your investing cues from multi-billionaires and talking heads on TV? Do you think these billionaires have the right ideas and guidance for you? Learn why you need to STOP listening to billionaires’ ideas and financial advice as meaningful for you and…
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What would happen if you were blindsided?
What would happen if you were blindsided? What would happen if you were blindsided in your car as you drive home from work tonight? Not an accident leading to your death, but you simply are injured, can’t work, and your spouse is left having to piece together accessing accounts and contacting key people? The value…
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When is $10,000,000 not enough?
When is $10,000,000 not enough? When is $10,000,000 still not enough money? It’s a common belief that if you only had millions of dollars, all your problems and issues and dreams would be solved and realized. But is this really true? What if your circumstances and investment portfolio have less impact on your personal happiness…
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The Problem with Stock Picking
The Problem with Stock Picking Did you start day trading in 2020? And did you get caught up in stock picking like millions of Americans? Maybe you downloaded Robinhood and started buying Zillow, TeleDoc, Peloton, or Zoom with your stimulus checks? What happened to these high flying pandemic stocks? And now that we have passed…
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Are 529 College Savings Accounts A Horrible Idea?
Are 529 College Savings Accounts a horrible idea? Horrible idea? While I was listening to a personal finance podcast a so-called “expert” was bashing 529 College Savings Accounts and saying how they were such a bad idea. Real Facts About 529 Accounts However, I’d like to provide a rebuttal to this alleged “expert” and share…
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$9,000 of Tax Savings!
Learn Why I Ask For Your Tax Return (tax savings opportunities!) Learn why I ask for your last 2 years of tax returns when you become a Ten Talents client! (Hint: There are tax savings opportunities hanging out in that return.) Recently, through amending the last 2 years of tax returns, a Ten Talents client…
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Colorado’s state income tax laws are changing!
Colorado’s state income tax laws are changing! On June 23, 2021, Governor Jared Polis signed HB21-1311 which will be changing Colorado’s state income tax laws. Are you aware of the changes that affect you? Will these changes affect you? Did you know this bill changes tax rules for things like College 529 account contributions? Did…
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Are you afraid of the stock market crashing?
Are you afraid of the stock market crashing? Have you been watching way too much financial pornography? Are you fearful of global destruction and complete collapse of the financial system? You need a financial thinking partner! Learn why we build beautifully diversified portfolios and why having a financial thinking partner can save you from the…
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Sherpa or no Sherpa? Guide or no guide?
Sherpa or no Sherpa? Guide or no guide? How do you like to climb mountains? Are you a DIY climber or do you choose to hire an experienced guide? Go alone, or hire a guide? Which option is better, to go it alone, or to hire a guide? Your answer to this question will help…
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Did you know there’s a 0% tax bracket?
Did you know there’s a 0% tax bracket? You can pay 0% tax rate below certain income thresholds on your long-term capital gains. And you can take advantage of this 0% tax bracket by carefully reviewing your tax planning each year! But these would be gains taken in a brokerage account, NOT a retirement account.…
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