Video Series
Stock Market Returns Are NOT What You Think
Stock Market Returns Are NOT What You Think What would you guess is the S&P 500 average annualized return from January 1, 2000 to January 1, 2020? Would you think 9%? Maybe 10%? Heard 12% on the radio? Maybe you heard 12% on the radio? Reality is much more sobering: 6.2% average annualized return for…
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Bank Failures Are More Common Than You Think
Bank Failures Are More Common Than You Think Check out this link to learn more about the almost 600 bank failures in the past 23 years! Bank failures are more common than you think and you can use this link below to review on your own. Check Out This FDIC Link You can learn more…
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How to Make Money In Stocks
How to Make Money In Stocks This is how you make money in stocks! Hint: It actually starts with cash. 🙂 Cash is the Key Learn how holding cash enables you to make higher stock market returns over time. Thank You Thank you for watching and I hope you have a blessed day! – Kaleb…
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Remember This During Market Declines
Remember This During Market Declines Are you thinking it’s time to take excess risk since your investments are declining or sideways? We’d say, “Remember This During Market Declines” to help frame correct perspective. Impatient or antsy? Are you getting impatient and antsy with your investments? Focusing on truth Instead, realize the TRUTH of what really…
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How much life insurance do I need?
How much life insurance do I need? Have you ever wondered about how much life insurance is enough life insurance? Rules of Thumb Won’t Cut It Have you come across “rules of thumb” online like getting 10x your annual income? Keep Finance Personal Learn why the amount of life insurance you should own is an…
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Investing When News Is Horrible
Investing When News Is Horrible Have you turned on the news lately? Do you feel like bad news is getting so bad you CANNOT possibly invest when bad things are happening in the world? How Can You Invest Well? In this video, we ask if there has ever been a time in the history of…
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How to Avoid A Retirement Crisis
How to Avoid A Retirement Crisis Are your concerned about how to avoid a retirement crisis for yourself? How can you avoid a retirement crisis and make sure you have options? Financial Planning = Options The iterative process of financial planning is designed to provide optionality and think through various ideas to build your confidence…
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Oh snap! Your ‘advisor’ doesn’t do retirement planning after all.
Oh snap! Your ‘advisor’ doesn’t do retirement planning after all. It’s an unsettling feeling to learn your Financial “Advisor” doesn’t do retirement planning. What does that mean? Have you ever wondered about the following topics? -When to claim Social Security benefits? -How does healthcare work before Medicare at age 65? How does it work after…
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The Paradox of Investing
The Paradox of Investing How do you “feel” about your investment portfolio? Did you know that your feelings can often be an inverse indicator when it comes to investing? The Meaning of Feelings and Investing What does it mean when you feel the worst? What does it mean when you feel the best? Learn about…
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Why Don’t We Pile Into Alternative Investments?
Why Don’t We Pile Into Alternative Investments? Have you seen advertisements for “alternative” investments during this current year market decline? Should you be selling existing investments and piling into “safe alternatives” when you see your account balances at lower values? How “Safe” Are These Alternative Investments Really? Enjoy this video on how to view and…
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