What’s On My Mind
What’s On My Mind – Episode 131 – “Planning for a tax-free retirement”
Have you ever wondered how much taxes you will pay in retirement? It’s probably going to be a lot higher than you think! How can you get your money into tax-free accounts now, so that you can enjoy less taxes in retirement? How are you tax-diversifying your investments and moving towards a 0% tax bracket?
Read MoreWhat’s On My Mind – Episode 129 – “Seeking out advice”
Have you wondered if seeking professional financial advice would make you feel dumb? Have you thought that only clueless people should work with a fiduciary financial advisor? Learn how working with a fiduciary financial planner is like hiring a thinking partner who wants to see you succeed. Thank you for watching and I hope you…
Read MoreWhat’s On My Mind – Episode 128 – “Retirement and the Rule of 55”
Are you thinking about retiring between the ages of 55 and 60? Are you wondering if you should rollover your 401(k) account to your IRA? Watch this video first!!
Read MoreWhat’s On My Mind – Episode 127 – “Social Security and Medicare”
You get one shot at making the right decisions about Social Security and Medicare benefits. Do you know if you are making the best retirement choices for you and your situation?
Read MoreWhat’s On My Mind – Episode 126 – “What you need to know about Health Savings Accounts (HSAs)”
What you need to know about Health Savings Accounts (HSAs)! Did you know that HSAs are even more tax-advantaged than 401(k) accounts? Learn how you can save an additional 7.65% on your taxes by using your Health Savings Account. You can also check out the original blog post that inspired this episode of What’s On…
Read MoreWhat’s On My Mind – Episode 125 – “When is a 401(k) loan ever okay?”
Have you ever wondered if there’s ever a good reason to take out a 401(k) loan? The experts say you are an idiot to ever do this! But is conventional wisdom ever wrong and what scenarios may cause this? Thank you for watching and I hope you have a blessed day! – Kaleb Paddock, CFP®…
Read MoreWhat’s On My Mind – Episode 124 – “Talking shows on Netflix”
Do you listen to podcasts? Do you watch shows where people are just talking to each other? Jerry Seinfeld has a show on Netflix where he’s just talking to people for 20 minutes. There’s nothing else happening on the show. What does this have to do with financial planning? Enjoy! – Kaleb Paddock, CFP® You…
Read MoreWhat’s On My Mind – Episode 113 – “What do cheerios have to do with client experience?”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. 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.
Read MoreWhat’s On My Mind – Episode 112 – “How real financial planning is like Tidying Up with Marie Kondo”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. 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.
Read MoreWhat’s On My Mind – Episode 111 – “Focus on what you can control”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. 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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