Guiding Principles Series – Principle 6 – “We encourage clients to ask ‘why’ questions”
Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #6, “We encourage clients to ask “why” questions.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. What’s your why? In his TED Talk “How great leaders inspire action”, that has now been…
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What’s On My Mind – Episode 104 – “2019 IRS 401(k) and HSA Contribution Limits”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, Colorado. It’s pretty straight-forward, click below to learn what’s on my mind. Thanks for watching! You can check out our YouTube channel to view more videos and learn, “What’s On My Mind”. 🙂 – Kaleb Paddock, CFP®…
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What’s On My Mind – Episode 119 – “Referrals”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a 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 118 – “Sell It Like Serhant”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a 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 117 – “First Impressions Matter”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a 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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The IRS just called me! (and four more warning signs to help you detect financial fraud)
Financial and tax fraud scams are increasing and becoming more sophisticated. No doubt you or someone you know has received some correspondence, whether by phone, email, or regular mail, that has been fraudulent in nature. Read below to learn how you can take proactive steps to protect yourself from these scams. How can you protect…
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What’s On My Mind – Episode 116 – “Investment Inertia: Saving vs. Investing”
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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The Retirement Account Hiding in Plain Sight
If you’ve been saving towards retirement for any length of time, chances are you’ve heard about IRAs, Roth IRAs, 401(k)s, 403(b)s, and 007(e)(i)(e)(i)(o)s (okay, that last one wasn’t real). All these accounts are great, and you should be using them as best fits your circumstance. But there is one other account that can boost your…
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What You Need to Know About Physician Mortgage Loans
Article Note: This is a guest post from LendEDU. The views in this article may or may not reflect the views of Ten Talents Financial Planning, LLC or Kaleb Paddock, CFP®. Please consult with your tax advisor or financial planner before making significant financial decisions. Yes, buying a home is a significant financial decision. 🙂…
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What’s On My Mind – Episode 115 – “You’re self-employed. Remember to set aside money for future you!”
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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