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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What to do with that old 401(k) account?
More likely than not, you’ve changed jobs at least a couple times in your career. When you change companies, it isn’t unusual to leave behind or forget your retirement account (401(k), 403(b), 457, TSP). Often, these old accounts are neglected or rarely revisited for many years. But tending to them is important. Your original investment…
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What’s On My Mind – Episode 114 – “Gracious Negotiating”
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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What’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.
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Investment returns and why dividends matter (and they matter a lot)
On January 22, 2018 the S&P 500 Index closed with a price of 2872.87. On April 1, 2019 the S&P 500 Index closed with a price of 2866.29. In other words, over nearly 15 months the S&P 500 Index lost 6.58 points, or -0.23%. All the headlines. The noise. The up days and down days.…
Read More What’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.
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Guiding Principles Series – Principle 5 – “We pursue financial decisions that eliminate debt obligations.”
Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #5, “We pursue financial decisions that eliminate debt obligations.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Debt and your financial plan One hot button topic in financial planning is the use…
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