We continue our discussion of the importance of tax planning. We also examine the benefits and disadvantages of robo-advisors versus personal financial advisors.
Category: Wealth Management
More Knowledge, More Wealth: December 3, 2017
Join us to today as we explore the intricate world of taxes. Taxes are most people’s largest expense and yet many people do little to no tax planning. There are many strategies available to reduce taxes, however, many advisors don’t even look at tax returns when making recommendations. Make sure you understand the strategies available to you or ensure that you are working with an advisor who does.
More Knowledge, More Wealth: October 15, 2017
Join us to learn all about how to reduce or eliminate taxes when selling real estate. We cover a broad range of real estate taxation issues for both residential and commercial property.
More Knowledge, More Wealth: October 8, 2017
Today we discuss the different types of financial advisors, how advisors get compensated, and how to select the best financial advisor for you and your situation.
More Knowledge, More Wealth: September 3, 2017
Don’t let your emotions guide your investment decisions. Join us as we discuss how to stay disciplined on your long-term financial goals in the face of fear-based sales tactics.
More Knowledge, More Wealth: August 20, 2017
Join us for an in-depth discussion of Forbes Magazine’s article “10 Things You Absolutely Need to Know About Stocks.”
More Knowledge, More Wealth: August 13, 2017
In our show this week we talk about upcoming changes you will likely be seeing in your 401(k) and other retirement plans and the reasons behind it. We take another look at what it means to be a fiduciary. We also stress how important it is to be well informed to protect yourself and your financial future.
More Knowledge, More Wealth: August 6, 2017
This week we take a look at the past 10 years in the stock market. We stress the important truth that no one truly knows the future of the stock market. Warren Buffett states that the investor should look at low cost index investments and leave us with this important advice. “Be fearful when others are greedy and greedy when others are fearful”
More Knowledge, More Wealth : July 30, 2017
This week we take a deep look at Real Estate Investment Trusts (REITs). Gabriel explains the dangers involved with these products and why all too often they are made out to be something they are not.
More Knowledge, More Wealth: July 23, 2017
In our segment this week we take a detailed look at the 401(k). How much flexibility do you have within your 401(k)? Are you paying more than you should be for your investments and why is this the case?