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David Caviness, CFP® - Caviness Wealth Management
США
Добавлен 29 май 2019
We help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s presented in a way that’s clear, realistic and results driven.
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Investment advice offered through Caviness Wealth Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org.
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.cavinesswealth.com.
(The attorney's made us say that)
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Investment advice offered through Caviness Wealth Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org.
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.cavinesswealth.com.
(The attorney's made us say that)
Is cash still a good investment for you with the Fed rate cuts? | David Caviness, CFP®
→ Take control of your financial life:
go.oncehub.com/dcaviness
Have you reevaluated how much cash you’re holding since the Fed cut rates?
I'm David Caviness, a Certified Financial Planner™, and in this video, I dive into the changing landscape of interest rates and what it means for your savings strategy.
With the Federal Reserve lowering rates, high yield savings accounts and CDs may no longer be the best options. I provide insights on evaluating your time frame, risk tolerance, and the impact of inflation on your savings.
Learn how to adapt your financial approach to not only keep your money safe but also effectively grow your wealth.
If you don't have a financial advisor and could use he...
go.oncehub.com/dcaviness
Have you reevaluated how much cash you’re holding since the Fed cut rates?
I'm David Caviness, a Certified Financial Planner™, and in this video, I dive into the changing landscape of interest rates and what it means for your savings strategy.
With the Federal Reserve lowering rates, high yield savings accounts and CDs may no longer be the best options. I provide insights on evaluating your time frame, risk tolerance, and the impact of inflation on your savings.
Learn how to adapt your financial approach to not only keep your money safe but also effectively grow your wealth.
If you don't have a financial advisor and could use he...
Просмотров: 11
Видео
Walk & Talk: Stop Overthinking & Take Action in your Financial Life | David Caviness, CFP®
Просмотров 17216 часов назад
→ Take control of your financial life: go.oncehub.com/dcaviness Have you ever sat with a decision so long that you ended up not taking any action at all? I was reminded of this risk recently while reading Sahil Bloom’s newsletter about overthinking. I'm David Caviness, a Certified Financial Planner™, and in this video, I'll show you how overthinking and not taking action on your financial life ...
The Unexpected Reasons Retirees Run out of Money | David Caviness, CFP®
Просмотров 12 тыс.14 дней назад
→ Take control of your financial life: go.oncehub.com/dcaviness Do you worry about running out of money in retirement? You're not alone. I'm David Caviness, a Certified Financial Planner™, and I'll be addressing the real reasons retirees often face financial crises. It's not just about getting the withdrawal rate right. From impulsive spending and gray divorce to long-term care costs and enabli...
Hiring a Financial Advisor Could Be the Best Decision You Ever Make | David Caviness, CFP®
Просмотров 20628 дней назад
→ Take control of your financial life: go.oncehub.com/dcaviness Are you struggling to reach your financial goals? Consider hiring a financial advisor. They can provide personalized guidance on investment strategies, retirement planning, and wealth management. From understanding your unique financial situation to creating a tailored plan, a financial advisor can help you make informed decisions ...
How to Align Your Money with Your Purpose | David Caviness, CFP®
Просмотров 183Месяц назад
→ Take control of your financial life: go.oncehub.com/dcaviness How to Align Your Money with Your Purpose.. I'm David Caviness, a Certified Financial Planner™, and in this video, I address one of the most common misconceptions that I hear: “Once I reach a certain financial goal, I’ll finally be happy”. This doesn’t actually work in real life unless you take the time to align your financial goal...
Walk & Talk: How to Pick the Right Advisor to Partner With
Просмотров 162Месяц назад
→ Take control of your financial life: go.oncehub.com/dcaviness In this "Walk & Talk" episode, we explore how to pick the right advisor or financial agent to help you achieve your goals. Whether you're searching for financial advisors near me, a financial planner near me, or a certified financial planner, I'll guide you through the key steps for selecting the best partner for your financial pla...
Why You Need a Second Opinion on Your Financial Plan | David Caviness, CFP®
Просмотров 121Месяц назад
→ Take control of your financial life: go.oncehub.com/dcaviness Are you unsure about your current financial plan? If so, maybe you need a second opinion from a financial professional. I'm David Caviness, a Certified Financial Planner™, and in this video, I'll discuss the key benefits to hiring an advisor to give you a second opinion on your financial plan. I also highlight some of the most comm...
What Should I Do with My New Large Sum of Money? | David Caviness, CFP®
Просмотров 474Месяц назад
→ Take control of your financial life: go.oncehub.com/dcaviness I'm David Caviness, a Certified Financial Planner™, and today I'm addressing a common question: What to do when you receive a large sum of money? Whether it's an inheritance, business sale, or any other lump sum payout. I guide you through essential steps such as creating your personal financial statements, setting your financial g...
How You Could Work with Caviness Wealth | David Caviness, CFP®
Просмотров 1872 месяца назад
''How You Could Work with Cavinеss Wеalth" can bе your first stеp toward achiеving financial succеss. In this vidеo, wе'll guidе you through thе procеss of partnеring with Cavinеss Wеalth and an industry lеadеr known for its pеrsonalizеd financial stratеgiеs. Whеthеr you'rе looking to maximizе your invеstmеnts and sеcurе your financial futurе and/or simply gain a bеttеr undеrstanding of wеalth ...
Will I Be Okay in Retirement? | David Caviness, CFP®
Просмотров 2382 месяца назад
Arе you asking yoursеlf, "Will I Bе Okay in Rеtirеmеnt?" If so, you'rе not alonе. In this еyе opеning walk & talk, wе uncovеr thе shocking truths about rеtirеmеnt planning that no onе talks about. Discovеr thе critical stеps you nееd to takе now to work toward a financially sеcurе and strеss frее rеtirеmеnt. Wе brеak down thе myths, offеr practical advicе, and guidе you through thе еssеntial st...
Should I Delay Social Security Until Age 70? | David Caviness, CFP®
Просмотров 4692 месяца назад
Should I dеlay Social Sеcurity until agе 70? This is onе of thе most crucial financial dеcisions you'll facе in rеtirеmеnt. In this vidеo, wе divе dееp into thе pros and cons of dеlaying Social Sеcurity bеnеfits until agе 70. Discovеr how this dеcision could significantly impact your financial sеcurity and rеtirеmеnt lifеstylе. Wе’ll еxplorе еxpеrt opinions, rеal lifе scеnarios, and practical t...
5 Money Habits Wrecking Your Finances | David Caviness, CFP®
Просмотров 1842 месяца назад
Arе you unknowingly sabotaging your financial futurе with bad habits? In this vidеo, wе brеak down 5 monеy habits wrеcking your financеs that you nееd to stop immеdiatеly. Thеsе common pitfalls might sееm harmlеss, but thеy could bе thе rеason you'rе not rеaching your financial goals. From ovеrspеnding to nеglеcting savings, wе’ll covеr thе top habits that arе sеcrеtly draining your wallеt. By ...
5 Biggest Regrets of Retirees | David Caviness, CFP®
Просмотров 2862 месяца назад
→ Take control of your financial life: go.oncehub.com/dcaviness In this video, I discuss the top 5 regrets I’ve heard from people in retirement, including not starting to save early enough, inadequately planning for healthcare costs, lacking an investment strategy, neglecting an active lifestyle, and not spending enough time with loved ones. By being aware of these regrets and making better dec...
How Much Can I Spend in Retirement? | David Caviness, CFP®
Просмотров 1,1 тыс.3 месяца назад
→ Take control of your financial life: go.oncehub.com/dcaviness Ever wondered how much you could spend in retirement? You’re not alone. It’s a very popular question. I am David Caviness, a Certified Financial Planner™ (CFP®) professional and founder of Caviness Wealth Management. Listen in as I unpack how much you can spend in retirement with $1 million saved and what to consider. I explain the...
Who I Help Take Control of their Financial Life | David Caviness, CFP®
Просмотров 4013 месяца назад
→ Take control of your financial life: go.oncehub.com/dcaviness Whether you're in your peak earning years or transitioning into retirement, I offer streamlined, transparent, and results-driven advice tailored to your unique situation. Learn how to cut through the noise, gain confidence, and work towards achieving your financial goals I am David Caviness, a Certified Financial Planner™ (CFP®) pr...
Maximizing Your 401k After a Promotion and Raise | Financial Planning Tips from David Caviness, CFP®
Просмотров 6953 месяца назад
Maximizing Your 401k After a Promotion and Raise | Financial Planning Tips from David Caviness, CFP®
Is My Financial Plan Good Enough? - Walk & Talk
Просмотров 2286 месяцев назад
Is My Financial Plan Good Enough? - Walk & Talk
Is it Worth it to Hire a Financial Advisor?
Просмотров 5906 месяцев назад
Is it Worth it to Hire a Financial Advisor?
When Should I Update My Will, Trust, Estate Plan, and Beneficiaries? - Walk & Talk
Просмотров 1837 месяцев назад
When Should I Update My Will, Trust, Estate Plan, and Beneficiaries? - Walk & Talk
How Do You Help Your Clients? - Walk & Talk
Просмотров 1437 месяцев назад
How Do You Help Your Clients? - Walk & Talk
I'm Afraid to Invest Because the Stock Market Might Crash? - Walk & Talk
Просмотров 7607 месяцев назад
I'm Afraid to Invest Because the Stock Market Might Crash? - Walk & Talk
Are We Spending Too Much Money? - Walk & Talk
Просмотров 2067 месяцев назад
Are We Spending Too Much Money? - Walk & Talk
Teachers: Will Your TRS Be Enough? - Walk & Talk
Просмотров 2287 месяцев назад
Teachers: Will Your TRS Be Enough? - Walk & Talk
Where Do We Start to Get Our Finances in Order? - Walk & Talk
Просмотров 3427 месяцев назад
Where Do We Start to Get Our Finances in Order? - Walk & Talk
Should I Buy or Rent a House? - Walk & Talk
Просмотров 1928 месяцев назад
Should I Buy or Rent a House? - Walk & Talk
Why Should I Hire a Financial Advisor? - Walk & Talk
Просмотров 2338 месяцев назад
Why Should I Hire a Financial Advisor? - Walk & Talk
Roth or Traditional IRA & 401k: Which is Right For Me? - Walk & Talk
Просмотров 2558 месяцев назад
Roth or Traditional IRA & 401k: Which is Right For Me? - Walk & Talk
IRA Contributions: Am I Investing Enough and in the Right Accounts? - Walk & Talk
Просмотров 2068 месяцев назад
IRA Contributions: Am I Investing Enough and in the Right Accounts? - Walk & Talk
How to Enjoy My Money Today and Not Sacrifice the Future - Walk & Talk
Просмотров 1838 месяцев назад
How to Enjoy My Money Today and Not Sacrifice the Future - Walk & Talk
Thanks for sharing.
Thank you for posting this helpful video
Great comments! Don't put off plans - start today!
keep up the content brother! Love it
<I respect your work mate. TA Is all well and good but I find it truly baffling that all major crypto youtubers just look at pure TA and completely Ignore the bigger narrative of why BTC is fluctuating and why the future outlook is more encouraging as it seems. It's kinda Irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of BTC.. we were already on shaky footing with historically low volume and almost pure whale pumps, narrowly avoiding a long-term bear market. This Is the worst possible time in history to invest as so many don't back up their crypto assets...more emphasis should be put into day trading as it is less affected by the unpredictable nature of the market. I have made over 1.5 btc from day trading with Scott Franklin insights and signals in less than 3 weeks, this is one of the best medium to backup your assets incase it goes bearish. I left Scott Franklin contact below take care!...r̫e̫a̫c̫h̫ h͎is V̫I̫A̫ T̫E̫ L̫E̫ G̫R̫A̫M̫ 👉👉👉@scottfranklinfx.,
I’m going to resign this year I will have 23 years and I am 53, I do not meet the rule of 80. If I leave my contributions do I have to reach age 65 to get a pension? What is the aging into retirement? Does that mean my age would get me to the 80? Meaning when I reach 57 +23 years service equals 80?
I want to resign too....and get an easier less stressful job..... :(
Work 2 more years and reach the rule of 80