- Видео 37
- Просмотров 14 005
Elliott Appel
Добавлен 4 ноя 2021
Fee-only, fiduciary financial advisor helping widows, caregivers, and people affected by major health events.
Let's explore the intersection of money, loss, and grief.
kindnessfp.com/disclaimer
Let's explore the intersection of money, loss, and grief.
kindnessfp.com/disclaimer
Elections and Investments - Should You Make Changes to Your Investment Portfolio?
0:56 How Markets Have Behaved During Different Presidential Elections
1:46 What Happens When a President is Elected?
2:00 How Markets Perform in the Month a Democrat or Republican Won a Presidential Election
2:50 Annualized Stock Market Returns Under Different Presidents
4:20 Stock Market Returns During and After US Elections
5:30 Why Policies Rarely Get Passed
6:50 Disclaimer
To read more, please visit the blog: kindnessfp.com/blog
Subscribe to my newsletter here: kindnessfp.com/newsletter
Disclaimer: kindnessfp.com/disclaimer/
#retirement #retirementplanning #taxplanning
1:46 What Happens When a President is Elected?
2:00 How Markets Perform in the Month a Democrat or Republican Won a Presidential Election
2:50 Annualized Stock Market Returns Under Different Presidents
4:20 Stock Market Returns During and After US Elections
5:30 Why Policies Rarely Get Passed
6:50 Disclaimer
To read more, please visit the blog: kindnessfp.com/blog
Subscribe to my newsletter here: kindnessfp.com/newsletter
Disclaimer: kindnessfp.com/disclaimer/
#retirement #retirementplanning #taxplanning
Просмотров: 103
Видео
How to Prepare for the Mess Your Parents Leave
Просмотров 258Месяц назад
0:09 Introduction 0:27 Have a Family Meeting 0:58 Hire an Elder Care Consultant 1:38 Interview Professionals (Estate Planning Attorney, Accountant, Rental Property Manager, etc.) 3:09 Take Care of Your Own To-Do List 3:59 Summary 4:32 Disclaimer To read more, please visit the blog: kindnessfp.com/blog Subscribe to my newsletter here: kindnessfp.com/newsletter Disclaimer: kindnessfp.com/disclaim...
#1 Tip - Consolidate and Simplify Your Finances
Просмотров 1042 месяца назад
0:17 #1 Tip - Consolidate Your Accounts 0:39 Story of Complexity and the Problems it Causes 1:30 Why You Want to Reduce the Number of Custodians 3:04 Outro and Disclaimer To read more, please visit the blog: kindnessfp.com/blog Subscribe to my newsletter here: kindnessfp.com/newsletter Disclaimer: kindnessfp.com/disclaimer/ #retirement #retirementplanning #taxplanning
Real-World Impact of Credit Scores on Mortgages
Просмотров 1203 месяца назад
0:25 Background Story of Pulling Credit Score 1:20 How Much Your Credit Score Can Drop After a Credit Pull 2:10 Options for a Lower Credit Score - One-Time Payment (Points) vs. Higher Payment (Higher Interest Rate) 2:58 What is a Rapid Rescore? 3:41 Suggestions to Raise Score 5:25 Why Credit is Important, Even in Retirement 6:10 Outro and Disclaimer For those wondering, the rapid rescore did no...
How to Create a Retirement Plan in Less than 5 Minutes in 2 Easy Steps
Просмотров 1694 месяца назад
0:35 How to Create a Retirement Plan in 2 Easy Steps - An Example 1:12 First Calculation to Create a Retirement Plan (Subtract) 1:42 Second Calculation to Create a Retirement Plan (Multiply) 3:23 Calculations with a Lower Withdrawal Rate than 4% 4:05 Calculations with a Higher Withdrawal Rate than 4% 5:30 Outro and Disclaimer To read more, please visit the blog: kindnessfp.com/blog Subscribe to...
How I Build a Financial Independence Plan (Retirement Plan)
Просмотров 7916 месяцев назад
0:26 Sample Financial Independence Plan with Net Worth 0:58 Goals and Spending of the Sample Plan 2:41 Spending on Housing 3:42 Cash Flow by Year 7:25 Withdrawal Rate by Year 8:15 Probability of Success in Retirement 9:03 Stress Testing the Plan with Changes 10:15 Range of Outcomes and Wealth Over Time 12:04 Outro and Disclaimer To read more, please visit the blog: kindnessfp.com/blog Subscribe...
Qualified Charitable Distributions (QCDs) - How to Give to Charity and Reduce Taxes
Просмотров 1957 месяцев назад
00:20 What is a QCD? 01:07 How does a QCD reduce your taxes? 01:49 Can I make QCDs to a donor-advised fund or a private foundation? 02:27 Methods of making a QCD 02:34 Method 1: Attach a checkbook to an IRA 03:28 Method 2: Request a distribution from the custodian 04:25 Is a QCD right for you? 05:27 Summary of QCDs 06:02 Disclaimer To read more, please visit the blog: kindnessfp.com/qualified-c...
How Do You Create Community in Retirement
Просмотров 217 месяцев назад
0:00 Intro 0:33 Why This is Top of Mind 0:50 What Questions Do People Ask About Community 1:05 How Can You Create Community? 2:15 Why Community is Important To read more, please visit the blog: kindnessfp.com/blog Subscribe to my newsletter here: kindnessfp.com/newsletter Disclaimer: kindnessfp.com/disclaimer/ #retirement #retirementplanning #taxplanning
How to Skip the Line at the Social Security Administration Office
Просмотров 2487 месяцев назад
0:00 Intro 0:47 Checking into the Social Security Administration Office 1:00 QR Mobile Check In 1:50 Learning to Use a QR Code 2:15 Tips for Online Check In 2:58 Disclosures To read more, please visit the blog: kindnessfp.com/blog Subscribe to my newsletter here: kindnessfp.com/newsletter Disclaimer: kindnessfp.com/disclaimer/ #retirement #retirementplanning #taxplanning
What is Your One Dream for 2024?
Просмотров 1159 месяцев назад
00:22 Goals for this Year 00:51 Trip to Australia and New Zealand 01:14 Kaikoura Dolphin Swim and Great Barrier Reef 01:44 How to Use Your Money for a More Ideal Life 02:19 What is That One Thing? 03:32:24 Outro To read more, please visit the blog: kindnessfp.com/blog Subscribe to my newsletter here: kindnessfp.com/newsletter Disclaimer: kindnessfp.com/disclaimer/ #retirement #retirementplannin...
How to Gift Money to Family Members
Просмотров 1,1 тыс.Год назад
00:21 Annual Gift Tax Exclusion Amount 01:30 How a Gift Tax Return Works 01:49 Method 1 of Giving: Cash 02:52 Method 2 of Giving: Give Stock 04:09 Method 3 of Giving: 529 Plan 05:14 Method 4 of Giving: Pay for Medical and Educational Expenses Directly 06:19 Method 5 of Giving: Create a Loan using AFR Rates 07:55 Recap of Ways to Gift Money 08:22 Outro and Disclaimer To read more, please visit t...
Inheritance Planning: Issues with Leaving Illiquid Assets to Multiple People
Просмотров 210Год назад
00:20 What is an Illiquid Asset? 01:40 Issues of Leaving Illiquid Assets to Multiple People 02:23 Strategies If You Have An Illiquid Asset 04:41 Consider the Tax Consequences of An Inheritance 05:34 Example of Two Brothers Receiving a Vacation Rental Property 08:33 Summary of Illiquid Asset Issues 09:13 Outro and Disclosure To read more, please visit the blog: kindnessfp.com/blog Subscribe to m...
Should I Buy A Prepaid Burial/Funeral Contract?
Просмотров 43Год назад
Prepaid burial/funeral contracts can be a huge blessing, but they are not for everyone. Let's explore when they make sense and the pros and cons. 00:20 Who Can Benefit From a Prepaid Burial Contract? 01:05 The Biggest Benefit of Having a Prepaid Burial Contract 01:54 Funeral Arrangements Are Decided 02:45 When Does It Not Make Sense? 03:33 Read The Fine Print 04:12 Insurance Contract Data 04:20...
How to Emotionally Prepare for Retirement
Просмотров 396Год назад
To read more, please visit the blog: kindnessfp.com/blog Subscribe to my newsletter here: kindnessfp.com/newsletter Disclaimer: kindnessfp.com/disclaimer/ #retirement #retirementplanning #taxplanning
Should I Buy Long-Term Care Insurance?
Просмотров 4,8 тыс.Год назад
Should I Buy Long-Term Care Insurance?
Should I Take the Lump Sum or Monthly Payment of a Pension or Annuity?
Просмотров 298Год назад
Should I Take the Lump Sum or Monthly Payment of a Pension or Annuity?
Health Savings Account (HSA) - How to Use it for Retirement
Просмотров 273Год назад
Health Savings Account (HSA) - How to Use it for Retirement
Money Lessons for Change: What They Should Have Taught You in School - Book Release
Просмотров 28Год назад
Money Lessons for Change: What They Should Have Taught You in School - Book Release
How to Make Progress on Your Financial Goals
Просмотров 19Год назад
How to Make Progress on Your Financial Goals
A Tip to Help Prevent Debit Card Elder Financial Exploitation
Просмотров 29Год назад
A Tip to Help Prevent Debit Card Elder Financial Exploitation
Kathi Balasek Personal Widowhood Experience
Просмотров 25Год назад
Kathi Balasek Personal Widowhood Experience
Stacy Francis - Navigating Financial Decisions as a Widow
Просмотров 14Год назад
Stacy Francis - Navigating Financial Decisions as a Widow
How Much Cash Should I Have in Retirement?
Просмотров 1,6 тыс.Год назад
How Much Cash Should I Have in Retirement?
Book Release - More Than Money: Real Life Stories of Financial Planning
Просмотров 932 года назад
Book Release - More Than Money: Real Life Stories of Financial Planning
Do I Need to Invest in International Stocks
Просмотров 632 года назад
Do I Need to Invest in International Stocks
How to Survive a Bear Market When Investing
Просмотров 572 года назад
How to Survive a Bear Market When Investing
When Does it Make Sense to do a Roth Conversion?
Просмотров 6452 года назад
When Does it Make Sense to do a Roth Conversion?
I Bonds: What You Need to Know and A Trick to Buying in April or October
Просмотров 1952 года назад
I Bonds: What You Need to Know and A Trick to Buying in April or October
Morningstar Investment Conference Takeaways 2022
Просмотров 642 года назад
Morningstar Investment Conference Takeaways 2022
Can Long-Term Capital Gains Push You Into a Higher Ordinary Income Tax Bracket?
Просмотров 1,6 тыс.2 года назад
Can Long-Term Capital Gains Push You Into a Higher Ordinary Income Tax Bracket?