Theia Financial
Theia Financial
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Taking Financial Risk and Feeling Protected in Retirement | Theia Financial
Being in the market is like navigating through shifting tides - sometimes calm, often turbulent. While we can't control the market's fluctuations, we're here to empower you with knowledge and guidance to 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗲𝘀𝗲 𝘄𝗮𝘁𝗲𝗿𝘀 𝘄𝗶𝘀𝗲𝗹𝘆! 🧭
We encourage you to embrace the risks you're willing to take, but it's essential to 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘁𝘄𝗼 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗳𝗮𝗰𝘁𝗼𝗿𝘀: understanding your risk tolerance and safeguarding a portion of your funds, should the tides switch on you unexpectedly! 🌊
From understanding risk tolerance to devising strategic investment plans, we aim to help you 𝗺𝗮𝗸𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 amidst the market's ups and downs.
Reach out to the team at Theia Financial through our 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄 to discuss...
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Видео

Our Accomplished Woman: Cathy Mendell
Просмотров 314 дней назад
Being a virtual firm, Theia Financial can be 𝗮𝗻𝘆𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 it, at any time! 📍 In this interview, Pete offers insight into Theia’s company culture, guided by 𝘁𝗵𝗲𝗶𝗿 𝘁𝗿𝗮𝗶𝗹𝗯𝗹𝗮𝘇𝗶𝗻𝗴 𝗹𝗲𝗮𝗱𝗲𝗿, 𝗖𝗮𝘁𝗵𝘆, who is always looking for new ways to grow and help you thrive in retirement! 👀 If you’re looking to work with a hardworking and innovative team to plan your retirement, reach out to us through our 𝗹𝗶𝗻𝗸...
2 Ways to Generate an Investment Return? | Theia Financial
Просмотров 3Месяц назад
Wonder 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝘂𝗿𝗻 𝗰𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺? It's likely a blend of appreciation plus dividends and interest! What do these things mean exactly? 𝗟𝗲𝘁'𝘀 𝗯𝗿𝗲𝗮𝗸 𝗶𝘁 𝗱𝗼𝘄𝗻: 🔷 𝗔𝗽𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗶𝗼𝗻: Think buying low and selling high. 🔷 𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁: It's getting paid for owning assets! Want to dive deeper into how these factors shape your returns, or how you can use them to diversify your portfolio? Reach o...
How Much Money Do YOU Need To Retire?
Просмотров 672Месяц назад
Some of 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 we get regarding retirement are “How much do I need to retire?” and “Will I have enough for a comfortable retirement?” Unfortunately, there is no one-size-fits-all answer to those questions... because retirement is 𝗻𝗼𝘁 𝗼𝗻𝗲-𝘀𝗶𝘇𝗲-𝗳𝗶𝘁𝘀-𝗮𝗹𝗹! 🙅‍♀️ 𝙏𝙝𝙚 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙚𝙙 𝙒𝙤𝙢𝙖𝙣'𝙨 8th episode covers the reality of these questions and ways to 𝗳𝗶𝗻𝗱 𝘁𝗵𝗲 𝗮𝗻𝘀𝘄𝗲𝗿𝘀! By looking at your ...
Social Security Benefits for Women: Part 2
Просмотров 182 месяца назад
Retirement income should not be solely derived from Social Security. Your benefit should be 𝘂𝘀𝗲𝗱 𝗶𝗻 𝗰𝗼𝗻𝗷𝘂𝗻𝗰𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗼𝘁𝗵𝗲𝗿 𝗮𝘀𝘀𝗲𝘁𝘀, such as a 401(k) plan or a traditional IRA. 📬 Because women live longer and earn less on average, finding ways to 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁𝗹𝘆 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗲 𝗶𝗻𝗰𝗼𝗺𝗲 is of utmost importance! Most people are unaware of the many rules that govern Social Security, which can be a complex progr...
Social Security Claiming Strategy Pitfalls
Просмотров 42 месяца назад
Social Security Claiming Strategy Pitfalls
Social Security Benefits for Women: Part 1
Просмотров 643 месяца назад
Social Security Benefits for Women: Part 1
Market Volatility & Timing Risk in Retirement
Просмотров 63 месяца назад
Market Volatility & Timing Risk in Retirement
Who is the Accomplished Woman?
Просмотров 283 месяца назад
Who is the Accomplished Woman?
Should You DIY Social Security?
Просмотров 674 месяца назад
Should You DIY Social Security?
Is Social Security Taxable?
Просмотров 114 месяца назад
Is Social Security Taxable?
Investing Strategically in the Stock Market
Просмотров 375 месяцев назад
Investing Strategically in the Stock Market
From Passion to Purpose at Theia Financial
Просмотров 215 месяцев назад
From Passion to Purpose at Theia Financial
Empowering Women in Retirement
Просмотров 186 месяцев назад
Empowering Women in Retirement
The 3 Biggest Retirement Risks for Women
Просмотров 2697 месяцев назад
The 3 Biggest Retirement Risks for Women
When Should YOU Take Social Security?
Просмотров 507 месяцев назад
When Should YOU Take Social Security?
The Most Common Retirement Concerns Facing Women
Просмотров 2088 месяцев назад
The Most Common Retirement Concerns Facing Women
Retiring Without Stress
Просмотров 1699 месяцев назад
Retiring Without Stress
How Do I Turn my Savings into Retirement Income?
Просмотров 13810 месяцев назад
How Do I Turn my Savings into Retirement Income?
When an Emergency Happens, It Helps to Have a Professional Onboard
Просмотров 3410 месяцев назад
When an Emergency Happens, It Helps to Have a Professional Onboard
Riding the Market Roller Coaster in Retirement
Просмотров 1511 месяцев назад
Riding the Market Roller Coaster in Retirement
The Theia Retirement Blueprint - Income Planning Process
Просмотров 41Год назад
The Theia Retirement Blueprint - Income Planning Process
Your Retirement Tax Buckets
Просмотров 186Год назад
Your Retirement Tax Buckets
The Theia Retirement Blueprint - Legacy Planning Process
Просмотров 31Год назад
The Theia Retirement Blueprint - Legacy Planning Process
How to Navigate TIMING RISK
Просмотров 102Год назад
How to Navigate TIMING RISK

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