Daniel Masuda Lehrman, CFP®
Daniel Masuda Lehrman, CFP®
  • Видео 75
  • Просмотров 27 464
Retirement Expert: 2025 Inherited IRA rules you can't afford to miss!
Take control of your retirement →www.masudalehrman.com/contact
If you’re navigating new inherited IRA rules, this is the video for you! I’ll explain critical inherited IRA tips to help you understand the latest inherited IRA rules and make the most of your options. Learn about the best options for an inherited IRA and how they can impact your retirement income inherited IRA plans.
Wondering can you convert an inherited IRA to a Roth IRA? I’ll break it down while discussing inherited IRA rules and tax strategy to ensure you’re informed about inherited IRA withdrawal rules. Whether you're asking what to do with inherited IRA, trying to understand what is inherited IRA, or looking for the ulti...
Просмотров: 104

Видео

Retiring With a Younger Spouse Here 's what you need to know!
Просмотров 28819 часов назад
Take control of your retirement →www.masudalehrman.com/contact Retiring with a younger spouse presents unique opportunities and challenges, and I'm here to help you navigate them. Whether you're thinking about retirement planning or managing Social Security Benefits With Younger Spouse, it's important to make informed decisions. If there's a large age difference in your relationship, planning t...
10 MUST KNOW Rules for Inherited IRAs
Просмотров 45214 дней назад
Take control of your retirement →www.masudalehrman.com/contact I'm Daniel Masuda Lehrman, CFP®, CSLP®, a fee-only fiduciary financial advisor who helps inheritance leavers and receivers manage their wealth responsibly. Follow for more personal finance content! 🔔 DM me 📨 or visit my website to book a complimentary meeting. #retire #retirement #financialadvice #financialadvisor #financialplanner ...
3 Estate Planning Steps Every Family MUST Take for Inheritance
Просмотров 21621 день назад
Take control of your retirement →www.masudalehrman.com/contact. When it comes to estate planning, it's critical to understand the steps you need to protect your family and assets. In this video, I explain what estate planning is and why creating a certified trust and estate planning strategy is essential. Discover how to protect yourself and your loved ones with adequate estate planning, ensuri...
Roth Conversions. Does It ALWAYS Make Sense? A CFP Explains
Просмотров 88028 дней назад
Take control of your retirement →www.masudalehrman.com/contact I'm Daniel Masuda Lehrman, CFP®, CSLP®, a fee-only fiduciary financial advisor who helps inheritance leavers and receivers manage their wealth responsibly. Follow for more personal finance content! 🔔 DM me 📨 or visit my website to book a complimentary meeting. #retire #retirement #financialadvice #financialadvisor #financialplanner ...
Active vs. Passive Investing: Which Strategy Builds Wealth Faster?
Просмотров 53Месяц назад
Take control of your retirement →www.masudalehrman.com/contact I'm Daniel Masuda Lehrman, CFP®, CSLP®, a fee-only fiduciary financial advisor who helps inheritance leavers and receivers manage their wealth responsibly. Follow for more personal finance content! 🔔 DM me 📨 or visit my website to book a complimentary meeting. #retire #retirement #financialadvice #financialadvisor #financialplanner ...
10 Questions to Ask ANY Financial Advisor
Просмотров 102Месяц назад
10 Questions to Ask ANY Financial Advisor
The TRUTH About Vanguard, Fidelity, & Schwab
Просмотров 2,4 тыс.Месяц назад
The TRUTH About Vanguard, Fidelity, & Schwab
What You NEED to Know About Social Security
Просмотров 64Месяц назад
What You NEED to Know About Social Security
Are Finfluencers Giving You BAD Financial Advice?
Просмотров 432 месяца назад
Are Finfluencers Giving You BAD Financial Advice?
Is Your Portfolio Ready For The 2024 Election?
Просмотров 492 месяца назад
Is Your Portfolio Ready For The 2024 Election?
Inherited IRA Basics You NEED to Know!
Просмотров 1222 месяца назад
Inherited IRA Basics You NEED to Know!
Navigating Life's Big Money Moments Made Simple
Просмотров 282 месяца назад
Navigating Life's Big Money Moments Made Simple
MARKET RECAP: What this Week Means for YOU
Просмотров 212 месяца назад
MARKET RECAP: What this Week Means for YOU
Fee-Only Advisor Fees: What to Expect and Why It’s Worth It
Просмотров 712 месяца назад
Fee-Only Advisor Fees: What to Expect and Why It’s Worth It
4 Common Financial Advisor MYTHS Debunked
Просмотров 1612 месяца назад
4 Common Financial Advisor MYTHS Debunked
DITCH the Big Box Firms! Work Directly with an Independent CFP®
Просмотров 352 месяца назад
DITCH the Big Box Firms! Work Directly with an Independent CFP®
MARKET RECAP: What's NEXT After The Fed Rate Cut?
Просмотров 112 месяца назад
MARKET RECAP: What's NEXT After The Fed Rate Cut?
Financial Advisor EXPOSES the Truth About Finance Influencers
Просмотров 1903 месяца назад
Financial Advisor EXPOSES the Truth About Finance Influencers
Can You REALLY Afford to RETIRE in HAWAII?
Просмотров 1333 месяца назад
Can You REALLY Afford to RETIRE in HAWAII?
5 Reasons You Should NOT Do a Roth Conversion
Просмотров 1,4 тыс.3 месяца назад
5 Reasons You Should NOT Do a Roth Conversion
#1 Wealth Killer
Просмотров 184 месяца назад
#1 Wealth Killer
Will you owe taxes on an inheritance?
Просмотров 264 месяца назад
Will you owe taxes on an inheritance?
Consider THESE Fidelity Index Funds
Просмотров 334 месяца назад
Consider THESE Fidelity Index Funds
Research Your Financial Advisor’s Background
Просмотров 105 месяцев назад
Research Your Financial Advisor’s Background
“Aaand it’s gone” Financial Advisor Reacts to South Park
Просмотров 125 месяцев назад
“Aaand it’s gone” Financial Advisor Reacts to South Park
I Am 61 With $863,000, Should I Take Social Security At 62?
Просмотров 496 месяцев назад
I Am 61 With $863,000, Should I Take Social Security At 62?
4 Basic Investing Facts You MUST Know
Просмотров 216 месяцев назад
4 Basic Investing Facts You MUST Know
What To Do With An Old 401K
Просмотров 97 месяцев назад
What To Do With An Old 401K
How Long Will $1 Million Last in Retirement?
Просмотров 287 месяцев назад
How Long Will $1 Million Last in Retirement?

Комментарии

  • @SargenDevorah
    @SargenDevorah 4 часа назад

    Great analysis, thank you! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

  • @AnatolioMeredith
    @AnatolioMeredith 2 дня назад

    Great content, as always! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

  • @ec62229
    @ec62229 4 дня назад

    I wouldn't use Fidelity. I've had them. It's not a very good platform. Plus I don't know how all you RUclips is aint talking about it. They've had a huge security breach. A bunch of their customers are missing money.

    • @HawaiiAdvisor
      @HawaiiAdvisor 4 дня назад

      Thanks for sharing! What is your favorite platform?

  • @rob-fb5xs
    @rob-fb5xs 5 дней назад

    Their core expenses are $7,500 per month? What is that for? For my family in the U.K. living in a medium sized detached house, Electric, Gas, Water, Mobile Phones, Landline/Internet, Car Insurance, Property Insurance and Property Taxes all come to about £1000 per month. Food is whatever you choose to pay but from say £400 per month for two people. It would be interesting to see a breakdown of the $7500 to see the differences in living expenses between the USA and U.K.

    • @HawaiiAdvisor
      @HawaiiAdvisor 5 дней назад

      Cost of living can vary wildly depending on where you live in the US. People also have different lifestyles. Thanks for watching all the way from UK!

  • @KM_Habibur_Rahaman
    @KM_Habibur_Rahaman 14 дней назад

    Hi Daniel, I’ve been analyzing your channel and watching your videos, and I’m really impressed by the value you provide to your audience. Your content has so much potential to help viewers, but I noticed a few issues that are holding it back. For example, optimizing searchable keywords, titles, and descriptions can help your videos reach the right audience. Without proper optimization, even valuable content can get overlooked by the RUclips algorithm, especially for newer creators. This means your videos are not getting the visibility they deserve. I specialize in helping creators like you overcome these challenges. By researching the best keywords (most searchable) that your audience are searching for, improving metadata, and optimizing your channel for the algorithm, I help ensure your content gets suggested to the right audience, driving growth and engagement. If you’re open to discussing strategies for growing your channel, I’d love to help and connect.

    • @KM_Habibur_Rahaman
      @KM_Habibur_Rahaman 14 дней назад

      I can’t share the details or links directly due to RUclips’s terms and conditions.

    • @KM_Habibur_Rahaman
      @KM_Habibur_Rahaman 14 дней назад

      However, you will find everything on this youtube channel [About section]

  • @KM_Habibur_Rahaman
    @KM_Habibur_Rahaman 14 дней назад

    I love how you broke down the importance of fiduciary responsibility. It's so easy to get lost in jargon, but asking the right questions can make all the difference when it comes to finding the right advisor.

  • @KM_Habibur_Rahaman
    @KM_Habibur_Rahaman 14 дней назад

    I appreciate you addressing the fear of missing out with passive investing. It's easy to feel like you're missing out on big wins, but your advice about sticking with a long-term strategy is so important.

  • @KM_Habibur_Rahaman
    @KM_Habibur_Rahaman 14 дней назад

    This video provided such a clear explanation of inherited IRAs, breaking down complex topics into simple terms. I really appreciate the way you tackled each question systematically!

  • @YuriyArseniev
    @YuriyArseniev 18 дней назад

    What about BlackRock?

    • @HawaiiAdvisor
      @HawaiiAdvisor 18 дней назад

      Blackrock has great low-cost products, like iShares, but they don’t have a brokerage platform like Vanguard, Fidelity, and Schwab. Thanks for watching!

  • @drdontpassone8164
    @drdontpassone8164 26 дней назад

    clear and concise......like this guy,,,,no bs i subscribed,

    • @HawaiiAdvisor
      @HawaiiAdvisor 26 дней назад

      Thank you for watching and subscribing! 🤙

  • @LitaPicciolo
    @LitaPicciolo Месяц назад

    Thanks for the analysis! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

    • @HawaiiAdvisor
      @HawaiiAdvisor Месяц назад

      @@LitaPicciolo Thanks for watching! I’m honestly not familiar with OKX so there may be some nuances I’m not aware of, but to transfer USDT to Binance you’ll need your Binance USDT address and then go to OKX to initiate a withdrawal. I recommend asking Binance directly so you don’t make any mistakes. Best of luck!

  • @damianthompson8941
    @damianthompson8941 Месяц назад

    I was thinking about credit cards not holding you accountable for fraudulent purchases too but I do do something similar. I actually use a cash app account to make my online purchases since it's fast and easy to transfer money onto it and I can just put the exact amount I need on there right before I make a purchase. So there's never any money in the account for longer than a few seconds and it's a prepaid card so there's no possibility of someone overdrawing it

  • @richjohnson8261
    @richjohnson8261 Месяц назад

    I have all of my bill-pay, checking, banking and investments at Fidelity. The app is great.

  • @JustSomeRandomGuyYo
    @JustSomeRandomGuyYo Месяц назад

    It is wild how often I see these IUL people use Jack Bogles clip about high cost mutual funds to slander 401k's. I wish his estate would go after those people. “If a statue is ever erected to honor the person who has done the most for American investors, the hands-down choice should be Jack Bogle” -Warren Buffett

    • @HawaiiAdvisor
      @HawaiiAdvisor Месяц назад

      YES! So true, it’s so frustrating to see that

  • @sueport
    @sueport 2 месяца назад

    don't see him any difference than a used car salesman

    • @HawaiiAdvisor
      @HawaiiAdvisor 2 месяца назад

      @@sueport That’s an insult to used car salesmen!

  • @HM-kz9pg
    @HM-kz9pg 2 месяца назад

    I think, you didn‘t listen. „You don‘t buy gold to make money….“ 😉

  • @leepialong
    @leepialong 3 месяца назад

    you forgot a lot of financial advisors are salesmen and they are out there for themselves, not their clients.

    • @im_danielsan
      @im_danielsan 3 месяца назад

      Very true, make sure you find a fiduciary!

  • @mauzeking6661
    @mauzeking6661 3 месяца назад

    the other question is where are rates headed, will rates drop another 1% in those ten months, what about 5 months? it's better to wait until rates are lower still as the treasury often will over-drop rates and then increase again, you will know it's going back up when inflation rates rise again.

    • @HawaiiAdvisor
      @HawaiiAdvisor 3 месяца назад

      Great point! It will depend on inflation and other economic factors 🤞🏻

  • @richardsanchez7035
    @richardsanchez7035 3 месяца назад

    Thank God I don't have to worry about what Chairman Powell says....lol I make 15% on my money monthly consistently.....

    • @im_danielsan
      @im_danielsan 3 месяца назад

      Impressive! Thanks for watching

  • @bryanbroacosta
    @bryanbroacosta 3 месяца назад

    Ah yes the completely justified printing gods decided to loan us more money with less interest 🙏🙏🙏 but hey take advantage if you’re an entrepreneur

  • @valeriescobedo596
    @valeriescobedo596 3 месяца назад

    Love Caleb and he tried to help this person. I saw the whole episode and this guest was ridiculous about spending

    • @HawaiiAdvisor
      @HawaiiAdvisor 3 месяца назад

      I love his channel as well! He doles out tough love that his guests need to hear.

  • @lorenzmielke5125
    @lorenzmielke5125 3 месяца назад

    Legalized wealth destruction, sorely needed to prop up the "free for all," and highly corrupt, debt-based Fiat monetary system.

  • @marcoregalado9952
    @marcoregalado9952 3 месяца назад

    I should listen to you instead of a millionaire, that's like getting weight loss from the 300 pound neighbor

    • @HawaiiAdvisor
      @HawaiiAdvisor 3 месяца назад

      Thanks for watching and good luck!

  • @teebob21
    @teebob21 3 месяца назад

    Time in the market always beats timing the market.

  • @Kelly-sb6iw
    @Kelly-sb6iw 4 месяца назад

    How are you going to talk about borrowing money to invest in real estate with Dave freaking Ramsey behind you?

    • @HawaiiAdvisor
      @HawaiiAdvisor 4 месяца назад

      Thank you for watching! Yes, Dave Ramsey is definitely not a fan of leverage.

  • @np5246
    @np5246 5 месяцев назад

    Keep in mind that the Reserve Primary Fund was a commercial money market fund. A Treasury-Only Money Market Fund is a different type that's considered to have similar risk to an FDIC-insured account (since it's "backed" by the federal government).

    • @HawaiiAdvisor
      @HawaiiAdvisor 5 месяцев назад

      @@np5246 Great point! Some money markets are safer than others, but may have lower yields as a consequence. Thanks for watching!