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Daniel Masuda Lehrman, CFP®
Добавлен 22 янв 2024
Hi! I'm Daniel 👋 … Certified Financial Planner® and founder of Masuda Lehrman Wealth.
With over a decade of experience at top financial institutions, I am committed to providing unbiased advice to help you achieve your financial goals and leave lasting legacies. Take control of your retirement today!
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Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and virtually nationwide. Specializing in helping clients manage wealth responsibly, particularly those inheriting or passing on wealth, the firm offers personalized, holistic financial planning that covers investments, retirement, estate planning, and taxes. All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.
With over a decade of experience at top financial institutions, I am committed to providing unbiased advice to help you achieve your financial goals and leave lasting legacies. Take control of your retirement today!
---
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and virtually nationwide. Specializing in helping clients manage wealth responsibly, particularly those inheriting or passing on wealth, the firm offers personalized, holistic financial planning that covers investments, retirement, estate planning, and taxes. All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.
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...
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
Will you owe taxes on an inheritance?
Просмотров 264 месяца назад
Will you owe taxes on an inheritance?
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
How Long Will $1 Million Last in Retirement?
Просмотров 287 месяцев назад
How Long Will $1 Million Last in Retirement?
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?
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?
Thanks for watching!
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.
Thanks for sharing! What is your favorite platform?
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.
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!
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.
I can’t share the details or links directly due to RUclips’s terms and conditions.
However, you will find everything on this youtube channel [About section]
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.
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.
Thanks for commenting! 🤙
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!
Thanks for watching! 🤙
What about BlackRock?
Blackrock has great low-cost products, like iShares, but they don’t have a brokerage platform like Vanguard, Fidelity, and Schwab. Thanks for watching!
clear and concise......like this guy,,,,no bs i subscribed,
Thank you for watching and subscribing! 🤙
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?
@@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!
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
I have all of my bill-pay, checking, banking and investments at Fidelity. The app is great.
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
YES! So true, it’s so frustrating to see that
don't see him any difference than a used car salesman
@@sueport That’s an insult to used car salesmen!
I think, you didn‘t listen. „You don‘t buy gold to make money….“ 😉
Thanks for watching!
you forgot a lot of financial advisors are salesmen and they are out there for themselves, not their clients.
Very true, make sure you find a fiduciary!
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.
Great point! It will depend on inflation and other economic factors 🤞🏻
Thank God I don't have to worry about what Chairman Powell says....lol I make 15% on my money monthly consistently.....
Impressive! Thanks for watching
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
Thanks for watching!
Love Caleb and he tried to help this person. I saw the whole episode and this guest was ridiculous about spending
I love his channel as well! He doles out tough love that his guests need to hear.
Legalized wealth destruction, sorely needed to prop up the "free for all," and highly corrupt, debt-based Fiat monetary system.
Thanks for watching!
I should listen to you instead of a millionaire, that's like getting weight loss from the 300 pound neighbor
Thanks for watching and good luck!
Time in the market always beats timing the market.
💯💯💯
How are you going to talk about borrowing money to invest in real estate with Dave freaking Ramsey behind you?
Thank you for watching! Yes, Dave Ramsey is definitely not a fan of leverage.
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).
@@np5246 Great point! Some money markets are safer than others, but may have lower yields as a consequence. Thanks for watching!