I feel lost now that I'm 39 years old and jobless. With $425,000 saved for an early retirement at age 50, $10,000 in an HSA, and a property that could yield an extra $200,000, what opportunities do I have for passive income?
I'm wondering if I should merge all of my investing accounts into one. How should I proceed and are there any repercussions I should be aware of if I decide to do this? In addition, I plan to sell my property, which could result in an additional 200K over time. Is it better to diversify over a few different industries or combine everything into one investing account?
These are crucial questions for a financial planner. I met mine at a NYSE summit, and with her help, my wife and I reallocated our $1.7M portfolio between a traditional IRA and a brokerage account. She’s been making investments with our approval and has helped us recover twice our losses. We’re holding steady and carefully navigating more markets
I was born in the year of the snake. I don’t like them either, but I live in the country and snakes are a part of life here. 😮 New subbie here from Australia. 🇦🇺 I finally took the plunge and uploaded my first budgeting video yesterday!
I feel lost now that I'm 39 years old and jobless. With $425,000 saved for an early retirement at age 50, $10,000 in an HSA, and a property that could yield an extra $200,000, what opportunities do I have for passive income?
it's reasonable to consider hiring a financial counselor at this stage, but delaying retiring for a while may be a more wiser choice
I'm wondering if I should merge all of my investing accounts into one. How should I proceed and are there any repercussions I should be aware of if I decide to do this? In addition, I plan to sell my property, which could result in an additional 200K over time. Is it better to diversify over a few different industries or combine everything into one investing account?
These are crucial questions for a financial planner. I met mine at a NYSE summit, and with her help, my wife and I reallocated our $1.7M portfolio between a traditional IRA and a brokerage account. She’s been making investments with our approval and has helped us recover twice our losses. We’re holding steady and carefully navigating more markets
amazing! The performance of my portfolio is poor. Who works for you?
June Renae Matthysse. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Getting the house in order after Christmas is so satisfying!! Cleaned and organized for the new year.💕
Good Sunday morning! Thank you for the calendar.❤ Hope you have a great week ahead.
Hi MamaBear, awesome job stretching the funds 😊. Blessed Sunday 🙏🏻💕💕
Good morning! Thank you for the 2025 calendar and the birthday savings challenges. Happy New Year! It's going to be a great year!
Good morning that money went far in saving challenges. That was so nice that they gave us a discount code. ❤❤❤❤
Lovely new nail colour!
Thanks for the great savings video❤
Morning Steph 😊 lots of love to
You all ❤️ xx🍂🧡🦊🍄
Great Saving Mama Bear 🐻 💕
This was fun to watch❤
Love your nail
💕💜
❤ Good morning, Mama Bear! ❤ Oh my! Check out those blue nails! Aren't you all bling, today! ❤ 😂❤
Good Morning and Happy Sunday!
Great savings ❤❤🎉
I definitely have your phobia of the snakes. I can’t look at pictures or tv of them. We won’t even talk about seeing one in person.😵💫😵💫😵💫😵💫
Great savings ❤
Love your videos!!!
Hello Mama Bear, awesome savings, Blessings
Hey Mama Bear. Awesome video.
Ma’am! I’m here for that nail color! Organization is my love language!
Awesome saving! 💜
I was born in the year of the snake. I don’t like them either, but I live in the country and snakes are a part of life here. 😮
New subbie here from Australia. 🇦🇺 I finally took the plunge and uploaded my first budgeting video yesterday!
Great video 🎉❤
Happy new year enjoyed the video.
I hate mice😮terrified! Love all the 2025 savings and yes I have started saving also💚😇💚great video as always
Buongiorno Mamma Bear 😊
Love the nails 💅
It was hard for me to listen as I was eyeing your marker tray the whole video 😂😂😂😂. Love me some markers.
Great savings, i am ok with snakes, just not up close. My brothers used to have them as pets growing up so I can do the non venomous lol
Watching & Supporting!👍🏼🩵🐝💛🫶🏼
I love the yearbook😍. But i live in the Netherlands🤑🤑.
I goot put my xmas away today. Its down and ready to pack 😊
You can do the $100 envelope I know you would not have more than about $50 at a time to save so anything higher break it up
I can't look at pictures of those creatures either!
hello mama bear I didn't finish your book last year and doing the same thing lol love ya
I love it! Lol 💕🐻
Hi MamaBear 👋 great video😊🩵
Hello 👋 Mama Bear 🐻
Did you already show your finished studio? I would love to see your new work space.
No because I am not done🤣 One of my goals these next few months💕🐻
I'm actually the opposite of you, Mama Bear. I LOVE snakes! Good job with stretching your $100.
Hi great saving have a blessed Sunday 👍👍🙏
💞💞💞
I bought that book and it took forever to deliver
It looks like a Disco ball.
Sharen
LOL Right!! 🤣🤣💕🐻
Hello MaMa Bear 21:16
Snakes freak me out!
I feel like you were able to get to so many things!!
🧜♀️🩵