Whiteboard Animated Videos for Financial Advisors

Video Transcript:

To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your assets. That’s the purpose of asset allocation – the process of dividing your portfolio among major categories like cash, stocks and bonds. Historically, the returns of these three major asset categories have not moved up and down at the same time – so including a mix of these assets in your portfolio can protect against losses. There is no perfect formula for asset allocation – it differs with each individual depending on their risk tolerance and time horizon. Risk tolerance is the amount of your investment you’re willing, or able, to lose in exchange for greater possible returns. Risk tolerance is closely tied to time horizon, or the amount of time you have to invest. An investor saving to make a down payment on a home in 5 years might choose less risky investments than someone saving for retirement in 20 years. A longer time horizon allows more time to recover from loss. Asset allocation may be one of the most important investment decisions you make with your portfolio – call us today to learn more.

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Financial Planner Marketing

Video Transcript:

When you buy certain insurance or annuity products, you’ll notice a Mortality and Risk Expense Charge. This charge is to compensate the insurance company for various risks it assumes under the contract. The insurance contract offers certain guarantees to you – perhaps for your entire lifetime. They must gage your life expectancy and the risk of any uncertain events. In exchange they provide you with peace of mind through the guarantee that they will perform all the provisions of the contract. Essentially, the Mortality and Risk Expense Charge is the payment you make to the insurance company for the risk they take. They are able to shoulder this risk based upon the thousands of people who own these contracts. Because of governmental regulations life insurance companies maintain reserves to make the payments, guaranteed. Got questions? Give us a call today. We’d love to talk with you about how you can successful manage your risk.

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Financial Advisor Video Marketing

Video Transcript:
1. There have been about 25 bear markets since 1928.
2. The S&P gained at least 32% in the year following the last three bear markets in the U.S.
3. Bear markets are the natural response to bull markets that ran out of steam.
4. Just about anything can cause a correction and a bear market, from evolving investor psychology to global events.
5. On average, bear markets last about 15 months.

Remember, all bear markets eventually pass! You’ll never get to enjoy a market upswing if you get out too soon.

Also, don’t forget that we’re here to help.

To maximize your portfolio, and get your asset allocation right, call or email Wealthabundance Wealth Management today.

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Explainer Videos for Financial Services

Video Transcript:
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire.

First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when calculating the money needed to live on.

The second mistake to avoid? Spending too much in the first years. It’s easy to overspend while playing with your newfound freedom, but it can cause shortfalls later in life. Budget accordingly and stick to your plan.

The third mistake is underestimating medical expenses – and overestimating Medicare benefits. Avoid surprises by factoring in enough money to supplement Medicare and consider buying added health insurance to fill in any gaps.

Another mistake is taking Social Security benefits too early. You can claim benefits at age 62, but the longer you wait, the higher your monthly benefit will be.

Lastly, don’t fail to do estate planning. An estate plan and a will maximizes the chances that your wishes will be followed and your assets will go where you dictate.

It’s easy to make mistakes in the beginning stages of retirement – for more information, please give us a call or stop by our website today.

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Financial Advisor Video Marketing

Video Transcript:
With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no deduction when you put the money in, but later, all distributions are tax-free when you take the money out during retirement.

By converting from a traditional IRA to a Roth IRA, future gains become tax-free. But when you convert funds from a traditional IRA to a Roth IRA, you must pay taxes on the converted amount that year. You can choose to convert all or just part of a traditional IRA to a Roth IRA. Timing should be based upon when you are in a lower tax bracket or have other offsetting deductions. We can help you gauge the costs and benefits of a Roth conversion in your situation. Beware of penalties if you may need to tap into your Roth IRA funds in the next five years and you are or will be younger than age 59.5 when you need these funds.

Give us a call today and we’ll help you evaluate your options. It’s important that all investment titling and beneficiary designations are working in concert with your will or other estate planning documents. Speak with your estate and tax planning professionals to evaluate any potential tax ramifications and call us today to learn more about strategies and resources that may help you preserve your nest egg.

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Financial Advisor Videos

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Whiteboard Videos for Financial Advisors

Video Transcript:
A “Living Trust” is a trust you created that is active while you are alive versus a Testamentary Trust which becomes active at your death. When you create a Living Trust, you ensure that your assets will be disbursed efficiently to the people you choose after your death. The big advantage to a Living Trust is that the trust doesn’t have to go through probate court like a will does. Probate can be expensive in attorney and court costs while also causing long and frustrating delays.

A Living trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary. You can even act as your own Trustee if you’d like. When you create a trust, the titling of assets is changed into the trust’s name, as if it was a living entity. Specific details of your wishes upon death can be provided for in the trust.

But not everyone needs a trust. Transfer of assets at death may be handled through a beneficiary designation on some holdings and investments. If you’re using beneficiary designations, make sure all your paperwork is up to date. For instance, if you get divorced, be sure to remove your ex-spouse as a beneficiary.

For more information about how to plan well for your family’s future, give us a call today.

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Explainer Videos for Financial Services

Video Transcript:

Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate.

An aggressive investor, one with a high-risk tolerance, is willing to risk greater loss to potentially maximize returns, while a conservative investor prefers investments that have a lower risk of negatively impacting the portfolio’s value. It’s important to understand your own risk tolerance when building an investment portfolio so that you won’t over-react during market swings.

The first step toward gauging your risk tolerance is to outline your financial goals, such as saving for college, a car or a new home. Then create a timeline for when you’ll need the money – lower-risk investments are best for short-term goals, since there’s little time to recover from loss.

Keep in mind that investments with very low risk will grow more slowly, and could even lose purchasing power due to inflation and taxes. Also consider your personal comfort level in investing – can you sleep at night with the choices you’ve made in times of market volatility?

To learn more about how risk tolerance affects your investment strategy, please call or visit our website today.

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Whiteboard Videos for Financial Advisors
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Financial Planner Marketing

Too many young people can’t afford college, and many more leave college under a mountain of debt. Here are 5 ways to plan for a debt-free education.

First, invest early in college savings plans like 529s or state prepaid tuition plans – parents and grandparents can participate.
Second, avoid loans if possible – they’re easy to obtain but difficult to get out from under after graduation.
Third, start your scholarship search early – you’ll have time to learn the requirements and boost your chances through academics or other activities.
Fourth, dual enroll or take advanced placement courses in high school – you’ll get college credits for free or very low cost.
Fifth, stay local – attend a state community college and then transfer. The tuition is lower than most private schools, and you’ll save money if you can live at home for a few years.

Also, while relocating may not be an option, keep in mind that some cities and states, like San Francisco and New York, offer free college tuition – although restrictions apply.
Everyone should have a chance to attend college – to find out more on how to fund a college education, give us a call or visit our website today.

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