Financial Planner Marketing

 

Video Transcript:

What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for life’s uncertainties. Insurance is the most cost-effective way to deal with this.

Insurance can include life and health insurance, disability insurance, long-term care insurance, home and auto insurance and insurance against other perils. Adequate liquidity in your investments or in cash to cover emergencies along with a will is important. 

The next level involves managing your money. Investment strategies should include diversification and risk management. The best option is to review you goals with a professional.

The top tier addresses retirement and estate planning. The ultimate goal is to ensure that you have income and assets for as long as you live. Your investments should be in line with your specific situation, goals and risk tolerance. 

An estate planning professional can provide you with documents necessary to ensure a planned distribution to beneficiaries. The three stages sound simple yet few people adequately prepare for any of them. We can work with your tax and legal professionals to develop a plan to help you reach your financial goals. So please give us a call today.

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Explainer Videos for Financial Services

Video Transcript:

Under what circumstances would a reverse mortgage become due for payoff? One is when the last borrower moves out for more than a year, passes away or the home is no longer their primary residence. Another scenario would be if the property taxes or homeowner’s insurance were not kept current, or if the home is not maintained to minimum safety standards. Once the loan is due, you or your heirs would then have six months to either sell or refinance the property, with two possible three-month extensions. You or Your heirs can sell the home, payoff the mortgage and then keep the remaining balance. Alternatively, your heirs can opt to refinance the mortgage and move in or rent out the property. In the event that the loan balance is higher than the value, your heirs can purchase the home or sell it for 95% of the then current appraised value… and FHA mortgage insurance will make up the shortfall. But, under no circumstances can you outlive the reverse mortgage, because the term is the youngest borrower’s 150th birthday!

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Financial Planner Marketing

Whiteboard Videos for Financial Advisors *******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.

 

 

 

Financial Advisor Marketing

Video Transcript:

Did you know that one of the greatest risks to your retirement portfolio can happen in the first years that you retire? The timing of when you begin withdrawing money from your investments can dramatically impact your long-term wealth. It’s called sequence of return risk and the danger is very real. 

When you are making regular withdrawals from investments when market returns are down your portfolio shrinks faster because the investments are worth less. If that happens early in retirement, it’s more difficult to rebuild your assets and get back on track. You could even deplete your portfolio before the good returns show up. 

But there are ways to protect yourself from negative returns in the early years of your retirement including reducing risk in your portfolio and modifying spending in down market years. 

For more information on how to achieve a successful retirement call or visit our website today. 

 

Whiteboard Videos for Financial Advisors

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Whiteboard Animated Videos for Financial Advisors

Video Transcript:

The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. 

The minimum return on any retirement investment must be at least equal to inflation. Here’s why.  

 Suppose your retirement goal is to withdraw $90,000 per year from your IRA. To maintain your purchasing power, you must adjust your withdrawal amount for the inflation factor. That means that to get $90,000 per year at an inflation rate of 3%, your withdrawal amount in year 15 would be $140,217. 

Are you on track to manage inflation during your retirement? To learn more, give us a call today, or visit our website.

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Financial Planner Marketing

 

If you own investment property, you need to know how the IRS Section 1031, commonly referred to as a 1031 exchange, can work for you. A 1031 exchange is a strategy that allows an investor to defer capital gain taxes by selling a property and then reinvesting the proceeds into a new, like-kind property. 

Here are the basic rules of the 1031 exchange:  

First, the taxpayer who sells must be the same taxpayer who buys. 

Second, you must identify the new property within 45 calendar days after closing on the first property. 

Third, you must purchase the replacement property within 180 calendar days after closing. 

Fourth, the replacement property price must be equal to or greater than the old property 

If the new property price is less than the old one, the difference may be taxed. 

A 1031 exchange can be a powerful tax-deferment strategy offering many opportunities to investors. To learn more, give us a call today.  

 

Whiteboard Videos for Financial Advisors

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Financial Advisor Video Marketing

Video Transcript:

Statistics say there is a seventy percent chance that you or your spouse will experience a need for long-term care! Long-term care includes a range of services and supports you may need to meet your personal care needs.  

Most long-term care is not medical care, but rather assistance with the basic personal tasks of everyday life, sometimes called Activities of Daily Living (or ADLs). These include bathing, dressing, using the toilet, transferring to or from a bed or chairs, caring for incontinence, and eating. Other common long-term care services and supports are assistance with everyday tasks, sometimes called Instrumental Activities of Daily Living (or IADLs). These include housework, managing money, taking medication, preparing and cleaning up after meals, shopping for groceries or clothes, using the telephone or other communication devices, caring for pets and responding to emergency alerts such as fire alarms.  

The cost of Long-Term care varies with the amount of coverage, length of care, and deductibles. The initial premium level will increase based upon the age at which you apply. Like all insurance, most people wait too long before applying. 1 in 4 who apply between the ages of 60 and 69, don’t qualify.  

You owe it to yourself and family to know the options and prepare well today. Call us to find out more. 

Whiteboard Videos for Financial Advisors

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Whiteboard Video for Financial Services

Video Transcript:

Are you planning for retirement and wondering how to get the most out of your 401K or other retirement funds?  Many people don’t know is that Life Insurance can provide a wonderful vehicle for a tax-free retirement. Here’s how it works. 

When you put money into a 401K, you get a tax deduction, and the money grows tax deferred. When you withdraw the money in retirement, you pay taxes on it. 

 But when you purchase a life insurance policy, it’s different. You don’t receive a tax deduction at first. The money grows tax deferred, just like a 401K. But when you withdraw the money, it’s tax free! This could add up to a savings of 400% on taxes over a 30-year period.  

To learn more about smart retirement saving strategies, give us a call, or visit our website today. 

 

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Financial Advisor Marketing

Video Transcript:

The roller coaster of the past 3 months leaves many with the same basic questions.

QUESTION 1: Am I taking too much risk in my portfolio? In other words, are you taking on risk of major loss because you want to “run up the score” with your wealth? Answer: If there were ever a time to take only the amount of risk of major loss that is absolutely necessary, it is now.

QUESTION 2: Why do I own what I own? Chances are, you’re holding underperforming funds, and the wrong asset classes in your portfolio. Why? Answer: Getting your asset allocation correct can help boost your portfolio’s performance.

QUESTION 3: What if we get another selloff like earlier this year (or worse), what’s the plan, given the warning shot we just witnessed? Hope is not an investment strategy. Your first priority when starting or continuing an investment plan is to design your “escape hatch” plan.

Have Wealthabundance Wealth Management put these questions to rest. To maximize your portfolio, and get your asset allocation right, call or email Wealthabundance Wealth Management today

 

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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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JAMES STEWART, CFP®
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