Whiteboard Videos for Financial Advisors

Video Transcript:

A Living Will can also be called an Advance Health Care Directive. It is a legal document instructing what actions should be taken if you are unable to make decisions due to illness or incapacity. Medical intervention can unnecessarily prolong life, pain, expenses and emotional stress for patients and family members. You can reduce this stress by planning well. A living will can be very specific or very general. You can express desires regarding pain relief, antibiotics, hydration, feeding, and the use of ventilators or cardiopulmonary resuscitation. A recent version called a Medical Directive presents various scenarios for you to choose from. The forms and procedures can vary by state and country. Health Care Directives are often combined with a Durable Power of Attorney. Regardless of your current health or finances, it’s important to plan for your long term health care with a Living Will. Give us a call today to find out more.

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Financial Advisor Videos

*Video Transcript*
Did you know that one of the greatest risks to your retirement portfolio can happen in the first years 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 make regular withdrawals from investments while 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.

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Why Should Women Pay Extra Attention in Planning for Retirement?

Video Transcript:

Women often don’t know the details about their investments or retirement finances, leaving that to the man to coordinate.

But now, more than ever, the woman should be involved. Why?

Women live longer than men—on average 9 years longer than their husbands–often after taking care of them for years.

A woman caring for her aging parents or spouse might be kept from the workforce during her highest earning years.

The U.S. Census Bureau puts the average age of widowhood at 59 – potentially leaving the widow to manage their entire retirement.

The divorce rate in the United States is 40 to 50 percent.

That’s why it is crucial that the woman understands what is going on financially, because there is a possibility that her spouse will no longer be around.

Some items that can affect a woman for the rest of her life are:
Her spouse’s Social Security choices, Pension decisions, life insurance policies and plans for the family business if a spouse or business partner becomes disabled, passes away or gets a divorce
Let us help you through research, education and collaborative decision making. Call us today.

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How Do You Create a Simple Retirement Income Plan?

Video Transcript:

A retirement income plan is needed because life changes in retirement. Your retirement plan should account for every year in retirement, even past your life expectancy. For each year, make a list for you and your spouse that include social security income, pensions and annuity income. Also list earnings from investments and working part-time.

List any other fixed and regular income sources. For each year, list your desired gross retirement income need. Be sure to include taxes, the effects of inflation and potential medical expenses. Then for each year, determine the gap or surplus by subtracting expenses from income.

If you see that you have gaps in your retirement plan, give us a call today. We can make sure you have a strategy to help you reach your retirement goals.

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What’s Your Risk Tolerance?

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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iBennie Promotion

Video Transcript:

I would like to give you a Free $20 membership to IBennie. What’s an IBennie?

It’s a fantastic program.

You can use it to get over 360,000 local and national deals.

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You can use it for major discounts on movie tickets, travel, lodging, sports events, theme parks and attractions,

grocery coupons and Free AD&D Insurance. Find deals for any zip code in the country.

Also it will give you 20% cash back on many purchases. In addition, virtually every time you shop, IBennie will make a donation to the organization of your choice.

Oh, frabjous day! Caloon! Callay! Where do I sign up?
On the link found on this page.

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What is an Annuity and How Does It Guarantee Generate Income?

Video Transcript:

What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It’s actually a steam of income that may be designed so that you can’t outlive it. An annuity is a flexible insurance contract that allows retirement savings to grow income tax deferred and then payout to you in a lump sum, income for life, or income for a certain period of time. There are two basic types: Fixed and Variable. The Fixed Annuity earns a set yield and payout set by the contract. The Variable Annuity is invested in stocks and bonds. The growth value and potential income stream will depend on the investment returns and losses could occur. In both annuities the growth is income tax deferred and the contract terms control growth and income. In today’s market there has been a blending in the qualities of these two kinds of annuities to generate the best return for investors. There are a lot of choices and your personal situation needs to be considered. We can help you develop a plan to meet your specific needs towards a comfortable retirement, so please give us a call today.

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Roth IRA – Convert or Contribute?

Video Transcript:

Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts.

Roth IRAs offer many advantages that other traditional retirement accounts don’t.

First, you can withdraw your money tax-free during retirement, which allows you to manage your taxable income. And second, with no annual distribution rules, you’re free to take your money out only when you want to.

There are two ways to put your funds into a Roth IRA; through contributions and conversions.

Contribution rules include contribution limits. For several years the annual limits have remained at five thousand five hundred dollars, or six thousand five hundred dollars if you’re over 50. And to contribute money to a Roth IRA, you must earn compensation, or income, but remain below IRS mandated income levels. High earners can’t contribute.

Conversions have very few limitations. Anyone can convert an account such as an IRA, 401(k) or SEP IRA into a Roth IRA. You don’t need to have income, but if you do, there’s no income limit and there are no restrictions on the size of the conversion.

You can convert one million dollars if you like! You will, however, owe income tax on any amount that you convert, so conversions should be scheduled when your tax rate is lowest.

To learn more about Roth conversions and contributions, give us a call today.

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Golf and Investing

Video Transcript:

Great golfers can par every hole.

Great investors achieve the market return.

But the reality is, most golfers can’t par every hole, and most investors can’t achieve the market return.

In fact, you are virtually guaranteed to not do either one better than average.

By working with Wealthabundance Wealth Management, we’ll provide a simple low-cost solution to your investing problems, and show you how to achieve market returns

To make sure your investments are “on par” ask WealthAbundance for an investment checkup.

Call or email us to get your portfolio “on the green and in the hole”.

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Financial Planner Marketing

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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