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All the financial advice you’ll ever need fits on a single index card
 
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Watch more from Making Sen$e: https://bit.ly/2D8w9kc Read more economic news: https://www.pbs.org/newshour/economy/making-sense At first glance, fiscal planning can seem more complex and time-consuming than it’s worth. But according to Professor Harold Pollack of the University of Chicago, you can fit all the financial advice you’ll ever really need on a single index card. Economics correspondent Paul Solman takes a look at Pollack’s ten easy tips for simple and sensible money management.
Views: 1589337 PBS NewsHour
Common mistakes in financial planning and investment
 
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Watch complete news story of Money guru for getting detailed updates about the queries in financial planning, investments etc! Zee Business is one of the leading and fastest growing Hindi business news channels in India. The channel has revolutionized business news by its innovative programming and path-breaking strategy of making business news a 24/7 activity as it is not just limited to the stock market. This has made Zee Business your channel to wealth and profit. Besides updated hourly news bulletins, there is a lot to watch out for, whether it be stock market related detailed information, investments, mutual funds, corporate, real estate, travel or leisure. The channel has the most diverse programming portfolio which has positioned it as a channel of choice amongst viewers. By speaking a language of the masses, Zee Business is today the most preferred for business news. Some of the popular shows of Zee Business are: Share Bazar, Mandi Live, Aap Ka Bazar, First Trade, Big Debate etc.
Views: 70318 ZeeBusiness
Investment Advice for a Lottery Winner : Financial Planning & You
 
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Subscribe Now: http://www.youtube.com/subscription_center?add_user=Ehowfinance Watch More: http://www.youtube.com/Ehowfinance If you're a lottery winner, one of the first things you'll want to start thinking of is investing some of that cash. Get investment advice for a lottery winner with help from a published finance author in this free video clip. Expert: Kevin Bourke Bio: Kevin Bourke has been writing finance-related articles since 2007. Filmmaker: Alfredo Rodriguez Series Description: The world of financial planning is one that you shouldn't try to navigate without either a great deal of research or a consultation with a professional. Get tips on financial planning and how to put it to work for you with help from a published finance author in this free video series.
Views: 134718 ehowfinance
05 Financial Planning - Mutual Funds
 
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Download the TA app and learn to trade the markets for free: https://play.google.com/store/apps/details?id=in.tradeacademy.learn&referrer=utm_source%3DTAyoutube%26utm_medium%3D05_Financial_Planning Learn about what are mutual funds, the types and how you can get started in starting a SIP.
Views: 7125 Trade Academy
Financial Planning: A Guide to Personal Finance
 
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Financial Planning: A Guide to Personal Finance financialplan.about.com › About Money A complete guide covering all aspects of financial planning including creating a budget, saving money, planning for college, retirement, taxes, insurance, and ... The 1-Page Financial Plan: 10 Tips for Getting What You ... www.forbes.com/.../the-1-page-financial-plan-10-tips-for-getting-... Forbes Mar 31, 2015 - Carl Richards, certified financial planner and personal finance ... to you will guide you on every financial planning decision moving forward, ... How to Choose and Use Financial Software - Personal ... guides.wsj.com/personal-finance/.../how-to-choos... The Wall Street Journal A quick guide to money-management and tax-preparation programs. ... If you choose to purchase any personal-finance software, search online for any ... Even if you use a certified financial planner (CFP) or financial adviser, these experts ... How to Choose a Financial Planner - Personal Finance ... guides.wsj.com/personal-finance/.../how-to-choos... The Wall Street Journal A guide to finding and picking a financial planner. ... administered by the Certified Financial Planner Board of Standards about the specifics of personal finance. Personal Finance Guides and Financial Advice - US News ... money.usnews.com/money/personal-finance U.S. News & World Report Get personal finance news and financial advice to learn about investing and ways to ... Research and compare your state's 529 plan college savings options. Personal Finance | Financial Advice | Financial Planning www.fool.com/how-to.../personal-finance/index.aspx The Motley Fool
Views: 44860 Jay Walker
The #1 Mistake People Make When They Use a Financial Advisor
 
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The #1 Mistake People Make When They Use a Financial Advisor Need investing help? Check out SmartVestor: https://goo.gl/ErzQgu Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 135023 The Dave Ramsey Show
Warren Buffett: Investment Advice & Strategy - #MentorMeWarren
 
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Check out these books about Warren Buffett: * The Essays of Warren Buffett: https://amzn.to/2PF5tOA * Becoming Warren Buffett: https://amzn.to/2SEvYm1 * Warren Buffett and the Business of Life: https://amzn.to/2PEz6jc * The Intelligent Investor: https://amzn.to/2PJjpr7 * The Warren Buffett Way: https://amzn.to/2Qg2U2H He's the chairman, CEO and largest shareholder of Berkshire Hathaway. He's the most successful investor in the world. He's consistently ranked among the world's wealthiest people. (He has an estimated net worth of US$66.4 billion) MentorMe Warren. .:;$ JOIN MY #BELIEVE NEWSLETTER $;:. This is the best way to have entrepreneur gold delivered to your inbox, and to be inspired, encouraged and supported in your business. Join #BelieveNation and feel the love. http://www.evancarmichael.com/newsletter/ .:SOURCES:. 1. https://youtu.be/Mh1G1DiJ1oI?t=7m39s 2. https://youtu.be/t69G17HCl4Y 3. https://youtu.be/S98O2gFBEPo?t=10m50s 4. https://youtu.be/S98O2gFBEPo?t=54s 5. https://youtu.be/cSU3y0N60XU?t=28m21s 6. https://youtu.be/gUAtVyWS_4Y?t=1m54s .: WHAT IS #BTA? :. Why do people keep ending comments with #BTA?: https://www.youtube.com/watch?v=BsY8bmTUVP8 .: SUBSCRIBE TO MY CHANNEL :. If you want to do great things you need to have a great environment. Create one by subbing and watching daily. http://www.youtube.com/subscription_center?add_user=Modelingthemasters .: CAPTION THIS VIDEO :. If you loved this video, help people in other countries enjoy it too by making captions for it. Spread the love and impact. https://www.youtube.com/timedtext_video?v=d0XKtUXgpOw .: CONNECT WITH ME :.Leave a comment on this video and it'll get to me. Or you can connect with me on different social platforms too: Twitter: https://twitter.com/evancarmichael Facebook: https://www.facebook.com/EvanCarmichaelcom Google+: https://plus.google.com/108469771690394737405/posts Website: http://www.evancarmichael.com .: MORE ABOUT ME PERSONALLY :. About: http://www.evancarmichael.com/about/ Coaching: http://www.evancarmichael.com/movement/ Speaking: http://www.evancarmichael.com/speaking/ Gear: http://evancarmichael.com/gear .: VIDEO SCHEDULE :. Top 10 Rules for Success - Weekdays at 8pm EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM0VWRGYCfuUCdyhKfU733WX #Entspresso - Weekdays at 7am EST : https://www.youtube.com/playlist?list=PLiZj-Ik9MmM0-kQSSs3Ua5wExlz1HwRRs #BelieveLife - Sundays at 7am EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM207_RQCOPAwZdKYXQ4cqjV #EvansBook - Saturdays at 8pm EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM1tNSh0CjOsqIg1fw7bAPt4 Life with Evan - Sundays at 8pm EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM19tzfHH_VJOnghbfdRPZjS Thank you for watching - I really appreciated it :) Cheers, Evan #Believe Check out these books about Warren Buffett: * The Essays of Warren Buffett: https://amzn.to/2PF5tOA * Becoming Warren Buffett: https://amzn.to/2SEvYm1 * Warren Buffett and the Business of Life: https://amzn.to/2PEz6jc * The Intelligent Investor: https://amzn.to/2PJjpr7 * The Warren Buffett Way: https://amzn.to/2Qg2U2H
Views: 1133518 Evan Carmichael
Financial Advisor Told Me To Invest Instead Of Paying Debt
 
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Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 265574 The Dave Ramsey Show
Financial planning tips for 2018 | Your Morning
 
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Personal finance expert Rubina Ahmed-Haq joins us to talk about what you can do in 2018 to help pay off debt and put some funds aside. ----------------------------------------------------------------------------------------------------------- Subscribe to Your Morning for the latest: http://bit.ly/2hX11GF Connect with Your Morning: For the latest in news and lifestyle visit: http://www.ctv.ca/your-morning Your Morning on Facebook: https://www.facebook.com/yourmorningctv/ Follow Your Morning on Twitter: https://twitter.com/yourmorning Follow Your Morning on Instagram: https://www.instagram.com/yourmorning/ Hosted by Ben Mulroney and Anne-Marie Mediwake, along with anchors Melissa Grelo, Lindsey Deluce and Kelsey McEwen, YOUR MORNING delivers a fresh perspective on today's headlines, engaging conversations with trending celebrities and news makers, plus helpful advice and know-how to make sure you and yours are ready for the day ahead.
Views: 956 Your Morning
Serious Advice for Young People (18-28)
 
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I give advice to young people on your most important decade! * My Stock Market Investing Strategy link! http://amzn.to/2pvkbXK * My SnapChat is : FinancialEdSnap * My Instagram is : FinancialEducationJeremy * My Twitter Page https://twitter.com/givemethegoodz * My second favorite book on Investing http://amzn.to/2cDS2ZY * My third favorite book on Investing http://amzn.to/2cQqPDD * My favorite book on business http://amzn.to/2cfY71k * My favorite Personal Finance http://amzn.to/2ckIqUE * My favorite movie about the stock market http://amzn.to/2cQLLx1 * My favorite movie about business http://amzn.to/2cGzLcI Financial Education Channel
Views: 41611 Financial Education
5 Tips On Investing For Beginners By Warren Buffett - Warren Buffett Investment Strategy
 
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Warren Buffett is one of the richest people in the world who built his fortune as an investor becoming one of the worlds wealthiest billionaires. Warren Buffett's top recommended book for new investors to read http://amzn.to/2iPM8aw Tips in the video: Tip 1 - Invest in yourself Tip 2 - Get out of cash and get into assets Tip 3 - Invest in income producing assets Tip 4 - Do research on a company before investing Tip 5 - Invest Into Things You Understand Sources: https://www.youtube.com/watch?v=Mh1G1DiJ1oI&feature=youtu.be&t https://www.youtube.com/watch?v=t69G17HCl4Y&feature=youtu.be https://www.youtube.com/watch?v=S98O2gFBEPo&feature=youtu.be&t https://www.youtube.com/watch?v=gUAtVyWS_4Y&feature=youtu.be&t Music: www.bensound.com
Views: 697920 Entrepreneur Advice
How To Plan Your Personal Finance Efficiently
 
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Conceptualised by the National Stock Exchange (NSE) in association with CNBC-TV18, 'NSE Fin Wiz' is part of the NSE LIFE. The purpose of NSE LIFE is to improve levels if financial literacy and education to enable, empower and enrich young Indians. As NSE FinWiz travels to Mphasis in Pune for its third season, watch India's finest financial experts Ankur Kapur & Tanvir Alam shed light on basics
Views: 45171 CNBC-TV18
Tony Robbins' Best Piece Of Financial Advice | Money | TIME
 
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Life strategist Tony Robbins tells MONEY the best piece of financial advice he's ever gotten. Subscribe to TIME ►► http://po.st/SubscribeTIME Get closer to the world of entertainment and celebrity news as TIME gives you access and insight on the people who make what you watch, read and share. https://www.youtube.com/playlist?list=PL2EFFA5DB900C633F Money helps you learn how to spend and invest your money. Find advice and guidance you can count on from how to negotiate, how to save and everything in between. https://www.youtube.com/playlist?list=PLYOGLpQQfhNKdqS_Wccs94rMHiajrRr4W Find out more about the latest developments in science and technology as TIME’s access brings you to the ideas and people changing our world. https://www.youtube.com/playlist?list=PLYOGLpQQfhNIzsgcwqhT6ctKOfHfyuaL3 Let TIME show you everything you need to know about drones, autonomous cars, smart devices and the latest inventions which are shaping industries and our way of living https://www.youtube.com/playlist?list=PL2862F811BE8F5623 Stay up to date on breaking news from around the world through TIME’s trusted reporting, insight and access https://www.youtube.com/playlist?list=PLYOGLpQQfhNJeIsW3A2d5Bs22Wc3PHma6 CONNECT WITH TIME Web: http://time.com/ Twitter: https://twitter.com/TIME Facebook: https://www.facebook.com/time Google+: https://plus.google.com/+TIME/videos Instagram: https://www.instagram.com/time/?hl=en Magazine: http://time.com/magazine/ Newsletter: time.com/newsletter ABOUT TIME TIME brings unparalleled insight, access and authority to the news. A 24/7 news publication with nearly a century of experience, TIME’s coverage shapes how we understand our world. Subscribe for daily news, interviews, science, technology, politics, health, entertainment, and business updates, as well as exclusive videos from TIME’s Person of the Year, TIME 100 and more created by TIME’s acclaimed writers, producers and editors. Tony Robbins' Best Piece Of Financial Advice | Money | TIME https://www.youtube.com/user/TimeMagazine
Views: 60455 TIME
Financial Planners advice to first time mutual fund investors.
 
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Your Money on CNBC Awaaz telecast on 26 December 2016. In this episode Kiran discusses the increase in online/digital savings in Mutual Funds post demonetization
Views: 148826 Kiran Telang
Financial Planning Strategies for All Ages | S.2 Ep. 18
 
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Learn key retirement saving strategies for your 30’s, 40’s, 50’s and 60’s. As you grow older, your financial situation and life needs change. Understand the importance of saving for retirement and the steps you should be taking depending on where you are in life. 1:37 “57% of Workers have less than $25,000 saved for retirement” (Source: Employee Benefit Research Institute) 3:55 “It behooves you to start as early as you can because that way the compound of money is going to work the best for you” 4:31 “Max out your 401(k) as much as you can or at least to the match” 5:46 “You have to take a look at paying yourself first, keeping those expenses under control, and then if you do get a bonus or if you get a raise, try to save half of that” 6:29 “This is a great opportunity for the younger generation to take control of their finances and start saving” 7:45 “According to U.S. News, when switching jobs there are three ways that you that could avoid paying taxes or early withdrawal penalties from your 401(k). First, you can leave it in your old 401(k), second, you can roll it over to an IRA, or third, you could transfer the balance into the 401(k) at your new employer.” 10:24 “I think the first thing [40-year olds should do] is setting a goal, establishing a saving goal, whatever that may be” 11:08 “Go higher than you think you’ll actually do…I think if you set it high and it’s automatic, especially if you’re saving in your 401(k), it’ll be out of sight out of mind; you’ll end up saving a lot more than you think you actually can” 12:18 “I would say there are three key things: make sure to pay yourself first, make sure to choose the appropriate investments, make sure to monitor your progress and see where you’re at” 15:00 “If you’re 50-years old or you’re 55, here are the steps: you want to start right now (can I cut some spending?), then from there you can save more, manage the assets appropriately” 15:10 “If you do not have a 401(k) plan, try to save into an IRA, or a Roth IRA, after those look into non-qualified investments or stocks or bonds…save, save, save: that’s the key” 18:23 “The younger generations are not taking the appropriate amount of risk in their overall portfolio” 18:38 “One of the things that you absolutely need to figure out is what is the retirement date? It’s not this arbitrary number; you want to make sure you have enough capital to maintain a lifestyle long-term” 18:54 “Believe it or not there are over 500 ways to collect Social Security if you’re married” 19:16 “For people who can afford to wait, wait on your Social Security, you can wait as long as age 70 when you’ll get the maximum amount possible on Social Security, and that will last the rest of your life and it’s indexed for inflation” 23:31 “If you’re a first-time home buyer, there are special rules within the IRS legislation that allows you to take money out without the penalty” Aired 5/2/15 If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-ass... Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: yourmoneyyourwealth.com http://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
3 Questions You Must Ask a Financial Advisor
 
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Former financial advisor Jill Schlesinger, now a CBS business analyst, tells Jack Otter of Barron's how to protect your interests and get the best advice. Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 37044 Wall Street Journal
Financial Strategies for Your 20's & 30's
 
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The earlier you start planning for your future, the better. Saving and investing in your 20’s and 30’s could make a huge difference in your financial well-being years down the line. We want to help make a difference for younger generations so that they can be smart about planning for their financial future. Pure Financial is kicking off a series of educational videos to help. This quick 6-minute video marks the start of our educational series: Financial Strategies for Your 20’s and 30’s. Agenda: 1. Getting out of debt 2. Protecting your credit 3. Saving and investing for your future 4. Minimizing taxes 5. Taking control of your health If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Retirement Planning in Your 40's - Financial Planning Advice for Retirement - 5 Smart Moves
 
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Here are the smart financial moves you need to make in your 40's to keep your financial life on track. Download the 8 Steps to Organize & Optimize Your Financial Life: http://bit.ly/OrganizeAndOptimize. Scott Weiss is a Fee-Only Certified Financial Planner. Subscribe to my channel: http://bit.ly/scottweisscfp ******************************************** Learn more about working with Scott at Weiss Financial Group Here: http://www.weiss-financial.com ******************************************** Subscribe to my blog: http://www.mahopacmoney.com ******************************************** Get Social -------------------------------- LinkedIn: https://www.linkedin.com/in/scottgweiss Facebook: https://www.facebook.com/WeissFinancialGroup Twitter: https://twitter.com/_scottgweiss ******************************************** Video Notes: ---------------------- You’ve got some important work to do in your 40’s to get your financial life in order. Here are the smart financial moves you need to make right now. THE SANDWICH GENERATION Once you hit your 40’s you may be “sandwiched” between taking care of your kids and your elderly parents or relatives. This stage of life is often referred to as the sandwich generation. TIP: Maintain Planning Efforts Despite Additional Stresses With increased financial pressures, you’ll want to try and maintain your retirement planning efforts in the face of these stresses. Here are the 5 smart moves to make SMART MOVE #1 MAINTAIN YOUR EMERGENCY FUND TIP: Make This a Top Priority! Make your emergency fund a top priority. With all your responsibilities at this stage in your life the importance of your emergency fund increases. Read my blog post on emergency funds to help you figure out what you need and how to maintain it: https://mahopacmoney.com/2016/02/02/how-big-should-your-emergency-fund-be/ What's an Emergency Fund? An emergency fund is a stash of money set aside to cover the financial surprises life throws your way. These unexpected events can be stressful and costly. Some of the top emergencies people face include Job loss, medical and dental procedures, and insurance deductibles. SMART MOVE #2 ADD TO RETIREMENT SAVINGS TIP: Make Sure You Are Contributing Regularly Make sure you are regularly contributing to your 401(k) or other retirement savings vehicle. Hopefully you’ve already been doing this, if not, get going. You want to be putting aside at least enough to get the company match but your ultimate goal really should be to max out your contributions. SMART MOVE #3 CREATE A COLLEGE FUND TIP: Don’t Dip Into Retirement Funds to Pay for College You may have teens or pre-teens at home, and if you have not yet considered creating a college fund that can grow and compound over time, now is the right time. You should not dip into your retirement fund to pay for their college educations, no matter how onerous college loans may seem. SMART MOVE #4 CHECK YOUR INSURANCE TIP: Life Insurance & Consider LTC as You Get Closer to 50 Make sure you have proper coverage or if adjustments need to be made. Also, you may want to start considering long term care insurance particularly as you get closer to age 50 SMART MOVE #5 START ESTATE PLANNING TIP: Update Your Will and Consider Trusts The rule of thumb is that if you're acquiring assets like real estate or cars, which is probably what you are doing in your 40’s, then it’s time to start thinking about your estate. You definitely want to have will and you may want to consider a trust. For a more detailed explanation of what wills and trusts can do for you, watch these videos: What is a Will: https://www.youtube.com/watch?v=XqaDQK8g6U4 How Trusts Work: https://www.youtube.com/watch?v=5ifFpehHjJQ Sources: --------------- 1. This material was prepared, in part, by MarketingPro, Inc. Disclosure: ------------------- Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client’s other professionals. Leave me a comment to ask any question or contact me through my website if you'd like to see if I can help you.
Views: 21966 Scott Weiss, CFP
3 Fundamentals of Investing | Financial Planning Tips by Yadnya
 
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The 3 fundamentals are: 1. Start early 2. Invest regularly 3. Choose the right investment vehicle. Buy our Book Here : http://amzn.to/2vv1Scb 108 Questions & Answers on Mutual Funds & SIP Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Wait, There's A Difference Between Financial Planners And Investment Advisors
 
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I was recently explaining to a friend what young professionals should expect when they interview a financial advisor. I said that they should always walk away understanding how the advisor gets paid, and if the advisor is a financial planner or an investment advisor. My friend gave me a confused look and asked "Wait, there's a difference between financial planners and investment advisors?" This is a common misconception that we, as financial planners, have failed to correct. I will start by saying that the term "financial planning" is still being defined, and everyone doesn't agree on the definition. This means the definitions in this article are my own. Financial planner is not a protected term. You can't just say you're an accountant or lawyer without having the proper training and licensing, however you are welcome to call yourself a financial planner with little to no training or credentials (this varies by state). Good, bad, or otherwise, it makes it impossible to define the services with authority, but here are my personal definitions: Financial Planner: A financial planner provides advice to their clients related to one or more areas of personal finance. The most common topics for a financial planner to give advice on are: cash flow and debt management, retirement planning, insurance planning, estate planning, tax planning, real estate, education planning, and investment advice. Other topics that some financial planners advise on include: financial psychology, career transitions, and others. As you can see, financial planners are in the business of giving advice on practically every area of their client's financial lives. Many financial planners have a specialty, such as being an expert on stock options for executives, or working with specific types of clients such as expecting parents, but they tend to assist with all of the listed topics. Investment Advisor: An investment advisor gives their client's advice on how to invest their money. They help establish their client's ability to handle up's and down's in the market, set goals for their investment funds, and make recommendations on how the client should be invested. Their primary focus is their client's investments. Most investment advisors also manage their client's portfolio. So why all of the confusion? Because most financial planners are ALSO investment advisors, but not all investment advisors are also financial planners. I like to think of Investment Advisory as a service that financial planners can provide, but there are a lot of professionals that only provide investment advisory services. The reason for the overlap is because the emerging profession of financial planning started with investment advisors that wanted to give advice on other areas of their client's financial lives. There also hasn't been a clear distinction between Advice and Management. There are a few financial planners that will give investment advice without actually managing their client's portfolios, but they are in the minority right now. The point is that there is a significant difference between financial planners and investment advisors. Neither is better than the other, it is just important to know what services your advisor provides. If you are looking for a financial advisor, be sure you are clear on what services you want so that you can be sure your advisor provides them. So what do you think? Do you get confused by the different titles that professionals use? Has this post helped to simplify and explain the differences? Let me know in the comments section!
Views: 4682 Alan Moore
Financial Planning (Part 1) - Hindi
 
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This video is about basic financial planning and how to do simple calculations to put a financial number to our goal. Once the amount and time for goal are known, then it is very easy to achieve seemingly big goals by taking very small but regular steps in the correct direction. A very big mistake which small investors do is invest in life insurance policies or gold or real estate. This video also compares the historic returns of all these various avenues (in Indian context) over the long term. Please write your comments and feedback so that we can incorporate that in our future videos. For more information on our trainings, please call Shailesh on 8600043130. Thank you for watching.
How Much Do Financial Planners Charge?
 
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How Much Do Financial Planners Charge? There’s a lot of confusion around how financial professionals get paid for their work. This can cause you to feel afraid to ask for help, even when you know you really need it, in fear that you will get charged an arm and a leg for a financial planner’s advice and services. So to help clear things up, here is an outline of the four main ways financial professionals are compensated. 1. They can receive a salary from the company they work for. Financial professionals can work for a financial firm that pays them a salary. The financial company makes money when you, the client, use their products or services, and from there the company pays out a salary to the professional who helped you. With this method of compensation, you don’t have to worry about the financial professional pushing one product over another to receive a higher commission payout. 2. They can receive commissions from the company they represent. This is usually the most common method when it comes to investment and insurance companies, as most of the financial professionals selling these products will receive a commission from the company once they sell a product to you. With this method, you want to make sure you find a professional who will always act in your best interest and not be swayed by one product due to its higher commission payout. 3. They charge a percentage for assets under management. Most financial professionals who specialize in wealth management work on this fee model. They charge the client a percentage of the total assets they manage--for example, 1%--and that fee is usually deducted from the account itself every month, quarter or year. With this method, your financial advisor may offer advice on the account investments and/or other areas of your financial life, too. 4. They charge flat fees or hourly fees. You can pay a financial planner an hourly fee for advice on things like budgeting, saving for goals like your cash cushion or retirement, analyzing your insurance needs, etc. Sometimes a financial professional will charge you a flat fee for their services to cover all those areas for a specific period of time. This method is great for individuals who want more holistic financial advice and may not have accumulated a sizeable portfolio yet. Of course, with any fee model, it makes sense to find someone who you feel comfortable with, and who can help you with unbiased, objective advice, regardless of how he or she is compensated. Become a Financially Wise Woman in 6-weeks by enrolling in my Money Class-http://www.fwwmoneyclass.com/ If you enjoyed this Financially Wise video, make sure to subscribe to get your free Financially Wise Toolkit at http://www.financiallywisewomen.com/ LET'S CONNECT MORE! ♥SUBSCRIBE TO MY YOUTUBE CHANNEL♥ http://www.youtube.com/subscription_center?add_user=brittneycastro ♥ LIKE US ON FACEBOOK ♥ https://www.facebook.com/financiallywisewomen ♥ FOLLOW ME ON INSTAGRAM ♥ http://instagram.com/brittneycastro ♥ FOLLOW ME ON TWITTER ♥ https://twitter.com/brittneycastro
Views: 8538 Brittney Castro
Best Financial Planners: Investment Management Advisor, Personal Financial Planning | ArthaYantra
 
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Looking for Financial Planners in India? ArthaYantra have best financial advisors to guide online on Investment Management and Personal Financial Planning. Speak to our Investment Advisor to get personal finance management.
Views: 3168 ArthaYantra AY
Where Millennials Go for Financial Advice
 
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There are new and unconventional approaches that try to help 20- and 30-somethings start saving and investing. MarketWatch's Jillian Berman discusses financial options for millennials. Photo: Getty Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Follow WSJ on Facebook: http://www.facebook.com/wsjvideo Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJvideo Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 3087 Wall Street Journal
Financial Advice for Lottery Winners
 
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Laurence Schreiber explains the key investment lessons to consider for people coming into sudden financial windfalls - from inheritance, to a winning IPO or even the Powerball lottery. Learn more, www.claritycap.com
Views: 10731 Clarity Capital
Retirement Plans: Last Week Tonight with John Oliver (HBO)
 
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Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
Views: 10246341 LastWeekTonight
Difference between "Investment Advice" and "Financial Planning"
 
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A conversation between Robert Gignac (Author of "Rich is a State of Mind") and Globe & Mail Personal Finance columnist Rob Carrick on the differences between "investment advice" and "financial planning"
Views: 553 Robert Gignac
Systematic Investment Advice and Financial Planning
 
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Harsh Roongta, CEO of http://www.apnapaisa.com advising people on Investments Queries on CNBC AWAAZ Money Yatra . Useful Link: http://www.apnapaisa.com/investment/index.html
Views: 1681 ApnaPaisa
Financial Planning in Your 50’s
 
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If you’re in your 50’s and haven’t saved any money for retirement, you’re not alone. Find out the key steps for 50-year olds to take in preparing for life’s big next step. 0:31 “50% of you are going to be forced into retirement early; even though you want to work as late as you can, now’s the time to start” 1:26 “If you’re 50 years old or you’re 55, here are the steps: you want to start right now (can I cut some spending?), then from there you can save more, manage the assets appropriately” 1:36 “If you do not have a 401(k) plan, try to save into an IRA, or a Roth IRA, after those look into non-qualified investments or stocks or bonds…save, save, save: that’s the key” 1:55 “There’re really four steps that you want to look at here” Season 2 Episode 18 Aired 5/2/15 If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: http://yourmoneyyourwealth.com http://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Personal Finance, Retirement Planning, Wealth Management Tips, Investing Advice (2011)
 
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Retirement planning, in a financial context, refers to the allocation of finances for retirement. This normally means the setting aside of or other to obtain a steady at retirement. More on personal finances: https://www.amazon.com/gp/search?ie=UTF8&tag=tra0c7-20&linkCode=ur2&linkId=5ce2048ba57125fd677e02f635d30254&camp=1789&creative=9325&index=books&keywords=personal%20finances The goal of retirement planning is to achieve financial independence, so that the need to be gainfully employed is optional rather than a necessity. The process of retirement planning aims to: Assess readiness-to-retire given a desired retirement age and lifestyle, i.e. whether one has enough money to retire; and Identify actions to improve readiness-to-retire. Acquire financial planning knowledge Encourage saving practices In recent years, producers such as a financial planner or financial adviser have been available to help clients develop retirement plans, where compensation is either fee-based or commissioned contingent on product sale. Such arrangement is sometimes viewed as conflicting to a consumer's interest to have advice rendered without bias or at cost that justifies value. Consumers can now elect a do it yourself (DIY) approach, given the advent of a large, ever growing body of resources. For example, retirement web-tools in the form of simple calculator, mathematical model or decision support system have appeared with greater frequency. A web-based tool that allows client to fully plan, without human intervention, might be considered a producer. A key motivation beyond the DIY trend is based on many of the same arguments of Lean manufacturing process, a constructive alteration of the relationship between producer and consumer. Retirement finances touch upon a motley of distinct subject areas or financial domains of client importance, including: investments (i.e. stocks, bonds, mutual funds); real estate; debt; taxes; cash flow (income and expense) analysis; insurance; defined benefits (e.g. social security, traditional pensions). From an analytic perspective, each domain can be formally characterized and modeled using a different class (computer science) representation, as defined by a domain's unique set of attributes and behaviors. Domain models require definition only at a level of abstraction necessary for decision analysis. Since planning is about the future, domains need to extend beyond current state description and address uncertainty, volatility, change dynamics (i.e. constancy or determinism is not assumed). Together, these factors raise significant challenges to any current producer claim of model predictability or certainty. Some might even adopt fatalism -- that the full scope of client issues, non-financial included, render the entire problem indeterminate, unsolvable, and meaningless. The Monte Carlo method is a perhaps the most common form of a mathematical model that is applied to predict long-term investment behavior for a client's retirement planning. Its use helps to identify adequacy of client's investment to attain retirement readiness and to clarify strategic choices and actions. Yet, the investment domain is only financial domain and therefore is incomplete. Depending on client context and despite popular press, the investment domain may have very little importance in relation to a client's other domains - e.g. a client who is predisposed to the use of real estate as primary source of retirement funding. Contemporary retirement planning models have yet to be validated in the sense that the models purport to project a future that has yet to manifest itself. The criticism with contemporary models are some of the same levied against Neoclassical economics. The critic argues that contemporary models may only have proven validity retrospectively, whereas it is the indeterminate future that needs solution. A more moderate school believes that retirement planning methods must further evolve by adopting a more robust and integrated set of tools from the field of complexity science. Recent research has explored the effects of the elimination of capital income taxes on saving-for-retirement opportunities and its impact on government debt. http://en.wikipedia.org/wiki/Retirement_planning
Views: 7429 The Film Archives
Financial Investment Advice Toronto Financial Planner Ontario Canada
 
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http://www.DeThomasFinancial.com/ De Thomas Financial is a much different type of investment firm than any other you have encountered 905.731.9800. We help Canadians with all different types of Investment Plans here are just a few items we can help and assist you with: investment portfolio Canada investment broker Toronto financial adviser ontario Canadian financial advisers toronto de thomas financial corp investment management Mississauga planning for retirement mutual funds quebec financial planner Toronto Financial Planning Thornhill personal financial planner Toronto Canadian retirement planning pension plan certified financial planner finding a financial planner financial planner Mississauga investment advisor portfolio manager retirement income planning retirement planning Canada investments financial planning and analysis Canada investment financial planning Canada investing Canada Canada RRSP Plans TFSA Toronto Help Canada TFSA Rates http://youtu.be/N_mE2eA_7aY For investment strategy and more visit http://www.DeThomasFinancial.com or call us nationwide at 877.422.9622
Views: 26952 De Thomas Financial
Financial Planning in Your 30’s
 
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People in their 30’s often lose sight of saving for retirement because they are busy with things like raising kids, paying off student loans and buying a new house. Find out how to get back on track and take advantage of saving in your young years to fully prepare for a successful retirement. 0:05 “Max out your 401(k) as much as you can or at least to the match” 0:23 “Look at eliminating high cost debt, because when you look at student loans, if you look at credit card debt, car loans and things like that, this can add up significantly, and then you’re just bogged down” 1:20 “You have to take a look at paying yourself first, keeping those expenses under control, and then if you do get a bonus or if you get a raise, try to save half of that” 2:03 “This is a great opportunity for the younger generation to take control of their finances and start saving” Season 2 Episode 18 Aired 5/2/15 If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: http://yourmoneyyourwealth.com http://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
[ASMR] Financial Advisor Roleplay | Financial Planner with Pen Writing & Paper Sounds (Soft Spoken)
 
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Click Here To Subscribe: http://bit.ly/2d8T1RR Don't forget to rate, comment, share & subscribe! WEAR HEADPHONES FOR THE BEST EXPERIENCE :) This ASMR video consists of role play or roleplay (financial advisor & financial planner), planning budget & expenses, bank representative, bank account, bank deposit, pen writing, paper sounds, rubbing sounds, clothing sounds and soft spoken words. Welcome to the ASMR Power Of Sound Youtube channel! ASMR stands for Autonomous Sensory Meridian Response and it refers to a phenomenon which is very difficult to explain to those that do not experience it. It is usually experienced through a relaxing tingling in the scalp and the back of the neck and can extend into the rest of the body. From Wikipedia, the free encyclopedia: Autonomous sensory meridian response (ASMR) signifies the subjective experience of 'low-grade euphoria' characterized by 'a combination of positive feelings, relaxation, and a distinct static-like tingling sensation on the skin'. Autonomous – spontaneous, self-governing, within or without control Sensory – pertaining to the senses or sensation Meridian – signifying a peak, climax, or point of highest development Response – referring to an experience triggered by something external or internal It typically begins 'on the scalp' before moving 'down the spine' to the base of the neck, sometimes spreading 'to the back, arms and legs as intensity increases', most commonly triggered by specific acoustic and visual stimuli including the content of some digital videos, and less commonly by intentional attentional control. ASMR is usually precipitated by stimuli referred to as 'triggers'. ASMR triggers, which are most commonly acoustic and visual, may be encountered through the interpersonal interactions of daily life. Additionally, ASMR is often triggered by exposure to specific audio and video. Such media may be especially made with the specific purpose of triggering ASMR, or originally created for other purposes and later discovered to be effective as a trigger of the experience. Stimuli that can trigger ASMR, as reported by those who experience it, include the following: Listening to a softly spoken or whispering voice Listening to quiet, repetitive sounds resulting from someone engaging in a mundane task such as turning the pages of a book Watching somebody attentively execute a mundane task such as preparing food Receiving altruistic tender personal attention Furthermore, watching and listening to an audiovisual recording of a person performing or simulating the above actions and producing their consequent and accompanying sounds is sufficient to trigger ASMR for the majority of those who report susceptibility to the experience. You can check out my Twitter page here: http://bit.ly/2eOu5SX You can also view my inspirational videos on Youtube, just visit: http://www.youtube.com/mrcashathand Click here to access my Patreon page: http://bit.ly/2dX2hd9 If you would like to support this ASMR Youtube channel (anything is appreciated), please click here: http://bit.ly/2d4b4uG
Views: 72800 ASMR Power Of Sound
Christian Financial Planner, Investment Advice
 
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free financial planner, finance careers, financial advisor salary, financial planner salary, free online financial planner, personal financial planning, free financial planning , financial planning association, free financial planner software, free financial budget planner, free financial planners personal financial literacy, financial literacy, personal financial literacy passport, personal financial literacy textbook, financial literacy for kids free financial planning, free financial plan, financial planning, financial planning association, financial planning magazine free financial advise, financial advisers, financial adviser, financial advising, free financial advising free financial aid, financial websites, financial planning software, financial planning, federal financial aid farmers insurance group federal credit union, farmers insurance credit union, taxes, forex software [farmers insurance credit union], farmers insurance credit union, cfp salary, financial planner career
Views: 208 freefinancial
Investing For Beginners | Advice On How To Get Started
 
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FREE COURSE To Start Your Online Business: http://projectlifemastery.com/freecourse/?utm_source=youtube&utm_medium=social&utm_campaign=free-course&utm_term=investing-for-beginners&utm_content=youtube-description In this video, Stefan talks about investing for beginners, and gives advice on how to get started. In particular, he highlights five investment success principles. When Stefan was 18 years old, he read a finance book called, "The Wealthy Barber”, by David Chilton. After reading this book, he realized that the most important thing that he could do was to start investing as soon as possible. The earlier you start investing, the sooner you can make mistakes and learn from them, and you have a higher risk tolerance. Stefan started from nothing, and has been able to build himself up to a millionaire, at 30 years old. Are you ready to invest in your future? It will be one of the best decisions you make! ★☆★ VIEW THE BLOG POST: ★☆★ http://projectlifemastery.com/investing-for-beginners/?utm_source=youtube&utm_medium=social&utm_campaign=blog-post&utm_term=investing-for-beginners&utm_content=youtube-description ★☆★ SUBSCRIBE TO ME ON YOUTUBE: ★☆★ Subscribe ► https://projectlifemastery.com/youtube ★☆★ FOLLOW ME BELOW: ★☆★ Blog ► https://projectlifemastery.com/?utm_medium=social&utm_source=youtube&utm_campaign=homepage&utm_term=investing-for-beginners&utm_content=youtube-description Twitter ► https://projectlifemastery.com/twitter Twitter ► https://twitter.com/stefanjames23 Facebook ► https://projectlifemastery.com/facebook Facebook ► https://www.facebook.com/stefanjames23 Instagram ► https://projectlifemastery.com/instagram Instagram ► https://www.instagram.com/stefanjames23 Snapchat ► https://www.projectlifemastery.com/snapchat Periscope ► https://projectlifemastery.com/periscope iTunes Podcast ► https://projectlifemastery.com/itunes ★☆★ MY PRODUCTS & COURSES: ★☆★ Morning Ritual Mastery ► https://projectlifemastery.com/morningritualmasterycourse/?utm_term=investing-for-beginners Affiliate Marketing Mastery ► https://projectlifemastery.com/affiliatemarketingmasterycourse/?utm_term=investing-for-beginners Kindle Money Mastery ► https://projectlifemastery.com/kmoneymasterycourse/?utm_term=investing-for-beginners 24 Hour Book ► https://projectlifemastery.com/24hourbookcourse/?utm_term=investing-for-beginners Kindle Optimizer ► https://projectlifemastery.com/koptimizercourse/?utm_term=investing-for-beginners ★☆★ WANT TO BE COACHED BY ME? ★☆★ You can apply for my 1-on-1 and group coaching programs here: http://projectlifemastery.com/coaching ★☆★ RECOMMENDED RESOURCES: ★☆★ https://projectlifemastery.com/resources/?utm_medium=social&utm_source=youtube&utm_campaign=plm-resources-page&utm_term=investing-for-beginners&utm_content=youtube-description If you found this video valuable, give it a like. If you know someone who needs to see it, share it. Leave a comment below with your thoughts. Add it to a playlist if you want to watch it later.
Views: 1026233 Project Life Mastery
Importance Of A Financial Advisor - Franklin Templeton India
 
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Ready to invest for the future but don't know where to start? Well what are financial advisors for? Watch the video to find out how hiring a personal financial planner who will assess your financial situation to help you achieve your financial goals and make contingency plans for emergencies as well. Financial health is very important. Say you are in that point in your life when you are thinking of your son’s future – best education, international post graduation, grand wedding and so much more. These are important decisions and one has to start investing early for them. Would you be willing to risk this investment decision at any cost? With a limited knowledge of the investment world, it isn’t difficult to risk your hard earned money. Here comes the financial advisor – someone you can trust with the accumulation and growth of your money, which leaves you free to enjoy your life without too much of stress. With so many questions and confusing answers, you could definitely use some professional help. Financial freedom – that’s where an advisor steps in, by initiating a comprehensive financial planning discussion. Investment advisors can help investors work towards financial freedom. A financial planner can asses the investor’s current financial situation and help outline the short, medium and long term investment goals, in line with their risk profile. Financial advisor must have expertise in tax planning, asset allocation, risk management and estate planning in order to help clients. Moreover, a financial advisor plans for your financial emergencies, to avoid setbacks and monitors your investment so that it can be modified whenever needed so that you are always on track. An investment advisor can play many roles: • Tax planner • Investment psychologist • Counselor for personal financial decisions • Sounding board for money management With an experienced personal financial planner, you can sit back and relax. You are in good hands. Know a little more about financial advisers: https://www.franklintempletonindia.com/investor/distributor-zone/distributor-services/why-ft We hope you enjoyed watching this video! Watch more, and we’ll help you learn about different investing concepts. You can also write to us with your feedback ([email protected]) View more such videos in the playlist Franklin Templeton Academy: https://www.youtube.com/playlist?list=PLpDLpRd877mRvP2fuzG7Bby1cwuLQ6i3W Invest in Mutual Funds with Franklin Templeton. Official Website: https://www.franklintempletonindia.com/ Facebook: https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en
Views: 4700 TempletonIndia
Christian Financial Planner, Investment Advice
 
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http://www.moneythesenway.com Invest for your retirement like a savvy investor. Reduce your risk, Increase your returns, turn your retirement plan into a Tax Free Nest Egg. Reduce Your Taxes today.
Views: 1029 lbdis953
How financial and investment advisors get paid
 
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One of the key questions people should ask when they first start to work with a financial planner or investment advisor is how they get paid for their services. There are basically four types of compensation plans for financial advisors. Kelly Gares, Investment Specialist at BlueShore Financial discusses these four compensation types and the implications of each. Above all, you want to ensure you have the right fit with your advisor, that you trust him or her, and that your relationship is collaborative and beneficial. For more information about choosing a financial advisor, visit us online https://www.blueshorefinancial.com/Advisors/LifeSpringFinancialPlanning/ChoosingAFinancialAdvisor/
Views: 2949 BlueShore Financial
Financial adviser 'Vaithyanathan' explains the importance of financial planning | Varaverpparai
 
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Financial adviser 'Vaithyanathan' explains the importance of financial planning | Varaverpparai Subscribe : https://bitly.com/SubscribeNews7Tamil Facebook: http://fb.com/News7Tamil Twitter: http://twitter.com/News7Tamil Website: http://www.ns7.tv News 7 Tamil Television, part of Alliance Broadcasting Private Limited, is rapidly growing into a most watched and most respected news channel both in India as well as among the Tamil global diaspora. The channel’s strength has been its in-depth coverage coupled with the quality of international television production.
Views: 39094 News7 Tamil
4 Biggest Financial Mistakes | Money Mistakes to Avoid | Financial Planning for Dummies
 
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4 Biggest FInancial Mistakes: 1. Insurance as Investment 2. No Financial Goals 3. Over Leveraging 4. Investment to save tax Yadnya's Book - 108 Questions on Mutual Funds & SIP is available here - https://goo.gl/WCq89k Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
How Much Should Financial Planner Cost? Charging Too Much? | Suze Orman
 
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When is it time to get a financial planner and how much is too much to pay a registered investment adviser? » SUBSCRIBE to Suze Orman's YouTube Channel: http://www.youtube.com/c/suzeorman?sub_confirmation=1 » WATCH the latest from Suze: https://www.youtube.com/suzeorman ABOUT: Suze has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer, and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.. Subscribe to Suze's channel for exclusive footage, new videos and more! Connect with Suze Online! Visit Suze Orman's Website: http://www.suzeorman.com Find Suze Orman on Facebook: https://www.facebook.com/suzeorman Follow Suze Orman on Twitter: https://twitter.com/suzeormanshow How Much Should Financial Planner Cost? Charging Too Much? | Suze Orman
How to Make $100,000 as a Financial Advisor (#likeaboss 😎)
 
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If you’re a financial advisor, then this video is for you! In this video, you’ll learn the strategic steps I took to make over 6-figures a year as a financial advisor. Much like any entrepreneur, building a business and accomplishing a dream is no quick feat. It takes hard work. And time… lots and lots of time. Becoming a successful financial advisor was not an easy journey for me… I still can remember continually hearing NOOOOOO and NOOOO THANKSSSSS over and over as I spent countless hours cold-calling people to introduce myself. (Yes, back in the days cold-calling was legal - crazy right?) Here’s what you’ll learn in this new video: ▶︎ How I got started as a financial advisor and what my process has looked like from college graduation to today. ▶︎ What exactly does a financial advisor do each day? (It’s not what I really thought it was in the beginning!) ▶︎ Why overcoming the first year of my financial advising journey was a really big victory. ▶︎ How I hustled my face off to survive my first year of being a financial advisor. And how I became the king of cold-calling. ▶︎ How I faced being told NO over and over again and how that helped to build grit within myself and paved a way for my financial practice today. ▶︎ What drove me to leave my big name firm and start on my own. ★☆★ Want More Good Financial Cents? ★☆★ 💻 Check out my blog here: https://www.goodfinancialcents.com/ Listen to my podcast here: 🎙 https://itunes.apple.com/us/podcast/good-financial-cents-podcast-investing-building-wealth/id775107294?mt=2 Pick up my best selling book, Soldier of Finance, here: 📗 http://amzn.to/2xOH78V Connect with me on Twitter: https://twitter.com/jjeffrose My most favorite inspiration T-shirt line, Compete Every Day: 👕 https://www.goodfinancialcents.com/compete
INVESTING SIMPLIFIED - Broker vs. Financial Advisor
 
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INVESTING SIMPLIFIED-Broker vs. Financial Advisor, from http://www.irvingfinancialgroup.com. Alan Irving hosts this educational video on the difference between an investment broker and a financial advisor. First, in a series of informative videos from Irving Financial Group in Bradenton, Florida.
Yield Financial Planning Investment Advice Explained
 
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This video explains how investing works and our service for helping our clients navigate the investing decisions
Retirement Planning in Your 50’s - Personal Finance Tips For Financial Freedom
 
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From ramping up savings, considering long term care insurance and reducing debt, here are 5 Smart Financial Moves You need to make when you hit your 50’s. Download the 8 Steps to Organize & Optimize Your Financial Life: http://bit.ly/OrganizeAndOptimize. Scott Weiss is a Fee-Only Certified Financial Planner. Subscribe to my channel: http://bit.ly/scottweisscfp ******************************************** Learn more about working with Scott at Weiss Financial Group Here: http://www.weiss-financial.com ******************************************** Subscribe to my blog: http://www.mahopacmoney.com ******************************************** Get Social -------------------------------- LinkedIn: https://www.linkedin.com/in/scottgweiss Facebook: https://www.facebook.com/WeissFinancialGroup Twitter: https://twitter.com/_scottgweiss ******************************************** Video Notes: ---------------------- So you are in your 50’s? Here are the smart financial moves you should be making right now: RETIREMENT RED ZONE At this point in your financial life You’re in what I would call the Retirement Red Zone. You getting close, but you're not quite there yet and you still have some important work to do. SMART MOVE #1 PICK A DATE TIP: Start Thinking About an Approximate Retirement Date Think about an approximate retirement date. Will you work 5 more years? 10 years? 20? You need to have a rough idea of when you may stop working so you can plan accordingly. The longer you work the less you’ll need in retirement savings and vice versa. SMART MOVE #2 RAMP UP SAVINGS TIP: Take Advantage of Catch-Up Contributions Ramp up your savings if you can and take advantage of catch-up contributions. A Catch-Up Contribution is a type of retirement savings contribution that allows people over 50 to make additional contributions to their 401(k) and/or individual retirement accounts. SMART MOVE #3 REDUCE DEBT TIP: Retiring With Major Debt Isn’t Good Aim to reduce your debt as much as possible by the time you retire. Retiring with major debts won’t be good for your your retirement and can be extremely stressful SMART MOVE #4 CONSIDER LONG TERM CARE INSURANCE LTC = Long Term Care Insurance Long Term Care Insurance is coverage that provides nursing-home care, home-health care, personal or adult day care for individuals above the age of 65 or with a chronic or disabling condition that needs constant supervision. LTC is a smart move for most but can be too costly for many to purchase. If you have the means to purchase it, now is the time to do it. If you buy a policy in your 40’s you risk paying too much over the life of the policy. On the flip side if you wait until 60’s or later the premiums skyrocket and you may not even get the coverage. So, your 50’s is the sweet spot to make that purchase. SMART MOVE #5 UPDATE YOUR WILL Nearly ½ of All Americans Over 50 Don’t Have a Will! According to AARP nearly half of all americans over age 50 don’t have a basic will, so make sure you have one. Sources: --------------- 1. This material was prepared, in part, by MarketingPro, Inc. Disclosure: ------------------- Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client’s other professionals. Leave me a comment to ask any question or contact me through my website if you'd like to see if I can help you.
Views: 19975 Scott Weiss, CFP
Investment Advice : About Investment Planners & Financial Advisers
 
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Investment planners and financial adviser do the same basic job of advising on investments, securities, retirement preparation and how to save money. Find a financial adviser that understands your financial goals with help from a financial consultant in this free video on investments. Expert: John Pinelli Bio: John Pinelli is a financial representative. Filmmaker: Bing Hugh Series Description: Investing in the stock market is likened to gambling and is not for the faint of heart. Learn about different ways to invest in the stock market with tips from a financial consultant in this free video series on investing.
Views: 628 ehowfinance
Financial Planning for Beginners : How to Invest Money for Financial Planning
 
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Want to invest money but cant find a place to start? This free video clip gives you expert advice on beginning your investment process with financial planning. Expert: Tammy Trenta Bio: Tammy Trenta is an experienced sought after entrepreneur and seasoned financial expert. Filmmaker: Nili Nathan
Views: 9838 expertvillage
What Does It Take To Become a Financial Advisor | Common Sense Investing with Ben Felix
 
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Have you ever wondered what qualifies someone to use the title Financial Advisor? Watch my video to find out. ------------------ Visit PWL Capital: https://goo.gl/uPcXg7 Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company-beta/105673/ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix - LinkedIn: https://www.linkedin.com/in/benjaminwfelix/ ------------------ Video channel management, content strategy & production by Truly Social Inc. - Website: http://trulysocial.ca - Twitter: https://twitter.com/trulysocial
Views: 11529 Ben Felix
Financial Planning for Beginners : Tips & Factors for Investing Money
 
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Want to invest money but cant find a place to start? This free video clip gives you expert advice on beginning your investment process with financial planning. Expert: Tammy Trenta Bio: Tammy Trenta is an experienced sought after entrepreneur and seasoned financial expert. Filmmaker: Nili Nathan
Views: 12701 expertvillage
The Best Ways to Invest in Your 20s | Phil Town
 
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When it comes to investing, the earlier you start the better. Compounding works in such a way that your money grows exponentially on itself. If you are in your 20s and want to get a head start on investing, here are a few investing tips for beginners to help you out. http://bit.ly/2MYDfgC A person who starts investing just a few years earlier could end up with many times more money when it comes time to retire than they would have had if they started later in life. For more investing tips, click the link above to signup my FREE training, called the 6 Market Crushing Principles of Investing. Looking to master investing? Attend one of my FREE 3-Day Transformational Investing Workshops. Apply here http://bit.ly/r1workshop _____________ Learn more: Subscribe to my channel for free stuff, tips and more! YouTube: http://budurl.com/kacp Facebook: https://www.facebook.com/rule1investing Twitter: https://twitter.com/Rule1_Investing Google+: + PhilTownRule1Investing Pinterest: http://www.pinterest.com/rule1investing LinkedIn: https://www.linkedin.com/company/rule-1-investing Blog: http://bit.ly/1YdqVXI Podcast: http://bit.ly/1KYuWb4 investing advice, investing in 20s, investing early, how to start investing, tips for investing, investing in stocks, invest in 20s, investing in your 20s,

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