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Sam Wagner, CFP® - Financial Planner @UC5bfjo20fYYolG_pMjjIY1A@youtube.com

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I am a founder and fee-only, CERTIFIED FINANCIAL PLANNER™ pr

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A.i. Stocks: Which One Will Win Out? Nvidia, Intel, Tesla? 🤔 Roth IRAs: The Truth Behind Why They’re Allowed 😳🤯 #roth #rothira New Job? 3️⃣ Things To Do With Your Finances 💲 RSUs: Should You Sell Them?? 🤔 #rsu #financialplanning Stock Options 📊: There Are Different Types?? 😳🤯 #financialplanning 3 Things A Financial Advisor Says To Think About When You Take A Pay Cut 😳 Employer Match: Did You Know This About It? Renter’s Insurance 🏠: What Does It Cover You On? #financialplanning Debit Card vs. Credit Card: Which one should you use? | #financialplanning Who uses Roths? 🤔 #financialplanning #indianapolisfinancialadvisor 3 Things To Do: Before Meeting With A Financial Advisor 😮🤔 Investing vs. Getting A Raise: Which One to Pursue? 🤔😳 Travel Insurance: Financial Advisor Says “Consider It!” 🤔✈️ 3 Tips: For Feeling More Confident with Your Money 💰 Budgeting DOESN’T Work | Do This Instead…😮 401(k) Secret Feature: Auto-Escalation 🤫 #financialplanning 401(k) Excess Contributions: Beware When You Change Jobs! 😳 Housing Costs | How Much Should Spend? 🤔 #financialplanning #financialadvisor Index Funds: Too Simple? Too Boring? Think Again. 🤔😳 #financialplanning RSUs (Restricted Stock Units) | Why They Can Cause a Surprise Tax Bill 😳 Vesting: Make Sure You Understand It Before Quitting 🤔😮 (Applies to 401ks & Company Stock) Retirement Plan for 30 Year Old Making 200k in UNDER 2 MINUTES…😮😳⏱️ How Much Money Are You Losing By Holding Onto Cash ?? | Side by Side Comparisons. 😬 Inherited Roth IRAs: NOT ALWAYS tax-free | Here’s why #inheritance #rothira IRS Step Transaction Rule: What is It? | How It Relates to the Annual $19,000 Gift Tax Exemption 3️⃣ Steps to Follow When Your Income Increases #financialplanning #taxes #budgeting I.R.C. Rule 72(t) - Early Distribution Exception - Substantially Equal Periodic Payments (SEPPs) 🧐 IRA vs 401(k): What’s the Difference?? 🤔😳 #financialplanning #paylesstaxes #retirement #ira #401k Mega Back-door Roth Strategy: Most Effective Wealth Builder for High Income Earners ? 😮🤔 401(K) ROLLOVER vs. 401(K) WITHDRAWAL : What’s the Difference? 🤔🧐 #financialplanning #taxes Inherited IRA: “10-Year Rule”. Extremely Important to Know This! 😮😳#financialplanning 2025 Gift Tax Exemption: $19,000 for individuals #financialplanning #taxes Do You Know How Much You're Paying In Long Term Capital Gains? 🤔#financialplanning #capitalgainstax What Do You Think of Your RSUs? 🤔 #financialplanning #RSUs #taxes #taxplanning #financialadvisor Donor Advisor Funds: Save on Taxes With Charitable Donations 👏😮 #charity #taxes #financialplanning Wills vs. Beneficiaries: Which supersedes which? 🧐😳 #wills #beneficiary #financialplanning #estate Inherited Accounts: Don’t Make This 1 Mistake 😶 #stepupinbasis rule #capitalgainstax #inheritedira 3 Most Common Types of Equity Compensation: Which Do You Have? 🤔 #financialplanner #rsu #espp #nso Modern Portfolio Theory: Have You Heard of It? 🧐 #investing #financialadvisor #portfolioallocation Organizing Your Finances: 5 Easy Steps 😇 #financialplanning #financialadvisor #personalfinance Dollar Cost Averaging: A Risk Adjusted Way to Invest #investing #wealthguides #financialplanner High Yield Savings vs. Money Market Account vs. Money Market Mutual Fund : What's The Difference?? Backdoor Roth IRA: Step by Step Strategy 😎 Know the Traps🤔 #rothira #backdoorroth #taxes #ira Why a $7,000 Roth Contribution Limit is a Big Deal #rothira #backdoorroth #taxes TQQQ: Bargain Buy or Big Risk? Bonus Game: Drink Every Time I Say The Letter “Q” 😅 #tqqq #stocks Do You Have A 529? 🤔😳 See If Your State Lets You Use it For Student Loans #529 #tuition #taxes Roth IRA Contributions? No penalties or taxes…😶 #rothira #roth #401k #taxes #retirement Market Update: Monday, March 31st |Did You See #NewsMax or #MicroAlgo? 🤨 #stocks #stockmarket
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