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Andrew Fallwell CFA, CFP® @UCRczLSDCJ-l_x2zUIyuNYtQ@youtube.com

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I am a Chartered Financial Analyst® charterholder and CERTIF


08:21
Why is Cash a Terrible Investment?
06:38
The RIGHT WAY to Think About Investment Risk
08:21
Roth Conversion Timing: Little Known Best Practices
07:34
Secrets to a Happy Retirement: REAL STORY
05:19
What Your Financial Advisor Doesn't Want You To Know Pt. 3
09:24
Trump Won: How it Affects Your Retirement Plan
06:34
How The Wealthy (Should) Buy Real Estate
05:39
Signs You're Doing Well Financially Even If It Doesn't Feel Like It
10:36
What Your Financial Advisor Doesn't Want You to Know Pt. 2
06:22
How to Miss Out on Millions in Retirement
07:49
Lessons from the Top 1% of Retirees
05:30
Retiree BIG Purchase Regrets
08:17
How NOT To Invest Once You Retire
06:37
Reasons NOT To Convert to a Roth IRA
10:28
I'm 62 With $1,000,000: Should I Start Social Security?
05:26
Stop Using the 4% Rule.. It Could Ruin Your Retirement
12:42
Account Wiped Out With Violent Stock Loss
06:07
What Your Financial Advisor Doesn't Want You to Know Pt. 1
09:43
Why Looking Poor is Important for Retirement
09:05
The Savings Paradox: Retirement Struggle Story & Tips To Overcome
08:04
The Magic of the 5 Years BEFORE Retirement (Double Your Net Worth!)
06:35
Retire As Soon As You Can: Cautionary Story
09:14
Retirement Lies You Probably Believe
05:07
I'm 55 With $1.5 Million Saved, Why Can't I Retire?!
05:35
Investment Story YOU Need To Hear
10:13
5 Years From Retirement? Five Planning Tips!
07:53
3 reasons NOT To Retire Today
05:52
Retirement Planning: YOU Are The Ultimate Fiduciary
03:53
Roth Conversion PERFECTION Example
09:32
What YOU Don't Know About Investing
08:02
3 Keys To Retirement Success
06:25
Is YOUR Social Security Plan Correct For Retirement?
11:48
Early Retirement Sabbatical: How To Take A BREAK
05:54
Client Issue With Indexed Universal Life Insurance
17:05
I QUIT?! The Ultimate Financial Advice Industry Breakdown
07:11
Should I Payoff My Mortgage? A Framework For Deciding
08:05
The NO TAX Retirement: How To Retire With $3 Million And Pay No Taxes
06:23
CRUCIAL Retirement Plan Item You're Missing
11:40
3 Mistakes That Will WRECK Your Retirement Plan
04:14
Client Reduced Taxable Income $265k In ONE Year, Here's How:
07:27
Roth Conversions: You're WRONG, It's Complicated
04:53
Cautionary Client Retirement Story At 70 (They Were Sold WHAT?!)
05:47
Retiree $200k Tax Losses With POSITIVE Returns (Made $300k)?!
04:54
Values Based Retirement Planning: Don't Let YOUR Plan Miss This!
03:41
Asset Allocation: Are you TOO diversified?
09:11
Widowed & Lost: Planning Paralysis After Spouse's Death
10:54
Tax Efficient Retirement Investing: Asset Location SIMPLIFIED (Example At End!)
04:56
Retirement Intentionality: Are YOU Intentional With Your Wealth?
05:43
Client Retirement Story That YOU Need to Hear (Watch to the End)
04:27
Retirement Challenges: Watch This Before Retiring!