Why is Cash a Terrible Investment? Pt. 3
Why is Cash a Terrible Investment? Pt. 2
Why is Cash a Terrible Investment? Pt. 1
Trump Won: How it Affects Your Retirement Plan Pt. 1
Roth Conversion Timing
How The Wealthy Should Buy Real Estate
Secrets to a Happy Retirement Pt. 2
Secrets to a Happy Retirement Pt. 1
Lessons From The Top 1% of Retirees Pt. 2
Lessons From The Top 1% of Retirees Pt. 3
Lessons From The Top 1% of Retirees Pt. 1
Life Decisions: Timing Matters
Rethink Retirement: Why Wait?
The Secret to Doubling Your Net Worth in 5 Years
Clarity in Investing for Retirement #retirementplanning #retireat60 #shorts
Complexity in Investing for Retirement #retirementplanning #taxplanning #investmentmanagement
Retirement Tip: Start Saving in a Taxable Account Now!
Making Finances Work for Human Nature
Why Your Mutual Funds Might Be Hurting You
Risk Tolerance In Investing Tips For Retirement Planning #investing #retirementplanning
The Hidden Danger of Retirement: Finding Purpose
Reality Check: Can You Really Golf 50 Hours a Week in Retirement?
Investments and Incentive Alignment
Are You Fulfilling Your Fiduciary Duty?
True Fiduciary Responsibility: The Test of Inconvenience
Roth Conversion PERFECTION pt. 2
Roth Conversion PERFECTION
Rebalancing Investments
ETFs vs Mutual Funds
Retired Widow Couldn't Pay Utilities
Retired Widow Probate Issues
Mistake #3 That Will WRECK Your Retirement Plan
Physician's Wife Said What?!
Sequence of Returns Risk is Real
Retirement Bucket Strategy Works!
Mistake #1 That Will Ruin Your Retirement
Business Owner Lowered Taxable Income By $265k
Cash Balance Pension Plan Explained
Roth Conversion Win!
Roth Conversions: Client Said WHAT?!
Roth Conversions: Do What's Necessary, Not Cool!
Bad Annuities Sold To Retiree
Planning Against Financial Exploitation
Investment Expenses of What?!
Values VS Goals in Financial Planning
Client Discussion On Stewardship
Client Saved How Much?!
Client Shows Tax Loss But Has Gains?!
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About
I am a Chartered Financial Analyst® charterholder and CERTIFIED FINANCIAL PLANNER™ who helps simplify financial planning and investment topics through real life stories.
DISCLAIMER: These videos are only education. They are not specific tax, legal or investment advice. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. While the information expressed in these videos is believed to be accurate, neither Andrew Fallwell CFA, CFP® nor Lever Wealth Management, LLC make any guarantees to its accuracy.
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