57:57
Health Care & Your Retirement | Towerpoint Wealth Webinar
05:39
Are You Getting the Social Security Benefits You Deserve?
09:04
6 Tax Moves You Should Consider For 2025
09:36
The Year End Tax Surprise You Didn't See Coming!
12:40
Trump's Next Move: Renew The TCJA?
02:28
Towerpoint Wealth Open House Recap â Thank You for Joining Us!
12:43
How Do Interest Rates Impact Your Stock Portfolio? | Understanding the Impact of Fed Rate Cuts
08:48
Trump or Biden? How will the 2024 Election will affect my portfolio?
07:34
5 Things You Need to Know about BULL Markets!
13:13
Top 5 Tax Season Questions, Answered!
01:06
Why is Towerpoint Wealth different?
02:08
Towerpoint Wealth Community Day at Front Street Animal Shelter
04:23
20 Investing Mistakes To Avoid (Special Series) Part 4
04:28
20 Investing Mistakes To Avoid (Special Series) Part 3
04:17
20 Investing Mistakes To Avoid (Special Series) Part 2
05:07
20 Investing Mistakes To Avoid (Special Series) Part 1
01:03:29
What is artificial intelligence? AI Decoded: Unlocking the secrets of artificial intelligence!
11:00
Four Reasons Why Treasury Bills (T-Bills) May Be Better than CDs! | Treasury Bills vs CDs
03:47
Towerpoint Wealth's Out of This World Client Appreciation Gala Recap
14:31
FIRE Investing for Financial Independence Ignite Your Path to Financial Independence!
01:02
TPW Community Day at Cathedral of the Blessed Sacrament.
06:09
Your Real Estate ROI and the Current Sacramento Real Estate Market | Dollars and Sense ABC10
16:51
Is 2 Million Enough to Retire? How much do I need to retire? | Retirement income strategies
05:50
Cryptocurrency, Dollars and Sense: Is now a good time to adopt cryptocurrency?
00:59
Recap of Towerpoint Wealth's First Annual Spring Mixer
01:01:12
West Sacramento Real Estate Investment Meet Up group recap | 9 tax tips for real estate investors.
06:53
Towerpoint Wealth, Charles Schwab, and the Recent Regional Bank Failures
12:27
The Necessary Evils of Investing: Reducing Taxes and Expenses | Minimize Income Taxes
01:01
Towerpoint Wealth Team Learn CPR and First Aid!
03:22
Megan M. Miller, EA I Associate Wealth Advisor I Towerpoint Wealth Sacramento
06:40
The TPW Team Holiday Memories & Wishes for the new year.
01:04
2022 Towerpoint Wealth Company Holiday Party
01:10
A special holiday message from Towerpoint Wealth
11:13
Economy in Recession? | Five specific strategies to help you recession proof your portfolio
01:06
The Towerpoint Wealth Team Community Day at the Cathedral of the Blessed Sacrament
21:49
Maximize stock compensation: Does your RSU selling strategy grow net worth?
01:04:53
Alternative Investments Forum
01:35
Towerpoint Wealth Team Take Flight at iFly Sacramento
15:24
Cryptocurrency future | Why Crypto is Here to Stay and Not Going Away | Decentralized finance
02:07
Towerpoint Wealth's 5 Year Anniversary Picnic at Sutter Health Park Home of The Sacramento Rivercats
02:24
Community Day with The American River Parkway Foundation
10:46
What is the Definition of a Fiduciary | What is a fiduciary financial advisor, why should you care?
02:19
Six Questions to Ask when hiring a Financial Advisor | Fiduciary Standard of Care
02:53
Maximize the money your 401k and IRA beneficiaries inherit | Pre-tax retirement accounts
11:13
The Russia/Ukraine Crisis â An Important Message From Towerpoint Wealth
06:13
On EdgeâHow is War in Ukraine and Rampant Inflation an Opportunity for Investors?
16:04
Will You Pay More or Less? The Build Back Better Bill Tax Changes! #buildBackBetterBillTaxIncrease
06:47
Long Term Investing Strategies for Long Term Investors | Are You REALLY a Long Term Investor?
26:50
A Wealth Management Firm With Heart to Give Your Financial Planning a Fresh Start #SmallBusiness
12:50
Bipartisan Infrastructure Bill Summary $3.5 Trillion Infrastructure Bill #FederalIncomeTaxIncreases
13:37
Social Security Benefits! When Should You Take Them? #SocialSecurityExplained
06:12
How to Build Wealth Better Under the SECURE Act 2.0 | Secure Act Explained #SecureAct2021 #SecureAct
59:54
Is Cryptocurrency the Future? How to Invest In Cryptocurrency? I Crypto News
02:47
How Restricted Stock Units Work. Employee Benefits Explained: What are RSUs?
02:49
What is an ESPP (Employee Stock Purchase Plan), and how do I minimize taxes on it?
14:57
ESG Investing, Sustainable Investing Strategies, Socially Responsible Investing â A Conversation
04:46
American Rescue Plan Act 2021 - Do You Qualify for Stimulus? | Sacramento Financial Advisor
19:52
Real estate market in Sacramento - WHITE HOT Residential | Sacramento Real Estate Market 2021
01:38
Sacramento Investment | Is GameStop stock a good buy? What is all the hubbub bout? | GameStop Stock
01:47
Benefits of Developing an Estate Plan | A Last Will and a Living Trust
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About
Towerpoint Wealth, LLC represents a unique model in the wealth management industryâa boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients.
We founded our firm with the goal of providing peace-of-mind in guiding our clients toward reaching their financial independence, and to maintain this financial independence once they have âshifted gearsâ into retirement. At the same time, we have developed a specialization in helping current and former technology employees in properly managing the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions.
Helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.
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