08:53

Episode 24: Segment 3 – Compass Financial; What it Means to Be Our Client | Navigate Your Wealth

01:02

Would you Rather Pay Taxes on the Seed or the Harvest?

10:07

Episode 24: Segment 2 – Compass Financial; What to Expect | Navigate Your Wealth

07:36

Episode 24: Segment 1 – Compass Financial; How it Came to Be | Navigate Your Wealth

01:01

Is Your Financial Plan Giving You the Clarity You Need?

05:58

Episode 23: Segment 3 – Market Volatility: What it Looks Like for the Client | Navigate Your Wealth

09:56

Episode 23: Segment 2 – Market Volatility: The Power of 3| Navigate Your Wealth

01:31

Sam’s Journey to Becoming a Financial Advisor

10:46

Episode 23: Segment 1 – Market Volatility: History in the Making | Navigate Your Wealth

00:33

Did You Know You Can Refinance Your Retirement?

09:44

Episode 10: Segment 3 – Total Tax Burden; Taxes are on SALE! | Navigate Your Wealth

06:11

Episode 10: Segment 2 – Total Tax Burden; Today vs. Lifetime | Navigate Your Wealth

45:23

The Power of 3 Masterclass

09:46

Episode 10: Segment 1 – Total Tax Burden; IRA vs. Roth | Navigate Your Wealth

07:42

Episode 9: Segment 3 – Life Insurance; Liquidity | Navigate Your Wealth

08:42

Episode 9: Segment 2 – Life Insurance; Your Permission Slip | Navigate Your Wealth

09:14

Episode 9: Segment 1 - Life Insurance; What Is It? | Navigate Your Wealth

01:01

Our Company Culture

08:22

Episode 11: Segment 3 – Taxes in Retirement: Pay Now or Pay Later | Navigate Your Wealth

02:45

Karen's 65th Birthday European Family Adventure

07:38

Episode 11: Segment 2 – Taxes in Retirement: Legislative Risk | Navigate Your Wealth

09:38

Episode 11: Segment 1 – Taxes in Retirement: The Impact to You | Navigate Your Wealth

07:48

Episode 12: Segment 3 – Our Approach: The Power of 3 | Navigate Your Wealth

10:44

Episode 12: Segment 2 – Our Approach: Identifying Risk | Navigate Your Wealth

07:13

Episode 12: Segment 1 – Our Approach: Let’s Make It Personal | Navigate Your Wealth

12:25

Leveraging Risk & Tax Diversification for Long-Term Success | Navigate Your Wealth

03:33

There's a light at the end of the tunnel! GETTING OUT OF DEBT!

02:02

How much should you be saving for retirement?

03:14

Will or Trust... What's the difference?

01:42

Start with the end in mind!

01:01

Why do you need a new financial advisor?

02:53

5 Money Tips for the Holidays - 2024

06:44

How to find what you want in Retirement

04:13

Why are weddings expensive to attend, should you spend the money?

02:07

How to start saving for retirement!

04:48

Best Tips to get Rich in 2023!

05:14

Can you retire with 1.5 million in a 401k?

00:55

Happy Independence Day, Freedom and Finance!

03:37

The single biggest thing in retirement and Dave Ramsey Missed it!

03:16

What to do when you start unemployment and how it can be blessing!

04:57

Lets talk about retirement!

01:41

What's better Tax Deferred or Tax Free?

01:37

How to quickly diversify your portfolio?

01:26

How to change finances with your first child? Do you need a 529 Plan?

06:04

Paying Zero Percent in taxes during retirement

04:47

Truth about Money with Katie ..... and why she's LEGIT!

01:51

Social Security is about to Tax you?

02:00

What happens when we lose trust in banks?

03:24

How Compound Interest can Help you and Hurt you?

07:33

What no one will tell you about Whole Life Insurance even

03:24

Winning with compound interest!

07:26

How do you lower your taxes?

06:16

Are your taxes mandatory or optional for retirement accounts?

03:13

What does it mean to create a life of abundance?

07:48

Episode 7: Segment 3 - Market Volatility: Market Alternative Tools | Navigate Your Wealth

09:09

Episode 7: Segment 2 - Market Volatility: Take Risk Off The Table | Navigate Your Wealth

07:55

Episode 7: Segment 1 - Market Volatility: Does History Repeat Itself? | Navigate Your Wealth

07:12

What are Mortality Credits? | Navigate Your Wealth

08:47

Episode 6: Segment 3 - The Power of 3: Taxes | Navigate Your Wealth

06:34

Episode 6: Segment 2 - The Power of 3: Permission | Navigate Your Wealth