Investing
638 videos • 13,460 views • by Heritage Wealth Planning
1
Why You Should Stop Contributing To Your 401k!
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2
Build Up CASH Before You Retire!
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3
Around Retirement? You Really, REALLY Need to Consider Wellesley Fund (VWINX)
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4
What Graham Stephan and Others Get Wrong About Not Paying Off Mortgage
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5
Do Not Do This With Your Cash
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6
I Just Moved EVERYTHING To Wellington Fund!
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7
How To Build A Retirement Paycheck From Your Investments
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8
Vanguard's Very, VERY Ugly Investment Forecast (YIKES!)
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9
There's NEVER Been A Worse Time To Retire?
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10
Longest Recovery Ever - Better Play Defense if You're About to Retire
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11
If You're About To Retire, I'd Look At Wellesley Income Fund VWINX
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12
You Can Get 6 7% GUARANTEED With I-Bonds (But Here's the Catch)
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13
How I Got Hammered Selling Covered Calls
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14
Don't Invest in Bonds? Do This Instead (2019)
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15
THIS is One of My Favorite Investment Portfolios
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16
How To Avoid a POTENTIAL 37% Market Decline
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17
What Investment to Put Into a Taxable Account
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18
Vaccinate Your Portfolio With Vanguard Wellesley & Wellington Funds
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19
The Shocking Answer to How I’d Invest $1 Million
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20
I Don't Think You Truly Understand The Risks In. Investing Today
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21
Are THESE Dave Ramsey's 4 Funds?
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22
Schwab Intelligent Portfolio One Year Later
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23
The #1 Reason to Defer Social Security (It's NOT What You Think)
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24
Why You NEVER Own Mutual Funds In a Taxable Account Part 1
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25
Buy Bonds NOW!
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26
Understanding and Buying Bonds at Charles Schwab
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27
Take Social Security Early & Invest - (Second Thoughts)
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28
A 60/40 Portfolio - Why Bother?
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29
Testing Warren Buffet's Suggested Retirement Portfolio (2019)
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30
Do These 2 Things In A Bear Market!
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31
Why Its Impossible For the 4% Rule to Work
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32
China Just Destroyed Globalism (Adjust Your Retirement Plans Accordingly)
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33
Prepare for a 50% Decline (BUT...)
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34
Charles Schwab's Intelligent Portfolio Review
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35
Stop Worrying About Asset Allocation in Retirement
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36
Vanguard's ENORMOUS Increase in Investment Return Expectations
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37
And This is Why I Don't Manage Money
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38
Even With A 50% Market Crash, You're Still in Great Shape!
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39
Results Are In: The Best Funds For Retirement 2001-2017
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40
Why Hold Wellesley Income Fund In A Taxable Account
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41
One of the Scariest Charts I've Seen Recently
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42
The Worst Investment Mistake In a Generation
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43
Vanguard ETF Investment Allocation Models
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44
15 Years of VTV vs. VUG (It's Ugly!)
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45
Here's Why You SHOULD Spend More in Retirement!
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46
Rental Real Estate vs Wellington Fund?
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47
When to Get Back In the Markets
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48
This is the BEST MUTUAL FUND of All Time
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49
Should I Annuitize My IRA To Protect From A Market Decline?
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50
Is This Sustainable? (I'm Getting a Bit More Conservative in My Investments)
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51
How Much Should You Withdraw From Your Portfolio When You Retire?
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52
How Does Paul Merriman Keep Getting This So Wrong
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53
Vanguard Wellington Vs Wellesley
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54
How to Get a 6% Dividend Yield, Or Better, On Your Investments
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55
Why You Put Index Funds in Brokerage Accounts
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56
Roth 401k For Everyone - Yes, EVERYONE!
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57
If I Had ONE Fund To Invest In... (Part 1)
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58
$850k in a Brokerage Account is Better Than $1 million in an IRA
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59
Wellington Fund Now More Than Ever!
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60
Why You Need To Take Some Gains!
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61
I'm Trying To Avoid Big Investment Losses
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62
Before You Invest In a Bond Fund/ETF, Know This
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63
The ONE Investment You Should NOT Own Right Now
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64
How I Would Invest $1 Million
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65
Taking 6% a Year From Wellesley in Retirement
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66
Schwab Intelligent Income Portfolios Review (2020) - Just Awesome!
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67
Why Did Wellington Fund Drop 5.96% Yesterday
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68
An Interesting 4 Fund Vanguard Portfolio For Retirement
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69
7 Best Vanguard Funds For Retirement Not Quite
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70
This is Why I Don't Manage Money
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71
The ONLY REASON You Need to Own Index Funds
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72
Vanguard Wellington 5% Withdrawals 2001-2017
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73
The Ideal Retirement Portfolio Allocation? - NAH
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74
Vanguards 2021 Market Projections - (Not Good)
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75
HUGE Increase in Interest Rates! Is INFLATION Next?
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76
Why Cash is ALWAYS King
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77
Index Annuities- Real World Example Over 20 Years
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78
How to Open a Schwab Intelligent Portfolio
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79
The 60/40 Portfolio Off to Worst Start in History!
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80
How Long Would It Take A Balanced Portfolio To Break Even in a Market Crash?
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81
Vanguard Funds for Retirement Income - Part 3
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82
Introducing the Rule of 230
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83
This is How You KNOW We're In a Bubble
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84
Doggy Style - Donut Shop Rock
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85
THIS! Is How You Invest
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86
You're NOT a Savvy Investor if You Don't Know This!
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87
Vanguard Reports HUGE Capital Gain Distributions! (Here is How You Avoid it)
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88
Best Vanguard Funds For Your 401k
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89
Closed End Funds: Why You Need To Be Careful
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90
No Reason To Think a Market Crash is Coming
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91
33% Decline In 30 Year Treasury Bond = 21% "Return" (don't be fooled!)
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92
Vanguard REIT Fund (VGSIX 2001-2017)
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93
If This Happens the Markets Will Get Crushed
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94
Investing Like THIS With Vanguard? You're Paying Too Much Tax
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95
Fidelity Balanced Fund - One of My Favorites
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96
Why I Went to 0 Bonds
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97
Sequence of Return Risk is Real (Prepare NOW!)
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98
No Stock Market Returns in Next 10 Years Without Dividends
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99
Should You Go To Cash Before the Election?
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100
Vanguard Wellington Vs Fidelity Balanced
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101
Why I Am Investing In VTV Today
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102
I Bought Exxon (XOM) Today
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103
The Case For 0 Bonds in Retirement?
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104
This Investment Indicator Just Flashed Red
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105
The #1 Reason to Be Bullish on Stocks
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106
Growth Fund of America Vs. Vanguard Up & Down Markets
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107
Just Took Gains (Raising Cash)
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108
Why You NEVER Own Mutual Funds In a Taxable Account (Part 2)
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109
Bonds are Bad - Here's Why
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110
Market's Get Skunked Too Late To Take Gains?
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111
Can You Beat This Retirement Portfolio?
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112
The Market's Going to Crash! What Do I Do???
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113
10 Dividend Stocks to Build a Retirement Income Stream?
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114
Historical Stock Returns Will Never Happen Again, Here's Why
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115
Vanguard Index Value Vs. Vanguard Dividend Growth Fund
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116
Vanguard Dividend Growth Fund Reopens (Looks Like A Winner To Me)
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117
When There's NoWhere Left to Hide - (WELLESLEY FUND)
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118
Time To Ditch Bonds?
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119
Schwab Intelligent Portfolios Get Criticized
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120
These Two Investments Did Well During Stagflation of the 1970s
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121
How Much More Can the Markets Fall?
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122
Been Out of the Market? Not the Client For Me
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123
You're Overestimating Your Retirement Taxes!
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124
The Market Has Already Protected You From Inflation - IF You Take Gains
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125
Having Cash Makes You Feel Good, Doesn't It?
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126
How Dividends Increase Wealth - It's Actually Incredible!
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127
Vanguard Wellesley Fund 5% Withdrawals 2001-20017
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128
What A 35% Market Decline Actually Looks Like
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129
As Inflation Increases Should You Avoid Bonds?
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130
You're Paying Too Much Tax If You Invest Like This!
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131
When Markets Crash EVERYTHING is Correlated Except This
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132
Not Even CLOSE to a Bear Market...Yet
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133
0% Returns Over Next 10 Years
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134
Meb Faber On The Potential For a Market Crash
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135
You'll Never See This Again
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136
Was Market History Set Today?
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137
This Investing Chart Does Concern Me
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138
When To Do Roth Conversions (Part 2)
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139
Differences Between I Bonds and TIPS
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140
Wellington 7% Distributions 2000-2020 (My Spreadsheet vs Portfolio Visualizer)
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141
When To Convert To Roth IRA (Part 1)
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142
Riding Along in VTV - The ETF That Lets Me Sleep(?)
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143
Stay Away From QYLD (& ANY Covered Call Funds)
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144
ETFs vs. Mutual Funds - Tax Ramifications
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145
Why You Need Bonds (Look at Japan)
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146
Diane Is Worried About the Market - Do an Annuity?
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147
How Does Cathie Wood Get Away With This? (Ticks Me Off)
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148
“Why Do You Like Wellington Over S&P 500?”
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149
Wellesley Fund Is The Best In Its Class - Hands Down
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150
How To Get a 9.18% Dividend Yield On a Quality Stock
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151
Save HUGE Taxes By Paying Off Mortgage With Investment Gains
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152
Bonds Are NOT Cash
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153
Why Dividends Matter
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154
Target Stock is Down Over 30% in 2 Days! (Does That Make Any Sense?)
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155
Invest in QYLD Yielding 11 73%?
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156
Bond Yields CRASHING! (WHY?)
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157
One of My Favorite Investing Charts
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158
Famous Economist Warns We're Reliving 2008
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159
Comparing Vanguard REIT Vs S&P 500
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160
VTI vs VOO
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161
This is NOT a Bubble?
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162
Retired? About To? Load Up On Cash!
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163
Are Annuities The Best Strategy To Fund Retirement?
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164
Everyone Makes This Investment Mistake - Don't YOU!
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165
TSP Bucket Strategy!
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166
This 1 Thing Should Determine How You Invest
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167
Democratic Tax Proposal Takes Aim at ETFs
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168
T Rowe Price Capital Appreciation Vs Vanguard Wellington
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169
Sold XOM, Buying More VDIGX (Here's Why)
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170
Vanguard Wellesley Vs Fidelity Strategic Real Return
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171
Why I Can't Make Investment Recommendations
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172
The Party Has To Stop, Right? Why?
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173
Don't Invest When Markets At Record Highs???
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174
How Your 401k May Be Misleading You
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175
Barbell Retirement Plan With S&P 500 Start 1871
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176
Dangerous Dividend Investing Be Careful
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177
About To Retire? When It Comes to Your Investments, Watch This
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178
I'm Selling My XOM Tomorrow
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179
The Fallacy of S&P 500 Overvaluation
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180
Remember, Wellington Fund Is NOT S&P 500
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181
TD Ameritrade Blows Away Schwab
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182
Beware These Market Forecasters
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183
Best Investing Strategies During Inflationary Times
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184
No Investor Alive Has Ever Seen This
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185
I'm Begging You STOP Using Historical Investment Returns!
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186
Bonds Are Moving!
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187
Should You Buy A Stock With a 12% Dividend Yield?
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188
It's Not Too Late To Take GAINS!
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189
The Amazing Predictability Of The S&P 500
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190
Responding to Yesterday's Video Comparing Real Estate and Wellington
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191
"Battered" 60/40 Portfolio Can Expect MORE Pain?
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192
Why You Need A Schwab Account
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193
Market Hits ALL-Time High - Remember the Aughts!
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194
Are The Bonds In Wellesley Dead Weight?
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195
"The Market Bubble Will Burst in Weeks!" Jeremy Grantham says... 😂
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196
Vanguard Inflation Indexed Bonds vs S&P 500
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197
The Fundamental Misunderstanding of Risk In Your Investments
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198
4 Funds, 5% Withdrawals With Inflation, Over 20 Years
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199
Oh No! I'm Market Timing! 😂
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200
Avoid This $395,287 Investment Mistake
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