Questions about the video? Need personal financial advice? Request a free consultation below.
[5:00] How should I invest in the stock market: individual stocks, mutual funds, or ETFs?
[9:30] Why and how to become a global investor.
[12:30] The limitations of building wealth exclusively through the stock market.
[14:00] Building wealth through real estate investing.
[17:00] Should you start a business or side-hustle as an alternative way to build wealth?
[19:30] The most profitable investment: adding skills to increase your value.
[21:30] Preparing financially to start a family.
[24:00] Protecting loved ones from the premature death of an income-earning parent.
[26:30] Saving, investing, and paying for your kids' college education.
[29:00] Managing and paying off student loan debt.
[32:30] Selecting benefits from your employer: investing within 401(k) accounts, Roth 401(k) accounts, life insurance options, and health plans.
[45:00] Question & Answer: If my employer does not offer a retirement plan, should I open an independent IRA account at a bank?
[46:20] Question & Answer: What percentage of income should be invested in a 401(k)?
[49:15] Question & Answer: At what age should you become a more conservative investors within a retirement account?
[50:45] Question & Answer: What is a backdoor Roth?
[52:00] Question & Answer: What role should gold play in an investment portfolio?
[54:45] Question & Answer: What should I do if my income is too high to invest in a Roth IRA?
[56:40] Question & Answer: How would you prioritize saving for our emergency fund versus paying off debt?
[58:40] Question & Answer: With interest rates so low, do you recommend using alternative money market accounts for savings?
[59:45] Question & Answer: If both spouses have a 401(k), should you both invest in it or should one have an IRA?
Experienced wealth managers and financial services professionals share financial advice.
Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory services offered through Reby Advisors. Reby Advisors is not affiliated with Triad Advisors.
Wrap Program Brochure ADV 2A Brochure ADV 3 CRS Privacy Policy Disclosure Client Portal Business Continuity Plan