TAKING CONTROL OF YOUR MONEY BEFORE 40

Financial Strategies Designed to Help Young Professionals Achieve Big Financial Goals...


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What we cover:

[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?

Meet the Panelists 

Experienced wealth managers and financial services professionals share financial advice.

Devone McLeod, CFP®

CERTIFIED FINANCIAL PLANNER
Reby Advisors

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Doug Kuring, CFP®

CERTIFIED FINANCIAL PLANNER
Reby Advisors

Antonio Gonzalez

Webinar Host
Client Service Manager
Reby Advisors

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