Maximum Control, Minimum Taxes

Money Talk with Yu, hosted by Jerry Yu

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Nội dung được cung cấp bởi Jerry Yu. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jerry Yu hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

State Secrets: Inside The Making Of The Electric State

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The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

cách đây 6 weeks trước21:04

Nghe Sau

Danh sách

Thích

Đã thích

21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

cách đây 2 năm trước 10:17

MP3•Trang chủ episode

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:

● When retirement occurs and you start receiving social security, do you still have to pay taxes?

● When does someone want to pay taxes?

● What three options does one have when it comes to paying taxes? What is the wise choice?

● Talk about for a moment compound interest and how to get that to work in your favor?

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor”

Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098

Cell: (626) 890-0090

Email: jerry.yu@reignfinancialservices.us

51 tập

#Business #Jerry Yu #MBA #Entrepreneur

Money Talk with Yu, hosted by Jerry Yu

Maximum Control, Minimum Taxes

Money Talk with Yu, hosted by Jerry Yu

published cách đây 2 năm trước

Chia sẻ

MP3•Trang chủ episode

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:

● When retirement occurs and you start receiving social security, do you still have to pay taxes?

● When does someone want to pay taxes?

● What three options does one have when it comes to paying taxes? What is the wise choice?

● Talk about for a moment compound interest and how to get that to work in your favor?

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor”

Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098

Cell: (626) 890-0090

Email: jerry.yu@reignfinancialservices.us

51 tập

#Business #Jerry Yu #MBA #Entrepreneur

Tüm bölümler

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Sandwich Conversations, Part of Taking Care of the Whole Family Forever 7:27

cách đây 35 weeks trước7:27

7:27

This is a Classic Rewind. On today’s Money Talk with Yu, Doug and Jerry discuss: The sandwich – what do we mean by that? The fact that there is more to prepare for the future other than for college and retirement…what else is there? Keeping documents up to date. What documents are we referring to? What programs can help you keep your plans in place? Key Takeaways: When creating a financial plan resilient to uncertainties, it’s essential to take a comprehensive approach that involves evaluating your current finances and establishing long-term objectives. For those in the "sandwich generation," striking a balance between saving for retirement, paying for children’s education, and caring for elderly parents is vital to achieving financial stability. Legacy building isn’t just about wealth; it’s also about passing down values and life lessons, making them an integral part of what you leave behind. Updating legal documents regularly is crucial, as they must adapt to changing life circumstances to ensure your assets are distributed according to your wishes. “ These documents are evolving. You always have to keep it up to date based on the situation at that time." —Jerry Yu About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Looking at Family Finances Across Time 9:45

cách đây 36 weeks trước9:45

9:45

This is a Classic Rewind episode. On today’s Money Talk with Yu, Jerry discusses Which choice is better, a Mercedes or a Jet? Why? As it relates to investing, why does time make a difference? What is the difference as it pertains to investing in short, medium, and long-term legacy, and why do they actually matter? What risks do people take when thinking in the wrong terms? Key Takeaways: By treating financial decisions with the same scrutiny as choosing between a luxury car and a private jet, you can tailor your financial strategy to your life's unique objectives and stages. It's essential to diversify your portfolio and set clear goals that align with various time frames – short-term needs, midterm growth, long-term security, and leaving a legacy. Financial planning isn't exclusive to the wealthy; it's a tool accessible to anyone. Discussing the balance between different planning stages reveals the importance of maintaining liquidity, staying nimble in the face of market volatility, and understanding tax implications to protect and grow your wealth strategically. “ If I have a proper legacy set up for the next 200 years, all the great-grandchildren know grandpa Jerry Yu because of what he did 200 years ago that provided me with this financial stability, that's leaving a legacy." —Jerry Yu About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] What to Do with Your 401K 11:45

cách đây 37 weeks trước11:45

11:45

This is a Classic Rewind episode. On today’s Money Talk with Yu, Jerry discusses: Understanding the intricacies of 401k plans and the significance of company matching contributions The benefits of maximizing 401k contributions and how the employer matching process works, alongside the vesting period Dispelling common myths about 401(k)s that may affect investment decisions and strategies Exploring alternative retirement investment options, with a focus on permanent life insurance as a beneficial supplement Key Takeaways: The basics of 401k plans are crucial for effective retirement planning and taking full advantage of employer contributions can significantly enhance your savings. By recognizing the critical nature of 401k contributions and the intricacies of employer matching, people will make more informed decisions about job changes and financial stability. Demystifying 401(k) misconceptions empowers individuals to make informed investment choices and manage risks and restrictions with confidence. Alternative retirement strategies, such as permanent life insurance, provide a comprehensive approach to financial planning, offering tax advantages and solidifying family security. “ You don't have to rely solely on a 401(k) for retirement; exploring tools like permanent life insurance can offer tax benefits and guarantees that support your long-term goals." —Jerry Yu About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] It Does More Than You Think 8:50

cách đây 38 weeks trước8:50

8:50

This is a Classic Rewind Episode. On today’s Money Talk with Yu, Doug and Jerry discuss: What types of insurance are available and what should one choose? Life insurance can be seen as a legacy builder. But why is it more than that? Can you share how you would help someone determine the best type of insurance for them? Life insurance is more like a Swiss army knife Key Takeaways: Life insurance selection should be tailored to individual family circumstances, necessitating expert guidance to navigate the options and benefits available. Understanding clients' financial aspirations and backgrounds is crucial to providing sound life insurance counsel that aligns with their unique life stages and goals. Life insurance transcends its traditional role, offering an array of financial advantages such as safeguarding family futures, augmenting retirement incomes, and enabling the smooth transfer of assets to subsequent generations. Cultivating financial stability for retirement requires careful planning and strategic decision-making, a concept that Jerry Yu illuminates through his literary work on wealth accumulation. “ Approach life insurance as more than a safeguard; see it as a cornerstone for your future financial strategy." —Jerry Yu About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] How to Pay for College without Ruining Your Kids 11:20

cách đây 39 weeks trước11:20

11:20

This is a classic rewind episode. On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: Define “ruining” as it relates to paying for college? What are the limitations to the 529 plans out here…start with what a 529 is, please. Can you talk about the Chinese versus American grandpa solutions for college? Purchase life insurance versus putting money in a 529…what is your advice? Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financia l YouTube: Search for “Jerry Yu – The Family Money Doctor” Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Save More with Proactive Tax Planning: Insights from Jeff Hockett 21:03

cách đây 40 weeks trước21:03

21:03

Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning and maximize your savings. About Jeff Hockett: Jeff Hockett is the Owner of Hockett Tax and has been doing taxes since 1993. As an EA, he has helped clients save money on taxes, negotiated offers in compromise, provided audit services, and helped many companies get started. He has been a member of several organizations over the years and has always donated his time to many volunteer positions. He is the Past President of the West Valley Nation Association of Property Managers, a Current member of the American Society of Tax Problem Solvers, and a consultant for many small businesses and Brokerages. And he is also the Host of the More Money in Your Pocket Podcast. On today’s Fortify Your Financial Kingdom, Jeff and Jerry discuss: Maximize tax savings with proactive planning strategies that keep more money in your pocket. Avoid the potential consequences of ignoring IRS letters by understanding the steps to take and protecting your financial future. Accurate record-keeping is key to ensuring you're able to claim all available deductions and minimize your tax liability. Discover the benefits of working with a tax professional who can navigate the complexities of the tax system on your behalf. Learn how to navigate the complexities of the tax system to optimize your tax savings and financial success. Key Takeaways: Maximize tax savings Proactive tax planning is key to maximizing your tax savings, both for businesses and individuals. Avoid negative consequences Ignoring IRS letters and failing to address tax issues promptly can have serious repercussions, including hefty fines and penalties, or even legal action. Ensure accurate record-keeping Keeping detailed and accurate financial records not only helps in the preparation of tax returns, but it also provides vital supporting evidence in case of an audit. “Don't just see your accountant as a tax filer, see them as a tax planner who can help you leverage tax codes to your advantage." —Jeff Hockett Contact Jeff: LinkedIn: https://www.linkedin.com/in/hocketttax/ Facebook: https://www.facebook.com/hocketttaxandpayroll/ Instagram: https://www.instagram.com/hocketttax/ About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Go to the Money Doctor 9:25

cách đây 41 weeks trước9:25

9:25

This is a classic rewind episode. On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again? ● Why do you feel it is important to have a family money doctor? ● What components are needed to maintain good money health? ● The right “medicine” is essential to help you get to your optimum health. Medicine includes Life Insurance, Annuities and 401K…so many choice in each of these categories…how does one decide? ● How does a money doctor work Jerry? ● Here’s where I would like to give you a moment to talk about your business and promote why you are a great fit for our listening audience Jerry? Contact Jerry: Website: www.reignfinancialservices.us LinkedIn: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financia l YouTube: Search for “Jerry Yu – The Family Money Doctor” Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Jamie Lima: Turning Divorce Trauma into Financial Freedom 19:34

cách đây 42 weeks trước19:34

19:34

Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil? About Jamie Lima: Jamie Lima, the founder of Allegiant Divorce Solutions, is an experienced professional in the field of financial planning, with a particular focus on divorce-related financial challenges. Having launched Allegiant Divorce Solutions as a sister company to his financial planning firm, Woodson Wealth Management, Jamie brings almost two decades of financial planning experience to the table. His credentials include an MBA, CFA, and CDFA, demonstrating his commitment to providing clients with expert guidance in navigating the intricate financial aspects of divorce. Jamie's dedication to ensuring his clients achieve fair settlements and experience reduced stress during divorce proceedings underscores his mission to deliver valuable support to individuals facing similar circumstances. On today’s Fortify Your Financial Kingdom, Jamie and Jerry discuss how to: Master financial challenges in divorce to gain control of your future. Uncover the importance of after-tax valuations and protect your financial interests. Embrace empathy in divorce financial planning for a smoother transition. Key Takeaways: Mastering Financial Challenges in Divorce Understanding financial complexities is a critical skill when navigating divorce. Dissecting each asset's implications and the tax treatments can have a significant impact on the final settlement. Uncover the Power of a Certified Divorce Financial Analyst Employing a certified divorce financial analyst (CDFA) can make a significant difference in understanding the financial aspects of divorce. Unlike traditional financial planners, CDFAs specialize in divorce procedures and offer invaluable expertise in the process. Importance of After-Tax Valuations Understanding the importance of after-tax valuations is essential during a divorce. Assets like 401(k)s and property might seem identical on the surface, but tax implications may cause disparities in their effective values. “ It's taking some of those negative experiences and trying to turn them into a positive." —Jamie Lima Contact Jamie: LinkedIn: https://www.linkedin.com/in/jamielima/ Website: https://allegiantds.com/ https://woodsonwm.com/ About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Future-Proofing Your Wealth: Expert Tips from Kerry Lutz 8:33

cách đây 43 weeks trước8:33

8:33

Discover the secrets to protecting and preserving your wealth as host Jerry Yu interviews Kerry Lutz, founder of the Financial Survival Network. With insights from renowned financial experts, learn how to navigate the tumultuous financial landscape, but be prepared for a shocking twist that leaves you questioning everything you thought you knew. About Kerry Lutz: Kerry Lutz has a background in Austrian Economics dating back to 1977, Kerry's journey began when he stumbled upon a treasure trove of economic literature during his time at Pace University. A seasoned attorney and serial entrepreneur, Kerry's diverse career includes running a legal printing company, practicing commercial law, and founding a successful distressed asset investment company. After the 2008 financial collapse, he recognized the need for a reliable source of information in the face of global economic challenges. In 2010, he realized his dream of becoming a radio show host, giving birth to the Financial Survival Network. On today’s Fortify Your Financial Kingdom, Kerry and Jerry discuss how to: Discover actionable strategies for wealth preservation on the Financial Survival Network podcast. Explore the principles of Austrian economics and free markets for financial empowerment. Safeguard your assets by learning effective methods for protecting and preserving wealth. Uncover the impact of government mistakes and inflation on your financial security. Learn how to adapt to the changing media landscape for informed financial decision-making. Key Takeaways: Discover actionable insights: According to Kerry Lutz, understanding the cause-and-effect relationships in free markets is key to discovering actionable insights. Gain valuable perspectives: Kerry’s background in Austrian economics shapes his perspective, which values a free market system over government intervention. He believes that much can be gleaned from seeing how such theories play out in real-world economic environments. Learn effective strategies: To safeguard wealth, Kerry posits that one effective strategy is investing in assets, particularly those that can generate a return. “ Opportunities are always out there. It's more important to have an opportunity mindset than it is to be thinking about the opportunities." —Kerry Lutz Contact Kerry: Website: https://www.financialsurvivalnetwork.com/ Linkedin: https://www.linkedin.com/in/kerrylutz/overlay/contact-info/ Facebook: https://web.facebook.com/kerry.lutz1/?_rdc=1&_rdr X (Twitter): https://twitter.com/KerryLutz Instagram: https://www.instagram.com/financialsurvivalnetwork/ About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Rylee Meek: Seamlessly Merging Faith and Business 18:19

cách đây 44 weeks trước18:19

18:19

In a world where business and faith often seem at odds, one entrepreneur's journey takes an unexpected turn. Rylee Meek's path to success reveals a powerful truth about the fusion of passion and profit. But as he discovered, financial success alone did not lead to fulfillment. What pivotal moment led Rylee to shape a new approach, one that seamlessly integrates faith and business? About Rylee Meek: Rylee Meek is an entrepreneur, investor, and thought leader. He is also the co-founder of King's Council Coaching. Rylee is not only a gifted speaker but also a catalyst for helping others achieve their goals, as evidenced by the impact he had on his clients. Rylee brings a wealth of wisdom to guide us in becoming the CEOs of our own lives. On today’s Fortify Your Financial Kingdom, Rylee and Jerry discuss how to: Discover how to merge faith and business for success. Learn to integrate core values into your decision-making process. Uncover the power of authenticity for true business identity. Explore the impact of faith on your entrepreneurial journey. Navigate the identity crisis in the world with faith-based principles. Key Takeaways: Uniting Faith and Business Rylee Meek emphasizes the importance of integrating faith and business in creating a unified and authentic identity. Decision-Making with Core Values Strong on the belief that our actions should be guided by our core values, Rylee underlines the essence of aligning business decisions with these values. Embracing Authenticity By embracing authenticity, business owners can live out their true identity in every facet of life and decisions taken, fostering a seamless blend of their faith and business. “ My business is also my ministry. (In) my ministry, I'm also doing business. My life, how I just live my life, is who I am." —Rylee Meek Contact Rylee: The King’s Council: www.KingsCouncilcommunity.org www.Joinkingscouncil.com Website (Business and financial coaching): https://www.ryleemeek.com/ LinkedIn: https://www.linkedin.com/in/rylee-meek-1556a919/ About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Holly Donaldson: Navigating Retirement's Crosswalks: Securing Your Financial Future 18:01

cách đây 45 weeks trước18:01

18:01

Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financial Planner and author of "The Mindful Money Mentality: How to Find Balance in Your Financial Future." With a focus on behavioral economics, she aims to help clients make rational money decisions, addressing common misconceptions and providing insightful strategies for optimal tax planning and financial organization. Holly's e-newsletter, "The View from the Porch," offers a monthly dose of psychological hurdles in decision-making, tax tips, and resources for readers, complementing the themes in her book. With a passion for ensuring individuals are well-prepared for their financial future, Holly's expertise offers invaluable insights for those nearing retirement. On today’s Fortify Your Financial Kingdom, Holly and Jerry discuss how to: . Discover the importance of addressing long-term care in your financial planning. Streamline your finances with an organized process for evaluating and consolidating accounts. Learn how to consider Social Security in your financial plans for peace of mind. Key Takeaways: Master financial planning strategies can help secure a balanced and stable retirement. Holly Donaldson shares her expertise, highlighting how individuals often overestimate the financial resources needed to maintain their lifestyle, which may lead to unnecessary stress. Understanding behavioral economics can provide valuable insights into the emotional aspects of monetary decisions. Behavioral economics, as emphasized by Holly, looks at how individuals' emotions can greatly influence their financial choices. Recognizing the importance of long-term care is a pivotal part of comprehensive financial planning. Many people neglect this aspect, leaving them unprepared for potential future requirements, as pointed out by Holly. “ I just wanted to be an independent advice giver without any agenda of any products for sale or any kind of financial company behind me, just like a consultant." —Holly Donaldson Contact Holly Donaldson: LinkedIn: https://www.linkedin.com/notifications/?filter=all Website: https://www.hollydonaldsonfinancialplanner.com/ YouTube: https://www.youtube.com/@HollyDonaldson Phone: (813)781-8040 Email : holly@hollydonaldson.com Virtual By Appointment, Seminole, FL 3377 About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Jared Tanimoto: Serving the Underserved: How I Built My Fee-Only Advisory Firm from Scratch 10:57

cách đây 46 weeks trước10:57

10:57

Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and turns that led to his success and the unique approach he's taking to revolutionize financial planning. About Jared Tanimoto: Jared is recognized as an Investopedia Top 100 Financial Advisor as well as a 40 Under 40 Advisor by InvestmentNews. He is the founder of Sedai (formerly Ascent) Wealth Advisors, a fee-only wealth management firm helping families navigate their finances and build wealth. Sedai Wealth is a Registered Investment Advisor (RIA) that operates under the fiduciary standard and will never accept commissions, kickbacks, or other incentives - this means its clients' interests will always come first even if doing so results in lower compensation for the firm. Sedai Wealth is part of the Financial Planning Association, National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Advisors in Philanthropy, Orange County Advisors Network, and the XY Planning Network. On today’s Fortify Your Financial Kingdom, Jared and Jerry discuss how to: Explore the benefits of a retainer or subscription model for financial planning. Uncover the power of a personalized approach to financial planning for your clients. Learn the importance of upholding the fiduciary standard and always prioritizing your client's best interests. Key Takeaways: Discover the rewarding journey Transitioning from an insurance industry to a fee-based financial planning role can be a journey full of discovery and rewards. Jared's story illustrates that with determination, professional upgradation, and a client-centric focus, it can be a path well worth undertaking. Embrace the benefits Embracing the fee-based or retainer model in financial planning, as Jared Tanimoto did, comes with numerous benefits. It enables financial advisors to work without any bias for compensation from product sales. “ I got kind of stuck in a routine in that side of the industry, not really doing planning, not doing any kind of investments, estate planning, retirement planning. And so I went out, got my CFP … And in 2017, about seven years after I got my start, I ended up starting my own firm. " —Jared Tanimoto Contact Jared: LinkedIn: https://www.linkedin.com/in/jaredtanimoto/ Sedai (Ascent) Wealth: https://www.linkedin.com/company/sedaiwealth/about/ About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Nycole Freer: How I Turned $500 Into a Thriving Financial Firm 17:14

cách đây 47 weeks trước17:14

17:14

Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down. About Nycole Freer: Serving young entrepreneurs, families, women, and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results. Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies & debt management techniques, as well as how to understand financial statements. On today’s Fortify Your Financial Kingdom, Nycole and Jerry discuss how to: Master financial planning and empowerment strategies for a secure future. Explore the power of real estate investment for long-term wealth building. Gain personalized financial advice and guidance tailored to your needs. Understand behavioral insights in financial decision-making for smarter choices. Key Takeaways: Explore Real Estate Investment Opportunities Nycole advocates working hard initially to attain financial goals and highlights the rewarding advantages of property ownership. Early Financial Goal Setting Importance Highlighting the significance of an early start, Nycole underscores how it facilitates a solid foundation for a secure financial future. Tailoring financial plans to individual needs and understanding the role of emotions in financial decision-making feature prominently in her philosophy. “ The sooner that we get started, the more money that we can have at the end. And sometimes we can even stop contributing. If we started so much earlier, we wouldn't even have to invest after a certain number of years." —Nycole Freer Contact Nycole Freer: LinkedIn: https://www.linkedin.com/in/nycolefreer/ Website: https://edenfinancial.co/ About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Master Your Finances for Business Success: Tips from Ryan Kimler, CFO 24:45

cách đây 48 weeks trước24:45

24:45

In the world of finance, one man dared to challenge the status quo and bridge the gap between accountants and small business owners. Ryan Kimler, a seasoned finance expert, discovered the untapped potential hiding within financial reports. Little did he know, his journey would take an unexpected turn. Join us as we uncover the twist that changed the game for business owners, leaving one burning question: How did Ryan use his expertise to unlock the secret to sustainable growth? About Ryan Kimler: Ryan Kimler helps business owners with one clear path to a growing and more profitable business and he is really performing the CFO role for your business. As the founder of the Net Profit CFO, he helps business owners clearly see what is holding their business back from making more profit and more cash flow. Business owners seek Ryan out for his financial guidance and strategy. Working with Ryan you will go from decision fatigue to complete clarity. On today’s Fortify Your Financial Kingdom, Ryan and Jerry discuss: Learn how to optimize your net profit percentage before scaling your business, ensuring sustainable growth. Strengthen your business's financials by discovering practical ways to achieve positive cash flow, leading to better financial stability. Explore the benefits of remote work and how it can contribute to the success of your small business. Unlock the value of hiring a part-time CFO for expert financial guidance, propelling your business toward greater financial success. Key Takeaways: Business Financial Management: Ryan Kimler, founder of The Net Profit CFO, discusses the importance of annual planning, setting clear financial goals, and monitoring progress for business growth. Financial Resilience in Changing Landscapes: Kimler highlights the necessity for businesses to adapt and stay financially resilient in a rapidly changing business environment. Tools for Profitability: Kimler introduces tools like the Profitability Score and provides strategic guidance to help small and medium-sized business owners improve profitability and achieve long-term financial stability and growth. “I love the work that I do. I love working with small business owners and it's a passion of mine. I think I will probably do it till the day I die." — Ryan Kimler Contact Ryan: Facebook: https://www.facebook.com/rkimler LinkedIn: ww w.linkedin.com/in/ryankfinancialclarityllc/ LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/ Spotify Podcast: https://open.spotify.com/show/3WkIWPiJvWb4uZyVPTRoPb Profit Break-Through Session: https://go.oncehub.com/profit About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Jedidiah Collins: Unlocking Financial Fortitude: An Odyssey from NFL to Money Mastery 29:27

cách đây 49 weeks trước29:27

29:27

Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu In the midst of success, a startling truth emerged. Jedidiah Collins, a former NFL player, found himself facing a daunting reality as he transitioned from the gridiron to the realm of financial literacy. His journey of self-discovery unveils a crucial twist that will leave you reeling. Curious to know how this unexpected twist reshaped his journey toward financial empowerment? Stay tuned for the gripping revelation ahead. About Jedidiah Collins: Jedidiah Collins, a former NFL player, has transitioned into a certified financial planner and bestselling author, demonstrating a comprehensive understanding of financial management. His notable journey from professional sports to finance has inspired the development of Money Vehicle, a prominent initiative focused on enriching financial literacy within educational settings. With a strong commitment to addressing the gaps in financial education, Jedidiah's expertise and firsthand experiences position him as a significant influencer in advocating for enhanced financial literacy and strategic, long-term financial planning. On today’s Fortify Your Financial Kingdom, Jedidiah and Jerry discuss how to: Understand why financial literacy is crucial for your future success. Learn how to set and achieve your financial goals to build wealth. Discover effective investment strategies for long-term financial growth. Develop a healthy mindset for managing your money wisely. Explore the benefits of seeking personalized financial guidance for your unique situation. Key Takeaways: Importance of Financial Literacy Jedidiah Collins emphasizes the critical need for financial literacy among young professionals, particularly those starting their wealth-building journey. Investing for Long-Term Growth He points out that even small increments, when consistently invested, can generate significant returns over time, owing to the magic of compound interest. Effective Goal Setting for Wealth Having clear financial goals allows individuals to map out their path, stay focused, maintain motivation, and track progress effectively. “ Being an entrepreneur is the hardest thing you will ever do in your life." —Jedidiah Collins CONTACT JEDIDIAH: Website: https://yourmoneyvehicle.com/ LinkedIn: https://www.linkedin.com/in/jedidiah-collins/ Instagram: https://www.instagram.com/fullbackoffinance/ X (Twitter): https://twitter.com/FullbackFinance TikTok: https://www.tiktok.com/@fullbackoffinance YouTube: https://www.youtube.com/channel/UCHKao8WBXV8ZmnfTmOd5ssw About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] The Generosity Factor: How Aligning Values Leads to Financial Success with Jeff Thomas 20:21

cách đây 50 weeks trước20:21

20:21

Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffective approach and discover how aligning your values with your financial goals can lead to true fulfillment and success in your wealth management journey. About Jeff Thomas: Jeff Thomas is the Founder/CEO of Arkos Global Advisors and author of “Trading Up: Moving from Success to Significance on Wall Street”. He is passionate about helping clients connect their money with their purpose. His vision is to scale a God-honoring wealth management company where advisors who share common values collaborate to help families thrive across generations. On today’s Fortify Your Financial Kingdom, Jeff and Jerry discuss: Discover the power of aligning your values and financial goals to create a life of purpose and fulfillment. Unleash the potential of using generosity as a strategic platform for success in your wealth management career. Harness the transformative role of storytelling and inspiration in financial planning to connect with clients on a deeper level. Increase your confidence by seeking advisors who share your vision and values, creating a synergistic partnership that leads to greater success. Explore the benefits of holistic planning and go beyond traditional retirement strategies to design a comprehensive financial roadmap for your clients. Key Takeaways: Aligning values with financial goals Having finances that are aligned with one's values results in purpose-driven investments, which in turn promotes greater satisfaction and a sense of fulfillment. The power of generosity By keeping generosity central to their personal and financial goals, individuals can create wealth that not only enriches their own lives but also positively impacts the lives of others. Storytelling and inspiration in financial planning Telling compelling stories establishes a genuine connection between the financial advisor and the client; these narratives can serve as motivational tools that inspire clients to aggressively pursue their goals. “Wealth management is not just a product sale, it's a relationship. People walk in expecting a holistic relationship, and that's where the industry is evolving." —Jeff Thomas Contact Jeff: Company LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Personal LinkedIn: https://www.linkedin.com/in/jeff-thomas-952848/ Facebook: https://www.facebook.com/arkosglobal/ Instagram: https://www.instagram.com/arkosglobaladvisors/ Twitter: https://twitter.com/ArkosGlobalAdv Book: https://www.arkosglobal.com/trading-up About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” Office: 500 Technology Dr., #300. Irvine, CA…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios 15:55

cách đây 51 weeks trước15:55

15:55

Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend of personal values and professional expertise. Born in Oberlin, Ohio, his upbringing instilled a deep sense of ambition and compassion, setting the stage for his lifelong commitment to making a meaningful impact in the lives of others. From meeting his wife at The Ohio State University to raising two sons, Adam's journey reflects a steadfast dedication to family and community. Professionally, Adam has navigated through turbulent financial climates with resilience and skill, earning esteemed credentials such as CERTIFIED FINANCIAL PLANNERTM, Chartered Market Technician (CMT), and Certified Exit Planning Advisor (CEPA). His local and national recognition as a trusted adviser underscores his ability to assist clients in optimizing their businesses and retirement planning. Through prolific writing, speaking engagements, and community education efforts, Adam demonstrates a commitment to empowering others with financial knowledge and guidance, enriching lives beyond the realm of finance. On today’s Fortify Your Financial Kingdom, Adam and Jerry discuss how to: Gain insights from Adam Koos on financial expertise and learn how to apply it to your own situation. Explore the benefits of becoming a Certified Exit Planning Advisor (CEPA) and how it can enhance your financial expertise. Uncover the success principles used by financial planning firms to achieve their goals and how to apply them in your own career. Key Takeaways: Work-Life Balance Strategies Adam Koos emphasizes the importance of work-life balance for maintaining overall well-being. He recommends setting boundaries between professional and personal life, prioritizing family time, and actively scheduling downtime. Risk Management Prioritization Risk management is at the heart of Adam's financial planning strategies. By prioritizing defense before profit, he aims to navigate market fluctuations effectively, mitigating potential losses. “ I think it comes down to time management and time blocking and using technology to your advantage. —Adam Koos Contact Adam: Website: https://www.libertaswealth.com/ LinkedIn: https://www.linkedin.com/in/adamkoos/ Twitter (X): https://twitter.com/adamkoos About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Emma Hall: Securing Your Future With Holistic Financial Planning 17:34

cách đây 52 weeks trước17:34

17:34

Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and reveal the truth behind holistic financial planning. Stay tuned for eye-opening insights that will transform your approach to financial security. About Emma Hall: Emma Hall is a Chartered Financial Planner and Fellow of the Personal Finance Society. With a career spanning 17 years, Emma has been a guiding force in the realm of holistic financial planning, providing invaluable insights to both individual and corporate clients. Emma's commitment to excellence was recognized early in her career when she was voted Newly Qualified Financial Adviser of the Year in 2010. Fast forward to the present, and Emma has recently been honored as the Chartered Financial Planner of the Year for 2023/24. Today, she joins us to share her wealth of knowledge and expertise in navigating the ever-evolving landscape of personal finance. On today’s Fortify Your Financial Kingdom, Emma and Jerry discuss how to: Master holistic financial planning for a secure future. Discover the impact of artificial intelligence in financial planning. Ensure protection in your financial planning journey. Embrace proactive planning and effective contingency measures. Key Takeaways: Gaining comprehensive financial insights Emma Hall emphasizes the need to actively listen and gather as much information as possible during initial client meetings. Fostering collaboration with finance experts Holistic financial planning, as Emma Hall advocates, entails creating a team of experts from different fields such as legal, accounting, and finance. Exploring the impact of AI on financial planning techniques Jerry and Emma agree that while AI adds efficiency to financial calculations and forecasts, human insight is still necessary, particularly in creating plan B for contingencies and an empathetic understanding of clients' needs. “ It's not just about putting pension contributions away, it's a much bigger picture than that. Holistic financial planning means bringing all aspects of a client's financial life together and thinking of the bigger picture to ensure their goals can be achieved. " —Emma Hall Contact Emma: Website: https://75point3.co.uk/ Linkedin: https://uk.linkedin.com/in/emma-hall-276a6284 About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Mastering Consistent Financial Strategies for Long-Term Success with John Browning 18:42

cách đây 1 year trước18:42

18:42

This is a classic rewind episode with John Browning. In the world of finance, consistency is key. Join us as industry veteran John Browning reveals the importance of consistent financial strategies for long-term success. But what happens when the unexpected occurs and the foundation begins to crumble? Find out in this gripping trailer that will leave you on the edge of your seat, craving answers to an unresolved conflict. About John Browning: John Browning serves as the Chief Executive Officer for Guardian Rock Wealth and is the Amazon best-selling author of the book “Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values.” He leads the investment committee and is directly involved in client service and portfolio decisions. John is a Certified Senior Advisor and brings over 30 years of direct real-world Wall Street experience, managing billions in portfolio assets. John, welcome to Money Talk with Yu. On today’s Money Talk with Yu, John and Jerry discuss: Uncover the critical role consistent fiscal strategies play in ensuring sustained financial success. Gain insight into the often-unreported struggles and failures hidden behind every investment success story, emphasizing a need for a comprehensive picture. Realize the fundamental strategy of prioritizing personal financial growth via consistent saving and investment habits. Acquire the knowledge to differentiate between casual financial tips and credible advice provided by seasoned professionals. Familiarize yourself with the myriad resources and educational content offered by Browning's podcast and corporate website that help build a robust financial future. Key Takeaways: Role of Consistent Fiscal Strategies Consistent financial planning is a cornerstone for long-term financial success. It involves regularly putting aside a portion of one's income for investments, and creating a habit of 'paying oneself first.' Unreported Struggles Behind Investment Success A balanced understanding helps individuals build more sustainable financial strategies and avoid falling victim to illusions of effortless success. Prioritizing Personal Financial Growth It's pivotal to seek professional advice or self-educate using reputable sources for informed financial decisions. Relying on experts like John Browning or using trusted platforms can offer insightful tips to foster personal financial growth. “There's nothing more humbling than realizing you cannot time the market. Seek advice from experts and those who know more than you do." — John Browning Contact John: LinkedIn: https://www.linkedin.com/in/johnbrowningfinancialsolutions/…

Money Talk with Yu, hosted by Jerry Yu

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[Classic Rewind] Peter Lazaroff: The Psychology Behind Debt: Tips for an Individualized Payoff Plan 19:18

cách đây 1 year trước19:18

19:18

This is a classic rewind episode with Peter Lazaroff. If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are constantly worried about cash flow, then you are not alone! It's time to take a step back and reassess your money management strategies to ensure long-term success. About Peter Lazaroff: Peter Lazaroff, a celebrated figure in wealth management, serves as the Chief Investment Officer at Plancorp, overseeing an impressive $6 billion in assets. Renowned for his expertise, Peter has been honored as one of the top ten most influential advisors in the US by Investopedia. His commitment to simplifying financial matters led to the publication of his book, "Making Money Simple," and the launch of the podcast "The Long-Term Investor," which has amassed over 100,000 downloads. With a compelling journey from receiving a single share of Nike stock as a gift to becoming a leading voice in the finance industry, Peter brings a unique blend of personal experience and professional acumen, making him an ideal guest to delve into strategic investments and tailored money management for entrepreneurs. On today’s Fortify Your Financial Kingdom, Peter and Jerry discuss how to: Navigate market downturns and corrections with confidence. Align investment strategies with your risk tolerance for better returns. Manage personal debt wisely to secure financial freedom. Harness the power of investing for long-term wealth growth. Key Takeaways: Master Money Management Aligning your financial goals with your investment plans is key, and doing so methodically, as Peter Lazaroff emphasizes, demystifies the notion that financial success is a magical act and instead a feasible endeavor. Navigate Market Downturns Understanding that market downturns are not anomalies but an integral part of investing is another key factor on the road to financial well-being. “ Invest more now, today, as fast as you can. The power of compounding is so underrated, we all understand it, but our brains are wired to think linearly, whereas we don't visualize and appreciate exponentials as well." —Peter Lazaroff Contact Peter: Website: https://peterlazaroff.com/ LinkedIn: https://www.linkedin.com/in/peterlazaroff/ X (Twitter): https://twitter.com/PeterLazaroff Facebook: https://www.facebook.com/peterlazaroffcfp About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
[Classic Rewind] Lawrence Sprung: What Does Joy Have to Do with Financial Planning? 17:52

cách đây 1 year trước17:52

17:52

This is a classic re wind of the episode with Lawrence Sprung. Join financial guru Lawrence Sprung as he challenges the money mindset, aiming to infuse joy into financial planning while confronting the conflict between present enjoyment and future goals. About Lawrence Sprung: Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc., the author of the Amazon Bestselling book “Financial Planning Made Personal. and host of the Mitlin Money Mindset™. In 2004 Larry founded Mitlin Financial, Inc., a firm named in memory of his wife’s grandfather Mitchell, and his mom, Linda . The Mitlin team helps the families they serve to design their future while planning for JOY along the way. Larry, a distinguished financial advisor, has garnered industry accolades, such as being named an Investopedia Top 10 Advisor in 2022 and a Top Advisor 100 in 2021 and 2023. He is also dedicated to mental health advocacy, serving over 12 years on the National Board of the American Foundation for Suicide Prevention and raising $1.7 million through the Keith Milano Memorial Fund with his wife. Family is paramount to Larry, shaping his identity both personally and professionally, with a passion for ice hockey and family vacations. On today’s Fortify Your Financial Kingdom, Lawrence and Jerry discuss how to: Discover how your mindset can shape your financial success and well-being. Uncover the importance of finding joy in financial planning and how it can transform your relationship with money. Learn how to balance your business success with giving back to the community through charity work. Explore the common challenges in managing finances and gain practical strategies to overcome them. “ There should be a happy medium where we're saving for our future, but at the same time, we're getting joy from today." —Lawrence Sprung Contact Lawrence: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ X(Twitter): https://twitter.com/Lawrence_Sprung Facebook: https://www.facebook.com/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Financial Planning Made Personal Download the first 2 Chapters for Free www.financialplanningmadepersonal.com Mitlin Money Mindset® Website: www.mitlinmoneymindset.com Mitlin Financial, Inc®: Website: www.mitlinfinancial.com Mitlin Financial Inc. is proud to be a Carson partner firm; enabling them to offer clients a multitude of resources, which include a robust infrastructure and technology system, a thorough research team, and multiple investment strategies. Carson currently manages more than $30 billion in assets. Investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Third-party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
Aaron Marcum: Achieving Professional Success and Personal Fulfillment 17:29

cách đây 1 year trước17:29

17:29

Discover the surprising connection between personal well-being and financial success for entrepreneurs with this unexpected twist. You won't believe how Aaron Marcum's journey from financial success to true thriving will transform your approach to entrepreneurship. And the key to unlocking this transformation lies in a powerful framework rooted in positive psychology principles. Stay tuned! About Aaron Marcum: Over the span of more than 20 years, Aaron has founded and scaled award-winning multi-million-dollar companies that have positively impacted the lives of thousands throughout North America. His entrepreneurial journey began in healthcare. It was in his second start-up, that Aaron's visionary leadership changed the trajectory of the home care industry and positively impacted the lives of thousands of entrepreneurs and the millions of seniors that were under their care. He founded the Best of Home Care® award program and created an innovative benchmarking and performance platform, now the recognized standard in the industry. Aaron has a Master's in Applied Positive Psychology from the University of Pennsylvania, where he studied under renowned psychologists and well-being experts, including Dr. Martin Seligman, the father of Positive Psychology. On today’s Money Talk with Yu, Aaron and Jerry discuss how to: Discover the secrets to balancing entrepreneurship with personal well-being and happiness. Learn proven strategies for achieving financial freedom through the path of entrepreneurship. Explore the concept of the good life within the realm of entrepreneurship and how it can impact your success. Implement the Entrepreneurial Operating System (EOS) to drive significant growth in your business. Key Takeaways: Power Of Positive Psychology This approach is not just about achieving business success, but also about living the "good life" as defined by personal values. Strategies For Achieving Financial Freedom Achieving financial freedom is a core focus of Aaron Marcum's eight laws for entrepreneurs. The principles emphasize the need for a clear vision, effective delegation, and proper execution in business, contributing to financial liberation. “ Living the good life for an entrepreneur is living according to your own values and finding peace and happiness regardless of what's going on in your business." —Aaron Marcum Aaron’s new book EntreThrive, is written for entrepreneurs who want to eliminate unhealthy stress, flourish personally, and create what Aristotle referred to as The Good Life. Get it here: https://www.entrethrive.com/ Contact Aaron Marcum: LinkedIn: https://www.linkedin.com/in/aaron-marcum/ Facebook: https://www.facebook.com/aaron.marcum.75/ About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
Emma Hall: Unlocking Global Wealth and International Tax Planning 22:06

cách đây 1 year trước22:06

22:06

Do you want to help your international clients achieve enhanced outcomes through personalized international tax planning? I've got the solution to help you do just that. Let's dive in and make your clients' financial planning truly personalized across borders. About Emma Hall: Emma Hall is a Chartered Financial Planner and Fellow of the Personal Finance Society. With a career spanning 17 years, Emma has been a guiding force in the realm of holistic financial planning, providing invaluable insights to both individual and corporate clients. Emma's commitment to excellence was recognized early in her career when she was voted Newly Qualified Financial Adviser of the Year in 2010. Fast forward to the present, and Emma has recently been honored as the Chartered Financial Planner of the Year for 2023/24. Today, she joins us to share her wealth of knowledge and expertise in navigating the ever-evolving landscape of personal finance. On today’s Fortify Your Financial Kingdom, Emma and Jerry discuss how to: Discover the power of personalized financial planning for maximizing your wealth and securing your future. Uncover tax-saving strategies that can accelerate your wealth accumulation and protect your assets. Explore the benefits of collaboration among financial professionals for comprehensive and tailored financial solutions. Navigate the complexities of global financial planning to unlock international opportunities and optimize your financial strategy. Key Takeaways: Financial Education and Personalized Financial Planning Promoting financial literacy, particularly from a young age, can empower individuals to make sound financial decisions throughout their lives. Further, personalized financial planning is an essential strategy that prioritizes understanding the client's unique needs and financial goals. Tax-Saving Strategies Emma Hall highly advocates for understanding and utilizing tax-saving strategies as crucial aspects of optimizing wealth accumulation and minimizing liabilities. She highlights the potential benefits of pensions in the UK, emphasizing how they can serve as an effective tool for tax saving. “ A good financial planner will be more interested about you, what your goals are, what your plans and fears are. They shouldn't be there talking about selling you something or trying to sell you something, talking about products straight away, that's not what financial planning is. " —Emma Hall Contact Emma: Website: https://75point3.co.uk/ Linkedin: https://uk.linkedin.com/in/emma-hall-276a6284 About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios 15:41

cách đây 1 year trước15:41

15:41

Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend of personal values and professional expertise. Born in Oberlin, Ohio, his upbringing instilled a deep sense of ambition and compassion, setting the stage for his lifelong commitment to making a meaningful impact in the lives of others. From meeting his wife at The Ohio State University to raising two sons, Adam's journey reflects a steadfast dedication to family and community. Professionally, Adam has navigated through turbulent financial climates with resilience and skill, earning esteemed credentials such as CERTIFIED FINANCIAL PLANNERTM, Chartered Market Technician (CMT), and Certified Exit Planning Advisor (CEPA). His local and national recognition as a trusted adviser underscores his ability to assist clients in optimizing their businesses and retirement planning. Through prolific writing, speaking engagements, and community education efforts, Adam demonstrates a commitment to empowering others with financial knowledge and guidance, enriching lives beyond the realm of finance. On today’s Fortify Your Financial Kingdom, Adam and Jerry discuss how to: Gain insights from Adam Koos on financial expertise and learn how to apply it to your own situation. Explore the benefits of becoming a Certified Exit Planning Advisor (CEPA) and how it can enhance your financial expertise. Uncover the success principles used by financial planning firms to achieve their goals and how to apply them in your own career. Key Takeaways: Work-Life Balance Strategies Adam Koos emphasizes the importance of work-life balance for maintaining overall well-being. He recommends setting boundaries between professional and personal life, prioritizing family time, and actively scheduling downtime. Risk Management Prioritization Risk management is at the heart of Adam's financial planning strategies. By prioritizing defense before profit, he aims to navigate market fluctuations effectively, mitigating potential losses. “ I think it comes down to time management and time blocking and using technology to your advantage. —Adam Koos Contact Adam: Website: https://www.libertaswealth.com/ LinkedIn: https://www.linkedin.com/in/adamkoos/ Twitter (X): https://twitter.com/adamkoos About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

1
Nycole Freer: How I Turned $500 Into a Thriving Financial Firm 17:00

cách đây 1 year trước17:00

17:00

Money Talk with Yu, hosted by Jerry Yu

1
Holly Donaldson: Navigating Retirement's Crosswalks: Securing Your Financial Future 17:47

cách đây 1 year trước17:47

17:47

Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financial Planner and author of "The Mindful Money Mentality: How to Find Balance in Your Financial Future." With a focus on behavioral economics, she aims to help clients make rational money decisions, addressing common misconceptions and providing insightful strategies for optimal tax planning and financial organization. Holly's e-newsletter, "The View from the Porch," offers a monthly dose of psychological hurdles in decision-making, tax tips, and resources for readers, complementing the themes in her book. With a passion for ensuring individuals are well-prepared for their financial future, Holly's expertise offers invaluable insights for those nearing retirement. On today’s Fortify Your Financial Kingdom, Holly and Jerry discuss how to: Discover the importance of addressing long-term care in your financial planning. Streamline your finances with an organized process for evaluating and consolidating accounts. Learn how to consider Social Security in your financial plans for peace of mind. Key Takeaways: Mastering financial planning strategies can help secure a balanced and stable retirement. Holly Donaldson shares her expertise, highlighting how individuals often overestimate the financial resources needed to maintain their lifestyle, which may lead to unnecessary stress. Understanding behavioral economics can provide valuable insights into the emotional aspects of monetary decisions. Behavioral economics, as emphasized by Holly, looks at how individuals' emotions can greatly influence their financial choices. Recognizing the importance of long-term care is a pivotal part of comprehensive financial planning. Many people neglect this aspect, leaving them unprepared for potential future requirements, as pointed out by Holly. “ I just wanted to be an independent advice giver without any agenda of any products for sale or any kind of financial company behind me, just like a consultant." —Holly Donaldson Contact Holly Donaldson: Website: https://www.hollydonaldsonfinancialplanner.com/ YouTube: https://www.youtube.com/@HollyDonaldson Phone: (813)781-8040 Email : holly@hollydonaldson.com Virtual By Appointment, Seminole, FL 3377 About the host, Jerry Yu: Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees. Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financial YouTube: Search for “Jerry Yu – The Family Money Doctor” ( https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA ) Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us Show notes by Podcastologist: Hanz Jimuel Alvarez Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.…

Money Talk with Yu, hosted by Jerry Yu

cách đây 1 year trước20:49

20:49

Money Talk with Yu, hosted by Jerry Yu

cách đây 2 years trước11:06

11:06

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● Define “ruining” as it relates to paying for college? ● What are the limitations to the 529 plans out here…start with what a 529 is please. ● Can you talk about the Chinese versus American grandpa solutions for college? ● Purchase life insurance versus putting money in a 529…what is your advice? Contact Jerry: Website: www.reignfinancialservices.us Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insurance Instagram: www.instagram.com/reign.financia l YouTube: Search for “Jerry Yu – The Family Money Doctor” Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098 Cell: (626) 890-0090 Email: jerry.yu@reignfinancialservices.us…

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