America's Wealth Management Show

6 Levels of Wealth Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/42YtllL  Meet with Us: https://bit.ly/4gLQkDS  Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf US Currency Source: https://www.uscurrency.gov/history/index.html What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc 5 Types of Financial Plans: https://youtu.be/070KObJIAvI The Junk Drawer Approach to Retirement Planning: https://youtu.be/IEfxMMcmRe4 5 Wealth Building Challenges: https://youtu.be/aKIr8KD_bio 15 Years from Retirement: https://youtu.be/dLPxSfY7P8I Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g 2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU What’s Going On in the Bond Market?: https://youtu.be/IYokFNw5g1w Gener

Tax Tips in 10 or Less Ep. 006 Roth Five Year Rule Get your journey off to a great start with our financial resources: https://bit.ly/42JeZW1  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/4jOacsm  Roth Conversion Case Studies: https://bit.ly/4aODfIr  Tax Reduction Strategies: https://bit.ly/40Ox5U8  Meet with Us: https://bit.ly/411bFo4  Roth 5 Year Rules: What You Need to Know: https://youtu.be/I6vMi1KcKTY 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI

15 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40M2tm3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Q5ODpS Meet with Us: https://bit.ly/4hgDD4R  What is a Monte Carlo Sim: https://bit.ly/4aLRnSM Kelce Trailer: https://youtu.be/ykBOKopGsow American Bankruptcy Institute: https://www.abi.org/feed-item/how-athletes-go-bankrupt-at-an-alarming-rate Trivia Source for Football Question: https://finance.yahoo.com/news/13-nfl-players-lost-millions-210001547.html 10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY 5 Types of Financial Plans: https://youtu.be/070KObJIAvI Roth vs. Traditional with Marty James, CPA: https://youtu.be/bBdbMcmg4L8 Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g Generational Wealth Management: https://youtu.be/nGDtTd34bRE  

Tax Tips in 10 or Less Ep. 005 5 Tax Filing Errors to Avoid Get your journey off to a great start with our financial resources: https://bit.ly/4jyqm9p Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/3PSJO37  Roth Conversion Case Studies: https://bit.ly/40F8bWK  Tax Reduction Strategies: https://bit.ly/4hgspgC  Meet with Us:  https://bit.ly/40ENTwu  5 Reasons TO Do a Roth Conversion: https://youtu.be/MEs5rh62m28  2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw  

Maintaining Financial Wellness Get your journey off to a great start with our financial resources: https://bit.ly/3Q09MBu  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4aHenlY  Meet with Us: https://bit.ly/4ghjCd5  Vanguard’s Guide to Financial Wellness: https://corporate.vanguard.com/content/dam/corp/research/pdf/vanguards_guide_to_financial_wellness.pdf CFPB Making Ends Meet 2024: https://files.consumerfinance.gov/f/documents/cfpb_making-ends-meet_2024-11.pdf Bankrate 2025 Emergency Savings Report: https://www.bankrate.com/banking/savings/emergency-savings-report/ Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM Where Should I Save My Money?: https://youtu.be/q6iaWjj7ZDQ HSA Tax Advantages: https://youtu.be/w7KHmts85oI?si=wsGIUhUDpyotWqxX Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY  Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw 10 Years from

Tax Tips in 10 or Less Ep. 004 5 Reasons TO Convert to a Roth IRA  Get your journey off to a great start with our financial resources: https://bit.ly/3C9oKlH Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/4gcqHM1 Roth Conversion Case Studies: https://bit.ly/3WuI9El Tax Reduction Strategies: https://bit.ly/3C8ADs9 Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8 Taxes and Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc MEGA Backdoor Roth IRA: https://youtu.be/eEKbnn8svQ8 The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI ACA Subsidies: How Do You Qualify for Them: https://youtu.be/hX7ynKriW9w?si=O4SXrBABRGpN4FD6 Generational Wealth Management: https://youtu.be/nGDtTd34bRE 

IRA RMD Requirements Get your journey off to a great start with our financial resources: https://bit.ly/40HCMEl  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4jvHj4n Retirement Plan Checklist: https://bit.ly/40Gqjkr Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations: https://bit.ly/3Q6R5fT EBRI Data: https://www.ebri.org/docs/default-source/ebri-press-release/pr-1277-dataistruth-25jun21.pdf?sfvrsn=7303b2f_4 Inherited IRA Rules & the SECURE Act: https://youtu.be/aR5xJhnrtSU Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 Generational Wealth Management: https://youtu.be/nGDtTd34bRE What to Do with Inheritance: https://youtu.be/B4mTbCUuFGE 2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU MEGA Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8  Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk Retiremen

Tax Tips in 10 or Less Ep. 003 Roth vs. TraditionalGet your journey off to a great start with our financial resources: https://bit.ly/3E6w4ik  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Timestamps: 00:00 – What’s the difference? Roth and Traditional 00:48 – Understanding Taxes and 401(k)s 01:40 – Deduction Example – Roth vs. Traditional 02:40 – What’s Better, Roth or Traditional? 05:26 – Withdrawal Rules, SECURE Act, and Heirs Roth Conversion Case Studies: https://bit.ly/4hzHGZZ Education Center: https://bit.ly/4aj06vj Tax Reduction Strategies: https://bit.ly/4g3NcCG 2024 Tax Return Tips: https://youtu.be/hYUgcCCXIVw What You Need to Know About Tax Deductions: https://youtu.be/-jmof73v1Ng The Retirement Savings Time Bomb Ticks Louder: https://youtu.be/gCM5t1e7L78 MEGA Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8 Taxes and Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk 2025 Tax Brackets and Contribution Limits: https:/

Generational Wealth Management Get your journey off to a great start with our financial resources: https://bit.ly/40xEPeg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Investopedia on Generational Wealth: https://www.investopedia.com/generational-wealth-definition-5189580  Cerulli Study: https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048 Forbes on Prince’s Estate: https://www.forbes.com/sites/matthewerskine/2024/01/17/the-battle-for-princes-estate-unending-conflict-legal-drama-and-lessons-for-family-business/ ABC News on Leona Helmsley: https://abcnews.go.com/US/leona-helmsleys-dog-trouble-richest-world-dies-12/story?id=13810168 Warren Buffett’s Berkshire Hathaway Letter: https://www.berkshirehathaway.com/news/nov2524.pdf Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU

Tax Tips in 10 or Less Ep. 002  2024 Tax Return Tips  Get your journey off to a great start with our financial resources: https://bit.ly/3PrvyOn Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Meet with us: https://bit.ly/40c9ht1 Retirement Checklist: https://bit.ly/40q5SrW Tax Reduction Strategies: https://bit.ly/4h8iQ32 Tax Tips to Wrap 2024: https://youtu.be/PKWAw9J36Fg Year-End Tax Planning for 2024 with Marty James: https://youtu.be/ktPN1kJNRYs HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI 

5 Types of Financial Plans Get your journey off to a great start with our financial resources: https://bit.ly/3WajAMW  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 2023 Schwab Modern Wealth Study: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf CNBC on Goldman Forecast: https://www.cnbc.com/2024/10/21/goldman-forecasts-just-a-3percent-sp-500-annual-return-the-next-10-years.html Videos Commented on: https://youtube.com/shorts/IkneGsHM998?si=9EPKgmWh027xKnZ1 https://youtube.com/shorts/0x-mSNH0HKY?si=4Qn-Y3DrFxdBLJFe https://youtube.com/shorts/uvLT9zgdlWE?si=W9XDetbFwOvQ3aZx https://youtube.com/shorts/T3TJ2-a3UfQ?si=fuKDL7OV2iGM78xl   Assessing Your Financial Literacy: https://youtu.be/IA7bE5Uf99o What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4 Busting Retirement Rules of T

Tax Tips in 10 or Less Ep. 001 2025 Taxes - What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4gQmuP2 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4gGEbRq Tax Reduction Strategies: https://bit.ly/3DAWGYR Meet with Us: https://bit.ly/420dkeA Tax Rates Sunset in 2026: https://bit.ly/41X1LVb Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI  

Annual Wealth Checklist and Key Birthdays Get your journey off to a great start with our financial resources: https://bit.ly/4iWjCSo   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Checklist: https://bit.ly/3W2HM3H Tax Reduction Strategies: https://bit.ly/3Pje5rt Roth Conversion Case Studies: https://bit.ly/4a1sdPz   Meet with Us: https://bit.ly/4jcDgd9   How to Budget at Different Life Stages: https://youtu.be/-HwVnEvquw4 What You Need to Know About Tax Deductions: https://youtu.be/-jmof73v1Ng Tax Credits You Need to Know About: https://youtu.be/tUDfdk3dlxo Check Your Beneficiaries! Don’t Learn the Hard Way: https://youtu.be/wQEqhd8a4XY 5 Key Estate Planning Items to Address: https://youtu.be/Q_alVikgn6c Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw Roth Conversion Decisions for 2024: https://youtu.be/yxOsoXgkRE4?si=jUJjrmiAaYV4PTCt 5 Planning Opportunities for 2025: https://youtu.be/gBtmla6wdcY What’s Going o

7 To-Dos After Selling Your Business Get your journey off to a great start with our financial resources: https://bit.ly/3DmKqei Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/3P1h5Zd Retirement Checklist: https://bit.ly/41HBPNw Tax Reduction Strategies: https://bit.ly/3BKqfq3 Money Problems & How to Address Them: https://youtu.be/xvM1X995bmQ What Is Market Risk?: https://youtu.be/oBXAMFHF30k Taxes on My Investments: https://youtu.be/1SrD0JCT_No Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o 5 Key Estate Planning Items to Address: https://youtu.be/Q_alVikgn6c Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw 

2024 Financial Year in Review Get your journey off to a great start with our financial resources: https://bit.ly/3ZPEEJQ  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/41EGRtW Retirement Checklist: https://bit.ly/3VP1srJ Tax Reduction Strategies: https://bit.ly/3VSgblP U.S. Inflation Calculator: https://www.usinflationcalculator.com/inflation/current-inflation-rates/  U.S. Treasury Yield Curve: https://www.ustreasuryyieldcurve.com/ Lending Tree: https://www.lendingtree.com/credit-cards/study/credit-card-debt-statistics/  Fidelity Study: https://www.fidelity.com/about-fidelity/Q3-2024-retirement-analysis What’s Going on in the Bond Market?: https://youtu.be/IYokFNw5g1w 5 Planning Opportunities for 2025: https://youtu.be/gBtmla6wdcY Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM Inherited IRA Rules and the SECURE Act: https://youtu.be/aR5xJhnrtSU  

Tax Credits You Need to Know About Get your journey off to a great start with our financial resources: https://bit.ly/4iKi9hK Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Checklist: https://bit.ly/3Dy5PRB Meet with Us: https://bit.ly/4ghXFvl Tax Reduction Strategies: https://bit.ly/49Km5Lu  2024 Form 1040: https://www.irs.gov/pub/irs-pdf/f1040.pdf Prisoners Take Advantage of Homebuyer Tax Credit: https://www.npr.org/2010/06/23/128053710/prisoners-take-advantage-of-homebuyer-tax-credit What You Need to Know About Tax Deductions: https://youtu.be/-jmof73v1Ng  2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2024 Year-End Tax Planning: https://youtu.be/ktPN1kJNRYs?si=I4O3FeuRkDxJmnK3 Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Setting Short, Mid, and Long-Term Financial Goals: https://youtu.be/ZBpLc3Hb4Hw The Retirement

What You Need to Know About Tax Deductions Get your journey off to a great start with our financial resources: https://bit.ly/3ZGpExO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Checklist: https://bit.ly/3DwdDmU Meet with Us: https://bit.ly/3P4bKRc Tax Reduction Strategies: https://bit.ly/3ZXjB9l 2024 Form 1040: https://www.irs.gov/pub/irs-pdf/f1040.pdf 2024 Year-End Tax Planning with Marty James: https://youtu.be/ktPN1kJNRYs 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 5 Questions About Long-Term Care: https://youtu.be/DF6v83HkxWg  HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI  Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw Maximize Social Security Benefits: https://youtu.be/tyoIKdsjTC0 10-Years Before Retirement – 4 Tasks to Address: https://youtu.be/izWpsehhodY The Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78   

5 Planning Opportunities for 2025 Get your journey off to a great start with our financial resources: https://bit.ly/41A53xL Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4fcFGoL Meet with Us: https://bit.ly/4gfBZjp  WellsFargo Study: https://newsroom.wf.com/English/news-releases/news-release-details/2024/Two-thirds-of-Americans-have-decreased-spending-due-to-economy-Wells-Fargo-Money-Study-finds/default.aspx Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM 10 Years Before Retirement: https://youtu.be/izWpsehhodY Defining Short, Mid, and Long-Term Financial Goals: https://youtu.be/ZBpLc3Hb4Hw Financial Advisors React to Money Horror Stories: https://youtu.be/2zwHDScc71Q 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI What’s Going on in the Bond Market?: https://youtu.be/IYokFNw5g1w

Navigating Tough Money Conversations with Your Partner Get your journey off to a great start with our financial resources: https://bit.ly/41sSiEY Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DaDWix Tax Reduction Strategies: https://bit.ly/3OO5Vap Meet with Us: https://bit.ly/3BAYoZj Bankrate – Financial Infidelity: https://www.bankrate.com/credit-cards/news/financial-infidelity-survey/ Psychology Today – Divorce Rates: https://www.psychologytoday.com/us/blog/home-will-never-be-the-same-again/202108/why-divorce-among-older-couples-keeps-rising Forbes – Divorce Costs: https://www.forbes.com/advisor/legal/divorce/how-much-does-divorce-cost/ Gray Divorce and Its Financial Impact: https://bit.ly/4gO6ddp  Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ How to Budget at Different Stages of Life: https://youtu.

What's Going on in the Bond Market? Get your journey off to a great start with our financial resources: https://bit.ly/4ge1pOB  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/3B0KKi8 Meet with Us: https://bit.ly/4int6Wk Don't Fight the Fed! Understand the Fed: https://youtu.be/-2YoayzAOdo  What Is Market Risk?: https://youtu.be/oBXAMFHF30k  Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8