America's Wealth Management Show

Understanding Target Date Funds Get your journey off to a great start with our financial resources: https://bit.ly/3OEdY9y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Bqh8uq Meet with Us: https://bit.ly/41iNLox   Where Should I Be Saving My Money?: https://youtu.be/q6iaWjj7ZDQ 401(k) Savings Are on the Rise: https://youtu.be/HCcYlPgb05k Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM 8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk 6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo What Is Tax Diversification?: https://www.youtube.com/watch?v=xyATDrvm8_Q 

How to Budget at Different Life Stages Get your journey off to a great start with our financial resources: https://bit.ly/3CHfqVU Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/3V6algl Meet with Us: https://bit.ly/3Zj4hn1 5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0 Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=gAGCNRTpbI38Ywxh 7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk Life Experiences Beyond Work: https://youtu.be/YtegrY9igFI How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s 

Charitable Giving in Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40UEMd2  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Education Center: Tax Reduction Strategies: https://bit.ly/4158rAt Meet with Us: https://bit.ly/3V6w3Rb Charitable Giving in Retirement Article: https://bit.ly/4fWarPA 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI What Is a QCD? Qualified Charitable Distribution: https://youtu.be/vpdl1ZUlcNc RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg Taxes on My Investments: https://youtu.be/1SrD0JCT_No Rules on Gifting Money to Family: https://youtu.be/m8pLYSBZZgc  

10 Years Before Retirement - 4 Tasks to Address Get your journey off to a great start with our financial resources: https://bit.ly/4hUOEJV  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3ZexdfP Meet with Us: https://bit.ly/4924bDq 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk  Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM  Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc  Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY    7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4 Taxes on My Investments: https://youtu.be/1SrD0JCT_No What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg 

Tax Tips to Wrap 2024 Get your journey off to a great start with our financial resources: https://bit.ly/4eGCGRp  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Tax Reduction Strategies: https://bit.ly/4fVAlmC Meet with Us: https://bit.ly/4ez8qaU How Filing for a Tax Extension Works: https://bit.ly/3OfNaML Modern Wealth Management YouTube: https://youtube.com/@MeetModernWealth Year-End Tax Planning for 2024: https://youtu.be/ktPN1kJNRYs?si=xfa9Xs_lssO1aTke 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI Mega Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8 Taxes on My Investments: https://youtu.be/1SrD0JCT_No Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o  

2025 Tax Brackets & Contribution Limits Get your journey off to a great start with our financial resources: https://bit.ly/4fEkqch Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3UF6dn6 Meet with Us: https://bit.ly/3AHyVwO Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/40CyEWG 2025 Tax Brackets: https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2025 2025 Tax Brackets: https://taxfoundation.org/data/all/federal/2025-tax-brackets/ Mega Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8  What Is a QCD? Qualified Charitable Distribution: https://youtu.be/vpdl1ZUlcNc  Making the Most of Catch Up Contributions: https://youtu.be/ng129TKYiEQ  5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc 

Reviewing 2024 Markets & Looking Toward 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3ChZKIv Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/40BZyy6 Meet with Us: https://bit.ly/40xpc73 Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8  How Bonds Fit into Your Financial Plan: https://youtu.be/uTpF7BJSkXg?si=MqHbhzC-TW6KpEJ8 Don’t Fight the Fed, Understand the Fed!: https://youtu.be/-2YoayzAOdo Peak 65: Nearly 4.4 Million Americans Projected to Turn 65 in 2024: https://youtu.be/u47__V3nGVg 

Savings Goals for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3YpIRTO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3Yt4YIR Meet with Us: https://bit.ly/3C64Png Fidelity on Savings By Age: https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire T. Rowe Price on Savings By Age: https://www.troweprice.com/personal-investing/resources/insights/youre-age-35-50-or-60-how-much-should-you-have-by-now.html CNBS on Savings by Age: https://www.cnbc.com/select/savings-by-age/ Maximize Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=9HOMf70gXH2v5HRg  Retirement Planning in Your 50s: https://youtu.be/4DHAs9DZyFQ   Making the Most of Catch Up Contributions: https://youtu.be/ng129TKYiEQ  5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0  7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk Financ

Financial Advisors React to Money Horror Stories Get your journey off to a great start with our financial resources: https://bit.ly/3Awohca  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YHEi8E Meet with Us: https://bit.ly/4fpc7kb Caleb Hammer:  https://youtu.be/_tyZGTMuJ6M?si  https://youtube.com/shorts/iMrUkDDA1Is?si=aoO0VN3EOz7D08kB https://youtu.be/IxxQcXhg-4w?si https://youtube.com/shorts/h0TQhudBqwg?si=XgZew_qdCxC8IzvK  https://youtube.com/watch?v=Oq_jEnCUrVA https://www.youtube.com/shorts/ZHxACd_JIFE  https://www.youtube.com/shorts/j65fU_p0Jro Forbes: https://www.forbes.com/sites/kateashford/2016/06/30/no-will/?sh=5c7fa8d62f20 Reddit Pension Story: https://www.reddit.com/r/PersonalFinanceCanada/comments/7xom1q/comment/duar4oi/  What Happens to Your 401(k) When You Die: https://bit.ly/3YJjvkT 03:42 – How Much in Cash Reserves Should I Have?: https://youtu.be/lNdPNlKVg1s 04:08 – 401(k) Savings

Forced into Retirement? Consider These 7 Strategies Get your journey off to a great start with our financial resources:   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ The Sandwich Generation: https://youtu.be/zHSrFl9oL1w 401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY How to Spend When You First Retire: https://youtu.be/TwvwfamEJpk Taxes on My Investments: https://youtu.be/1SrD0JCT_No 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc Maximize Your Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=cLDIkxkCuHYtdsfA  

8 Things NOT to Do Before Making Big Purchases Get your journey off to a great start with our financial resources: https://bit.ly/3A8kj9G Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1\ Retirement Plan Checklist: https://bit.ly/3Yhk04n Meet with Us: https://bit.ly/3C05RRO 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os 8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ 5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0 How Americans Feel About Money: https://youtu.be/gfmIn-Hu7rM How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s Americans Need a Budget: https://youtu.be/4SQjU8Wio6M Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k   

Building a Disaster Preparedness Plan Get your journey off to a great start with our financial resources: https://bit.ly/4eJHbex  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3BKb0xd Meet with Us: https://bit.ly/4dXC8WY Donate to the American Red Cross Relief Efforts: https://www.redcross.org/donate/donation.html/ NBC New Flood Insurance Map: https://www.nbcnews.com/data-graphics/map-flood-insurance-coverage-counties-hit-hurricane-helene-rcna173619 Make a Plan - American Red Cross: https://www.redcross.org/get-help/how-to-prepare-for-emergencies/make-a-plan.html How Much Cash Reserves Should I Have?: https://youtu.be/lNdPNlKVg1s Unexpected Expenses and How to Prepare for Them: https://youtu.be/HbhdqYyp2uA The Sandwich Generation: https://youtu.be/zHSrFl9oL1w 5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg  

8 Money Problems and How to Address Them Get your journey off to a great start with our financial resources: https://bit.ly/4f4gwJg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3BO3dyg Meet with Us: https://bit.ly/4h6e5HX Gallup Poll: https://news.gallup.com/poll/644690/americans-continue-name-inflation-top-financial-problem.aspx 10 Ways to Fight Inflation in Retirement: https://bit.ly/3A4IsOn 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os 5 Signs You're Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s Health Care Costs in Retirement: https://youtu.be/7ffrE3wnBuc The Differnce Between Good Debt and Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=Ld4Ww-g3I8iIHpBb 5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0 Tips to Reach Your First Million: https://youtu.be/dHzNFkIA11Y  

Tips to Reach Your First Million Get your journey off to a great start with our financial resources: https://bit.ly/4eAPysJ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Fidelity Source: https://www.fidelity.com/learning-center/personal-finance/making-1-million-dollars 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os Americans Need a Budget: https://youtu.be/4SQjU8Wio6M 401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY Where Should I Save My Money?: https://youtu.be/q6iaWjj7ZDQ What Is Market Risk?: https://youtu.be/oBXAMFHF30k Taxes on My Investments: https://youtu.be/1SrD0JCT_No   

The Sandwich Generation Get your journey off to a great start with our financial resources: https://bit.ly/3NgTWkV Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XS7sQA Meet with Us: https://bit.ly/3BPEObq The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o What Is Longevity Risk and How Do You Plan for It: https://youtu.be/OMoWFA7_NiE Maximize Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=eVANnvyDmh14wqOq Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc  

Mega Backdoor Roth Strategy Get your journey off to a great start with our financial resources: https://bit.ly/3XH1BNV  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XXB7ta Meet with Us: https://bit.ly/4gFONjO Mega Backdoor Roth IRAs Before Retirement: https://bit.ly/3XVtXWg Roth vs. Traditional – What’s Best?: https://youtu.be/ASEEO30DZfI?si=SIWno8Z89teYp0xx 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os Where Should I Be Saving for Retirement: https://youtu.be/q6iaWjj7ZDQ Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI How Real People Become Millionaires: https://youtu.be/kTPt99IDuWA 

Defeating Financial Infidelity Get your journey off to a great start with our financial resources: https://bit.ly/3TKjQAZ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4etYKz2 Meet with Us: https://bit.ly/3BjiVkO  https://youtu.be/4SQjU8Wio6M https://youtu.be/w_klRXWx9os https://youtu.be/o4eiAkWGc3k  https://youtu.be/T_lil3FbLU0 

Taxes on My Investments Get your journey off to a great start with our financial resources:  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1     How Do I Pay Less Taxes?: https://youtu.be/rlch89V3rPI 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8 401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4  

What Should I Do with My 401(k) If I...? Get your journey off to a great start with our financial resources: https://bit.ly/4dasyQ6  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3MQHacs Meet with Us: https://bit.ly/4e4zBLe Capitalize - https://www.hicapitalize.com/resources/the-true-cost-of-forgotten-401ks/ 401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY Making the Most of Catch-Up Contributions: https://youtu.be/ng129TKYiEQ Inherited IRA Rules and the SECURE Act: https://youtu.be/aR5xJhnrtSU 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc Taxes & Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk What to Do with Your 401(k) When You Retire: https://youtu.be/FtOr-DU-nms 

5 Habits Keeping You from Reaching Financial Goals Get your journey off to a great start with our financial resources:  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist:  Meet with Us:  CNBC - https://www.cnbc.com/2024/08/06/new-york-fed-credit-card-debt-hits-record-1point14-trillion.html Investopedia: https://www.investopedia.com/personal-finance/american-debt-auto-loan-debt/ How Much Cash Reserves Should I Have?: https://youtu.be/lNdPNlKVg1s 7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os The Great Wealth Transfer is Upon Us: https://youtu.be/gJaz5xMAU0k 5 Signs You're Savings Too Much for Retirement: https://youtu.be/--7GHuB2k0s