America's Wealth Management Show

5 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3ZmK3tg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/4gp5obA Meet with Us: https://bit.ly/4dVTXqb Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q?si=67xown1MxE1S_VpR Americans Need a Budget: https://youtu.be/4SQjU8Wio6M Life Experiences Beyond Work: https://youtu.be/YtegrY9igFI Understanding How Reverse Mortgages Work with Don Graves: https://youtu.be/5_2jyC2cRb4 Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os  

Inherited IRA Rules and the SECURE Act 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: https://bit.ly/3B2b9vh Meet with Us: https://bit.ly/4cXFOaq Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations: https://bit.ly/47ckn48 The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k The Retirement Savings Time Bomb Ticks LOUDER: https://youtu.be/gCM5t1e7L78 Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o 7 Money Management Tips: https://youtu.be/qa99w74IBtQ Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU Making the Most of Catch-Up Contributions: https://youtu.be/ng129TKYiEQ  

Making the Most of Catch-Up Contributions Get your journey off to a great start with our financial resources: https://bit.ly/47iPyeb Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Charles Schwab – What to Know About Catch-Up Contributions: https://www.schwab.com/learn/story/what-to-know-about-catch-up-contributions Ramsey Solutions Article: https://www.ramseysolutions.com/retirement/how-many-millionaires-actually-inherited-their-wealth 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os 7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk 5 Wealth-Building Challenges: https://youtu.be/aKIr8KD_bio How Real People Become Millionaires: https://youtu.be/kTPt99IDuWA 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc  

Life Experiences Beyond Work Get your journey off to a great start with our financial resources: https://bit.ly/472N03V Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/4fZoaWx Meet with Us: https://bit.ly/3Z2RfKT Considering What to Do in Retirement: https://bit.ly/3Mpjc87 SCORE Website: https://www.score.org/ Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk 

The Great Wealth Transfer Get your journey off to a great start with our financial resources: https://bit.ly/3XlENV2 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4cMuVYS Meet with Us: https://bit.ly/4g6NfyP Fed Data: https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/#range:1989.3,2024.1;quarter:138;series:Assets;demographic:generation;population:all;units:levels USA Today Study: https://www.usatoday.com/money/blueprint/credit-cards/study-great-wealth-transfer-plans/ Ramsey Solutions Article: https://www.ramseysolutions.com/retirement/how-many-millionaires-actually-inherited-their-wealth Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg?si=YbSy0lhJ5N_TAikP Family Matters: Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o Family Wealth Management Considerations:

Taxes on Gambling Winnings Get your journey off to a great start with our financial resources: https://bit.ly/3AKczKI Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/3T1e6CK Meet with Us: https://bit.ly/3SYMgXs RotoWire Article: https://www.rotowire.com/article/us-sports-betting-news-which-is-the-sport-americans-bet-on-most-71608  5 Reasons Not to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc 7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk  

7 Money Lessons I Wish I Learned Sooner Get your journey off to a great start with our financial resources: https://bit.ly/3XasQl9 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/3SXgwSK Meet with Us: https://bit.ly/4fRzVyh 7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s 6 Wealth Destroying Factors: https://youtu.be/hfcX6aMgmYY The Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78 Taxes & Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk Good Debt vs. Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=Vyt7v41CGdMbPDS3  

7 Money Milestones to CelebrateGet 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:  Credit card debt hits record $1.14 trillion, New York Fed research shows: https://www.cnbc.com/2024/08/06/new-york-fed-credit-card-debt-hits-record-1point14-trillion.html How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc 401(k) Savings Rates Are on the Rise: https://youtu.be/XAp0NoX6ykY 7 Money Management Tips: https://youtu.be/qa99w74IBtQ 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s How Do I Pay Less Taxes?: https://youtu.be/rlch89V3rPI

Market Corrections Are Healthy! Get your journey off to a great start with our financial resources: https://bit.ly/3WMKqtT Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3M8lGrj Meet with Us: https://bit.ly/3WIkTlL How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU What Is Market Risk?: https://youtu.be/oBXAMFHF30k Don’t Fight the Fed, Understand the Fed!: https://youtu.be/-2YoayzAOdo 7 Money Management Tips: https://youtu.be/qa99w74IBtQ 

Retire Early: What's it Take? Get your journey off to a great start with our financial resources: https://bit.ly/3YBmhsR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dcOYRf Meet with Us: https://bit.ly/4dfmYfR How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s 7 Money Management Tips: https://youtu.be/qa99w74IBtQ 5 Signs You’re Savings Too Much for Retirement: https://youtu.be/--7GHuB2k0s Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4  

401(k) Savings Are on the Rise Get your journey off to a great start with our financial resources: https://bit.ly/3YEXUdR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dDdTxv Meet with Us: https://bit.ly/3WAhxkB 7 Money Management Tips: https://youtu.be/qa99w74IBtQ How Real People Become Millionaires: https://youtu.be/kTPt99IDuWA 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s Assessing Your Financial Literacy: https://youtu.be/IA7bE5Uf99o  

Understanding Reverse Mortgages with Don Graves Get your journey off to a great start with our financial resources: https://bit.ly/4dkDz1y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/3yaSFYK Meet with Us: https://bit.ly/3y7Oi0A More from Don Graves: 16 Considerations Before Choosing a Reverse Mortgage: https://16considerations.grwebsite.com/ https://HousingWealthMasterClass.com The Long View: Don Graves and Wade Pfau: https://www.youtube.com/watch?v=wmAt-__fa-Q  

How Americans Feel About Money Get your journey off to a great start with our financial resources: https://bit.ly/3LCgoE5  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YemGBh Meet with Us: https://bit.ly/4fkid6c Wells Fargo Money 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 Reauters: https://www.reuters.com/markets/us/us-existing-home-sales-slump-june-median-price-hits-record-high-2024-07-23/  How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4 Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w 

How Much Cash Reserves Should You Have? Get your journey off to a great start with our financial resources: https://bit.ly/4deyNCN Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3LDJjaX Meet with Us: https://bit.ly/4cSl70B 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w How Real People Become Millionaires: https://youtu.be/kTPt99IDuWA 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc 7 Money Management Tips: https://youtu.be/qa99w74IBtQ    

How Much Cash Reserves Should You Have?Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3SegEwN Meet with Us: https://bit.ly/3Lv62pI Americans Need a Budget: https://youtu.be/4SQjU8Wio6M Unexpected Expenses and How to plan for Them: https://youtu.be/HbhdqYyp2uA 5 Wealth-Building Challenges: https://youtu.be/aKIr8KD_bio 7 Money Management Tips: https://youtu.be/qa99w74IBtQ 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s  

Americans Need a Budget Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3S7YhJZ Meet with Us: https://bit.ly/4cKn7b8 Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q?si=45WFWXPXULcGJjAy 7 Money Management Tips: https://youtu.be/qa99w74IBtQ Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w Are you Overspending or Underspending?: https://youtu.be/feDl49JuDEk Defining Long, Mid, and Short-Term Financial Goals: https://youtu.be/ZBpLc3Hb4Hw Roth Conversion Decisions for 2024: https://youtu.be/yxOsoXgkRE4?si=tF9wYaWG3Vpi9Iwz 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s

5 Signs You're Saving Too Much for Retirement Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/4cMG0de Meet with Us: https://bit.ly/4cTZTPw 5 Factors More Important Than Rate of Return: https://youtu.be/ji55KADdVYo Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E What Is Longevity Risk and How Do I Plan for It?: https://youtu.be/OMoWFA7_NiE 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc 10 Estate Planning Mistakes to Avoid: https://youtu.be/muJRJ657bhM?si=3p92dlRfFtsh5b-B

7 Money Management Tips  Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/4f014P2 Meet with Us: https://bit.ly/4cRLeEk Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q?si=HmyGrAL1WjNQ8w55 Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w Unexpected Expenses and How to Plan for Them: https://youtu.be/HbhdqYyp2uA 5 Wealth-Building Challenges: https://youtu.be/aKIr8KD_bio Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78 

Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/3W1x1PL Meet with Us: https://bit.ly/3VZfp76 Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY  Taking Advantage of Current Tax Rates: https://youtu.be/b7cUVPkXXQk  6 Wealth Destroying Factors: https://youtu.be/hfcX6aMgmYY  10 Estate Planning Mistakes to Avoid: https://youtu.be/muJRJ657bhM?si=e7KCa7ktpgxdaqwz  5 Common Risks in Retirement: https://youtu.be/N6wejyyeG2s  HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=w9T61-I8eauREnAO 

5 Wealth-Building Challenges Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Plan Checklist: https://bit.ly/4eQcKnE Meet with Us: https://bit.ly/3XGzAb4 Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k What Is Market Risk?: https://youtu.be/oBXAMFHF30k Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU Taking Advantage of Current Tax Rates: https://youtu.be/b7cUVPkXXQk