Posts



Today we’re talking about the number one retirement investing mistake I see people make with their retirement savings. Whether you are saving for retirement in …



The IRS gives you 5 months in 2020 to backdate your contributions for 2019 if you choose. Since there is a yearly cap on contributions it makes perfect sense to …



Data Ranker video shows the top 50 best places to retire in the world on a budget. The list isn’t just for retirees, it’s also for people who want to live somewhere …



In my last video, I brought up the question, Is a 0% retirement tax rate possible. Today I take that topic a few layers deeper to show you 7 Strategies That Can …



Today we’re talking about retirement topics to talk with your spouse about. We’ll cover the spousal IRA, beneficiaries and how the SECURE ACT changes things …



The recent flare-up in the Middle East has investors asking questions about what might happen to their portfolios if a war breaks out. While every scenario is …



Retirement Investing can be complicated. Don’t spend hours looking around on the internet. Here is a short video that goes over exactly how retirement investing works. From you work retirement plans, such as 401k, to your self directed plans like the Traditional IRA or Roth IRA, we will cover it all.

We are a wealth management firm that specializes in improving on the traditional buy and hold approach. To use a simple analogy, we do this by treating ones retirement investments as if they were real estate.

For more information call us at 727.492.0314 or visit
www.JazzWealth.com

Facebook
https://www.facebook.com/JazzWealth/

Investment related questions 📧 Dustin@JazzWealth.com
Business Affairs 📧Carolyn@JazzWealth.com

source



The incredibly bright and insightful Morgan Housel of the Collaborative Fund drops by the Compound to discuss some of the biggest mistakes and misconceptions that plague investors year after year – and what can be done about them.

Morgan talks with Michael Batnick and Barry Ritholtz about:

* how there is no such thing as an optimized portfolio

* why recent trends are more instructive about the near term future, but long term trends are the ally of most investors

* the fact that investing is one of the only endeavors in which the application of more effort doesn’t equate to better results

* the hindsight bias that all of us fall victim to

* the reality behind some of the most famous investor track records

* the inconsistency you are required to put up with in the pursuit of long term outperformance

Be sure to subscribe to our channel so you never miss an update:
https://www.youtube.com/thecompoundrwm?sub_confirmation=1

Beginning Investors, check out Liftoff:
http://liftoffinvest.com

Follow us on Twitter:
https://twitter.com/RitholtzWealth

Follow us on Facebook:
https://www.facebook.com/ritholtzwealth/

Talk with us about your portfolio or financial plan here:
http://ritholtzwealth.com/

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
https://thereformedbroker.com/terms-and-conditions/

source



This week we want to get you dialed in on your retirement plan and your number. Everyone teaches about having a retirement plan but almost no one focuses on the number they need to save for retirement. Today we will go over our suggested plan as well as talk about things you may want in your retirement plan however simple you make it.

We’re an investing service that also helps you keep your dough straight. We’ll manage your retirement investments while teaching you all about your money.

—Ready to subscribe—
https://www.youtube.com/jazzwealth?sub_confirmation=1

For more information visit:
www.JazzWealth.com

— Instagram @jazzWealth

— Facebook
https://www.facebook.com/JazzWealth/

— Twitter @jazzWealth

Business Affairs 📧Support@JazzWealth.com

source



Today we’re talking to those of you with 10 years or so left until retirement. We’ll cover 4 simple steps to consider to build confidence that you’re retirement plan is dialed in. With 10 years until retirement we still have time to make adjustments to your retirement investments as well as how you allocate your savings.

We’re an investing service that also helps you keep your dough straight. We’ll manage your retirement investments while teaching you all about your money.

—Ready to subscribe—
https://www.youtube.com/jazzwealth?sub_confirmation=1

For more information visit:
www.JazzWealth.com

— Instagram @jazzWealth

— Facebook
https://www.facebook.com/JazzWealth/

— Twitter @jazzWealth

Business Affairs 📧Support@JazzWealth.com

source