Course curriculum

  1. 1

    • How does Reverse Budgeting Work?

    • Reverse Budgeting Client Language
  2. 2

    • What is Backdoor Roth IRA?

    • Backdoor Roth IRA Client Language
  3. 3

    • What is Roth Conversations?

    • Roth Conversion Practice Management
  4. 4

    • The difference between Buying vs. Renting
  5. 5

    • Restricted Stock Unit Practice Management

    • Restricted Stock Unit (RSU) Client Language

    • What are Restricted Stock Units?
  6. 6

    • What are Stock Options?

    • Stock Options Practice Management

    • Stock Options Client Language
  7. 7

    • What is College Planning?

    • College Planning Client Language

    • College Planning Practice Management
  8. 8

    • What is a Mega Backdoor Roth

    • How to Use Mega Backdoor Roths in your Practice
  9. 9

    • How to Think about Life Insurance

    • How to Use Life Insurance in your Practice
  10. 10

    • How to Organize Distribution Planning in your Practice
  11. 11

    • Helping Clients w/ Big Non-Financial Decisions

    • How to Run your Practice to Help Clients w/ Big Non-Financial Decisions
  12. 12

    • Planning for Purchasing a House

    • How Your Firm can help w/ Purchasing a House
  13. 13

    • Why is a 7 Year Backup Important?

    • Coaching Clients on a 7 Year Backup
  14. 14

    • What to Expect Before First Meeting
  15. 15

    • Value Proposition

  16. 16

    • Should You Have Your Money With One Team, Or Spread Out Among Several Advisors?
  17. 17

    • Special Needs Trust Planning

  18. 18

    • Gifting Children Under 18
  19. 19

    • Weighing the Pros and Cons of Real Estate Investing
  20. 20

    • How to Structure a Family Loan
  21. 21

    • Reflecting on the Biggest Value-adds that an Advisor can provide
  22. 22

    • Firm Philosophies on Bitcoin, Private Equity, and Concentrated Stock Positions
  23. 23

    • Should I contribute to a 457 Plan?
  24. 24

    • Should I Buy or Rent a Second Home?
  25. 25

    • What is Difference Between W2 and 1099 Income?
  26. 26

    • Taxes: Difference between Single Filers and Married Filing Jointly

  27. 27

    • Tax Questions (Married Filing Jointly vs. Married Filing Separately
  28. 28

    • Tax Brackets 101

  29. 29

    • 5 Tips to Protect Your Identity
  30. 30

    • Asset Protection Strategies
  31. 31

    • Life Insurance Planning: Whole Life vs Term Insurance
  32. 32

    • Cash Balance Pension Plan
  33. 33

    • Multiple 401(k) Plans
  34. 34

    • Variable Annuities
  35. 35

    • Fixed Annuities
  36. 36

    • The Power of Tax Deferral in your Investment Plan
  37. 37

    • Buying Vs. Leasing a Car
  38. 38

    • long_term_care_planning_options (1080p)
  39. 39

    • Roth IRA Pros
  40. 40

    • Financial Planning for Corporate Leaders and Executives
  41. 41

    • Refinancing Your Home Mortgage
  42. 42

    • Financial Planning for Physicians

  43. 43

    • money_temperature (1080p)
  44. 44

    • renting_vs_owning (1080p)
  45. 45

    • college_planning (1080p)
  46. 46

    • retirement_distribution_planning (1080p)
  47. 47

    • roth_conversions (1080p)
  48. 48

    • Estate Planning
  49. 49

    • donor_advised_funds (1080p)
  50. 50

    • Ranking Savings Options in order of Importance
  51. 51

    • Index Annuities
  52. 52

    • Revocable vs Irrevocable Trusts
  53. 53

    • Tips for Teaching Your Kids to be Financially Responsible
  54. 54

    • Health Insurance
  55. 55

    • Common Questions Around Estate Planning
  56. 56

    • Physician Contract Negotiation
  57. 57

    • Stock Options
  58. 58

    • RSU's
  59. 59

    • Financial Tips when Switching Jobs
  60. 60

    • Disability Insurance for High Income Earners
  61. 61

    • Merging Finances
  62. 62

    • Secure Line of Credit

  63. 63

    • Why We Disagree with the FIRE Movement
  64. 64

    • Mortgages
  65. 65

    • Lifetime Gifting
  66. 66

    • Social Security
  67. 67

    • Target Date Funds
  68. 68

    • AHN Megabackdoor Roth
  69. 69

    • UPMC Megabackdoor Roth
  70. 70

    • Long Term Care Planning: When to Insure vs Self Insure
  71. 71

    • Retirement Distribution Planning
  72. 72

    • Financial Planning for Business Owners