Financial Planning, Vlog

Vlog: HSA’s and Retirement?!?

Unfortunately, because my family has a medical share plan and not a traditional health insurance plan (revisit this blog to learn more), we are not eligible for what may be the most tax efficient investment vehicle available–the Health Savings Account (HSA), which also happens to be the most under-utilized investment vehicle. In this video, I cover the basics of an…

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Investing, Vlog, Whiteboard Series

Whiteboard Series: Factor Investing

It’s no secret investment management and research is my favorite part of the execution of a financial plan. Prior to starting RL Wealth Management, I would research different strategies and read what the best money managers would write, but I was never in a position where I could use my research in my clients’ portfolios. That all changed in July…

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Vlog, Whiteboard Series

Whiteboard Series: Beneficiaries

Beneficiary designations are one of the most overlooked parts of a financial plan; it’s a small section of an IRA application, 401(k) enrollment, or life insurance policy, but it is extremely powerful and important. Watch the video below to learn more about beneficiary designations, when you remember to update them, and how beneficiary designations are often forgotten about. Enjoy Leo’s…

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Financial Planning, Millennials, Vlog

A Rant On Millennials and Savings

This morning I read an article about how Millennials have a harder time saving than their parents, and I wanted to talk about it. Side note: The Millennials I work with have no problem saving, so I know it is possible!   CNN Money: It’s Not Avocado Toast: It’s Actually Harder For Millennials to Save Money Time: New College Grads Could…

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Vlog, Whiteboard Series

Whiteboard Series: Tax Loss Harvesting

Roman and Leo decided to help me out with today’s Whiteboard Series video. In episode #7 we discuss the basics of tax loss harvesting. I mention this in the video, but to be safe, please consult your financial advisor and/or tax professional before evaluating, or implementing this strategy in your portfolio. In case your interested in my T-Shirt here’s the…

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ESG, Investing, Vlog, Whiteboard Series

Whiteboard Series: ESG Investing

Today we’re talking about ESG investing. In addition to today’s video, I’ve included the link the the ESG page on the blog so you can read more about the investment strategy. Stay tuned, because more will be coming.   All About Your Benjamins: ESG Page Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your…

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Millennials, Vlog, Whiteboard Series

Whiteboard Series: Dollar Cost Averaging

Today we’re going to cover one of the basics of saving and investing: Dollar Cost Averaging.     Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Vlog, Whiteboard Series

Whiteboard Series: The VIX

You may have heard the VIX spiked nearly 40% yesterday, but you may not know what the VIX is, or what it means to you. Don’t worry, I’ve got you covered…     Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the…

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Investing, Vlog, Whiteboard Series

Whiteboard Series: The Rule of 72

The Whiteboard Series will consists of short videos covering a range of topics related to financial planning and investing–these are designed to be informational and fun. If you have anything you’d like to see show up in the series, find me on Twitter, Facebook or Instagram and let me know!