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  • Just Ask - "Do You Have A License?" - Duration: 4 minutes, 43 seconds.

    • 4 years ago
    • 1,068 views
    After a recent presentation to AARP for their Ready for Retirement series, an attendee asked how to find a quality financial advisor. This is a great question that is unfortunately difficult to ans...
  • There are two primary ways that a person can invest in the market - you can either own something, or you can loan someone money

    Owning vs. Loaning -- How Will You Invest In The Market? - Duration: 3 minutes, 45 seconds.

    • 4 years ago
    • 661 views
    There are two primary ways that a person can invest in the market - you can either own something, or you can loan someone money. Admittedly there are other exotic strategies, however these are the ...
  • How Do I Start Saving? 5 Tips To Get Started Today! - Duration: 5 minutes, 7 seconds.

    • 4 years ago
    • 6,189 views
    Very few people get really excited about saving money. Sure, there are some people out there that really love it, but for the rest of us, it just isn't all that fun. Most would rather spend our mon...
  • How Can I Reduce My 2012 Taxes? Make A Traditional IRA Contribution! - Duration: 4 minutes, 57 seconds.

    • 4 years ago
    • 5,696 views
    December 31st came and went, so now it is time to file your 2012 tax return. You may have plugged the numbers into TurboTax and not liked what you found. Is there any way to reduce your tax liabili...
  • The Dangers Of Oversaving -- Yes It Is A Word - Duration: 5 minutes, 7 seconds.

    • 4 years ago
    • 885 views
    Every time I type the word oversave into Microsoft Word, the ugly red line appears to let me know the word doesn't exist. But when I type overspend, no red line appears. As a society, we recognize ...
  • Should I Buy Life Insurance To Pay Off Student Loans At My Death - Duration: 4 minutes, 22 seconds.

    • 4 years ago
    • 1,012 views
    Student loan debt has topped $1 trillion, and is rapidly climbing. According to FinAid, total student loan debt is growing by $2,853.88 per second... That's over $10 million per hour! Unfortunately...
  • Questions To Ask When Interviewing A Financial Advisor - Duration: 4 minutes, 38 seconds.

    • 4 years ago
    • 11,220 views
    When answering a prospective clients questions about my financial planning firm, I was reminded how difficult it is to interview a financial planner. Asking the right questions is important, but so...
  • Milwaukee Winter Bucket List - Duration: 2 minutes, 10 seconds.

    • 4 years ago
    • 135 views
    I really struggled with making my New Year's Resolutions this year. While many people will make the commitment to get in shape, lose weight, eat right, stop smoking, or get out of debt, we know maj...
  • Things To Consider BEFORE Co-signing A Student Loan - Duration: 4 minutes, 47 seconds.

    • 4 years ago
    • 1,427 views
    The number of parents and grandparents co-signing student loans is on the rise. As college costs rise, students may be forced to take out student loans in order to afford their degree. Banks and cr...
  • 4 Financial Tips For The Sandwich Generation - Duration: 7 minutes, 14 seconds.

    • 4 years ago
    • 507 views
    We have been hearing alot about the Boomer generation, Gen X, and Gen Y, but I think we will begin to hear more about the Sandwich Generation over time. While the Boomers, Gen X, and Gen Y are clas...
  • How To Convert a Non-Deductible IRA to a Roth IRA - Duration: 4 minutes, 27 seconds.

    • 4 years ago
    • 3,979 views
    So you want to contribute to a Roth IRA, but you make too much money, and your employer doesn't offer a Roth 401(k) eh? If your Adjusted Gross Income (AGI) is higher than $110,000 (or $173,000 if m...
  • Wisconsin 529 Plan - What You Need To Know - Duration: 6 minutes, 28 seconds.

    • 4 years ago
    • 1,636 views
    Any time I talk to clients about saving for their child's college education, we end up discussing 529 plans. 529 plans are state-based college savings accounts. The difficult part is that every sta...
  • Expiring FDIC Insurance Update - Duration: 4 minutes, 14 seconds.

    • 4 years ago
    • 408 views
    If you haven't already received notice from your bank concerning the expiration of unlimited FDIC insurance, you will probably get one soon. Mine got here last week, and let's just say my bank didn...
  • Things To Consider Before Getting A Pet - Duration: 5 minutes, 12 seconds.

    • 4 years ago
    • 193 views
    'Tis the season to shower your loved ones with gifts! One very popular gift option is an adorable kitten or puppy... just what they always wanted! Before you run out and get an animal, I want you t...
  • How Deferring Maintenance Can Cost You Big Time - Duration: 3 minutes, 33 seconds.

    • 4 years ago
    • 101 views
    I was driving down the road, minding my own business, when I heard the horrible sound of a rock bouncing off my windshield. If you have ever had this happen, you know what I'm talking about. It sou...
  • 6 Questions About Umbrella Insurance - Duration: 5 minutes, 16 seconds.

    • 4 years ago
    • 5,389 views
    Have you ever heard of umbrella insurance? Maybe your agent tried to sell it to you when you bought your home and auto policies. Umbrella insurance, also called Personal Liability Insurance, provid...
  • What Happens To My 401(k) At Retirement? - Duration: 4 minutes, 32 seconds.

    • 4 years ago
    • 5,725 views
    You have been saving into your 401(k) for years, and are finally approaching retirement. What will happen to your account? What choices do you have, and what should you do? You actually have a coup...
  • How Would You Spend The Powerball? - Duration: 3 minutes, 41 seconds.

    • 4 years ago
    • 261 views
    http://www.serenityfc.com/investing/investments-worth-mak...

    The Powerball has finally been won! The $580 million prize is the second largest lottery ever awarded, and certainly c...
  • What Is A Financial Plan Worth? - Duration: 4 minutes, 30 seconds.

    • 4 years ago
    • 342 views
    Prospective clients will often ask, "How do I know working with you will be worth the money?" This is a really great question, and is one that financial planners have historically struggled to answ...
  • Going Paleo Lessons Learned About Personal Finance - Duration: 6 minutes, 50 seconds.

    • 4 years ago
    • 323 views
    I have become a CrossFit addict. One thing I have learned about CrossFit is that you either love it, or you don't do it. If you haven't seen the CrossFit Games on ESPN, you should check it out. It ...
  • 2 Tips From Santa For Black Friday Shopping - Duration: 3 minutes, 28 seconds.

    • 4 years ago
    • 92 views
    If you follow many personal finance bloggers, then you are going to read a lot of articles about why Black Friday shopping is a bad idea. The lines are long, the deals aren't nearly as good as adve...
  • Financial Challenge - Should You Choose To Accept Ii - Duration: 3 minutes, 30 seconds.

    • 4 years ago
    • 145 views
    Americans are lousy savers. We can blame it on low wages, a tough economy, or a multitude of other reasons, but the end result is the same... we aren't saving enough for retirement. The average Ame...
  • Social Media Video 2013 - Duration: 3 minutes, 51 seconds.

    • 4 years ago
    • 619,506 views
    Social Media Video 2013: Social Media Revolution 4 was written by international best selling author and keynote speaker Erik Qualman. It's part of a series of social media videos that are the most ...
  • Planning For The Inevitable Estate Documents You Needed Yesterday - Duration: 6 minutes, 6 seconds.

    • 4 years ago
    • 174 views
    One of the most difficult conversations I have with clients is about their estate plan. It is a topic that forces us to face our mortality, and accept that world will continue to turn after our dea...
  • What Does It Mean To Be Wealthy? - Duration: 2 minutes, 59 seconds.

    • 4 years ago
    • 456 views
    With the recent election, we heard a lot of talk about the wealthy. How much money would it take for you to feel wealthy? According to research studies, the answer is consistent - we think another ...
  • CrossFit 414 PR Challenge Standards - Duration: 112 seconds.

    • 4 years ago
    • 219 views
    Deadlift, Wall Ball, Kettlebell Swing, Row
  • How A Financial Plan Gives You Permission To Spend - Duration: 4 minutes, 40 seconds.

    • 4 years ago
    • 190 views
    What if I told you that having a financial plan can actually give you permission to spend money?

    Many clients are afraid they aren't saving enough for their future. They live in fear that every do...
  • 3 Things To Know BEFORE Buying An Annuity - Duration: 7 minutes, 57 seconds.

    • 4 years ago
    • 183 views
    Have you ever wondered if you should purchase an annuity? Has a financial salesmen ever tried to sell you one? Annuities are a form of insurance that protects the owner (you) from outliving their m...
  • Tips On Becoming A Landlord - Duration: 6 minutes, 33 seconds.

    • 4 years ago
    • 11,949 views
    With interest rates low, the economy still sluggish, and many homeowners that need to sell but are underwater on their mortgage, investors are looking for way to earn returns in the market, or at l...
  • Funding A Startup Business With IRA / 401(k) - Duration: 6 minutes, 50 seconds.

    • 4 years ago
    • 3,050 views
    Craig, a reader on the Patch, asked the following question: "I have heard of people using their old 401(k) plan as startup capital for a new business... If you are familiar with this strategy, I th...
  • Money Scripts: Learning To Manage Our Beliefs About Money - Duration: 7 minutes, 43 seconds.

    • 4 years ago
    • 262 views
    Have you ever wondered why you make certain decisions about money? Have you ever sat down to think what you believe about money? I believe our emotions, beliefs, and values about money drive how we...
  • How Beneficiary Designations Could Wreck Your Estate Plan - Duration: 4 minutes, 30 seconds.

    • 4 years ago
    • 688 views
    A client sitting in my office was visibly upset. Their parent had just died, and my client was responsible for handling their estate. An attorney sent over the most recent copy of the parents will,...
  • How Much Life Insurance Do I Need? - Duration: 5 minutes, 14 seconds.

    • 4 years ago
    • 393 views
    If someone depends on you financially, chances are you need to have life insurance. Life insurance policies come in many shapes and sizes but the question comes down to, how much life insurance do ...
  • Selecting Investments In Your 401(k) - Duration: 5 minutes, 38 seconds.

    • 4 years ago
    • 16,387 views
    Selecting Investments In 401(k)
    Selecting investment in your 401(k) can be a daunting task. Many people have 401(k) plans through their employer, yet very few of them have ever received education ...
  • Investment Software Walkthrough - Duration: 5 minutes, 54 seconds.

    • 4 years ago
    • 260 views
    When you walk into an ice cream store, they let you try the flavor before you order a big scoop of it. You know exactly what you are buying, before you hand over your hard earned money. Shouldn't y...
  • Financial Planning Software Walkthrough - Duration: 7 minutes.

    • 4 years ago
    • 4,954 views
    When you walk into an ice cream store, they let you try the flavor before you order a big scoop of it. You know exactly what you are buying, before you hand over your hard earned money. Shouldn't y...
  • Should Couples Combine Finances? - Duration: 7 minutes, 31 seconds.

    • 4 years ago
    • 1,589 views
    Should Couples Combine Finances?
    As hard as it is to believe, the world is changing! The topic of combining finances is one that frequently comes up with younger clients and clients that are remarr...
  • Should I Pay Off The Mortgage Or Invest In The Market? - Duration: 5 minutes, 36 seconds.

    • 4 years ago
    • 7,654 views
    A reader e-mailed me this week to ask if they should pay off their mortgage or invest in their 401(k) for retirement. There are a lot of things to consider when making this decision, so there is no...
  • Financial Disaster Readiness Plan - Duration: 4 minutes, 59 seconds.

    • 4 years ago
    • 105 views
    Financial Disaster Readiness Plan
    I went to my office yesterday to pick up some paperwork and discovered the floor was completely flooded. Thankfully I found it when I did, because another 24 hours...
  • Buy Low & Sell High - Is Investing Really That Easy.wmv - Duration: 5 minutes, 19 seconds.

    • 4 years ago
    • 7,098 views
    It seems like every book you read about investing contains the tip to "buy low and sell high." When you think about it, this sounds like great advice. Buy a stock when it is cheap, and then sell it...
  • What A Marathon Runner Can Teach Us About Personal Finance - Duration: 6 minutes, 18 seconds.

    • 4 years ago
    • 157 views
    My wife is an accomplished marathon runner. She just finished running the Milwaukee Lakefront Marathon, which is her 11th (or maybe 12th) marathon in 5 years. If you aren't up on marathon running, ...
  • Introducing....DEAR MKE - Duration: 2 minutes, 9 seconds.

    • 4 years ago
    • 58,777 views
    Film producer Jack Turner and other local filmmakers are capturing the best of Milwaukee on film. They need your help. Show us the Milwaukee you love through a video, photo or written work.


    Our T...
  • Roth 401k's and Roth IRA's What You Need To Know - Duration: 3 minutes, 52 seconds.

    • 4 years ago
    • 5,029 views
    Roth IRA's were first introduced in 1997, and have steadily become a very popular retirement account. The term Roth refers to how contributions to the account, and growth within the account, are ta...
  • How To Check Up On Your Financial Advisor - Duration: 7 minutes, 42 seconds.

    • 4 years ago
    • 345 views
    Do you know if your financial advisor has ever been fined or reprimanded by the government regulators? Would you want to know if your advisor had been convicted of a crime in the past? I think we c...
  • Financial Porn 3 Reasons to turn off the TV - Duration: 4 minutes, 50 seconds.

    • 4 years ago
    • 361 views
    It seems like every time you turn on the TV there is someone yelling at you, telling you what stocks to buy and which ones are going down the tube. It's as if they can predict the future, or at lea...
  • How To Prepare For Retirement - Duration: 5 minutes, 48 seconds.

    • 4 years ago
    • 425 views
    What do you think of when you read the word "Retirement"? Do you think of long walks on the beach or sitting around the table with your family? Maybe negative thoughts pop into head. Everyone has a...
  • Making An Artist Out Of A Financial Planner - Duration: 4 minutes, 29 seconds.

    • 4 years ago
    • 76 views
    Making An Artist Out Of A Financial Planner
    I recently went to an event at Splash Studio hosted by FUEL Milwaukee. Splash Studio is a painting studio here in Milwaukee where up to about 30 particip...
  • Conscious Spending - Duration: 4 minutes, 32 seconds.

    • 4 years ago
    • 138 views
    I have noticed that people tend to hold me to a very high standard when it comes to spending. As a financial planner, I think most assume that I am super frugal and never spend money. I frequently ...
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