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  • Beyond a Will - Duration: 4 minutes, 42 seconds.

    • 1 month ago
    • 8 views
    R. Travis Terlau, CFP® discusses beneficiaries and helpful planning strategies that you can put in place for your end of life directives.
  • Do You Really Need A Will? - Duration: 3 minutes, 50 seconds.

    • 1 month ago
    • 10 views
    When does someone need a Will? What happens if you don't have a Will? R. Travis Terlau, CFP® breaks down the basics of End of Life Directives.
  • 5 Estate Planning Tips for Dependents - Duration: 5 minutes.

    • 1 month ago
    • 4 views
    When people are absolutely dependent upon you, you want to ensure that they will be taken care of, in the event you can no longer be their primary caregiver. R. Travis Terlau, CFP® discusses 5 Esta...
  • Loan Carefully - Duration: 3 minutes, 15 seconds.

    • 1 month ago
    • 8 views
    Responding to a loan request from friends or family can be difficult. There several important things you should consider before you agree to make a loan. R. Travis Terlau, CFP® discusses this chal...
  • Should You Consolidate - Duration: 2 minutes, 8 seconds.

    • 1 month ago
    • 16 views
    Many of you are building a collection of retirement accounts from multiple places of employment. R. Travis Terlau, CFP® discusses some things to be aware of if you have multiple 401(k) plans. Lear...
  • Pay Yourself First - Duration: 3 minutes, 46 seconds.

    • 1 month ago
    • 20 views
    Paying Yourself First is a lifestyle choice- a commitment to yourself- and then it’s a habit that needs to be maintained. R. Travis Terlau discusses this important budgeting tip. Learn more at www...
  • Knowledge is power and time is one of your most valuable assets. Start planning today to help ensure the retirement lifestyle you had envisioned.

    Retirement Roadblocks: Save Now to Spend Later - Duration: 3 minutes, 42 seconds.

    • 1 year ago
    • 133 views
    Your lifestyle is determined by your Income, rather than your Assets.The savings you accumulate over time will directly affect your retirement budget and your income as you age.
  • In today’s segment, let’s discuss Beneficiary Designation basics and the consequences of improperly stating them on your accounts.

    Do I Really Need Beneficiary Designations? - Duration: 2 minutes, 57 seconds.

    • 1 year ago
    • 1,099 views
    What is a Beneficiary Designation? What accounts allow for them? What are consequences of not properly stating your Beneficiaries?
  • Retirement is a major life transition. You’re evolving from wealth accumulation to income distribution. If you want freedom of choice in your retirement, you must be proactive in your planning and thorough in communicating with those who will be affected if/when the unexpected happens.

    Retirement Roadblocks: Preparation + Communication - Duration: 3 minutes, 8 seconds.

    • 1 year ago
    • 51 views
    Despite your best planning, it’s incredibly likely you will experience one or more Retirement Roadblocks. Here are 2 tips that can help ensure that your retirement isn’t derailed.
  • Despite your best laid retirement plans, almost everyone reaching the major life milestone of Retirement will encounter a Retirement Roadblock along the way. While no one can control all that life throws at you, how you respond and who you rely on is very important.

    5 Ways to Help Retirement Roadblocks - Duration: 5 minutes, 12 seconds.

    • 1 year ago
    • 50 views
    Here are 5 ways to help you get your Retirement back on track if you’ve been derailed.
  • When we talk with clients who are currently in or nearing retirement, a large part of their day to day obligations consist of caring for a family member and they assume that they will be able to continue doing so. However, that may not always be the case. Having a backup plan in place before illness or tragedy strikes can help tremendously.

    Sandwiched Caregivers - Duration: 4 minutes, 10 seconds.

    • 1 year ago
    • 46 views
    What would happen to your family’s lifestyle and finances if you were unable to provide the care and support that you intended to provide for your loved ones?
  • Here is our Top 10 Countdown of what is most likely to derail your budget when you are retired or nearing retirement.

    Top 10 Retirement Roadblocks - Duration: 2 minutes, 45 seconds.

    • 1 year ago
    • 57 views
    If you are in or nearing Retirement, be wary of these common Retirement Roadblocks.
  • Some big changes to Social Security Income Benefits were announced recently. Stay informed on how these changes will impact your income in retirement.

    Social Security 2015 Income Benefit Changes - Duration: 2 minutes, 53 seconds.

    • 1 year ago
    • 8,168 views
    Learn about changes to Social Security Income Strategies listed in the Bipartisan Budget Act of 2015.
  • Ladies, you have intelligent questions and we know you are looking to engage in profound conversation about your financial wellness and future prosperity.

    Encouraging Women Investors - Duration: 4 minutes, 22 seconds.

    • 2 years ago
    • 5,625 views
    Today we want to take a few moments to encourage the ladies out there who are making financial decisions. We hope our resources are helpful.
  • Two women in need of sound financial guidance are the reason we founded our firm. We've learned a lot over the years. Today, we share some of our insights with you.

    4 Investment Mistakes Women Can Avoid - Duration: 5 minutes, 15 seconds.

    • 2 years ago
    • 1,117 views
    Women are likely to be solely responsible for their finances at some point in their lifetime.
  • Physicians as Investors: Unique Challenges - Duration: 4 minutes, 43 seconds.

    • 2 years ago
    • 2,782 views
    Physicians, your needs as an investor are unlike any other.
  • An informed consumer is a powerful consumer.

    Annuity Family Tree - Duration: 5 minutes, 33 seconds.

    • 2 years ago
    • 64 views
    Annuities are often used as an income planning tool. Learn about a centuries old income strategy and see how they've evolved to meet modern day needs. #Pension #PrivatePension
  • Gifting cash has benefits and limitations. You want to maximize your gift, so take your time and talk with a qualified financial professional who is your financial advocate.

    Annual Gift Tax Exclusion 2015 & 2016 - Duration: 2 minutes, 4 seconds.

    • 2 years ago
    • 24,446 views
    How much money can you potentially gift in 2015 & 2016 without a tax consequence? R. Travis Terlau, CFP® discusses 2015 & 2016 limits for gifting.
  • Weaving Social Security into your retirement income plan helps design your future. You want to make the most of your benefit, so take your time and talk with a qualified financial professional who is your financial advocate.

    Social Security Basics - Duration: 4 minutes, 18 seconds.

    • 2 years ago
    • 813 views
    R. Travis Terlau, CFP® talks about avoiding common mistakes when taking your lifetime benefit- an important part of retirement income planning.
  • The team at Investment Answers wishes you a safe holiday season and a joyful, abundant New Year

    Merry Christmas 2014 from Investment Answers - Duration: 65 seconds.

    • 2 years ago
    • 44 views
    The team at Investment Answers wishes you a safe holiday season and a joyful, abundant New Year
  • Customize your message

    Meet Travis Terlau, CFP® - Duration: 5 minutes, 8 seconds.

    • 3 years ago
    • 134 views
    An introduction to Travis Terlau, CFP®, Founder and CEO of Investment Answers, a Financial Advisory Firm in Louisville, KY. Recorded Oct. 2012.
  • Customize your message

    Welcome to InvestmentAnswers.net - Duration: 2 minutes, 29 seconds.

    • 3 years ago
    • 74 views
    An introduction to InvestmentAnswers.net. Your tour guide is Travis Terlau, CFP® & Investment Advisor Representative, Founder of Investment Answers, Louisville, KY.
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    Exchange Traded Funds (ETFs) - Duration: 3 minutes, 30 seconds.

    • 3 years ago
    • 83 views
    R. Travis Terlau, CFP® discusses the basics of Exchange Traded Funds (ETFs) in a way that is simple to understand.
  • Customize your message

    Estate Protection From Step Families - Duration: 2 minutes, 31 seconds.

    • 3 years ago
    • 98 views
    R. Travis Terlau, CFP® discusses one option available to help protect the integrity of an estate when divorce & blended families are introduced into estate planning.
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    The Many Faces of Life Insurance - Duration: 5 minutes, 40 seconds.

    • 3 years ago
    • 118 views
    R. Travis Terlau, CFP® discusses multiple strategies and misconceptions of using Life Insurance in estate and income planning.
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    How to Exchange Your Annuity - Duration: 2 minutes, 53 seconds.

    • 3 years ago
    • 83 views
    R. Travis Terlau, CFP® discusses the process of exchanging annuities or life insurance products to help meet your present needs, while maintaining the tax deferral.
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    If You Win The Lottery, What Should You Do? - Duration: 2 minutes, 37 seconds.

    • 3 years ago
    • 50,154 views
    Many of us have dreams of hitting the big numbers. R Travis Terlau, CFP® discusses what to do if you actually win.
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    Required Minimum Distributions (RMDs) - Duration: 3 minutes, 5 seconds.

    • 3 years ago
    • 283 views
    What is an RMD, when are you required to take it, penalties, and what do you do with it? R. Travis Terlau, CFP® discusses RMD basics.
  • IRA Basics for 2013 & 2014 - Duration: 2 minutes, 16 seconds.

    • 3 years ago
    • 152 views
    R. Travis Terlau, CFP® introduces basic IRA concepts: definition, contribution limits & tax benefits as of 2013 and through 2014.
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