Can a couple with $2.5 million of investments retire at 57 & 55...Nope!?! Why not?
Andrew Marshall Financial, LLC
Can a couple with $2.5 million of investments retire at 57 & 55...Nope!?! Why not?
5:13
Chat GPT Made an Error in a Previous Video. How to stop this happening in the future?
Andrew Marshall Financial, LLC
Chat GPT Made an Error in a Previous Video. How to stop this happening in the future?
4:08
Move Cash into Stocks? The Fear and Greed indicator says yes, buy stocks now.
Andrew Marshall Financial, LLC
Move Cash into Stocks? The Fear and Greed indicator says yes, buy stocks now.
5:52
Use ChatGPT AI to find Low-cost Index Funds Comparable to 401k Funds When Doing a Rollover.
Andrew Marshall Financial, LLC
Use ChatGPT AI to find Low-cost Index Funds Comparable to 401k Funds When Doing a Rollover.
7:04
How to Use ChatGPT AI to Calculate How Much Roth Conversion to Do This Year
Andrew Marshall Financial, LLC
How to Use ChatGPT AI to Calculate How Much Roth Conversion to Do This Year
6:49
Time to trim your Big Tech holdings? BlackRock says...
Andrew Marshall Financial, LLC
Time to trim your Big Tech holdings? BlackRock says...
3:31
New Software Coordinates Social Security with Other Incomes and Portfolio Level
Andrew Marshall Financial, LLC
New Software Coordinates Social Security with Other Incomes and Portfolio Level
7:19
How a 1% AUM Financial Advisor Fee reduces Your Retirement
Andrew Marshall Financial, LLC
How a 1% AUM Financial Advisor Fee reduces Your Retirement
5:17
Using AI (Chat GPT) for Retirement Withdrawal Planning without Pensions
Andrew Marshall Financial, LLC
Using AI (Chat GPT) for Retirement Withdrawal Planning without Pensions
10:56
Can You Retire Tomorrow? Asking ChatGPT vs financial planning software.
Andrew Marshall Financial, LLC
Can You Retire Tomorrow? Asking ChatGPT vs financial planning software.
6:48
How to Leave a Larger Inheritance to Your Children After Taxes.
Andrew Marshall Financial, LLC
How to Leave a Larger Inheritance to Your Children After Taxes.
5:46
How to Reduce the Work and Time Needed to Self-Manage Your Own Investments in Retirement.
Andrew Marshall Financial, LLC
How to Reduce the Work and Time Needed to Self-Manage Your Own Investments in Retirement.
5:25
Using AI (ChatGPT) to Simplify an Investment Account.
Andrew Marshall Financial, LLC
Using AI (ChatGPT) to Simplify an Investment Account.
8:23
Using AI for Tax-efficient Withdrawal Strategy after Retirement
Andrew Marshall Financial, LLC
Using AI for Tax-efficient Withdrawal Strategy after Retirement
9:17
Retire Now? or Work One More Year (Actual Numbers)?
Andrew Marshall Financial, LLC
Retire Now? or Work One More Year (Actual Numbers)?
3:21
How Pension Income Enables a More Aggressive Investment Allocation
Andrew Marshall Financial, LLC
How Pension Income Enables a More Aggressive Investment Allocation
3:54
Pensions and Taxes: What Retirees Need to Know
Andrew Marshall Financial, LLC
Pensions and Taxes: What Retirees Need to Know
4:11
How Opening a Minimum Balance HECM Mortgage Improves Your Retirement Outcomes
Andrew Marshall Financial, LLC
How Opening a Minimum Balance HECM Mortgage Improves Your Retirement Outcomes
9:44
Blackrock Model Portfolio Update for May 2025
Andrew Marshall Financial, LLC
Blackrock Model Portfolio Update for May 2025
5:30
Benefits of Switching from Mutual Funds to ETFs
Andrew Marshall Financial, LLC
Benefits of Switching from Mutual Funds to ETFs
3:38
The Real Reason for Tariffs
Andrew Marshall Financial, LLC
The Real Reason for Tariffs
3:04
ALLW ETF. Bridgewater All-Weather portfolio is now available to everyone.
Andrew Marshall Financial, LLC
ALLW ETF. Bridgewater All-Weather portfolio is now available to everyone.
7:16
OMFL ETF. What happened? Why the lower returns in 2023 and 2024?
Andrew Marshall Financial, LLC
OMFL ETF. What happened? Why the lower returns in 2023 and 2024?
6:47
Best Inherited IRA Withdrawal Strategy from Vanguard Research
Andrew Marshall Financial, LLC
Best Inherited IRA Withdrawal Strategy from Vanguard Research
5:00
KMLM ETF Review. A true diversifier. Who should buy it and how it fits in a portfolio.
Andrew Marshall Financial, LLC
KMLM ETF Review. A true diversifier. Who should buy it and how it fits in a portfolio.
9:03
Is Delaying Claiming Social Security a Mistake?
Andrew Marshall Financial, LLC
Is Delaying Claiming Social Security a Mistake?
4:27
How to Avoid Medicare IRMAA Surcharges Using Form SSA-44
Andrew Marshall Financial, LLC
How to Avoid Medicare IRMAA Surcharges Using Form SSA-44
4:17
How to Invest Once Retired. Keeping Asset Classes Separate Maximizes Wealth in Down Markets.
Andrew Marshall Financial, LLC
How to Invest Once Retired. Keeping Asset Classes Separate Maximizes Wealth in Down Markets.
6:38
What Do Taxes in Retirement Look Like if You Receive a Pension?
Andrew Marshall Financial, LLC
What Do Taxes in Retirement Look Like if You Receive a Pension?
5:22
Widow's Tax Penalty Debunked by New Research in Journal of Financial Planning (December 2023)
Andrew Marshall Financial, LLC
Widow's Tax Penalty Debunked by New Research in Journal of Financial Planning (December 2023)
6:09
How to Invest in 2024 - the Best Year for a Diversified Portfolio in Recent Memory
Andrew Marshall Financial, LLC
How to Invest in 2024 - the Best Year for a Diversified Portfolio in Recent Memory
3:38
Immediate Annuities are Now Paying Enough to Improve Retirement Projections!
Andrew Marshall Financial, LLC
Immediate Annuities are Now Paying Enough to Improve Retirement Projections!
3:29
AVUV ETF. How it beats the index. Avantis US Small Cap Value ETF. Versus IWN
Andrew Marshall Financial, LLC
AVUV ETF. How it beats the index. Avantis US Small Cap Value ETF. Versus IWN
5:30
How to Find an Hourly Financial Planner or Hourly fee Financial Advisor
Andrew Marshall Financial, LLC
How to Find an Hourly Financial Planner or Hourly fee Financial Advisor
5:37
Scenario: Best Social Security Strategy for a Couple with Pension Income
Andrew Marshall Financial, LLC
Scenario: Best Social Security Strategy for a Couple with Pension Income
2:54
The Top 5 Highest Paying Jobs I Have Seen as a Financial Planner. High Earning Career Choices.
Andrew Marshall Financial, LLC
The Top 5 Highest Paying Jobs I Have Seen as a Financial Planner. High Earning Career Choices.
3:50
When Claiming Social Security at 62 Would Have Been the Best Strategy. Based on new research.
Andrew Marshall Financial, LLC
When Claiming Social Security at 62 Would Have Been the Best Strategy. Based on new research.
3:51
See Actual Dollar Difference When Claiming Social Security at 62, 67, or 70.
Andrew Marshall Financial, LLC
See Actual Dollar Difference When Claiming Social Security at 62, 67, or 70.
4:17
Demonstration of Roth Conversions in Retirement Early Years
Andrew Marshall Financial, LLC
Demonstration of Roth Conversions in Retirement Early Years
3:15
Will Your Spouse be Safe Without Your Pension Survivor Benefit? The Impact of Pension Payments.
Andrew Marshall Financial, LLC
Will Your Spouse be Safe Without Your Pension Survivor Benefit? The Impact of Pension Payments.
4:25
How Much Does Working 1 More Year Improve Retirement Safety?
Andrew Marshall Financial, LLC
How Much Does Working 1 More Year Improve Retirement Safety?
5:05
OMFL ETF. A financial advisor's favorite etf. The Invesco Russell 1000 Dynamic Multifactor ETF.
Andrew Marshall Financial, LLC
OMFL ETF. A financial advisor's favorite etf. The Invesco Russell 1000 Dynamic Multifactor ETF.
6:29
How to Invest if You Receive a Pension, Annuity, or Other Guaranteed Income
Andrew Marshall Financial, LLC
How to Invest if You Receive a Pension, Annuity, or Other Guaranteed Income
4:07
How Much is Your Pension Worth? Calculate its value to your net worth.
Andrew Marshall Financial, LLC
How Much is Your Pension Worth? Calculate its value to your net worth.
2:58
The Impact of Buying an Expensive Car on Your Retirement.
Andrew Marshall Financial, LLC
The Impact of Buying an Expensive Car on Your Retirement.
3:38
Is Your Retirement Portfolio a Tax Bomb? 2 things you can do to lower your taxes before RMDs begin.
Andrew Marshall Financial, LLC
Is Your Retirement Portfolio a Tax Bomb? 2 things you can do to lower your taxes before RMDs begin.
6:12