Ask the CFP®: Should I itemize deductions or take the standard deduction?
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Ask the CFP®: Should I itemize deductions or take the standard deduction?
1:26
Ask the CFP®: What is a Giving Circle?
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Ask the CFP®: What is a Giving Circle?
1:28
Ask the CFP®: What are restricted stocks?
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Ask the CFP®: What are restricted stocks?
1:08
Ask the CFP®: What is the difference between ISOs, NSOs and RSUs?
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Ask the CFP®: What is the difference between ISOs, NSOs and RSUs?
1:27
Ask the CFP®: How does the 401a17 limit affect company executive 401k contributions?
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Ask the CFP®: How does the 401a17 limit affect company executive 401k contributions?
1:23
Ask the CFP®: What is a tariff?
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Ask the CFP®: What is a tariff?
1:49
Ask the CFP®: How should concentrated stock positions be handled?
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Ask the CFP®: How should concentrated stock positions be handled?
1:15
Ask the CFP®: Can I convert a 529 plan to a Roth IRA?
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Ask the CFP®: Can I convert a 529 plan to a Roth IRA?
1:12
Ask the CFP®: What are Structured Notes?
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Ask the CFP®: What are Structured Notes?
1:11
Ask the CFP®: Do annuities make sense in your financial picture?
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Ask the CFP®: Do annuities make sense in your financial picture?
1:14
Ask the CFP®: What provisions of the TCJA of 2017 will sunset in 2025?
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Ask the CFP®: What provisions of the TCJA of 2017 will sunset in 2025?
1:15
Ask the CFP®: What should I do to prepare five years before I plan to retire?
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Ask the CFP®: What should I do to prepare five years before I plan to retire?
3:53
Ask the CFP®: How do I talk to aging parents about helping manage their finances?
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Ask the CFP®: How do I talk to aging parents about helping manage their finances?
3:03
Ask the CFP®: How are FICO scores calculated?
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Ask the CFP®: How are FICO scores calculated?
2:57
Ask the CFP®: What’s the Electric Vehicle EV tax credit?
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Ask the CFP®: What’s the Electric Vehicle EV tax credit?
2:30
Ask the CFP®: In a divorce, what happens to inheritance and pre marital dollars?
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Ask the CFP®: In a divorce, what happens to inheritance and pre marital dollars?
2:29
Ask the CFP®: What is a backdoor Roth IRA?
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Ask the CFP®: What is a backdoor Roth IRA?
2:52
Ask the CFP®: What are the most important parts of generational wealth transfer?
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Ask the CFP®: What are the most important parts of generational wealth transfer?
3:37
Ask the CFP®: When and how do you rebalance my investment portfolio?
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Ask the CFP®: When and how do you rebalance my investment portfolio?
3:29
How to choose a financial advisor -Travis Freeman on KTVI 4-5-24
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How to choose a financial advisor -Travis Freeman on KTVI 4-5-24
3:25
Ask the CFP®: What is the team’s process for financial planning?
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Ask the CFP®: What is the team’s process for financial planning?
3:08
Ask the CFP®: Should I buy trip insurance?
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Ask the CFP®: Should I buy trip insurance?
4:49
Ask the CFP®: How do US presidential elections affect the markets?
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Ask the CFP®: How do US presidential elections affect the markets?
3:56
Ask the CFP®: Should I buy trip insurance?
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Ask the CFP®: Should I buy trip insurance?
4:49
Ask the CFP®: How do you shift from wealth accumulation to retirement spending?
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Ask the CFP®: How do you shift from wealth accumulation to retirement spending?
3:39
Ask the CFP®: How much Life Insurance Do I Need?
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Ask the CFP®: How much Life Insurance Do I Need?
3:39
Ask the CFP®: How do I maximize the tax benefits of charitable gifts?
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Ask the CFP®: How do I maximize the tax benefits of charitable gifts?
3:15
Ask the CFP®: How do I find my 401k expenses?
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Ask the CFP®: How do I find my 401k expenses?
3:06
Ask the CFP®: What is the kiddie tax?
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Ask the CFP®: What is the kiddie tax?
2:43
Ask the CFP®: Why do CDs and bonds lose value when interest rates increase?
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Ask the CFP®: Why do CDs and bonds lose value when interest rates increase?
3:19
Ask the CFP: Why are POA s Important?
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Ask the CFP: Why are POA s Important?
3:48
Ask the CFP®: What is the Medicare surcharge?
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Ask the CFP®: What is the Medicare surcharge?
3:32
Ask the CFP: Why don’t wills avoid probate?
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Ask the CFP: Why don’t wills avoid probate?
3:34
Ask the CFP®: Should I use an Adjustable Rate Mortgage?
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Ask the CFP®: Should I use an Adjustable Rate Mortgage?
2:49
Ask the CFP - When should I take Social Security?
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Ask the CFP - When should I take Social Security?
3:50
Ask the CFP What did Congress change in SECURE Act 2.0
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Ask the CFP What did Congress change in SECURE Act 2.0
3:48
Ask the CFP How are 401k, IRA, and Roth limits changing in 2023 Travis
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Ask the CFP How are 401k, IRA, and Roth limits changing in 2023 Travis
3:23
Ask the CFP How are 401k, IRA, and Roth limits changing in 2023 January- Kyle
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Ask the CFP How are 401k, IRA, and Roth limits changing in 2023 January- Kyle
3:08
Ask the CFP - how should I handle a family member asking for money?
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Ask the CFP - how should I handle a family member asking for money?
2:58
How much risk should I take with my investments? Danton
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How much risk should I take with my investments? Danton
3:17
Ask the CFP- how much risk should I take with my investments -Mike
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Ask the CFP- how much risk should I take with my investments -Mike
3:07
Ask the CFP: What should I teach my teenagers about money?
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Ask the CFP: What should I teach my teenagers about money?
3:30
Ask the CFP: How do I avoid probate with real estate?
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Ask the CFP: How do I avoid probate with real estate?
3:42
Peter Racen Clients Intro to Moneta
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Peter Racen Clients Intro to Moneta
2:38
Ask the CFP: How do I maximize my Compensation Plan?
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Ask the CFP: How do I maximize my Compensation Plan?
2:39
Ask the CFP: What is a stock split and why do companies do them?
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Ask the CFP: What is a stock split and why do companies do them?
3:41
Ask the CFP: How does the Federal Reserve Bank raising rates affect me?
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Ask the CFP: How does the Federal Reserve Bank raising rates affect me?
3:47
Ask the CPF: Travis Can I borrow from my own portfolio?
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Ask the CPF: Travis Can I borrow from my own portfolio?
3:49
Ask the CFP: How do 529 college plans affect financial aid?
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Ask the CFP: How do 529 college plans affect financial aid?
4:42
Ask the CFP: How can I avoid the Net Investment Income Tax?
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Ask the CFP: How can I avoid the Net Investment Income Tax?
3:38
Ask the CFP: What is tax loss harvesting?
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Ask the CFP: What is tax loss harvesting?
3:58
Ask the CFP: What is a Donor Advised Fund?
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Ask the CFP: What is a Donor Advised Fund?
4:03
Ask the CFP: Are housing prices in a bubble?
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Ask the CFP: Are housing prices in a bubble?
3:03
Ask the CFP- How much money do I need for retirement?
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Ask the CFP- How much money do I need for retirement?
3:58
Travis Ask the CFP-What is a SPAC?
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Travis Ask the CFP-What is a SPAC?
3:06
Ask the CFP: How much umbrella insurance do I need?
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Ask the CFP: How much umbrella insurance do I need?
3:55
Ask the CFP-Should I buy cryptocurrency?
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Ask the CFP-Should I buy cryptocurrency?
3:34
Danton Ask the CFP- What are Master Limited Partnerships?
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Danton Ask the CFP- What are Master Limited Partnerships?
3:24
Travis Ask the CFP- What are Master Limited Partnerships
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Travis Ask the CFP- What are Master Limited Partnerships
3:01
Ask the CFP-How do I check a financial advisor's background?
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Ask the CFP-How do I check a financial advisor's background?
2:59
Ask the CFP- How do I check a financial advisor's background?
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Ask the CFP- How do I check a financial advisor's background?
3:20
Ask the CFP Should I open a HELOC?
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Ask the CFP Should I open a HELOC?
3:10
Ask the CFP When will Social Security run out?
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Ask the CFP When will Social Security run out?
2:24
Ask the CFP Dec 2020 Common estate planning mistakes
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Ask the CFP Dec 2020 Common estate planning mistakes
2:39
Ask the CFP Dec 2020 Common Estate Planning Mistakes
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Ask the CFP Dec 2020 Common Estate Planning Mistakes
3:09
11 Danton Ask the CFP Nov 2020 Maximizing Tax Benefits with Charitable Gifts
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11 Danton Ask the CFP Nov 2020 Maximizing Tax Benefits with Charitable Gifts
3:29
Ask the CFP: Nov 2020 Maximizing Tax Benefits with Charitable Gifts
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Ask the CFP: Nov 2020 Maximizing Tax Benefits with Charitable Gifts
3:10
Ask the CFP Oct 2020-What are negative interest rates?
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Ask the CFP Oct 2020-What are negative interest rates?
2:21
Ask the CFP Oct 2020-What are negative interest rates?
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Ask the CFP Oct 2020-What are negative interest rates?
2:42
Ask the CFP- Pros and cons of rental property.
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Ask the CFP- Pros and cons of rental property.
2:54
Ask the CFP- I maxed out my 401(k). Now where do I save?
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Ask the CFP- I maxed out my 401(k). Now where do I save?
2:48
Ask the CFP- How does an inheritance change your financial future?
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Ask the CFP- How does an inheritance change your financial future?
3:11
Ask the CFP-I've maxed out my 401(k). Now where do I save?
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Ask the CFP-I've maxed out my 401(k). Now where do I save?
2:30