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(12)
#Financialplanner Reel by @rb_cfp (verified account) - Retirement isn't just about the size of your nest egg; it's about the strength of your paperwork. You can spend 40 years saving, but if these seven do
641.3K
RB
@rb_cfp
Retirement isn’t just about the size of your nest egg; it’s about the strength of your paperwork. You can spend 40 years saving, but if these seven documents aren't in order, you're leaving your future; and your family’s up to chance. Most people stop at a basic Will, but true financial independence requires a defensive strategy that covers everything from medical emergencies to digital legacies. Having these documents worked out means you aren't just crossing your fingers; you're building a fortress around your wealth to ensure that once you stop working, the plan keeps working for you. Follow my page for clear, no-fluff financial planning steps! Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation. #CFP #Financialplanner #retirement #retirementincome #IRS
#Financialplanner Reel by @investordna - "How much can I spend?" might be the most important retirement question, but most people guess, and that guess can be wildly wrong. Here's a quick, 5
166.0K
IN
@investordna
“How much can I spend?” might be the most important retirement question, but most people guess, and that guess can be wildly wrong. Here’s a quick, 5-minute method to reverse-engineer your spending, plus a budgeting mistake I see all the time. When you’re near retirement, knowing this number is essential for building a sustainable plan. #RetirementPlanning #FinancialFreedom #BudgetTips #MoneyTips #FinancialPlanner #Canada #RetirementGoals #WealthManagement #RetirementReady #PersonalFinance
#Financialplanner Reel by @dippae_ - Ngatur keuangan jadi seruuuww karena lucuuuuu😍 #financial #budgeting #financialtracker #financialplanner #financialplanning
9.3K
DI
@dippae_
Ngatur keuangan jadi seruuuww karena lucuuuuu😍 #financial #budgeting #financialtracker #financialplanner #financialplanning
#Financialplanner Reel by @otwsatumilyar - Pernah nggak sih ngerasa gaji baru cair… eh 3 hari kemudian udah bingung: "Loh, duit gue kemana ya?" 😵‍💫 Tenang, kamu gak sendirian. Dulu aku juga
23.3K
OT
@otwsatumilyar
Pernah nggak sih ngerasa gaji baru cair… eh 3 hari kemudian udah bingung: “Loh, duit gue kemana ya?” 😵‍💫 Tenang, kamu gak sendirian. Dulu aku juga ngalamin. Sampai akhirnya nemu planner digital ini yang bantu aku catat semua pengeluaran otomatis, langsung muncul grafiknya, bisa diakses dari HP & laptop!📊 Desainnya lucu & bisa kamu edit sendiri. Bisa buat tracking uang pribadi atau bisnis juga loh. Yang paling penting: nggak ribet, nggak pusing, langsung ngerti. 💸 Sekarang cuma Rp19.500 dari harga awal Rp149.000! 🎁 Bonus 10 template Excel bisnis juga bisa kamu dapet gratis. ⚠️ Promo cuma sampai MALAM INI Klik link di bio sebelum nyesel 🫢 #PlannerDigital #CatatKeuangan #CuanTracker #TemplateGoogleSheet #AturUang #UangHilang #ManajemenUang #PlannerKeuangan #GajiLudes #BisnisPemula #TipsCuan #FinancialPlanner
#Financialplanner Reel by @casestudy.ca - Making debt cute again. Use these to save, pay down debt, invest, or reach other miscellaneous goals! #finance #financetracker #financialgoals #fina
3.9K
CA
@casestudy.ca
Making debt cute again. Use these to save, pay down debt, invest, or reach other miscellaneous goals! #finance #financetracker #financialgoals #financialplanner #financetip #stationery #designer #graphicdesigner #stationerydesigner #casestudy
#Financialplanner Reel by @melvin_mumpuni (verified account) - Mau Financial Freedom? Ini Itungannya 😀⁣⁣ ⁣⁣ #LetMeShareMyView⁣⁣ ⁣⁣ 🔵 Bicara Kebebasan Keuangan⁣⁣ ⁣⁣ Siapa yang cita-citanya mau bebas keuangan atau
111.0K
ME
@melvin_mumpuni
Mau Financial Freedom? Ini Itungannya 😀⁣⁣ ⁣⁣ #LetMeShareMyView⁣⁣ ⁣⁣ 🔵 Bicara Kebebasan Keuangan⁣⁣ ⁣⁣ Siapa yang cita-citanya mau bebas keuangan atau financially freedom?⁣⁣ ⁣⁣ Financial freedom menurutku tidak cocok untuk semua orang, karena ada harga yang harus kamu bayar saat usia muda.⁣⁣ ⁣⁣ Berapa harganya?⁣⁣ ⁣⁣ 🔵 Berapa Financial Freedom?⁣⁣ ⁣⁣ Pertama kali aku dengar istilah Financial Freedom itu dari Robert T Kiyosaki di buku Rich Dad Poor Dad.⁣⁣ ⁣⁣ Siapa yang sudah baca? 😀⁣⁣ ⁣⁣ Dibukunya dijelaskan financial freedom itu ketika kita ga usah kerja, tapi penghasilan (investasi dan pasif) bisa memenuhi pengeluaran tahunan.⁣⁣ ⁣⁣ Jadi butuh modal berapa?⁣⁣ ⁣⁣ 🔵 Ikuti tutorial di Reels ku⁣⁣ ⁣⁣ Part 1 kamu tahu modalnya ⁣⁣ Part 2 kamu akan tahu strategi investasinya⁣⁣ ⁣⁣ Supaya ga ketinggalan boleh Follow @Melvin_Mumpuni⁣⁣ ⁣⁣ #FinancialFreedom #BebasKeuangan #MerdekaFinansial #Investasi #Keuangan #PerencanaKeuangan #FinancialPlanner #FinPlan
#Financialplanner Reel by @jessicaimoorhouse (verified account) - Why am I becoming a CFP? Do I plan on becoming a full-time financial planner? Why did I choose to take my courses through the Canadian Securities Inst
3.3K
JE
@jessicaimoorhouse
Why am I becoming a CFP? Do I plan on becoming a full-time financial planner? Why did I choose to take my courses through the Canadian Securities Institute? I share my answers in this video, but happy to answer any other questions about how to get your QAFP or CFP in the comments! #cfp #qafp #pathtocfp #financialplanner #financialplanningcanada
#Financialplanner Reel by @sugarmammatv (verified account) - Have a mortgage but also keen to start investing? Here are 5 financially intelligent ways to manage a debt 💸 ♻️ recycling strategy to build wealth w
7.5K
SU
@sugarmammatv
Have a mortgage but also keen to start investing? Here are 5 financially intelligent ways to manage a debt 💸 ♻️ recycling strategy to build wealth wisely over the long run so that you can start investing today, and earning passive income! ✅ Put your questions below and I will try and come back to you ASAP! General advice only and ALWAYS see a Financial Planner and experienced Mortgage Broker before making any major decisions! #financialindependence #financialliteracy #financialplanning #financialeducation #financialindependenceretireearly #financialgoals #financialplanner #financialindependenceforwomen #financialadvisor
#Financialplanner Reel by @elainekingfp (verified account) - How a $1 allowance shaped my mindset for life 🪙 When I was just five years old, growing up in Lima, Peru,🇵🇪 my dad gave me something that meant mo
286
EL
@elainekingfp
How a $1 allowance shaped my mindset for life 🪙 When I was just five years old, growing up in Lima, Peru,🇵🇪 my dad gave me something that meant more than money — a lesson. 💡 Instead of spending it all on candy and comic books, he encouraged me to save half. That simple act planted the seed of financial wisdom. 💰 Today, as a financial planner, I realize how powerful that mindset was — especially in countries where currencies fluctuate wildly. 📊 Start small. Think big. Save first.🌱 Thanks for inviting me to your podcast 🎤 @jenhemphill What was your first money lesson? Let’s share and learn from each other. #ᴍᴏɴᴇʏᴍɪɴᴅsᴇᴛ #financialplanner #personalfinance #financialliteracy #childhoodlessons #familyfinance #financialplanning #latam #womeninfinance
#Financialplanner Reel by @evanjanas.wealth.strategist (verified account) - 🎓💸 Did you know your "college savings" plan could actually hurt your taxes and your child's financial aid? Most people think 529 plans are complete
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EV
@evanjanas.wealth.strategist
🎓💸 Did you know your “college savings” plan could actually hurt your taxes and your child’s financial aid? Most people think 529 plans are completely tax-free… but that’s only true if every dollar is used for qualified education expenses. Here’s what most families don’t realize… 
If your account grows and your child doesn’t use all of it for school, every withdrawal is part contributions and part earnings. The earnings portion is taxable and hit with a 10% penalty — even though it’s your own money. Plus, 529 balances are counted as assets on the FAFSA, which can reduce financial-aid eligibility — and the investments inside a 529 are subject to market losses, meaning your balance can drop right before tuition is due. So while a 529 can work if you’re 100% sure the money will go to education, it’s not flexible if life takes a different path. That’s why many families explore tax-advantaged strategies that can grow money safely, access it tax-free, and use it for any purpose — college, retirement, business, or emergencies — without penalties or financial-aid impact. 💬 Comment “IUL” or DM me “IUL” if you would like me to run you an illustration on how this account could work for your child. #FinancialEducation #FinancialFreedom #WealthBuilding #PersonalFinance #MoneyTips #CollegePlanning #SmartMoney #TaxStrategies #LifeInsurance101 #BuildWealth #FinancialLiteracy #MoneyCoach #ParentsAndFinance #FinancialAwareness #FinancialPlanner #WealthMindset #FinancialGoals #TaxFreeGrowth #MoneyMatters *This is for Education only — not tax, legal, or investment advice. Indexed Universal Life (IUL) is a form of permanent life insurance. Policy loans/withdrawals reduce cash value and death benefit, may increase lapse risk, and can have tax consequences if the policy lapses or is surrendered. Guarantees rely on the insurer’s claims-paying ability. 529 plan rules and state tax benefits vary; non-qualified withdrawals may be taxable and face a 10% federal tax on earnings. 529 investments are subject to market risk, including possible loss of principal.*
#Financialplanner Reel by @annisast (verified account) - Seringgg banget ditanya berapa sih persentase ideal keuangan? Enak banget soalnya ya kalau saklek gitu, tinggal ngikut aja. Tapi kan nggak bisaaa, id
121.6K
AN
@annisast
Seringgg banget ditanya berapa sih persentase ideal keuangan? Enak banget soalnya ya kalau saklek gitu, tinggal ngikut aja. Tapi kan nggak bisaaa, ideal itu buat siapa? Yang penghasilannya berapa? Tanggungannya berapa? Makanya kamu tentukan sendiri idealmu! Nggak usah bandingin sama orang lain ❤️ #financialplanner #tipskeuangan #fintips_ast
#Financialplanner Reel by @homeofinspire - Which is better: mortgage broker or financial planner? 🤷‍♀️ Trick question!! They both help you work towards your financial dreams. From buying a hom
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HO
@homeofinspire
Which is better: mortgage broker or financial planner? 🤷‍♀️ Trick question!! They both help you work towards your financial dreams. From buying a home to building wealth, they're both in your corner to help set up your long-term goals⁠ 🏠️💰️⁠ ⁠ **Note: filmed prior to Cait's maternity leave, but while she's off, our superstar group of brokers are ready to help you on your home buying journey.⁠ ⁠ Inspire Home Loans Pty Ltd ABN 69 635 748 917 is a credit representative #507978 under Australian Credit Licence #389328. Any advice given is general in nature and does not consider your personal financial needs and objectives.⁠ ⁠ #financialplanner #mortgagebroker #financebroker #finance #mortgage #money #house #homebuyer #mortgagebrokeraustralia #mortgagebrokervictoria

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