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#Planvision Reel by @vikingfinancialgroup - Modern portfolio theory might get you there but to retire safely and even in a better position. You have to change it up. If you want a differing opin
1.5K
VI
@vikingfinancialgroup
Modern portfolio theory might get you there but to retire safely and even in a better position. You have to change it up. If you want a differing opinion or don’t like your advisor or know there is something better just not sure what, DM ME or book on my Calendly for free
#Planvision Reel by @iamrickhu (verified account) - There's no selling in great financial advising. There's only teaching. Show the math. Set the expectation. Hold the standard. "Here's what it takes
1.3K
IA
@iamrickhu
There’s no selling in great financial advising. There’s only teaching. Show the math. Set the expectation. Hold the standard. “Here’s what it takes to retire in 10 years...are you in?” The right clients don’t need to be closed. They commit..
#Planvision Reel by @advancedwealthpartners - Wealth is often built by structuring capital to work in multiple places at once rather than leaving it idle in a single use.
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AD
@advancedwealthpartners
Wealth is often built by structuring capital to work in multiple places at once rather than leaving it idle in a single use.
#Planvision Reel by @dag_family - ILITs prevent $15M death benefit from creating $45M taxable estate. Deferred sales trusts defer capital gains timing control. Annuities de-risk portio
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DA
@dag_family
ILITs prevent $15M death benefit from creating $45M taxable estate. Deferred sales trusts defer capital gains timing control. Annuities de-risk portions while preserving growth capacity. $50-100M wealth demands sophisticated layering.
#Planvision Reel by @jerrycitarella (verified account) - Reminder to get multiple opinions when investing! #investing #financial #ᴇxᴘʟᴏʀᴇᴘᴀɢᴇ
283
JE
@jerrycitarella
Reminder to get multiple opinions when investing! #investing #financial #ᴇxᴘʟᴏʀᴇᴘᴀɢᴇ
#Planvision Reel by @iain.financialplanner - ✅ Follow for more tips on investing, money and pensions! Miss just the best 20 days out of 10,950 and you could miss out on £1,659,000. Yes it feels
618
IA
@iain.financialplanner
✅ Follow for more tips on investing, money and pensions! Miss just the best 20 days out of 10,950 and you could miss out on £1,659,000. Yes it feels rocky when the world is mad, but that is normal. It’s the weird stuff (wars, elections, mad world leaders) that creates the biggest opportunities. Sitting on the sidelines means you will miss out on these incredible winning days. Comment ‘84’ if you want to know your Financial Clarity Score It’s easy, free and takes 3 minutes!
#Planvision Reel by @tim_brienza - Why people approach me as a financial advisor. Check out the full video over on my YouTube channel, link in bio.
420
TI
@tim_brienza
Why people approach me as a financial advisor. Check out the full video over on my YouTube channel, link in bio.
#Planvision Reel by @capfinadvisorygroup - A substantial 401(k) balance may look reassuring on paper, but wealth without an income strategy is not a retirement plan. ㅤ In this second conversati
17
CA
@capfinadvisorygroup
A substantial 401(k) balance may look reassuring on paper, but wealth without an income strategy is not a retirement plan. ㅤ In this second conversation with Duke finance professor Cam Harvey, Coach Pete sits down to explore the difference between accumulation and true retirement readiness, from income planning and diversification to inflation, market discipline, and preserving purchasing power. ㅤ For investors approaching retirement, the question is no longer how much you’ve saved... it’s how intelligently that wealth is structured to serve you.
#Planvision Reel by @davidlbach (verified account) - $27.40. That's it. On The @MarieForleo Podcast, we talked about a number most people overlook. $27.40 a day is $10,000 a year. If you spend it, it
9.5K
DA
@davidlbach
$27.40. That’s it. On The @MarieForleo Podcast, we talked about a number most people overlook. $27.40 a day is $10,000 a year. If you spend it, it disappears. If you invest it consistently, it can compound into millions over time. That’s the entire idea behind the Latte Factor. Not deprivation. Not extreme budgeting. Just noticing the small amounts that quietly slip away every day – and redirecting them toward your future. Because here’s the truth: No one is coming to save you financially. Not the government. Not your employer. Not the market. Your future wealth starts with the decisions you make today. So here’s the real question: If $27.40 a day could change your future…where is it going right now? #davidbach
#Planvision Reel by @s__gitter - We all want to "make more money". But what's the number you actually need? There's a simple process you can follow to help figure that out. Invest
229
S_
@s__gitter
We all want to “make more money”. But what’s the number you actually need? There’s a simple process you can follow to help figure that out. Investing works a lot better when you figure out your goalpost first.
#Planvision Reel by @rb_cfp (verified account) - In retirement, the biggest threat to your retirement isn't a single bad day in the market; it's a series of silent predators that slowly dismantle the
3.8K
RB
@rb_cfp
In retirement, the biggest threat to your retirement isn’t a single bad day in the market; it’s a series of silent predators that slowly dismantle the wealth you spent 40 years building. Most people enter retirement focusing on their "number," but they fail to account for the structural traps that turn a comfortable nest egg into a shrinking resource. From tax inefficiencies that treat the IRS as your largest beneficiary to the "Sequence of Returns" trap that forces you to sell assets when they are down, these wealth killers work in the background, often unnoticed until the damage is done. Protecting your wealth means looking beyond simple investment returns and building a defensive strategy that addresses rising healthcare costs, hidden fee structures, and the inflation that quietly erodes your purchasing power. 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

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L'enorme raccolta #Planvision su Instagram presenta i video più coinvolgenti di oggi. I contenuti di @davidlbach, @rb_cfp and @marksmoneystrategies e altri produttori creativi hanno raggiunto thousands of post a livello globale.

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