26 episodes
Disruptive Money Management Henry Wong
-
- Business
Henry Wong from Disruptive Money Management reveals all of his financial planning and asset management strategies to help guide you towards financial freedom. Whether you're just starting out in your financial goals or trying to check if you're on track for retirement, you'll discover that Henry shares and bares all from an industry insider perspective. Henry leaves no financial tools unchecked, nor is he afraid to disrupt industry secrets so that you can make a proper determination on what investment guidelines are in your own best interest. Henry is well-versed in all aspects of financial planning, from using insurance as a tool to protect, to educating individuals about portfolio building and risk tolerance. You'll learn about the best ways to invest for your age and hear an unbiased approach to stocks, bonds, mutual funds, ETFs, and annuities. In the end, we're all on the path towards financial independence and you'll hear from someone who is unabashed on telling it like it is. If you're tired of hearing from slick salespeople sell you expensive products, then you're not going to want to miss this show. Hit subscribe and get ready to fire up your financial life.
-
Retirement Mindset Part 2 of 5: Figuring Out Your Social Security and Pension Income Strategies
For many of us, we only get one shot at retirement. Because let's face it, how many times have you sat there thinking that if only you knew what you knew now about financial planning ten-fifteen-twenty years ago? That if you knew better when you were younger about how to make smarter money decisions, you would be in a much better financial position than you are now?While we may not be able to recreate our decisions, we can focus on the here and now. We can ensure that we are taking every appr...
-
Retirement Mindset Part 1 of 5: The Goal
Let's face it, for most of our lives, we were taught that if we did well in school we would secure a financially stable job that would allow us to work countless hours for years on end. Yet, no where in any of those areas of education or professional training were we given an indication of how long we must work for to secure a successful retirement.In fact, the idea of having secured a successful retirement is generally unknown for most individuals until they are ready to retire. In every asp...
-
Year-End Financial Check Up
As we quickly approach the end of the year, it is crucial that we take the moment to think about our financial health and whether we have taken all of the appropriate steps to not only decrease our tax liability but also protect our family.With less than two months left before the year-end, now is the most appropriate time to check your financial affairs and ensure everything is in order. Join Henry as he goes over the financial health check-up that you should be conducting before we dive too...
-
Financial First Steps for Graduating Physicians
Join Henry as he goes over the financial first steps for graduating physicians and healthcare workers. In a simple five-step structure, Henry outlines the first five things graduating healthcare professionals should focus on for a pathway towards financial independence.Healthcare professionals spend an exorbitant amount of time and money to obtain their professional education. Unfortunately, while the education system may be sufficient to help prepare healthcare professionals for a career in ...
-
Financial Heart to Heart for Couples
It's hard enough trying to get your financial house in order individually but what happens at the joining of two people? With money being the very core of almost all aspects of our lives, it's critical in today's environment that we embrace money matters together.With financial matters being one of the primary reasons why couples fight, it is best to embrace that money will be something you will have to talk about with your partner. But money talks shouldn't have to be complicated, embarrassi...
-
Your Social Security Checks Are About To Get A Whole Lot Fatter and The Retirement Readiness Questions You Need to Ask Yourself Today
Social Security checks are about to get a whole lot bigger come January 2022 but is it enough? Learn why the largest boost to Social Security in over thirty years is still not enough to retire comfortably. Additionally, be sure to ask yourselves these retirement readiness questions to check whether you’re on track to financial independence. Link to "How To Calculate Whether You Have Enough Saved for Retirement":Read: https://juncture401k.com/disruptive-money-management/2021/10/3/how-to-c...