Money Smarts Whitney Emanuel

For today’s Money Smarts, I discuss the bonds in your portfolio issues to address.

Watch now to learn:

1. The current bond environment.

2. Alternative investment strategies to bonds.

3. Considerations with your risk tolerance and goals.

Remember, I am here to help. Schedule an appointment with me to set yourself up for success.

www.whitneywealthgroup.com

#financialplanner #financialplanning #financialadvisor #financialgoals #minneapolis #moneygoals #moneysmarts #financialportfolio #preplanningretirement

Welcome to Money Smarts, a financial tip podcast series, for busy professionals. In this series, you can expect to learn some of the answers to financial questions I get asked every day. I hope you enjoy my podcast. Thanks! Whitney.   

Money Smarts by Whitney - Tips on Tax Treatment of Assets and Investments Whitney answers three treatments of taxes for assets and investments.   

1. How are your assets and investments being taxed on the front end?  

2. How are your assets and investments being taxed on an ongoing basis?  

3. How are your assets and investments being taxed on the back end? i.e. when you withdrawal the money or sell.   

Enjoy the podcast, like, comment, and share. If you have further questions, reach out to me at Whitney Emanuel at whitney@strategic-visionaries.com.

For today’s Money Smarts I cover why financial advisor reviews aren’t allowed in my industry and what you can ask for as a prospective client instead.

Listen now to discover:

1. Why financial reviews aren’t allowed.

2. Why speaking with current clients as a reference is a good step.

3. Why getting referrals is a great compliment.

Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan. www.strategic-visionaries.com 

It is important that your financial advisor meets your expectations. For today’s Money Smarts I cover five expectations that are critical to a working relationship. Here are the main questions we explore in today’s topic for financial advisors.  


Do they hear you? 
How do they make money? 
Do they have a disciplinary history?  
Have they explained the platforms available to you? 
Bonus question – do they provide holistic financial planning?  

Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan.   

www.strategic-visionaries.com

For today’s Money Smarts I cover the financial considerations to make when you are interviewing for a new job.

Watch now to learn:

1. Why reviewing the benefits is important.

2. The insurance and retirement benefits you need to ask about.

3. Why your benefits are a key part of your compensation.

Remember, I am here to help. Schedule an appointment with me to compare employer benefits and how to set yourself up for success.

www.strategic-visionaries.com

Disclaimer

Securities are offered through Securities America. Advisory services offered through Charles Schwab, supervised by USAdvisors Wealth Management. Securities America, USAdvisors Wealth Management, Strategic Visionaries, & Charles Schwab are separate entities.

whitney@strategic-visionaries.com

Welcome to Money Smarts a series of bite-sized financial tip videos and podcasts for the busy professional.



Disclaimer

Securities are offered through Securities America. Advisory services offered through Charles Schwab, supervised by USAdvisors Wealth Management. Securities America, USAdvisors Wealth Management, Strategic Visionaries, & Charles Schwab are separate entities.



whitney@strategic-visionaries.com