Money Moment

Travis Gatzemeier
Money Moment

Welcome to Money Moment! This is a short brief-cast about money, financial planning, investing, and actionable tips to guide you on the path to financial flexibility. Think of it as a mini-podcast, multiple times a week with bursts of information. Tune in for the conversation hosted by Travis Gatzemeier, who is a CERTIFIED FINANCIAL PLANNER at Kinetix Financial Planning.>>>Questions or comments for Travis?>>>Email me: travis@kinetixfp.com>>>Tweet me: @T_Gatzemeier

  1. 20/11/2020

    Year End Planning: Simplify, Review, and Get Ready! - Ep. 160

    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I cover simplifying your finances, and reviewing goals to get ready for 2021! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    3 phút

  2. 18/11/2020

    Year End Planning: Bunching Tax Deductions - Ep. 159

    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss the idea of bunching deductible expenses to potentially save money on your tax bill! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    1 phút

  3. 16/11/2020

    Year End Planning: Maximize Health Accounts - Ep. 158

    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss two topics around health expenses. I breakdown how to maximize an HSA and then ideas for your FSA at the end of the year! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    3 phút

  4. 13/11/2020

    Year End Planning: Tax Harvesting - Ep. 157

    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    2 phút

  5. 11/11/2020

    Year End Planning: Maximize Tax Free Accounts - Ep. 156

    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your tax free accounts before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    2 phút

  6. 09/11/2020

    Year End Planning: Maximize Work Optional Plans - Ep. 155

    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your work optional plans before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    2 phút

  7. 06/11/2020

    Open Enrollment: Life and Disability - Ep. 154

    This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In the final episode this week, I am covering what to look for with life and disability insurance. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    3 phút

  8. 04/11/2020

    Open Enrollment: HSA or FSA - Ep. 153

    This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I explain the differences between an HSA (health savings account) and an FSA (flexible spending account). Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    3 phút
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Giới Thiệu

Welcome to Money Moment! This is a short brief-cast about money, financial planning, investing, and actionable tips to guide you on the path to financial flexibility. Think of it as a mini-podcast, multiple times a week with bursts of information. Tune in for the conversation hosted by Travis Gatzemeier, who is a CERTIFIED FINANCIAL PLANNER at Kinetix Financial Planning.>>>Questions or comments for Travis?>>>Email me: travis@kinetixfp.com>>>Tweet me: @T_Gatzemeier

Thông Tin

  • Nhà sáng tạo
    Travis Gatzemeier
  • Năm hoạt động
    2019 - 2020
  • Tập
    162
  • Xếp hạng
    Sạch
  • Bản quyền
    © Copyright 2025 All rights reserved. Money Moment

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