Money Not Math Drew Erickson

NFL Draft tonight, go Vikings! 5.1% Cash Accounts. Structured Notes. Series 65. 2/3 of Peak Boomers Aren't Ready for Retirement. And Qualified Charitable Distributions. 4/25/24 Retirement Planning Coffee Talk.



Weekly Retirement Planning Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee.



There is no pressure to work with me or become my client by stopping by in person or online.



It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to only having 100 or less active clients at all times that I have a fiduciary responsibility to. Even though I limit myself to only working with 100 clients at any given time. It is still important to me to provide as much value as I can to as many good people as possible. Which is why these conversations are so important to me.



Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation. And this is live so I may make a mistake from time to time.



I look forward to some great conversations and hope you have a wonderful day.



#MoneyNotMath #RetirementPlanning #EmptyNesters #5StoneFinancialGroup #investing #money #FinancialEducation #Retirement

Articles/websites referenced: https://www.5stonefinancial.com/ https://www.thinkadvisor.com/2024/04/24/two-thirds-of-peak-boomers-are-financially-unprepared-for-retirement-study/?fbclid=IwZXh0bgNhZW0CMTAAAR0wk1RASumB4dWabxayCkBFv19LJ1FGIZ-nxJ7xXM4s_VOzFp-2bUGEs4I_aem_AZX9to-XLUUSNYfMzORcLuC4OuDI85tKP05JEtt4enkA2AZvgX7nRu3hrn3emQ4Mqk4k0oqoQ0F0HCAxf1nZvTbU https://www.fidelitycharitable.org/guidance/philanthropy/qualified-charitable-distribution.html?fbclid=IwZXh0bgNhZW0CMTAAAR3mqnhCTGvymHjHcy6Ztp74P6EBc24NKIXGdlIkwZoWEahfp9zuzkstt4U_aem_AZXlAtAmOw2hh_onLHTeftoJPT0j-gULJdqiwgf9_7jJDVf1KtRNSeeBG5UxUUBYSvon1j9asIIOmG0NJ3mv0KNQ#:~:text=A%20qualified%20charitable%20distribution%20

Roth Conversions. Will the New Inflation Story Hurt Stocks? Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market. Our retirement planning newsletter and Shane Zutz’s leadership newsletter. 4/18/24 Retirement Planning Coffee Talk



Weekly Retirement Planning Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee.



There is no pressure to work with me or become my client by stopping by in person or online.



It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to only having 100 or less active clients at all times that I have a fiduciary responsibility to. Even though I limit myself to only working with 100 clients at any given time. It is still important to me to provide as much value as I can to as many good people as possible. Which is why these conversations are so important to me.



Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation. And this is live so I may make a mistake from time to time.

I look forward to some great conversations and hope you have a wonderful day.



#MoneyNotMath #RetirementPlanning #EmptyNesters #5StoneFinancialGroup #investing #money #FinancialEducation #Retirement

Articles Referenced: https://www.morningstar.com/retirement/recharacterizing-your-ira-contribution?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_advisordigest&utm_content=53453&fbclid=IwZXh0bgNhZW0CMTAAAR2FmaeRy2FpsvV49IcBB1yGn51TXWr8wfRGyAqrV8CDOexczJ45ig1Fjqs_aem_AdNr0zr5_OiNheaun2xrCwjilcMYLZrsGM2pjJgU7D8aOObX9Wv24psHctQxZNTz5j4CXj5FKt1bnkio7B5d8i5K https://www.morningstar.com/markets/markets-brief-will-new-inflation-story-hurt-stocks?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_advisordigest&utm_content=53390&fbclid=IwZXh0bgNhZW0CMTAAAR05safgm7DGM7NBs5k0fGq_y0hins3izMye3YHsNkiI84IMPTN0bw-c1xw_aem_AdPvCCXgiYVWidrdzKIj0EyBfA5XZjQswy-2kuZmQCRLwssK2hz8PfqJbJp5x8NEIowl7FWtwDFMCmnToNl3i589 https://www.morningstar.com/markets/magnificent-no-more-apple-tesla-stocks-are-weighing-market?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_morningdigest&utm_content=53306&fbclid=IwZXh0bgNhZW0CMTAAAR2_WtVlG9_HyEMkuBZ33_EQuDRlQvIgv4WDhOxmvtItsRVPFs0cFFieiJY_aem_AdMSU7QXIFKQP1wZXIxN0mh7Fjdqrq_9YO9Xa1zX6U2i5EdJrqF0bjcSolTVoNOS7wiyUiqSse8qkQIoInBMRs8N

“I feel like I should have had a financial education class” 4/11/24 Weekly Money Not Math Coffee Talk



Topics discussed= Help support the Challenger Elementary School teachers and students by buying a coffee mug! What I See When I Watch Basketball. Where International Diversification Works—And Where It Falls Short. Which behavioral bias is most common and most detrimental to financial planning? Do we deal with a lot of retirement planning? The most successful investment accounts are owned by dead people.



Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee.



There is no pressure to work with me or become my client by stopping by in person or online.



It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to only having 100 or less active clients at all times that I have a fiduciary responsibility to. Even though I limit myself to only working with 100 clients at any given time. It is still important to me to provide as much value as I can to as many good people as possible. Which is why these conversations are so important to me.



Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation. And this is live so I may make a mistake from time to time.

I look forward to some great conversations and hope you have a wonderful day.



#MoneyNotMath #RetirementPlanning #EmptyNesters #5StoneFinancialGroup #investing #quality #advice #service #free #coffee #FinancialEducation

Please let me know if you would like to be added to our newsletter and here are the articles I referenced, https://www.morningstar.com/portfolios/does-case-investing-internationally-add-up?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_morningdigest&utm_content=52987&fbclid=IwAR2d2OyOb_10cJF6Thj_eGqUAQQu-8A5638Esvbjx4njWGtPMlHZHHuCHfg_aem_AZsZ-N_NyDj_KcaLPbbS2CjoevQYULkL_8Ip9X1Uxs7JNSovBAYsHrzq5HaNa9pBWl0LUCuHEJL8knLP7INdnvjV https://www.dimensional.com/us-en/insights/what-i-see-when-i-watch-basketball

Go Gophers! 5 Steps to Spring-Cleaning Your Investment Portfolio. Morningstar Market Insights: Central Banks, Inflation, and Patient Investing. Cost of Capital: A Gut Check on High-Flying Stock Returns. 3/28/24 Weekly Money Not Math free Coffee Talk.



Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee.



There is no pressure to work with me or become my client by stopping by in person or online.



It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to only having 100 or less active clients at all times that I have a fiduciary responsibility to. Even though I limit myself to only working with 100 clients at any given time. It is still important to me to provide as much value as I can to as many good people as possible. Which is why these conversations are so important to me.



Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation. And this is live so I may make a mistake from time to time.



#MoneyNotMath #RetirementPlanning #EmptyNesters #5StoneFinancialGroup #investing #free #coffee #SpringCleaning #InvestmentPortfolio #morningstar #banks #inflation #stock #returns



Articles Referenced: https://www.morningstar.com/markets/morningstar-market-insights-central-banks-inflation-patient-investing?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_advisordigest&utm_content=52878&fbclid=IwAR3kwzQUeR8f8Zt6-wJCr-YT87fmhZ2T545ia2SPielXDHRLk3xu1jpESSo_aem_AW6W9TkvpIutht_-MWTOCL9utm0_HKpdKZpEVrtvEWIdz28XR6pUKclBEi5Xuy_U0wHv1ummN3zhUHg_Iz2_mnSv https://www.morningstar.com/portfolios/5-steps-spring-cleaning-your-investment-portfolio?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_morningdigest&utm_content=52906&fbclid=IwAR2KoLcTdPgFufG8KR6hHPht_YBR1w_A0QddpOhfEan6s_MGM_tonqAnGfQ_aem_AW60aFK7BGZDV1iWgz-k_qfPuYlI858sFJ8WfsEOjHQ64Ibn0lHPnTTei-1GcuiBBgvX91swbCNORWP0OENv3taM https://www.dimensional.com/us-en/insights/cost-of-capital-a-gut-check-on-high-flying-stock-returns?fbclid=IwAR27IgKAZl2lvJaBH1Wah2om0Q2XOdQ0cA_b5ASWymgAJjRHFaQ2ZPKQ6e0_aem_AW6_wDxm3oq6eeWL_tV3bYuD7dULpZSYoRdPvENAXkI3Q3rlo0-ZT_XhUBQRbUug-uOe0YnJbITfTpyfTpZlFyyp

2.23.24 Money Not Math interview with Tevin Moreno – Moreno Dental Services. Money Not Math 152.



Did you know Tevin drove a bus to his first year of college and started his own practice/business straight out of college?



Listen to this awesome interview to learn more about Tevin, his impressive path to becoming a dentist, and the lessons he has learned along the way. I left more impressed than expected and think you will too. Plus, there are some tremendous pieces of advice shared so it’s well worth the listen.



Also, he may have a job opportunity for you.



Help support his business and share his story by sharing and liking this video or podcast plus comment if you have questions or requests for future Money Not Mat conversations.



You can reach Tevin at Dougl240@umn.edu



Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.



#MoneyNotMath #Dentist #Money #BusinessPlanning #FinancialPlanning #RetirementPlanning #wealth #GrowthMindset #resilience #HardWork

Topics discussed= Missing out by not talking finance?

The Next BlackBerry?

Are ‘Higher for Longer’ Interest Rates Back?

The difference between Want and Need!



Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions to people even if they aren't my clients for free. You are welcome to join the Facebook live to talk or stop by my office for some free coffee.

There is no pressure to work with me or become my client by stopping by in person or online.

I look forward to some great conversations and hope you have a great day.

I love to help people have more confidence in their financial future.

It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to only having 100 or less active clients at all times that I have a fiduciary responsibility for.

Here's the link to the Facebook Event page in case you want to join live in the future, https://fb.me/e/bkt6Tqabq

Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.

#MoneyNotMath #Money #5StoneFinancialGroup #EmptyNesters #RetirementPlanning #Investing