100 episodes

Join CFO and finance expert Ken Kaufman as he helps you track and hack your net worth. For those seeking financial independence, your net worth is one of the most significant measurements of success. Using his two decades of financial experience, Ken Kaufman helps you overcome your financial obstacles and look onward towards a better, brighter financial future.

Intro Music by DSMusic // License Provided by Pond5

Net Worth Hacks Ken Kaufman

    • Business
    • 5.0 • 6 Ratings

Join CFO and finance expert Ken Kaufman as he helps you track and hack your net worth. For those seeking financial independence, your net worth is one of the most significant measurements of success. Using his two decades of financial experience, Ken Kaufman helps you overcome your financial obstacles and look onward towards a better, brighter financial future.

Intro Music by DSMusic // License Provided by Pond5

    Sabbatical

    Sabbatical

    We made it...100 episodes. After podcasting for nearly 2 years, Ken reflects on this accomplishment and thanks those who supported him. Upon hitting 100, Ken reflects on how planning is his number one takeaway when it comes to finances. Ken revisits the podcast’s most popular episodes that a majority of listeners gravitated to. Finally, Ken announces that he’s taking a sabbatical from the podcast to take pause and focus on other endeavors.
     

    • 16 min
    FamZoo Review

    FamZoo Review

    Ken has always been a proponent of teaching your children financial literacy for adulthood. Ken would sit down with his children weekly to review their financial snapshots. Ken was limited however since the children couldn’t access their accounts autonomously. Enter FamZoo, a paid software program that enables children to manage their own financial accounts and optionally have debit cards – with parental oversight. Ken reviews this program for those looking to teach their children financial responsibility.

    • 18 min
    Commission or Fee Based Advisor?

    Commission or Fee Based Advisor?

    Ken tackles what financial advisor arrangement best suits you. If you’re new, not into DIY and would like to trust someone, then Commission or Fee Based might be for you. But surprisingly, Ken isn’t a fan of either of these structures. His preferred method is an hourly based fee where the advisor takes the time craft a financial plan tailored to you; a Bottom Line Up Front arrangement. Ken goes through all of these fee structures, offering up key details that will help you make your determination.

    • 14 min
    How to Prepare for Taxes

    How to Prepare for Taxes

    Tax Season is soon upon us, with many eligible to file taxes already. Ken walks you through some considerations that will allow you to properly and legally leverage the system. No list of forms needed for this episode, just your 2019 filing. What type of deduction did you use and what bracket do you fall in? Do you use itemized or standard deductions? There are ways to leverage both, depending on your situation. Ken briefly defines these terms and then guides you to an optimal filing.

    • 13 min
    Investing in Times of Uncertainty

    Investing in Times of Uncertainty

    How should we approach investing during these uncertain times? Ken gives us the short and resounding answer. Whatever your strategy is…keep doing it! This is where your strategy and planning is put to the test. Especially if you subscribe to the “index buy and hold” strategy. Don’t carefully craft your ship, just to abandon it at first sight of a stormcloud. Keep moving forward with your strategy – devoid of emotional decisions. Ken breaks down the logic behind this sound advice.

    • 9 min
    Rebalancing

    Rebalancing

    Ken discusses the value of rebalancing your portfolio on a regular, fixed schedule. This device is not meant for “gaming” or timing the market, but rather to correct your risk/return parameters. If funds over or under perform, your holdings may no longer reflect your goals. For example, if your riskier holdings outperform projections, your portfolio is overweighted with riskier assets. Ken walks you through the timing and tactics of a rebalance – including yearly cash injections or shuffling of holdings.

    • 9 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

Bounty Cacher ,

Straight Forward Advice

Ken has provided great information and he presents it in a way that is straight forward and easy to understand.

DJK_ ,

Love the waterfall!

I love the waterfall analogy, it makes so much sense!!

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