BREAKING IT DOWN: 3 Highlights of MPI® by Porter Shumway
Schedule a complimentary 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
Be sure to follow the BrightWealth channel for more free in-depth financial education.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advice for you specifically. You should consult with your financial advisor before making any investment-related decisions.
***Join our mission in bringing financial literacy to all of America, and share BrightWealth® with your family and friends!
"It's not WHAT you make... it's what you DO with what you make."
Social Links:
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#mpi #whatismpi #mpiunlimited #retirementplanning #retire #retirement #retirementincomeplanning #retirementplans #money
#mindset #moneymindset #personalbudget #entrepreneur #income
#investmentstrategies #investingforbeginners #personalfinance #personalfinances #brightwealth #financialliteracy #finance #financetips #financialeducation #financialplanning #financialfreedom #moneytips #invest #brightadvisor
19
views
BREAKING IT DOWN: The Retirement Income Framework by Jason Bergquist
Schedule a complimentary 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
Be sure to follow the @BrightWealth® channel for more free in-depth financial education.
Chapters:
0:00 Introduction
2:13 Overview of Topics
4:15 Step1: Identify
5:50 Step 2: Protect
10:42 Step 3: Reduce
12:51 Step 4: Invest
15:25 Step 5: Managing The Money
16:36 Closing Remarks
* IMPORTANT DISCLAIMER *
Nothing in this video should be considered as personal advice for you specifically. You should consult with your financial advisor before making any investment related decisions.
***Join our mission in bringing financial literacy to all of America, and share @BrightWealth® with your family and friends!
"It's not WHAT you make... it's what you DO with what you make."
Social Links:
Rumble: https://rumble.com/c/c-1344034
TikTok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brig...
Facebook: https://www.facebook.com/brightwealth...
15
views
Retirement Accounts: The 5 Stages of your Roth IRA (Full-Lesson)
Schedule a 1-on-1: http://tap.bio/@brightwealth
Get all you questions answered this comprehensive Roth IRA training program including... "What type of investments should I be buying with my Roth IRA?", "Can I buy Crypto Currency with my Roth IRA?", "How are my distributions taxed?"
Scott McLaine, BrightWealth Host and Academy Instructor answers these questions and more, in this comprehensive video lesson on your own Roth IRA.
* "Am I allowed to day-trade the funds inside my Roth IRA?"
* "Can I buy Crypto Currency with my Roth IRA?"
* "How are my distributions taxed?"
* "What type of investments should I be buying with my Roth IRA?"
* "How Do I Use The "Backdoor"?"
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics. It's almost a mystery to them...
For most of us, it's because the class was never taught.
Saving for retirement with a Roth IRA can be a mystery. In this video, we take a deep dive into each of the 5 stages that a Roth IRA goes through, so you can better understand how this powerful investment vehicle can work for you.
As will all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advice for you specifically. You should consult with your financial advisor before making any investment related decisions.
#RothIRA​ #RetirementPlanning​ #RetirementAccounts​ #7702a​ ​ #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #Roth #FinancialFreedom #401k #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies #CompoundInterest #Investing #InvestmentTips #MoneyTips #Investingtips #money #wealth #growth #success #education #finance
***Join our mission in bringing financial literacy to all of America and share BrightWealth with a friend!
And always remember...
"It's not WHAT you make... it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
142
views
Retirement Accounts: How to TAKE INCOME from your Roth IRA (Stage 5)
Schedule a 1-on-1: http://tap.bio/@brightwealth
"Can I Take Money Out of my Roth IRA Right Now if I Need It?", "How Much Income Can I Take From my Roth IRA if I Contribute to it My Whole Life?", "How Are My Distributions Taxed When I Do Need My Money?"
These are some of the most common questions we hear about taking income from your Roth IRA. A Roth IRA can be a great investment vehicle, but be cautious about taking income before the proper date, or you could suffer penalties and immediate taxes.
Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions in this short video lesson on taking income from your own Roth IRA.
* "Can I Take Money Out of my Roth IRA Right Now if I Need It?"
* "How Much Income Can I Take From my Roth IRA if I Contribute to it My Whole Life?"
* "How Are My Distributions Taxed When I Do Need My Money?"
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
In this video, we take a quick look at Stage 5: Taking INCOME From Your Roth IRA. As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#RothIRA​ #RetirementPlanning​ #RetirementAccounts​ #7702a​ ​ #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #Roth #FinancialFreedom #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies #IRA
***JOIN OUR MISSION in bringing financial literacy to all of America, and share BrightWealth with a friend or family member!
And always remember...
"It's not WHAT you make... it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/​
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
73
views
Retirement Accounts: How to GROW your Roth IRA (Stage 4)
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around growing your Roth IRA ... "Am I allowed to day-trade the funds inside my Roth IRA?" "How should I measure my performance?" "How do I know if I'm on track for retirement?" "Should I have someone else manage my account for me?"
A Roth IRA can be a great investment vehicle, but you want to make sure that you're on track with your own retirement goals, and that you are not taking too much RISK to get there...
In this episode of BrightWealth,
Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions in this short video lesson on GROWING your own Roth IRA.
* "Am I allowed to day-trade the funds inside my Roth IRA?"
* "How should I measure my performance?"
* "How do I know if I'm on track for retirement?"
* "Should I have someone else manage my account for me?"
Growing your Roth IRA takes attention, and its something that you are going to do over the course of your lifetime.
In this video, we take a quick look at Stage 4 - Growing your Roth IRA. As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#RothIRA​ #RetirementPlanning​ #RetirementAccounts​ #7702a​ ​ #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #PersonalFinance #FinanceTips #Wealth #TaxSavings #Investments #InvestingStrategy #CompoundInterest #401k​ #IRA
***JOIN OUR MISSION in bringing financial literacy to all of America, and share BrightWealth® with a friend or family member!
And always remember...
"It's not WHAT you make... it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
44
views
Retirement Accounts: How to INVEST your Roth IRA (Stage 3)
Schedule a 1-on-1: http://tap.bio/@brightwealth
We receive a lot of questions around INVESTING your Roth IRA ... "Can I buy Crypto Currency with my Roth IRA?" "Should I just buy and hold an Indexed fund?" "What type of investments should I be buying with my Roth IRA?"
A Roth IRA can be a great investment vehicle, but, you're going to have to make your own investments. Or, you'll have to choose a financial advisor to do that for you. In any case, you want to be benchmarking your performance against an index, and you'll want to make your investment selection based on your time-horizon, tolerance for risk, and understanding of the stock market.
Keep in mind, once you purchase stocks, bonds, ETF's, mutual funds, or other investments with your Roth IRA, your account balance will start moving up and down. One thing is for certain, your balance will not stay the same. So, be ready for the constant ups and downs of your account balance.
In this episode of BrightWealth, Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions about investing your Roth IRA. Be sure to leave any additional questions in the comments
* "Can I invest in Crypto in my Roth IRA?"
* "What types of investments can I choose from?"
* "Should I just buy an indexed fund like the S&P500, DowJones, or Nasdaq?
* "Should I just have an investment advisor do this for me?
Whenever you deposit funds into your Roth IRA, those funds go to a 'Cash' account. You'll have to purchase securities with the funds.
In this video, we take a quick look at Stage 3 - Investing your Roth IRA. As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #RetirementPlanning​ #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies #IRA
***JOIN OUR MISSION in bringing financial literacy to all of America, and share BrightWealth with a friend or family member!
And always remember...
"It's not WHAT you make... it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
88
views
Retirement Accounts: How to FUND your Roth IRA (Stage 2)
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the funding of your Roth IRA... "How Do I Rollover My Old 401(k)?" "How Do I Use The Backdoor?", "Can I Contribute To My 401(k) and My IRA in the Same Year?", "Can I Transfer Money From My Savings Account Into My Roth?"
A Roth IRA can be a great investment vehicle, but when you start funding it, you have to be sure you follow the rules!
In this episode of BrightWealth, Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions in this short video lesson on funding your own Roth IRA.
* "How Do I Rollover My Old 401(k)?"
* "How Do I Use The "Backdoor"?"
* "Can I Contribute To My 401(k) and My Roth IRA in the Same Year?"
* "Can I Transfer Money From My Savings Account Into My Roth IRA, Or is it Deducted From My Paycheck?"
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
In this video, we take a quick look at Stage 2 - Funding Your Roth IRA. As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Join our mission in bringing financial literacy to all of America, and share BrightWealth with a friend or family member!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
60
views
Retirement Accounts: How to OPEN your Roth IRA (Stage 1)
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the opening of your Roth IRA...
* "Where should I open my Roth IRA"?
* "When is the best time to open?"
Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions in this short video lesson on opening your own Roth IRA.
It's not going to happen on its own. You are responsible for opening your own Roth IRA.
In this video, we take a quick look at Stage 1 - Opening your Roth IRA. As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
41
views
Worried about the down markets? The BrightAdvisorâ„¢ team is on standby for you!
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#personalfinance #finance #personalfinancetips #marketcrash #2022 #downmarket #breakingnews #investing #investingtips #invest #stocks #investingstrategies #currentevents #financialfreedom #finance101 #wealth #2022market
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
3
views
Fast Financial Education: How to TAKE INCOME from your Roth IRA (Stage 5)
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the funding of your Roth IRA...
A Roth IRA can be a great investment vehicle, but when you start funding it, you have to be sure you follow the rules!
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #backdoor #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
12
views
Fast Financial Education: Managing Your Roth IRA - Active vs. Passive
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the funding of your Roth IRA...
A Roth IRA can be a great investment vehicle, but when you start funding it, you have to be sure you follow the rules!
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #backdoor #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
7
views
Fast Financial Education: How to GROW your Roth IRA (Stage 4)
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the funding of your Roth IRA...
A Roth IRA can be a great investment vehicle, but when you start funding it, you have to be sure you follow the rules!
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #backdoor #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
8
views
Fast Financial Education: The Roth IRA "Backdoor" Funding Strategy
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the funding of your Roth IRA...
A Roth IRA can be a great investment vehicle, but when you start funding it, you have to be sure you follow the rules!
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #backdoor #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
14
views
Fast Financial Education: How to INVEST your Roth IRA (Stage 3)
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the investing of the funds inside your Roth IRA...
A Roth IRA can be a great investment vehicle, but when you start investing it, you have to be sure you follow the rules!
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
7
views
Fast Financial Education: What do I do with my old 401(k) balance?
Do you have an old 401(k) lying around? Here's what you can do with it!
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
#IRA #retirement #savings #finance #401k #401krollover #retirementplanning #financialliteracy #personalfinance #financialadvisor #brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
Join our mission in bringing financial literacy to all of America, and share BrightWealth with a friend or family member!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
40
views
The 5 Basic Stages of your Traditional IRA (Full Lesson)
"What do I do with my 401(k) Rollover?" That is one of the most common questions we get when it comes to growing wealth with your Traditional IRA.
Get all you questions answered this comprehensive Traditional IRA training program including...
* "Can I contribute to my 401(k) and my IRA in the same year"?
* "What happens if I take my money out before 59 1/2?"
* "How are my distributions taxed?"
* "What can I do to make my IRA earn more?"
* "What is the difference between Actively Managed and Passively Managed?"
* "If I make too much, can I still contribute to my IRA?"
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
Lesson Chapters:
0:00 Introduction & Overview
2:06 The Timeline of your Life
7:41 Stage 1: OPEN your IRA
11:27 Stage 2: FUND your IRA
21:09 Stage 3: INVEST your IRA
25:17 Stage 4: GROW your IRA
34:40 Active vs. Passive Management
38:43 Stage 5: Take INCOME from your Roth IRA
43:24 Tax & Penalty Exceptions
44:22 Closing
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics... It's almost a mystery to them...
For most of us, it's because the class was never taught.
Saving for retirement with an IRA can be a mystery. In this video, we take a deep dive into each of the 5 stages that an IRA goes through, so you can better understand how this 'tax-deferred growth' investment vehicle can work for you.
As will all investment options, there are pros and cons to the Traditional IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#401k​ #TraditionalIRA​ #IRA #RetirementPlanning​ #RetirementAccounts​ #7702a​ ​ #RetirementPlans​
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
29
views
Fast Financial Education: How to FUND Your Roth IRA (Stage 2)
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
There can be confusion around the funding of your Roth IRA...
A Roth IRA can be a great investment vehicle, but when you start funding it, you have to be sure you follow the rules!
In this episode of BrightWealth, Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions in this short video lesson on funding your own Roth IRA.
When you first open your Roth IRA, it doesn't have any money in it. It's just a blank investment vehicle. You need to put money into it. And then, ultimately invest that money.
As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
16
views
Fast Financial Education: How to OPEN Your Roth IRA (Stage 1)
There can be confusion around the opening of your Roth IRA...
* "Where should I open my Roth IRA"?
* "When is the best time to open?"
Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions in this short video lesson on opening your own Roth IRA.
It's not going to happen on its own. You are responsible for opening your own Roth IRA.
In this video, we take a quick look at Stage 1 - Opening your Roth IRA. As with all investment options, there are pros and cons to the Roth IRA. Please use this video as education content only.
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#IRARollover #RothIRA​ #IRA #RetirementPlanning​ #RetirementAccounts​ #Roth #RetirementPlans​ #FinancialEducation #FinancialLiteracy #PersonalFinance #401k​ #FinancialFreedom #7702a #FinanceTips #Wealth #GrowingWealth #TaxSaving #InvestmentStrategies
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"It's not WHAT you make, it's what you DO with what you make."
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21
views
Financial Education: 5 Tips to Accelerate your Success
Schedule a 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics. It's almost a mystery to them...
For most of us, it's because the class was never taught.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/​
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
34
views
Financial Education: Taking INCOME from your IRA (FAST)
Schedule a 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics. It's almost a mystery to them...
For most of us, it's because the class was never taught.
#personalfinance #financetiktok #financetok #investingtips #investments #retirementaccount #financetips #investmentstrategy #rothira #ira #compoundinterest #investmenttips #retirementfund #retirementplan #financialfreedom #financialliteracy #financialeducation #finance
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/​
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
76
views
Financial Education: How to GROW your IRA (FAST)
Schedule a 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics. It's almost a mystery to them...
For most of us, it's because the class was never taught.
#personalfinance #financetiktok #financetok #investingtips #investments #retirementaccount #financetips #investmentstrategy #rothira #ira #compoundinterest #investmenttips #retirementfund #retirementplan #financialfreedom #financialliteracy #financialeducation #finance
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/​
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
79
views
Financial Education: How to INVEST your IRA (FAST)
Schedule a 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics. It's almost a mystery to them...
For most of us, it's because the class was never taught.
#personalfinance #investingtips #investments #retirementaccount #financetips #investmentstrategy #rothira #ira #compoundinterest #investmenttips #retirementfund #retirementplan #financialfreedom #financialliteracy #financialeducation #finance
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/​
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
43
views
Financial Education: Can I Contribute to BOTH my 401k and IRA?
Schedule a 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics.
It's almost a mystery to them...
For most of us, it's because the class was never taught.
#personalfinance #financetiktok #financetok #investingtips #investments #retirementaccount #financetips #investmentstrategy #rothira #ira #compoundinterest #investmenttips #retirementfund #retirementplan #financialfreedom #financialliteracy #financialeducation #finance
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/​
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
68
views
Fast Financial Education: How to OPEN your IRA (Stage 1))
There can be confusion around the opening of your IRA... "Where should I open my IRA? "What kind of IRA should I open?" "Should I even open one at all?"
Scott McLaine, BrightWealth Host and Academy Instructor answers all you questions in this short video lesson on opening your own Traditional IRA.
* "Where should I open my IRA"?
* "What kind of IRA should I open?"
* "When is the best time?"
It's not going to happen on its own. You are responsible for opening your own IRA.
In this video, we take a quick look at Stage 1 - Opening Your IRA. As with all investment options, there are pros and cons to the Traditional IRA. Please use this video as education content only.
Website: http://www.BrightAdvisor.com​
Schedule a 1-on-1: http://tap.bio/@brightwealth
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
#401k​ #TraditionalIRA​ #IRA #RetirementPlanning​ #RetirementAccounts​ #7702a​ ​ #RetirementPlans​
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
110
views
"It's not WHAT you make, it's what you DO with what you make."
Schedule a 1-on-1: http://tap.bio/@brightwealth
Website: http://www.BrightAdvisor.com​
For over 20 years I've been in the professional development space and found that many people don't understand personal finance management and wealth building basics. It's almost a mystery to them...
For most of us, it's because the class was never taught.
*** IMPORTANT DISCLAIMER ***
Nothing in this video should be considered as personal advise for you specifically. You should consult with your financial advisor before making any investment related decisions.
Share BrightWealth with a friend or family member who you think could benefit!
"It's not WHAT you make, it's what you DO with what you make."
Social Links:
Tik Tok: https://www.tiktok.com/@brightwealth​
Instagram: https://www.instagram.com/brightwealth_/​
Twitter: https://twitter.com/_brightwealth
LinkedIn: https://www.linkedin.com/company/brightwealth/
59
views