Here’s my Top 12 Client queries from the past 3 years of being a CFP®. Which number are you ?💸
Subscribe to our Newsletter & get ADHD Money Mastery Ebook https://www.adhdmoneytalk.com In this YouTube video, Dave breaks down the basics of tax allocation using a whiteboard. He introduces three tax buckets: pre-tax, tax-free, and taxable. Pre-tax accounts, like 401(k)s and IRAs, are funded with money that hasn't been taxed yet…
Subscribe to our Newsletter & get ADHD Money Mastery Ebook https://www.adhdmoneytalk.com/ Check out this video where I share a simple trick to keep track of your Amazon spending in your budgeting app. No more guessing games or endless scrolling through your Amazon orders to figure out what each charge was…
Join Our Facebook Community Page - https://www.facebook.com/groups/adhdmoneytalk Subscribe to our Newsletter & get ADHD Money Mastery Ebook https://www.adhdmoneytalk.com/ In this week’s episode, we delve into the world of lowering taxes and increasing personal income. Addressing a question from Yvonne, a member of our Facebook community, we explore various effective strategies…
Subscribe to our Newsletter & get ADHD Money Mastery Ebook https://www.adhdmoneytalk.com/ In this video, we're exploring the brain's role in financial decision-making, with a special focus on ADHD. Meet Jordan, whose journey with ADHD and financial decisions like mortgage payments or stock investments reveals much about the unique challenges faced…
