![Jazz Wealth Managers](/img/default-banner.jpg)
- 3 375
- 24 961 817
Jazz Wealth Managers
United States
Приєднався 21 лип 2016
We work with investors that are retired or have 10+ years until retirement. Financial advisors in the industry only want to work with the wealthy, and everyone else tries to convince you that fees are what hold you back from success.
We are the first to offer full, dedicated financial advice, portfolio management with performance we publish, and a full suite of personal finance tools to assist the growth investor. For more information set up a call or visit JazzWealth.com.
We are the first to offer full, dedicated financial advice, portfolio management with performance we publish, and a full suite of personal finance tools to assist the growth investor. For more information set up a call or visit JazzWealth.com.
REAL LIFE HOME SALE STRATEGIES, DONOR ADVISED FUND TIPS, AND THE FUTURE OF JAZZ WEALTH MANAGERS
Today we're covering practical, real life tips and strategies when selling your home! We'll also be diving in to the world of donor advised funds and how to properly utilize those!
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
---Ready to subscribe---
ua-cam.com/users/jazzwealth
For more information visit:
www.jazzwealth.com/
--- Instagram @jazzWealth
--- Facebook
JazzWealth/
--- Twitter @jazzWealth
Business Affairs 📧Support@JazzWealth.com
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
---Ready to subscribe---
ua-cam.com/users/jazzwealth
For more information visit:
www.jazzwealth.com/
--- Instagram @jazzWealth
JazzWealth/
--- Twitter @jazzWealth
Business Affairs 📧Support@JazzWealth.com
Переглядів: 777
Відео
Understanding Conservative Retirement Investing RISKS
Переглядів 1,6 тис.День тому
Bonds in retirement is a "trendy" thing to do but is it the RIGHT thing to do? Today we're covering the conservative side of investing in retirement and the risks associated with that! 0:00 Intro 0:53 Federal Funds Rate 1:39 Bond Fund performance 3:57 Bond options 5:12 The risks with bonds 7:34 How do bonds work? Explained 9:45 How bonds can impact your portfolio 11:50 Questions? Drop them belo...
4 Retirement Planning LIES Ruining Your Retirement Plan! 🤯
Переглядів 4,9 тис.День тому
From planning your retirement age to the way you invest, today we're covering a few different myths (lies) that may be ruining your retirement plan! 0:00 Into 0:20 Myth 1: Planning on your money lasting long enough 3:50 Myth 2: Your tax rate will be lower in retirement 6:09 Myth 3: Bridging the health care gap 9:26 Myth 4: Bonds are safe alternative in retirement 🤔 12:11 Jokes jokes jokes Jazz ...
Retiring With A Pension: RISKS You Need To Plan For!
Переглядів 6 тис.День тому
Are you retiring with a pension? Today we're covering a retirement plan with a pension and some risks that you should be aware of when counting on your pension for retirement! 0:00 Retirement Planning with a Pension 0:30 Risk of making the wrong election 1:00 What if my pension runs out of money? 2:45 Conduct a pension checkup 3:51 Retirement Planning For Pension RISKS 5:43 10-year certain peri...
Jazz Answers Two Of The Most Common Personal Questions We Get!
Переглядів 1 тис.14 днів тому
Who is Jazz Wealth? Today you're getting a little peak behind the curtain at the Jazz Wealth Managers! Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting star...
Should You Payoff Your Mortgage Before Retirement? Or Should You WAIT? 🤔
Переглядів 2,5 тис.14 днів тому
Should You Pay Off Your Mortgage Before Retirement or should you wait?? Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed...
4 Things To Consider When Nearing Retirement!
Переглядів 4,1 тис.21 день тому
Nearing retirement and wondering what you should do next? This video will provide tactical insights from professionals! Retirement planning can be daunting so feel free to comment your questions below and we'll be happy to help! 0:00 Intro 0:17 Checklist when nearing retirement 0:50 Investment allocation & bucket strategies 3:00 Taxes in retirement & tax strategies 4:08 Planning around the wors...
How To Retire At 60: COMPLETE GUIDE & CASE STUDY!
Переглядів 16 тис.21 день тому
How To Retire At 60: COMPLETE GUIDE & CASE STUDY!
GameStop Frenzy: How Much Has Roaring Kitty Made? Is It Legal? 🤔
Переглядів 1,8 тис.28 днів тому
GameStop Frenzy: How Much Has Roaring Kitty Made? Is It Legal? 🤔
Inherited IRA Required Minimum Distribution Rules Explained! (2024) 🤓
Переглядів 969Місяць тому
Inherited IRA Required Minimum Distribution Rules Explained! (2024) 🤓
AVERAGE RETIREE INCOME: HOW DO YOU COMPARE? 🤔
Переглядів 18 тис.Місяць тому
AVERAGE RETIREE INCOME: HOW DO YOU COMPARE? 🤔
Not Enough Retirement Savings? Here's Your Next Move(s)!
Переглядів 2,5 тис.Місяць тому
Not Enough Retirement Savings? Here's Your Next Move(s)!
How To Invest In AI OUTSIDE Of Nvidia! 🤔
Переглядів 1,8 тис.Місяць тому
How To Invest In AI OUTSIDE Of Nvidia! 🤔
Don't Do Roth Conversions? WATCH THIS FIRST! 🤓
Переглядів 4,4 тис.Місяць тому
Don't Do Roth Conversions? WATCH THIS FIRST! 🤓
Roth IRA Explained Simply: A FULL Guide To The Roth IRA! 📑
Переглядів 12 тис.Місяць тому
Roth IRA Explained Simply: A FULL Guide To The Roth IRA! 📑
RETIREMENT PLANNING STEPS YOU NEED TO KNOW 🤓
Переглядів 1,9 тис.Місяць тому
RETIREMENT PLANNING STEPS YOU NEED TO KNOW 🤓
Retirement Planning With A Pension AND 401k! 🤓
Переглядів 6 тис.Місяць тому
Retirement Planning With A Pension AND 401k! 🤓
Retiring On JUST $750,000! How Long Will It Last? 🤔
Переглядів 4 тис.Місяць тому
Retiring On JUST $750,000! How Long Will It Last? 🤔
TAX STRATEGIES WHEN SELLING YOUR HOME
Переглядів 1,2 тис.Місяць тому
TAX STRATEGIES WHEN SELLING YOUR HOME
Health Care In Retirement - Retiring With Zero Health Care Costs?
Переглядів 2,3 тис.Місяць тому
Health Care In Retirement - Retiring With Zero Health Care Costs?
Stock Market Update: Best Stocks To Buy Now 🤔
Переглядів 5 тис.2 місяці тому
Stock Market Update: Best Stocks To Buy Now 🤔
Retiring at 55: EVERYTHING You Must Know!
Переглядів 19 тис.2 місяці тому
Retiring at 55: EVERYTHING You Must Know!
Life Insurance Planning: Expert Tips for Finding the RIGHT Amount! 😎
Переглядів 9912 місяці тому
Life Insurance Planning: Expert Tips for Finding the RIGHT Amount! 😎
Stock Market Found A Low. Now What? 🤔
Переглядів 4 тис.2 місяці тому
Stock Market Found A Low. Now What? 🤔
Can You Retire On The Average Retirement Savings? 🤔
Переглядів 16 тис.2 місяці тому
Can You Retire On The Average Retirement Savings? 🤔
EXACTLY When To Slow Down On Investing. 🤔
Переглядів 5 тис.2 місяці тому
EXACTLY When To Slow Down On Investing. 🤔
Retirement Planning In Your 40's AND 50's! 😎
Переглядів 7 тис.2 місяці тому
Retirement Planning In Your 40's AND 50's! 😎
Israel News Outweighs Stock Market Earnings.
Переглядів 2,6 тис.2 місяці тому
Israel News Outweighs Stock Market Earnings.
Average Retirement Account Balances VS. YOU 🤔
Переглядів 4,2 тис.2 місяці тому
Average Retirement Account Balances VS. YOU 🤔
I like the way that one black gentleman has his hair "done up"
Tell me what year taxes went down....! Tell me! Pay the taxes at today's rate!
I’m 53 and have about $225k liquid in savings which I plan to put towards becoming a homeowner, but based on the current high prices on real estate, do you suggest I hold from buying and look at dividend paying stocks instead?
after studying the trajectory of great assets like real estate dividend paying stocks and gold, my conclusion is to buy and invest in what you can afford today! working with a financial advisor can certainly help
Agreed, I'm in line with having a license professional oversee my day-to-day investing cos, my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio is well diversified and has just 5X in 5 years, summing up roughly $1m as of today.
@@arlenehill4ril i'm screwed !! who is the advisor guiding you please? real estate prices exploded, interest rates exploded, but my wage the same ...
Can't divulge much, I delegate my excesses to someone of great expertise ''Karen Lynne Chess'' preferably you can look her up online, her qualifications speak for itself.
@@arlenehill4ril thanks for sharing, I must say Karen appears to be quite knowledgeable.. curiously copied and pasted her full name on the web and at once came across her consulting page, no bs!
Strategery? 😂
Welcome back!
“HUG MFERs” 🤣🤣🤣
Roth IRA vs traditional IRA vs provsional IRA
Bring back the closing beat!
😢
🥲
Thank you Dustin and Eric great info.
This would be a great commercial
What’s this movie?
I’m 33 with 118k
The guy sitting has a nice hair doo. Serious
What people don’t realize, is an annuity pays you cash on a quarterly or annual basis which derives from dividends. Tell me a company, any company, that will pay you a 7.25% dividend on an annual basis while maintaining their original investment QUARANTEED.??? I’ll give you a hint. It’s nobody.
If this is a movie, I NEED TO WATCH IT
Retired at 39, gobment jobs!!
I'm confused where's the irish people blowing up cars.
He’s 100% right. Friendship over money anyday😂
Mayo steady spitting
Is that kevin hart?
Will kind of sounds like Justin hahha i thought it was a voice over for a sec
Video starts at 5:14
I’m 55 from Southeastern Ohio but worked overseas all my life. I have savings of $1,000,000 and I'm ready for retirement, only concerned about the soaring inflation. Is this enough to retire comfortably, or do I need some sort of money management.
I'm glad to connect with another Buckeye! The comfort of your retirement depends largely on your chosen lifestyle...
I would consider getting money management just in case. You're only 55, and while the average life expectancy in the US is 77.5 years, many people live well into their 80s. So, that $1 million has to last you through all of that and the unforeseen. $1 million is a great start though. Good for you!
I’m quite lucky exposed to personal finance at early age, started job 19, purchased first home 28. Going forward, got laid-off at 36 just after covid-outbreak, and at once hired an advisor with grit to help stay afloat. As of today, my portfolio has yielded over 300%, summing up $836k. Stay motivated friends
Your advisor must be really good. How I can get in touch? My retirement portfolio's decline is a concern, and I could use some guidance.
'Melissa Elise Robinson' is the advis0r I use. Just research the name. You’d find necessary details to work with to set up an appointment.
I’d be retiring or working less in 5 years, and curious to know how best people split their pay, how much of it goes into savings, spendings or investments, I earn around $250k per year but nothing to show for it yet.
get rid of any unnecessary purchases, especially things that cost you monthly, or better still, consider financial planning
Agreed, I'm quite lucky exposed to financial planning at an early age, started work full time at 19, purchased first home at 28. Going forward, got laid off at 36 amidst covid-outbreak, and immediately consulted an advisor to stay afloat. As of today, I'm barely 15% short of my $1m goal after subsequent investments.
@@Charlesman_T that's great! retired in my 40s after inheriting money from a childless relative. I was making 6 figures at work but it was just a treadmill, traveled overseas and found a girl almost my age, happily married and only issue is how to grow or preserve our wealth... think your advisor can be of help?
Karen Lynne Chess is the licensed advisor I use. Just search the name. You’d find necessary details to set up an appointment.
curiously searched ‘Karen Lynne Chess’ on the internet, spotted her consulting page at once, and was able to schedule a free call session. Ive seen commentaries about advisors but not one looks this phenomenal
I bet it would be really funny if it wasn't censored
? The IRS canceled the waiver tax for 2021 to 2024 - bottom line you have 10 years to zero out the account starting after the year the person dies. Take some every year to avoid getting crushed In taxes on the 10th year
The government taxes every single got damed thing
The end of the movie where Bob is getting scammed too😂
Hey he’s not wrong though. It is fool proof.
Interest Rate ⬇️: Fund Traditional Interest Rate ⬆️: Fund Roth
You’re correct! My 403b did nothing! I am withdrawing the funds.
For bonds vol comparison why did you choose 20+ year bond fund? Yes we know long term bonds are highly volatile. I suspect most people would be short to intermediate term bonds.
Where's the closing beat??
This is real friendship lol
Are there no more closing beats?
I didn’t know Kamala Harris used to be an extra on movies
Ron Funches as a gangsta is hilarious 😂
Love this movie. Thanks needed this chuckle today. Preciate you
To any young people I would tell them try very hard to get a Government job that offers a pension. its not a sexy job in a start up nor do they throw tons of perks or large salaries at you, but generally its a steady and secure job and 5,10 15 years just flies by, and here I am now 56 years old and 37 years of employment. you will get a good pension till you die....its always going to be there, and then SS will come your way also.
There is no friendship if we get audited! 😂
You just saved my whole life! Thank you
Mayo 😅😅😅
Great information! Thank you, Eric! Jazz Wealth is the best! So glad we're clients!
The next downturn is really going to hurt people in the 55 to 65 range
“I don’t know what this has to do with my retirement plan but I’ve agreed with everything you’ve said about the British so far”
Basically the government wants you to die before you ever claim any money you’ve paid into for 40 years. This whole system is dogshit, there has to be a better way.
Great explanation Eric! I bought into FBNDX (Fidelity Investment Grade Bond Fund) in 2021in order to "diversify" a bit into a more stable area and have been on the bond roller coaster. Its been a learning experience as I never thought bonds/bond funds could change in value so much. I plan to let it ride and keep reinvesting the monthly dividends...
Thanks for watching! What'd you guys think? Drop your thoughts below!
Thanks Eric. We need Dustin back.