Канал: David Dedman, ChFC®️, AWMA®️

How Taxes on Stock Sales Work. #shorts

How Taxes on Stock Sales Work. #shorts

The Mega Backdoor Roth. #shorts

The Mega Backdoor Roth. #shorts

How Does a Mega Back Door Roth Work? #shorts

How Does a Mega Back Door Roth Work? #shorts

My Favorite Retirement Accounts for Medical Sales Pros #shorts

My Favorite Retirement Accounts for Medical Sales Pros #shorts

The Best Side Hustles for Medical Sales Pros. #shorts

The Best Side Hustles for Medical Sales Pros. #shorts

3 Steps to Save for Your First House. #shorts

3 Steps to Save for Your First House. #shorts

Whole vs Term Life: A Quick Comparison #shorts

Whole vs Term Life: A Quick Comparison #shorts

5 Ways to Stop Lifestyle Inflation

5 Ways to Stop Lifestyle Inflation

3 Money Talks to have BEFORE Saying I Do

3 Money Talks to have BEFORE Saying I Do

How to Rollover Your 401k. #shorts

How to Rollover Your 401k. #shorts

HSAs vs FSAs Don't Neglect Your Health, Medical Sales Pros! #shorts

HSAs vs FSAs Don't Neglect Your Health, Medical Sales Pros! #shorts

Facts vs Trash Common Money Myths Debunked. #shorts

Facts vs Trash Common Money Myths Debunked. #shorts

3 Retirement Accounts That Will Lower Your Tax Bill TODAY #shorts

3 Retirement Accounts That Will Lower Your Tax Bill TODAY #shorts

5Tax Moves Medical Sales Pros Can Make TODAY #shorts

5Tax Moves Medical Sales Pros Can Make TODAY #shorts

Tax Deductions vs Tax Credits What's the Difference? #shorts

Tax Deductions vs Tax Credits What's the Difference? #shorts

5 Tax Moves MedSales Pros Can Make TODAY #shorts

5 Tax Moves MedSales Pros Can Make TODAY #shorts

Just have a plan...for your equity comp. 3 Smart Selling Strategies #shorts

Just have a plan...for your equity comp. 3 Smart Selling Strategies #shorts

Invest in your future, 🔮 or pay off your past? 💸 #shorts

Invest in your future, 🔮 or pay off your past? 💸 #shorts

Do you owe taxes on an inheritance? #shorts

Do you owe taxes on an inheritance? #shorts

House Hunting in High Rate Hell? #shorts

House Hunting in High Rate Hell? #shorts

Don't Lose Your Stock Options When You Quit. Ask These 3 Questions Instead #shorts

Don't Lose Your Stock Options When You Quit. Ask These 3 Questions Instead #shorts

5 Ways to Stop Lifestyle Inflation #shorts

5 Ways to Stop Lifestyle Inflation #shorts

How do I use a HELOC? #shortvideo #shorts #heloc

How do I use a HELOC? #shortvideo #shorts #heloc

Building Wealth with Multiple Income Sources #shorts

Building Wealth with Multiple Income Sources #shorts

Build Wealth with Multiple Income Sources

Build Wealth with Multiple Income Sources

Want a simple, effective 401k portfolio?

Want a simple, effective 401k portfolio?

Create a Simple, Effective 401k Portfolio

Create a Simple, Effective 401k Portfolio

Unleash the Tax Benefits of a Business

Unleash the Tax Benefits of a Business

Unleash the Tax Benefits of a Business

Unleash the Tax Benefits of a Business

How Many Credit Cards Should I Have?

How Many Credit Cards Should I Have?

How Many Credit Cards Should I Have?

How Many Credit Cards Should I Have?

Tax Efficiency 101: Timing Your Income and Expenses #taxes #shorts

Tax Efficiency 101: Timing Your Income and Expenses #taxes #shorts

Tax Efficiency 101: Timing Your Income & Expenses

Tax Efficiency 101: Timing Your Income & Expenses

Crush Your Tax Bill - Unlock Employer Benefits! #short #shortvideo

Crush Your Tax Bill - Unlock Employer Benefits! #short #shortvideo

Crush Your Tax Bill Unlock Employer Benefits!

Crush Your Tax Bill Unlock Employer Benefits!

A Forgotten Gem of a Tax Deduction

A Forgotten Gem of a Tax Deduction

Forgotten Gem of a Tax Deduction 💎

Forgotten Gem of a Tax Deduction 💎

Your Secret Tax Weapon - Rental Property

Your Secret Tax Weapon - Rental Property

Your Secret Tax Weapon - Rental Property

Your Secret Tax Weapon - Rental Property

Want to crush your taxes? Use Loss Carry Forwards

Want to crush your taxes? Use Loss Carry Forwards

Crush Taxes, Use Loss Carry Forwards

Crush Taxes, Use Loss Carry Forwards

Can Money Buy Happiness?

Can Money Buy Happiness?

How to Buy Happiness

How to Buy Happiness

Snowball or Avalanche? Debt Payment Strategies

Snowball or Avalanche? Debt Payment Strategies

Snowball or Avalanche Debt Payment Strategies

Snowball or Avalanche Debt Payment Strategies

How to Assess Your Financial Health

How to Assess Your Financial Health

How to Make Yourself Financially Rock Solid #shorts

How to Make Yourself Financially Rock Solid #shorts

Company Stock in Your 401k? Check Out NUA

Company Stock in Your 401k? Check Out NUA

Should You Still Buy Stocks in 2024!

Should You Still Buy Stocks in 2024!

Should You Buy Stocks in 2024?

Should You Buy Stocks in 2024?

March 1, 2024

March 1, 2024

Which 401k Investments Should I Choose?

Which 401k Investments Should I Choose?

February 23, 2024

February 23, 2024

Got Financial Stress?

Got Financial Stress?

Taxes and ISOs #shorts

Taxes and ISOs #shorts

Lack of Financial Education

Lack of Financial Education

Avoid Impulse Spending and Lifestyle Inflation #shorts

Avoid Impulse Spending and Lifestyle Inflation #shorts

#medicalsalesrep Money Mistake #6 Neglecting Short Term Goals

#medicalsalesrep Money Mistake #6 Neglecting Short Term Goals

Money Mistake #5 - Lack of Diversification

Money Mistake #5 - Lack of Diversification

Mistake #5 - Lack of Diversification

Mistake #5 - Lack of Diversification

Money Mistake #4 - Excessive Debt

Money Mistake #4 - Excessive Debt

Money Mistake #4 Excessive Debt #shorts

Money Mistake #4 Excessive Debt #shorts

Mistake 3 Ignoring Tax Planning

Mistake 3 Ignoring Tax Planning

Medical Sales Pro Money Mistake #3 Ignoring Tax Planning #Shorts

Medical Sales Pro Money Mistake #3 Ignoring Tax Planning #Shorts

Money Mistake #2 - Retirement Procrastination

Money Mistake #2 - Retirement Procrastination

Medical Sales Rep Mistake #2 - Retirement Procrastination

Medical Sales Rep Mistake #2 - Retirement Procrastination

Commission overindulgence

Commission overindulgence

Supercharge Your Portfolio with ETFs!

Supercharge Your Portfolio with ETFs!

Breaking Down Capital Gains Taxes

Breaking Down Capital Gains Taxes

Don't Forget this Awesome Year End Tax Strategy!

Don't Forget this Awesome Year End Tax Strategy!

Money Moves for Year End

Money Moves for Year End

Questions to Ask Financial Advisors

Questions to Ask Financial Advisors

Get Your Free Personalized Financial Assessment📊

Get Your Free Personalized Financial Assessment📊

Why Behavior Beats Investment Choices Everytime

Why Behavior Beats Investment Choices Everytime

Can I Retire With A Million Dollars

Can I Retire With A Million Dollars

Skip Life Insurance? It's Not for Everyone

Skip Life Insurance? It's Not for Everyone

Taking Penalty Free Withdrawals from an IRA

Taking Penalty Free Withdrawals from an IRA

Money and Dementia

Money and Dementia

Tax Planning Is A Year Round Sport

Tax Planning Is A Year Round Sport

Short Term Goal? Here's Where To Invest

Short Term Goal? Here's Where To Invest

Power of Attorney - Empowering and Protecting

Power of Attorney - Empowering and Protecting

Marital Finances To Combine or Not To Combine

Marital Finances To Combine or Not To Combine

Retirement Planning Tips for the Super Busy

Retirement Planning Tips for the Super Busy

The Pros and Cons of 401k Loans

The Pros and Cons of 401k Loans

The 5 Mistakes of Chasing Performance

The 5 Mistakes of Chasing Performance

How Often Does the Market Correct

How Often Does the Market Correct

10 Reasons to Consolidate Old 401ks

10 Reasons to Consolidate Old 401ks

WILL I GET KILLED ON TAXES? With ISOs

WILL I GET KILLED ON TAXES? With ISOs

Just Received A Windfall?

Just Received A Windfall?

Estate Planning 101

Estate Planning 101

Why Cash Sucks!

Why Cash Sucks!

The Superiority of Stocks - Best Investment for the Long Term

The Superiority of Stocks - Best Investment for the Long Term

Boost Your Wealth with Tax-Loss Harvesting!

Boost Your Wealth with Tax-Loss Harvesting!

Target Retirement Date Funds - Hidden Pitfalls

Target Retirement Date Funds - Hidden Pitfalls

Paying Off Mortgage vs Investing

Paying Off Mortgage vs Investing

Don't Let the Tax Man Win! Tax Strategies for Today

Don't Let the Tax Man Win! Tax Strategies for Today

IRAs vs 401ks Which Is Less Risky

IRAs vs 401ks Which Is Less Risky

Escape the Clutches of Student Loan Debt

Escape the Clutches of Student Loan Debt

10 Financial Moves After a Layoff

10 Financial Moves After a Layoff

Why is My Portfolio Underperforming?

Why is My Portfolio Underperforming?

When Will Interest Rates Go Down

When Will Interest Rates Go Down

Back Door Roth - Sneak in through the kitchen!

Back Door Roth - Sneak in through the kitchen!

529s VS Brokerage Accounts 🥊

529s VS Brokerage Accounts 🥊

ESPP How much is too much?

ESPP How much is too much?

ESPP: The Ultimate Wealth Builder

ESPP: The Ultimate Wealth Builder

Your Financial Scorecard

Your Financial Scorecard

Why Contribute to a Matchless 401k

Why Contribute to a Matchless 401k

I Can't Pay My Taxes! Now What?

I Can't Pay My Taxes! Now What?

Sudden Wealth From An Inheritance

Sudden Wealth From An Inheritance

5 Things to Know About Your 401k

5 Things to Know About Your 401k

Building Wealth with Bonuses

Building Wealth with Bonuses

Build Wealth with your HSA!

Build Wealth with your HSA!

Med Sales Reps - Know your equity compensation

Med Sales Reps - Know your equity compensation