Канал: Blue Ridge Wealth Planners

I'm 63 With $250,000 Of Income. How Will I Be Impacted If The Trump Tax Cut Expires?

I'm 63 With $250,000 Of Income. How Will I Be Impacted If The Trump Tax Cut Expires?

How To Lock In 5% Or More On Your Bank Funds For Longer Than A Year

How To Lock In 5% Or More On Your Bank Funds For Longer Than A Year

Looking To Retire? Here's Why You Should Consider Tennessee

Looking To Retire? Here's Why You Should Consider Tennessee

I'm 61 And Married With $4,000,000 In My 401(k) Do Roth Conversions Make A Difference?

I'm 61 And Married With $4,000,000 In My 401(k) Do Roth Conversions Make A Difference?

I'm 64 And Married With $6,000,000 In My 401(k) Do Roth Conversions Make A Difference?

I'm 64 And Married With $6,000,000 In My 401(k) Do Roth Conversions Make A Difference?

Meet The Team - Austin Ballenger

Meet The Team - Austin Ballenger

I'm 62 And Married With $3,000,000 In My 401(k). Should I Consider A Roth Conversion?

I'm 62 And Married With $3,000,000 In My 401(k). Should I Consider A Roth Conversion?

Meet The Team - Macey Smith

Meet The Team - Macey Smith

I'm 60, Married, And Working With $2,000,000 In My 401(k). Should I Consider A Roth Conversion?

I'm 60, Married, And Working With $2,000,000 In My 401(k). Should I Consider A Roth Conversion?

I'm 64 And Married With $1,600,000 In Retirement Savings. How Do I Build A Plan For Retirement?

I'm 64 And Married With $1,600,000 In Retirement Savings. How Do I Build A Plan For Retirement?

Meet The Team - Ben Patterson

Meet The Team - Ben Patterson

Meet The Team - Mary Esther Maxwell

Meet The Team - Mary Esther Maxwell

Meet The Team - Dianna Parker

Meet The Team - Dianna Parker

How Are Social Security Benefits Taxed?

How Are Social Security Benefits Taxed?

10 Questions To Ask A Financial Advisor (And Our Answers)

10 Questions To Ask A Financial Advisor (And Our Answers)

I Want To Retire. How Much Income Do I Need To Cover Expenses?

I Want To Retire. How Much Income Do I Need To Cover Expenses?

I Just Inherited A Brokerage Account. What Do I Need To Know?

I Just Inherited A Brokerage Account. What Do I Need To Know?

I Just Turned 66. What Do I Need To Know About Social Security?

I Just Turned 66. What Do I Need To Know About Social Security?

I Just Turned 62. What Do I Need To Know About Social Security?

I Just Turned 62. What Do I Need To Know About Social Security?

I Just Inherited A Roth IRA. What Do I Need To Know?

I Just Inherited A Roth IRA. What Do I Need To Know?

I Just Inherited An IRA. What Do I Need To Know?

I Just Inherited An IRA. What Do I Need To Know?

I'm Turning 73, What Do I Need To Know About RMDs?

I'm Turning 73, What Do I Need To Know About RMDs?

I'm 59.5, How Does That Affect My Decisions About Retirement?

I'm 59.5, How Does That Affect My Decisions About Retirement?

Meet The Team - Bethany Yingst

Meet The Team - Bethany Yingst

I'm 65 And Married With $1,100,000 In My Retirement Savings. How Do I Plan To Retire In 10 Years?

I'm 65 And Married With $1,100,000 In My Retirement Savings. How Do I Plan To Retire In 10 Years?

Meet The Team - Greg Adkins

Meet The Team - Greg Adkins

I'm 52 And Married With $1,500,000 In Retirement Savings. How Do I Plan To Retire In 10 Years?

I'm 52 And Married With $1,500,000 In Retirement Savings. How Do I Plan To Retire In 10 Years?

I'm 70 And Married With $1,500,000 In My 401(k) How Do I Create A Plan For Retirement?

I'm 70 And Married With $1,500,000 In My 401(k) How Do I Create A Plan For Retirement?

I'm 60 And Married With $1,600,000 How Do I Create A Plan For Retirement?

I'm 60 And Married With $1,600,000 How Do I Create A Plan For Retirement?

I'm 62 and Married with $1,300,000 In My 401(k) How Do I Create a Plan for Retirement?

I'm 62 and Married with $1,300,000 In My 401(k) How Do I Create a Plan for Retirement?

I'm 55 And Married With $2,000,000 In My 401(k) Is It Possible To Retire Early?

I'm 55 And Married With $2,000,000 In My 401(k) Is It Possible To Retire Early?

Meet The Team - Emily Lorino

Meet The Team - Emily Lorino

I'm 70 And Retired With $750,000 In My 401(k) Should I Convert ALL To A Roth IRA

I'm 70 And Retired With $750,000 In My 401(k) Should I Convert ALL To A Roth IRA

I'm 60 And Retired With $1,000,000 In My 401(k) Should I Convert ALL To A Roth IRA

I'm 60 And Retired With $1,000,000 In My 401(k) Should I Convert ALL To A Roth IRA

I'm 62 And Working With $2,500,000 In My 401(k) Should I Convert ALL To A Roth IRA

I'm 62 And Working With $2,500,000 In My 401(k) Should I Convert ALL To A Roth IRA

I'm 61 And Working With $400,000 Of LOSSES In My 401(k) Should I Convert To A Roth IRA

I'm 61 And Working With $400,000 Of LOSSES In My 401(k) Should I Convert To A Roth IRA

I'm 69 And Retired With $600,000 Of LOSSES In My 401(k) Should I Convert To A Roth IRA

I'm 69 And Retired With $600,000 Of LOSSES In My 401(k) Should I Convert To A Roth IRA

Thank You For 1,000 Subscribers!

Thank You For 1,000 Subscribers!

I'm 67 And Retired With $500,000 Of LOSSES In My 401(k) Should I Convert To A Roth IRA

I'm 67 And Retired With $500,000 Of LOSSES In My 401(k) Should I Convert To A Roth IRA

I'm 62 And Retired With $300,000 Of LOSSES In My 401(k), Should I Convert To A Roth IRA

I'm 62 And Retired With $300,000 Of LOSSES In My 401(k), Should I Convert To A Roth IRA

I'm 69 And Retired With $1,600,000 In My 401(k) Should I Convert To A Roth IRA

I'm 69 And Retired With $1,600,000 In My 401(k) Should I Convert To A Roth IRA

I'm 60 And Working With $2,200,000 In My 401(k) Should I Convert To A Roth IRA?

I'm 60 And Working With $2,200,000 In My 401(k) Should I Convert To A Roth IRA?

I'm 61 And Working With $3,000,000 In My 401(k) Should I Convert To A Roth IRA

I'm 61 And Working With $3,000,000 In My 401(k) Should I Convert To A Roth IRA

I'm 63 And Working With $400,000 In My 401(k) Should I Convert To A Roth IRA

I'm 63 And Working With $400,000 In My 401(k) Should I Convert To A Roth IRA

I'm 64, Single, And Retired With $1,800,000 In My 401(k) Should I Convert To A Roth IRA

I'm 64, Single, And Retired With $1,800,000 In My 401(k) Should I Convert To A Roth IRA

I'm 69 And Working With No Plans To Retire And $750,000 In My 401(k) Should I Convert To A Roth IRA?

I'm 69 And Working With No Plans To Retire And $750,000 In My 401(k) Should I Convert To A Roth IRA?

I'm 64, Married, And Retired With $1,800,000 In My 401(k) Should I Convert To A Roth IRA

I'm 64, Married, And Retired With $1,800,000 In My 401(k) Should I Convert To A Roth IRA

I'm 73 And Retired With $1,500,000 In My 401(k) Should I Convert To A Roth IRA

I'm 73 And Retired With $1,500,000 In My 401(k) Should I Convert To A Roth IRA

I'm 79 And Retired With $1,100,000 In My 401(k) Should I Convert To A Roth IRA

I'm 79 And Retired With $1,100,000 In My 401(k) Should I Convert To A Roth IRA

I'm 68 And Retired With $200,000 In My 401(k) Should I Convert To A Roth IRA

I'm 68 And Retired With $200,000 In My 401(k) Should I Convert To A Roth IRA

I'm 63 And Retired With $2,000,000 In My 401(k) Should I Convert To A Roth IRA

I'm 63 And Retired With $2,000,000 In My 401(k) Should I Convert To A Roth IRA

I'm 59.5 And Working With $650,000 In My 401(k) Should I Convert To A Roth IRA

I'm 59.5 And Working With $650,000 In My 401(k) Should I Convert To A Roth IRA

I'm 58 And Working With $900,000 In My 401(k) Should I Convert To A Roth IRA

I'm 58 And Working With $900,000 In My 401(k) Should I Convert To A Roth IRA

I'm 80 And Retired With $900,000 In My 401(k) Should I Convert To A Roth IRA

I'm 80 And Retired With $900,000 In My 401(k) Should I Convert To A Roth IRA

I'm 72 And Retired With $600,000 In My 401(k) Should I Convert To A Roth IRA

I'm 72 And Retired With $600,000 In My 401(k) Should I Convert To A Roth IRA

I'm 67 And Working With $1,200,000 In My 401K Should I Convert To A Roth IRA

I'm 67 And Working With $1,200,000 In My 401K Should I Convert To A Roth IRA

I'm 66 And Retired With High Income From Rental Properties Should I Convert To A Roth IRA

I'm 66 And Retired With High Income From Rental Properties Should I Convert To A Roth IRA

I'm 65 And Retired With A High Income In Retirement Should I Convert To A Roth IRA

I'm 65 And Retired With A High Income In Retirement Should I Convert To A Roth IRA

I'm 62 And Retired With $700,000 In My 401K Should I Convert To A Roth IRA

I'm 62 And Retired With $700,000 In My 401K Should I Convert To A Roth IRA

I'm 60 And Working With $500,000 In My 401K Should I Convert To A Roth IRA

I'm 60 And Working With $500,000 In My 401K Should I Convert To A Roth IRA

I'm 55 And Retired With $1,000,000 In My 401K Should I Convert To A Roth IRA

I'm 55 And Retired With $1,000,000 In My 401K Should I Convert To A Roth IRA

I'm 55 And Working With $800,000 In My 401K Should I Convert To A Roth IRA

I'm 55 And Working With $800,000 In My 401K Should I Convert To A Roth IRA

Meet The Team - Autumn Brewer

Meet The Team - Autumn Brewer

Meet The Team - Jonathan Mills

Meet The Team - Jonathan Mills

Meet The Team - Emily Houston

Meet The Team - Emily Houston

Meet The Team - Kristian Buckner

Meet The Team - Kristian Buckner

Inflation - Back & Forth with Blue Ridge Wealth (Podcast Ep. 20)

Inflation - Back & Forth with Blue Ridge Wealth (Podcast Ep. 20)

Biden's New Tax Plan - Back & Forth with Blue Ridge Wealth (Podcast Ep. 18)

Biden's New Tax Plan - Back & Forth with Blue Ridge Wealth (Podcast Ep. 18)

Mental Accounting - Back & Forth with Blue Ridge Wealth Planners (Podcast Ep. 17)

Mental Accounting - Back & Forth with Blue Ridge Wealth Planners (Podcast Ep. 17)

Inflation - Back & Forth with Blue Ridge Wealth Planners (Podcast EP. 16)

Inflation - Back & Forth with Blue Ridge Wealth Planners (Podcast EP. 16)

Loss Aversion - Back & Forth with Blue Ridge Wealth Planners (Podcast Ep. 15)

Loss Aversion - Back & Forth with Blue Ridge Wealth Planners (Podcast Ep. 15)

GameStop Stocks - Back & Forth with Blue Ridge Wealth (Podcast Ep. 14)

GameStop Stocks - Back & Forth with Blue Ridge Wealth (Podcast Ep. 14)

Behavioral Finance - Back & Forth with Blue Ridge Wealth (Podcast Ep. 13)

Behavioral Finance - Back & Forth with Blue Ridge Wealth (Podcast Ep. 13)

New Stimulus Package - Back & Forth with Blue Ridge Wealth (Podcast - Ep. 12)

New Stimulus Package - Back & Forth with Blue Ridge Wealth (Podcast - Ep. 12)

State of the Economy - Back & Forth with Blue Ridge Wealth (Podcast - Ep. 11)

State of the Economy - Back & Forth with Blue Ridge Wealth (Podcast - Ep. 11)

Investment Models - Reservoir

Investment Models - Reservoir

Meet The Team - Josh Bigwood

Meet The Team - Josh Bigwood

Investment Models - Irrigator

Investment Models - Irrigator

Investment Models - Rainmaker

Investment Models - Rainmaker

Life Insurance - Back & Forth with Blue Ridge Wealth (Podcast - Ep. 10)

Life Insurance - Back & Forth with Blue Ridge Wealth (Podcast - Ep. 10)

Rules of Retirement - Season 2 Episode 8: Save On Taxes During the Holidays

Rules of Retirement - Season 2 Episode 8: Save On Taxes During the Holidays

Rules of Retirement - Season 2 Episode 6: Making Sure We Control the Right Things

Rules of Retirement - Season 2 Episode 6: Making Sure We Control the Right Things

Rules of Retirement - Season 2 Episode 10: ROI vs ROR

Rules of Retirement - Season 2 Episode 10: ROI vs ROR

Rules of Retirement - Season 2 Episode 2: Why Diversification is Important in Retirement

Rules of Retirement - Season 2 Episode 2: Why Diversification is Important in Retirement

Rules of Retirement - Season 2 Episode 3: How Football Impacts Our View of Investments

Rules of Retirement - Season 2 Episode 3: How Football Impacts Our View of Investments

Rules of Retirement - Season 2 Episode 1: Rates of Return on Investment Portfolios

Rules of Retirement - Season 2 Episode 1: Rates of Return on Investment Portfolios

Rules of Retirement - Season 2 Episode 7: Creating More Consistency

Rules of Retirement - Season 2 Episode 7: Creating More Consistency

Rules of Retirement - Season 2 Episode 5: Thinking About Social Security

Rules of Retirement - Season 2 Episode 5: Thinking About Social Security

Rules of Retirement - Season 2 Episode 4: Avoiding the Pitfalls of the Sandwich Generation

Rules of Retirement - Season 2 Episode 4: Avoiding the Pitfalls of the Sandwich Generation

Rules of Retirement - Season 2 Episode 9: Guidance For Your New Year Review

Rules of Retirement - Season 2 Episode 9: Guidance For Your New Year Review

Real Estate Investment - Back & Forth with Blue Ridge Wealth (Podcast Ep. 9)

Real Estate Investment - Back & Forth with Blue Ridge Wealth (Podcast Ep. 9)

Annuities - Back & Forth with Blue Ridge Wealth (Podcast Ep. 8)

Annuities - Back & Forth with Blue Ridge Wealth (Podcast Ep. 8)

The Election - Back & Forth with Blue Ridge Wealth (Podcast Ep. 7)

The Election - Back & Forth with Blue Ridge Wealth (Podcast Ep. 7)

Having A Financial Advisor - Back & Forth with Blue Ridge Wealth (Podcast Ep. 6)

Having A Financial Advisor - Back & Forth with Blue Ridge Wealth (Podcast Ep. 6)

Growth vs Value Investing - Back & Forth with Blue Ridge Wealth (Podcast Ep. 5)

Growth vs Value Investing - Back & Forth with Blue Ridge Wealth (Podcast Ep. 5)

Active vs Passive Management - Back & Forth with Blue Ridge Wealth (Podcast Ep. 4)

Active vs Passive Management - Back & Forth with Blue Ridge Wealth (Podcast Ep. 4)

Traditional IRA vs Roth IRA - Back & Forth with Blue Ridge Wealth (Podcast Ep. 3)

Traditional IRA vs Roth IRA - Back & Forth with Blue Ridge Wealth (Podcast Ep. 3)

Stimulus Checks - Back & Forth with Blue Ridge Wealth (Podcast Ep. 2)

Stimulus Checks - Back & Forth with Blue Ridge Wealth (Podcast Ep. 2)

Interest Rate Cuts - Back & Forth with Blue Ridge Wealth (Podcast Ep. 1)

Interest Rate Cuts - Back & Forth with Blue Ridge Wealth (Podcast Ep. 1)

Rules of Retirement - Ep. 21: Tax Buckets & Their Impact

Rules of Retirement - Ep. 21: Tax Buckets & Their Impact

Rules of Retirement - Ep. 20: Recognizing The Impact of Inflation

Rules of Retirement - Ep. 20: Recognizing The Impact of Inflation

Rules of Retirement - Ep. 19: The Rules of 100

Rules of Retirement - Ep. 19: The Rules of 100

Rules of Retirement - Ep. 18: What Happen To Income After A Spousal Loss?

Rules of Retirement - Ep. 18: What Happen To Income After A Spousal Loss?

Rules of Retirement - Ep. 17: Diversification

Rules of Retirement - Ep. 17: Diversification

Rules of Retirement - Ep. 16: 3 Things Every Investor Wants

Rules of Retirement - Ep. 16: 3 Things Every Investor Wants

Rules of Retirement - Ep. 15: Income Portfolio VS Growth Portfolio

Rules of Retirement - Ep. 15: Income Portfolio VS Growth Portfolio

Rules of Retirement - Ep. 14: How Do Advisors Get Paid?

Rules of Retirement - Ep. 14: How Do Advisors Get Paid?

Meet The Team - Bob Fugate

Meet The Team - Bob Fugate

Rules of Retirement - Ep. 13: How To Meet Future Goals

Rules of Retirement - Ep. 13: How To Meet Future Goals

Rules of Retirement - Ep. 12: Your Needs In Retirement

Rules of Retirement - Ep. 12: Your Needs In Retirement

Meet The Team - Neil Ervin

Meet The Team - Neil Ervin

Rules of Retirement - Ep. 11: 401K VS IRA, What's The Difference?

Rules of Retirement - Ep. 11: 401K VS IRA, What's The Difference?

Meet The Team - John Vandergriff

Meet The Team - John Vandergriff

Rules of Retirement - Ep. 10: Understanding RMDs

Rules of Retirement - Ep. 10: Understanding RMDs

Meet The Team - Brad Fugate

Meet The Team - Brad Fugate

Rules of Retirement - Ep. 9: Roth IRAs

Rules of Retirement - Ep. 9: Roth IRAs

Rules of Retirement - Ep. 8: The 4% Rule

Rules of Retirement - Ep. 8: The 4% Rule

Rules of Retirement - Ep. 7: The Impact of A Loss

Rules of Retirement - Ep. 7: The Impact of A Loss

Meet The Team - Zach Hill

Meet The Team - Zach Hill

Rules of Retirement - Ep. 6: Identifying Risk

Rules of Retirement - Ep. 6: Identifying Risk

Rules of Retirement - Ep. 4: Indexed Annuities

Rules of Retirement - Ep. 4: Indexed Annuities

Rules of Retirement - Ep. 5: How Much Do You Need?

Rules of Retirement - Ep. 5: How Much Do You Need?

Rules of Retirement - Episode 3: Tax Brackets & Deductions

Rules of Retirement - Episode 3: Tax Brackets & Deductions

Rules of Retirement - Episode 2: Tax Impact on Income

Rules of Retirement - Episode 2: Tax Impact on Income

Meet The Team - Olivia Sine

Meet The Team - Olivia Sine

Rules of Retirement - Episode 1: Bonds

Rules of Retirement - Episode 1: Bonds