JazzWealth

Should you do Roth conversions? This video will help provide some clarity on whether or not you should be doing roth conversions! 0:00 - 0:18 PREVIEW To tax implications and roth conversions 0:19 - 0:55 Intro to skipping roth conversions 0:56 - 2:47 Retirement Plan Variables Overview 2:48 - 4:07 Retirement analysis on the base plan 4:08 - 5:25 The benefits of Roth conversions in retirement 5:26 - 6:40 Skipping roth conversions 6:41 - 6:51 Drop your comments below! 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!

Today we're talking about investing in AI! The world of AI is vast way beyond Nvidia, so I wanted to cover AI companies that may be worth adding to a watchlist! 0:00 - 0:35 Investing in AI 0:36 - 1:28 Cloud providers: Highly correlated to Nvidia 1:29 - 3:45 AI Design Companies 3:46 - 4:05 % of companies mentioning 'AI' on calls 4:06 - 5:57 % of companies mentioning 'AI' on calls BY SECTOR 5:58 - 6:28 AI Fabless Designers 6:29 - 7:28 Deeper look at Broadcom (AVGO) 7:45 - 8:22 Deeper look at Marvell 8:23 - 9:25 AI Manufacturing equipment stocks 9:26 - 9:48 AI Investing Overview 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!

Learn the 3 steps to a successful retirement plan from your trusted Financial advisor, Dustin. Today we're going to cover three things that are essential for every retirement plan! 0:00 - 0:22 Getting Retirement Ready in 2024 0:23 - 1:09 Calculating your retirement numbers 1:10 - 2:27 What does it mean to be retirement account-specific? 2:28 - 3:32 Be investment specific 3:33 - 4:30 Tax strategies and efficiency 4:31 - 5:02 What are some things you think should be considered for retirement planning? 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!

You can stop looking! Here is a quick and simple explanation of the Roth IRA, how it works, how taxes work, and how it grows! 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!

Today Eric Powell, fiduciary advisor, is covering a retirement plan that includes a pension and also a 401k. We'll be going through retirement planning tips using our retirement planner software called NestEgg! Pension retirement planning is an incredibly detailed topic, and retirement planning with a pension & 401k can be tricky so feel free to ask questions! 0:00 - 0:28 Pension & 401k retirement planning 0:29 - 1:15 Right Capital overview 1:16 - 2:49 Pension retirement planning 2:50 - 3:50 Sample retirement plan overview 3:51 - 4:50 Retirement plan investments and allocation 4:51 - 6:10 Tax estimates and brackets in retirement 6:11 - 6:24 Flawless outro 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!

If you're thinking about opening a Roth IRA, make sure you watch this video first! We'll answer the four most common questions about Roth IRAs to help you make an informed decision. 0:00 - 0:24 Intro and topic 0:25 - 2:02 What if the stock market crashes? 2:03 - 3:20 What if make more money in the future? 3:21 - 5:00 What is the point of a Roth IRA? 5:01 - 6:35 Lump sum vs. Small multiple payments? 6:36 - 6:46 Outro I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners. Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals. Thanks for stopping by! Here's to taking confident steps towards your financial future.

In this video, we'll break down exactly why you should avoid a 403B retirement plan as a teacher. Find out the alternative options that may be more beneficial for your financial future! 0:00 - 0:25 Intro 0:26 - 0:41 What is a 403B 0:42 - 2:28 Why you should avoid a 403b as a teacher 2:29 - 3:31 What are the fees? 3:32 - 4:26 What should you do instead of a 403b? 4:27 - 4:55 Outro I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners. Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals. Thanks for stopping by! Here's to taking confident steps towards your financial future.

Looking for the best budgeting apps? In this video, I'll shares three of the top apps to help you manage your money more effectively! Start saving and reaching your financial goals today. 0:00 - 0:25 Intro 0:26 - 2:12 Monarch Budgeting App 2:13 - 3:48 You Need a Budget App 3:49 - 5:08 Copilot Money 5:09 - 5:25 Outro I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners. Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals. Thanks for stopping by! Here's to taking confident steps towards your financial future.

Are you planning on retiring with less than $1,000,000? Today we're going to do some in-depth retirement planning and covering somethings you have to know before you retire. We'll also cover how much your retirement money could last you in each state, based on average expenses. What are the cheapest states to retire in? What are the most expensive states to retire in? At the end of the day, know your expenses and know your numbers! If you like these retirement planning and financial planning type videos let us know in the comments!

Today our financial advisors, Dustin Tibbitts & Eric Powell are covering numerous strategies to help you lower your taxes when selling your home. If you're thinking about selling your home or you are selling your home, keep these in mind to help you lower taxes a little when selling your primary residence! 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!

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!

Today we're updating the stock market as whole and we'll dive into Goldman Sachs' list of 'best stocks to buy now'. We'll cover that and more in the world of finance! 0:00 - 0:48 Intro & Top USA Today financial advisor 0:49 - 1:50 stock market overview 1:51 - 2:30 Where do analysts think the stock market will finish the year? 2:31 - 3:15 Earnings season overview 3:16 - 6:39 Scanning for best stocks and sectors to buy now (Goldman Sachs research) 6:40 - 7:45 $100 winner 7:46 - 9:34 The S&P biggest drags month to data 9:35 - 11:23 Retail participation in the stock market 11:24 - 12:25 S&P short interest 12:26 - 13:27 Thanks for watching! 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.

Is a Roth IRA bad? Who can open a Roth IRA? What is the best Roth IRA? In this video, I'll be revealing the secrets of Roth IRAs and answering the most common questions about them. Whether you're new to investing or looking to maximize your retirement savings, this video is for you! I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners. Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals. Thanks for stopping by! Here's to taking confident steps towards your financial future.

Planning on retiring at 55 or in your 50's? Today, we're going to cover everything you should know to retire at 55! We'll cover everything from bridge accounts, the rule of 55, social security, and at the end we'll dive into a case study! 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!

Today I'm going to cover two things that you should consider before buying life insurance. Having worked in the insurance industry for a while, these are the two things we always started with. Life insurance and insurance in general can be tricky! I've been deemed the insurance guy here at Jazz, so if you have ANY questions please let me know! You can comment below or reach out to me directly! Go to jazzwealth.com for more!

What is the average retirement savings in the United States? Can you retire on the average retirement savings? Today one of our financial advisors is building a retirement plan using Right Capital for the average retirement savings! Enjoy! 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!

In this video, we'll help you decide what investing account is best for you. Whether you're a beginner or an experienced investor, we'll break down the options to help you make the right choice. 0:00 - 1:45 Intro and Jokes 1:46 - 2:30 What Account Should You Pick 2:31 - 2:45 Answers 2:46 - 5:14 Haley's Scenario 5:15 - 7:09 Dustin's Scenario 7:10 - 8:30 When Should You Get an Advisor? 8:31 - 8:44 Leave a Comment Below :) I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners. Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals. Thanks for stopping by! Here's to taking confident steps towards your financial future.

Today we're covering the historical average of the stock market pre and post election. While this doesn't guarantee the stock market will fall, it is normal if that happens before the 2024 election.

Looking to transform your finances? Check out this video for expert tips on personal finance that can help you reach your financial goals! 0:00 - 0:17 Intro 0:18 - 1:02 Track Your Spending 1:03 - 1:44 Workplace 401K 1:45 - 3:09 Where does your money go 3:10 - 3:26 Paycheck Routines 3:27 - 4:53 Personal Example 4:54 - 5:07 Outro I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners.

Wondering when to ease up on investing without derailing your goals? You're not alone! This video gives you the clear signal you need to slow down investing strategically while still crushing your financial dreams. Learn the exact tipping point to free up cash for what matters most, all while keeping your future secure. Watch now and invest smarter, not harder! 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 #investing

In this video, we tackle retirement planning for people in their 40s and 50s. We'll cover catching up on savings, maximizing employer contributions, Tax-efficiency today, tax planning for tomorrow, and creating a realistic retirement budget to achieve your goals! You'll walk away with actionable steps to secure your dream retirement lifestyle. Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer guidance on navigating Roth IRAs, 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!

Today we're covering the average retirement account balances in the US and see how you compare! We'll cover everything from the average 401k balance to the average IRA contribution. What are your thoughts on the data provided? Our channel focuses on retirement planning, investing, and general financial education! We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

In this video, we'll debunk 3 common Roth IRA myths that could be holding you back from maximizing your retirement savings. Don't fall for these misconceptions and learn how to get your dough straight! 0:00 - 0:10 Intro 0:11 - 1:21 Myth Number 1 Market Fluctuations 1:22 - 2:24 Myth 2 Roth IRA vs Roth 401K 2:25 - 3:41 Myth 3 Automatic Investing 3:42 - 3:48 Leave a Comment Below :) I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners. Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals. Thanks for stopping by! Here's to taking confident steps towards your financial future.

Want to make the most of your Roth IRA? Check out these 4 hacks to maximize your savings and retirement funds. Start planning your financial future now! 0:00 - 0:12 Intro 0:13 - 1:10 Max Out Your Roth IRA 1:11 - 1:58 Picking Investments 1:59 - 2:28 What To Invest In? 2:29 - 3:24 Pre-Tax to After-Tax 3:25 - 4:20 Recurring Deposits 4:21 - Recapping and Outro I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners. Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals. Thanks for stopping by! Here's to taking confident steps towards your financial future.

Can you rollover a 401k while still working? Today we're covering everything you need to know about in-service 401k rollovers! Are they worth it? 0:00 - 0:24 Intro 0:25 - 0:56 How an in-service 401k rollover works 0:57 - 1:32 The benefits of an in-service rollover 1:33 - 1:52 Taxes on an in-service 401k rollover 1:53 - 3:25 Taxes on Rollover 401k to Roth IRA? 3:26 - 3:45 So, is it worth it?