Materials

It’s Your Money Workshop Materials


It’s Your Money

Handout materials will be available 24 hours before each session.

Video webinar replay videos will be posted within a week after each session.

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Click on the desired document to download it


 

Week 1: Introduction & Tax Update

 


 

Week 2: Annuities & Mutual Funds

  1. ZOOM
    1. WATCH the webinar video replay and go to week 2.
    2. Presentation handout: “Annuities & Mutual Funds” by Paul Horn
    3. Ask First: Paul Horn
    4. Ask First: Blank Form
  2. NEWPORT BEACH
    1. Presentation handout: “Annuities & Mutual Funds” by Paul Horn
    2. Ask First: Paul Horn
    3. Ask First: Blank Form
  3. LAGUNA NIGUEL
    1. Presentation handout: “Annuities & Mutual Funds” by Peter Kote & Neal Rutter
    2. Ask First: Peter Kote
    3. Ask First: Blank Form
  4.  IRVINE
    1. Presentation handout: “Annuities & Mutual Funds” by Paul Horn
    2. Ask First: Paul Horn
    3. Ask First: Blank Form
  5. HUNTINGTON BEACH
    1. Presentation handout: “Annuities & Mutual Funds” by Paul Horn
    2. Ask First: Paul Horn
    3. Ask First: Blank Form
  6. FULLERTON
    1. Presentation handout: Annuities & Mutual Funds by Travis McShane
    2. Ask First: Travis McShane
    3. Ask First: Blank Form
  7.  LAGUNA BEACH
    1. Presentation handout: “Annuities & Mutual Funds” by Peter Kote & Neal Rutter
    2. Ask First: Peter Kote
    3. Ask First: Blank Form
  8.  ARTICLES
    1. Why XYPN Is Petitioning The SEC To Implement Title Reform Under Section 208
    2. Fidelity Funds – A Deeper Look at the Performance
    3. An Annuity for the Teacher – and the Broker
    4. Bernie Madoff Insists JPMorgan Knew of Ponzi Scheme
    5. Better Odds Playing Powerball Than Picking Best Mutual Fund
    6. Even Math Teachers Are at a Loss to Understand Annuities
    7. FINRA Information & Broker – Check
    8. Here’s why people on Wall Street cheat over and over again 
    9. Trump DOL Throws 401k Investors To The Wolves

 

Week 3: Financial Planning I: Goals & More

  1. ZOOM
    1. WATCH the webinar video replay and go to week 3
    2. Presentation handout: “Financial Planning I & II” by Delia Fernandez   (PrintFriendly version here)
    3. 2021 Tax Update Handout
    4. Ask First: Delia Fernandez
    5. Ask First: Blank Form
  2. NEWPORT BEACH
    1. Presentation handout: “Financial Planning I” by Laurie Dubchansky    (PrintFriendly version here)
    2. Ask First: Laurie Dubchansky
    3. Ask First: Blank Form
  3. LAGUNA NIGUEL
    1. Presentation handout: “Financial Planning I” by Jeremy Lau
    2. Ask First: Jeremy Lau
    3. Ask First: Blank Form
  4.  IRVINE
    1. Presentation handout: “Financial Planning I” by Jeremy Lau
    2. Ask First: Jeremy Lau
    3. Ask First: Blank Form
  5. HUNTINGTON BEACH
    1. Presentation handout: “Financial Planning I & II” by Delia Fernandez   (PrintFriendly version here)
    2. 2021 Tax Update Handout
    3. Ask First: Delia Fernandez
    4. Ask First: Blank Form
  6. FULLERTON
    1. Presentation handout: “Financial Planning I” by Russell W Hall
    2. Ask First: Russell W Hall
    3. Ask First: Blank Form
  7.  LAGUNA BEACH
    1. Presentation handout: “Financial Planning I” by Laurie Dubchansky    (PrintFriendly version here)
    2. Ask First: Laurie Dubchansky
    3. Ask First: Blank Form
  8.  ARTICLES
    1. What Income Level Is Considered Middle Class
    2. Buying vs. leasing basics for cars
    3. Majority of people don’t know about spousal benefits
    4. Lifelong anxiety about money
    5. How inflation affects Social Security
    6. Five Questions to Determine Financial Health
    7. Americans’ Financial Plan ? – Not Planning
    8. 4 elements define personal financial well
    9. The Typical American’s Net Worth By Age – Here’s Where You Stand
    10. This is when to cut off your adult kids financially
    11. Why, how and when you should figure out your net worth

 

Week 4: Financial Planning II: Investing

  1. ZOOM
    1. WATCH the webinar video replay and go to week 4
    2. Presentation handout: “Financial Planning I & II” by Delia Fernandez   (PrintFriendly version here)
    3. 2021 Tax Update Handout
    4. Ask First: Delia Fernandez
    5. Ask First: Blank Form
  2. NEWPORT BEACH
    1. Presentation handout: “Financial Planning II” by Laurie Dubchansky    (PrintFriendly version here)
    2. Ask First: Laurie Dubchansky 
    3. Ask First: Blank Form
  3. LAGUNA NIGUEL
    1. Presentation handout: “Financial Planning II” by Jeremy Lau
    2. Ask First: Jeremy Lau
    3. Ask First: Blank Form
  4.  IRVINE
    1. Presentation: “Financial Planning II” by Jeremy Lau
    2. Handout: “Financial Planning II” by Jeremy Lau
    3. Ask First: Jeremy Lau
    4. Ask First: Blank Form
  5. HUNTINGTON BEACH
    1. Presentation handout: “Financial Planning I & II” by Delia Fernandez   (PrintFriendly version here)
    2. 2021 Tax Update Handout
    3. Ask First: Delia Fernandez
    4. Ask First: Blank Form
  6. FULLERTON
    1. Presentation handout: “Financial Planning II” by Russell W Hall
    2. Ask First: Russell W Hall
    3. Ask First: Blank Form
  7.  LAGUNA BEACH
    1. Presentation handout: “Financial Planning II” by Laurie Dubchansky    (PrintFriendly version here)
    2. Ask First: Laurie Dubchansky
    3. Ask First: Blank Form
  8.  ARTICLES
    1. Crime sometimes pays
    2. Let Diversification Do Its Job
    3. Science proves Jack Bogle advice on stocks is right
    4. Why Investment Performance Is a Distraction
    5. The Importance of Tax-Efficient Investing
    6. Does Diversification Trump Performance
    7. Six perennial mistakes retirees make

 

Week 5: Medical Care Planning

  1. ZOOM
    1. WATCH the webinar video replay and go to week 5
    2. Presentation handout: “Medical Care Planning” by Michael Demoratz
    3. Biography: Michael Demoratz
    4. Ask First: Michael Demoratz
    5. Ask First: Blank Form
  2. NEWPORT BEACH : changed to “Equity Investing”
    1. Presentation handout: “Equity investing” by John Prichard
    2. Ask First: John Prichard
    3. Ask First: Blank Form
  3. LAGUNA NIGUEL
    1. Presentation handout: “Medical Care Planning” by Michael Demoratz
    2. Biography: Michael Demoratz
    3. Ask First: Michael Demoratz
    4. Ask First: Blank Form
  4.  IRVINE
    1. Presentation handout: “Medical Care Planning” by Tara Ackley 
    2. Ask First: Tara Ackley
    3. Ask First: Blank Form
  5. HUNTINGTON BEACH
    1. Presentation handout: “Medical Care Planning” by Tara Ackley 
    2. Ask First: Tara Ackley
    3. Ask First: Blank Form
  6. FULLERTON : Changed to “Fixed Income Investing”
    1. Presentation handout: “Fixed Income Investing” by Scott Rojas
    2. Ask First: Scott Rojas
    3. Ask First: Blank Form
  7.  LAGUNA BEACH
    1. Presentation handout: “Medical Care Planning” by Michael Demoratz
    2. Biography: Michael Demoratz
    3. Ask First: Michael Demoratz
    4. Ask First: Blank Form
  8.  ARTICLES
    1. Failure to Improve Is Still Being Used Wrongly to Deny Medicare Coverage
    2. Few are prepared for long term care costs
    3. Alzheimer’s Inc – When a Hypothesis Becomes Too Big to Fail
    4. Getting Old Is a Crisis More and More Americans Cant Afford
    5. Nobody Wants to Live in a Nursing Home
    6. Family Lessons Learned From a Decade of Caregiving
    7. Long-Term Care clients squeezed by rate hikes
    8. Long Term Care Cost-Plan During Panademic
    9. The Differences Between Hospice and Palliative Care
    10. References and Contacts for Information About End of Life Medical Care
    11. Ten Questions to Consider When Preparing for the Passing of a Loved One
    12. The Final Transition: End of Life Care
    13. Toward a definition of financial wellness
    14. What’s the Difference Between Original Medicare and Medicare Advantage Plans
    15. Why Doctors Die Differently
    16. Protecting the Spouse of a Client Needing Long-Term Care

 

Week 6: Equity Investing

  1. ZOOM
    1. WATCH the webinar video replay and go to week 6
    2. Presentation handout: “Equity investing” by John Prichard
    3. Ask First: John Prichard
    4. Ask First: Blank Form
  2. NEWPORT BEACH : Changed to “Medical Care Planning”
    1. Presentation handout: “Medical Care Planning” by Michael Demoratz
    2. Biography: Michael Demoratz
    3. Ask First: Michael Demoratz
    4. Ask First: Blank Form
  3. LAGUNA NIGUEL
    1. Presentation handout: “Equity Investing” by Wade Slome
    2. Ask First: Wade Slome
    3. Ask First: Blank Form
  4.  IRVINE
    1. Presentation handout: “Equity Investing” Presentation by Michael Allbee
    2. Ask First: Michael Allbee
    3. Ask First: Blank Form
  5. HUNTINGTON BEACH
    1. Presentation handout: “Equity Investing” by Evelyn Zohlen
    2. Ask First: Evelyn Zohlen
    3. Ask First: Blank Form
  6. FULLERTON
    1. Presentation handout: “Equity Investing” by Mike Verity
    2. Ask First: Mike Verity
    3. Ask First: Blank Form
  7.  LAGUNA BEACH
    1. Presentation handout: “Equity Investing” by Jeffrey Halbert
    2. Ask First:  Jeffrey Halbert
    3. Ask First: Blank Form
  8.  ARTICLES
    1. Five myths about apartment renting
    2. Dimensional Fund Advisors ETFs
    3. Active vs. Passive Investing – What’s the Difference
    4. Does stock market risk decrease over time?

 

Week 7: Fixed Income Investing

  1. ZOOM
    1. WATCH the webinar video replay and go to week 7
    2. Presentation handout: “Fixed Income Investing” by Kurt Beimfohr
    3. Ask First: Kurt Beimfohr
    4. Ask First: Blank Form
  2. NEWPORT BEACH
    1. Presentation handout: “Fixed Income Investing” by Mike Nozzarella
    2. Ask First: Mike Nozzarella
    3. Ask First: Blank Form
  3. LAGUNA NIGUEL
    1. Presentation handout: “Fixed Income Investing” by Mark Wilson
    2. Ask First: Mark Wilson
    3. Ask First: Blank Form
  4.  IRVINE
    1. Presentation handout: “Fixed Income Investing” by Kurt Beimfohr
    2. Ask First: Kurt Beimfohr
    3. Ask First: Blank Form
  5. HUNTINGTON BEACH
    1. Presentation handout: “Fixed Income Investing” by Laurie Dubchansky
    2. Ask First: Laurie Dubchansky
    3. Ask First: Blank Form
  6. FULLERTON
    1. Presentation handout:
    2. Ask First:
    3. Ask First: Blank Form
  7.  LAGUNA BEACH
    1. Presentation handout: “Fixed Income Investing” by Mark Wilson
    2. Ask First: Mark Wilson
    3. Ask First: Blank Form
  8.  ARTICLES
    1. Why bond funds may be riskier than they seem
    2. Misconceptions About Individual Bonds vs. Bond Funds

 

Week 8: Money and Your Mind

  1. ZOOM
    1. Presentation handout: “Money & Your Mind” by Mark Rylance 
    2. Ask First: Mark Rylance
    3. Ask First: Blank Form
  2. NEWPORT BEACH
    1. Presentation handout: “Money & Your Mind” by Mark Rylance 
    2. Ask First: Mark Rylance
    3. Ask First: Blank Form
  3. LAGUNA NIGUEL
    1. Presentation handout: “Money & Your Mind” by Carl Lachman
    2. Ask First: Carl Lachman
    3. Ask First: Blank Form
  4.  IRVINE
    1. Presentation handout: “Money & Your Mind” by Carl Lachman
    2. Ask First: Carl Lachman
    3. Ask First: Blank Form
  5. HUNTINGTON BEACH
    1. Presentation handout:
    2. Ask First:
    3. Ask First: Blank Form
  6. FULLERTON
    1. Presentation handout: “Money & Your Mind” by Carl Lachman
    2. Ask First: Carl Lachman
    3. Ask First: Blank Form
  7.  LAGUNA BEACH
    1. Presentation handout: “Money & Your Mind” by Meghan Coolbaugh
    2. Ask First: Meghan Coolbaugh
    3. Ask First: Blank Form
  8.  ARTICLES
    1. SEC to assess when ‘psychological nudges’ become recommendations
    2. What Income Level Is Considered Middle Class
    3. Fidelity Funds – A Deeper Look at the Performance
    4. 7 Investing Truths That Are Not
    5. 7 ways your brain makes you a terrible investor
    6. Daniel Kahneman’s top advice – Don’t churn accounts
    7. Decision-making Thinking About Thinking 
    8. The stunning impact of fund fees on a retirement portfolio
    9. Jack Bogle’s 6 books that every investor must read
    10. The 3 Rs of Fiduciary Practices
    11. The Ten Commandments of Money
    12. Using heuristics to problem solve
    13. When to Tell Clients to Spend Their Money Already
    14. Study: The Psychology Of Consumer Fraud