Materials
It’s Your Money Workshop Materials
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
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- ZOOM
- NEWPORT BEACH
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- FULLERTON
- LAGUNA BEACH
- ARTICLES
- What Planners Need to Know About the Build Back Better Act
- The worst money mistakes a person can make
- Investors get middling marks in financial literacy exam
- 80% of older workers financially illiterate – Survey
- Financial literacy – An epic fail in America
- How to Explain Fiduciary Duty to Clients
- Living Legends – CFA Magazine
- Seducing Citron – How Merrill Influenced Fund and Won Profits
- Seniors can’t make head or tails of alphabet soup
- Study – Some 20% of Oppenheimer financial advisers cited for misconduct
- Why It Matters How Your Advisor Is Paid
- Toward a definition of financial wellness
- Lottery winners who spent all their millions
- Helping Affluent Clients Develop A Money Mission Statement To Facilitate Generational Wealth Transfer
Week 2: Annuities & Mutual Funds
- ZOOM
- NEWPORT BEACH
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- FULLERTON
- LAGUNA BEACH
- ARTICLES
- Why XYPN Is Petitioning The SEC To Implement Title Reform Under Section 208
- Fidelity Funds – A Deeper Look at the Performance
- An Annuity for the Teacher – and the Broker
- Bernie Madoff Insists JPMorgan Knew of Ponzi Scheme
- Better Odds Playing Powerball Than Picking Best Mutual Fund
- Even Math Teachers Are at a Loss to Understand Annuities
- FINRA Information & Broker – Check
- Here’s why people on Wall Street cheat over and over again
- Trump DOL Throws 401k Investors To The Wolves
Week 3: Financial Planning I: Goals & More
- ZOOM
- NEWPORT BEACH
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- FULLERTON
- LAGUNA BEACH
- ARTICLES
- What Income Level Is Considered Middle Class
- Buying vs. leasing basics for cars
- Majority of people don’t know about spousal benefits
- Lifelong anxiety about money
- How inflation affects Social Security
- Five Questions to Determine Financial Health
- Americans’ Financial Plan ? – Not Planning
- 4 elements define personal financial well
- The Typical American’s Net Worth By Age – Here’s Where You Stand
- This is when to cut off your adult kids financially
- Why, how and when you should figure out your net worth
Week 4: Financial Planning II: Investing
- ZOOM
- NEWPORT BEACH
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- FULLERTON
- LAGUNA BEACH
- ARTICLES
Week 5: Medical Care Planning
- ZOOM
- NEWPORT BEACH : changed to “Equity Investing”
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- FULLERTON : Changed to “Fixed Income Investing”
- LAGUNA BEACH
- ARTICLES
- Failure to Improve Is Still Being Used Wrongly to Deny Medicare Coverage
- Few are prepared for long term care costs
- Alzheimer’s Inc – When a Hypothesis Becomes Too Big to Fail
- Getting Old Is a Crisis More and More Americans Cant Afford
- Nobody Wants to Live in a Nursing Home
- Family Lessons Learned From a Decade of Caregiving
- Long-Term Care clients squeezed by rate hikes
- Long Term Care Cost-Plan During Panademic
- The Differences Between Hospice and Palliative Care
- References and Contacts for Information About End of Life Medical Care
- Ten Questions to Consider When Preparing for the Passing of a Loved One
- The Final Transition: End of Life Care
- Toward a definition of financial wellness
- What’s the Difference Between Original Medicare and Medicare Advantage Plans
- Why Doctors Die Differently
- Protecting the Spouse of a Client Needing Long-Term Care
Week 6: Equity Investing
- ZOOM
- NEWPORT BEACH : Changed to “Medical Care Planning”
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- FULLERTON
- LAGUNA BEACH
- ARTICLES
Week 7: Fixed Income Investing
- ZOOM
- NEWPORT BEACH
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- FULLERTON
- Presentation handout:
- Ask First:
- Ask First: Blank Form
- LAGUNA BEACH
- ARTICLES
Week 8: Money and Your Mind
- ZOOM
- NEWPORT BEACH
- LAGUNA NIGUEL
- IRVINE
- HUNTINGTON BEACH
- Presentation handout:
- Ask First:
- Ask First: Blank Form
- FULLERTON
- LAGUNA BEACH
- ARTICLES
- SEC to assess when ‘psychological nudges’ become recommendations
- What Income Level Is Considered Middle Class
- Fidelity Funds – A Deeper Look at the Performance
- 7 Investing Truths That Are Not
- 7 ways your brain makes you a terrible investor
- Daniel Kahneman’s top advice – Don’t churn accounts
- Decision-making Thinking About Thinking
- The stunning impact of fund fees on a retirement portfolio
- Jack Bogle’s 6 books that every investor must read
- The 3 Rs of Fiduciary Practices
- The Ten Commandments of Money
- Using heuristics to problem solve
- When to Tell Clients to Spend Their Money Already
- Study: The Psychology Of Consumer Fraud