It’s Your Money ~ Spring 2023
The “It’s Your Money!” sessions cover the business of money; 9 hours of objective education over an 6 week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your own or with a financial professional. We take the “secret sauce” out of investing. Click HERE to find your Workshop Community.
1. Overview & Tax Changes
Overview & Tax Changes- Video Webinar – Spring 2023
Video Presentation By Peter Kote, Don Vivrette & Delia Fernandez
This will be our first session out of six for you become more familiar with money and those that want your money. We will go through some of the regulations (very complicated) that hconsumers and professionals. We will explain how to interview a financial advisor through their “ASK FIRST” form and have you understand the difference between a license and credential. We will explain how advisors are paid and what it means to be a fiduciary. Be sure to check out the workbook and let us what you your thoughts. It is our attempt to have you more involved in the workshop series.
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- Taxes 2023 - Here are the biggest tax changes this year
- SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules
- The fraud that goes unnoticed
- Turns Out Money Can Buy You Happiness - a New Study Says
- Wells Fargo Advisors keeps focus on simpler pay plan for advisers in 2023
- What’s new for Social Security and Medicare this year
- Why you should talk money on your very first date
- Hello, I must be going
- How much do I need to make to be in the top 1%, 5%, and 10% in the US
- Hundreds of pages of regulations amount to nothing until they're enforced
- People Are Revealing How Money Caused Shocking Drama In Their Family
- FPA to push for ‘financial planner’ title protection
- IRS provides tax inflation adjustments for tax year 2023
- Living Legends
- Poll - 15 Classic Books on Investing and the Markets
2. Financial Planning I
Financial Planning I – Video Webinar – Spring 2023
Video Presentation By Peter Kote, Don Vivrette & Laurie Dubchansky
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- 17 Things That Are Absolutely Worth The Money In The Long Run
- Banks and Broker Dealers - FDIC or SIPC
- Economist -‘Retirement for most people is financial suicide’
- Helping Clients To Stop Thinking About It (Contemplation) And Start Planning It (Preparation)
- Lifelong anxiety about money
- National Association Of Fee Only Advisors Questionare To Use For Choosing A New Advisor
- Are You Spending Too Little in Retirement
- Why, how and when you should figure out your net worth
3. Medical Care Planning
Medical Care Planning – Video Webinar – Spring 2023
Video Presentation By Peter Kote, Don Vivrette & Michael Demoratz
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- Guide - Your Way
- As a Doctor I Know Being Ready to Die Is an Illusion
- 3 Steps to Age Exuberantly
- What Happens When You Die
- Senior Housing That Seniors Actually Like
- I Was My Mom’s Caregiver When She Was Terminal. Here's what I didn't know about dying
- How to Involve Teens in Basic Family Caregiving
- How People With Dementia Make Sense of the World
- How caregiving costs women their retirement security
- Can you trust doctors to honor your end-of-life wishes ?
- What Happens To Your Email Account After You Die
- The Differences Between Hospice and Palliative Care
- Knowing How Doctors Die Can Change End of Life Discussions
- Failure to Improve Is Still Being Used Wrongly to Deny Medicare Coverage
4. Investment World
Investment World – Video Webinar – Spring 2023
Video Presentation By Peter Kote, Don Vivrette, Michael Allbee & Paul Horn
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- FINRA Information & Broker - Check
- Finra spanks Morgan Stanley over sales of high-risk stocks
- IRS Warns of Schemes Aimed at Wealthy Taxpayers
- People confess their most expensive money mistakes
- Variable Annuity Replacements In Finra's Crosshairs
- We Went to a Steak Dinner Annuity Pitch The Salesman Wasn't Pleased
- What Commissions Do Financial Advisors Earn ?
- 2022 saw an annuity explosion: Limra
- Taking Out A Reverse Mortgage Ruined My Life
- Even Math Teachers Are at a Loss to Understand Annuities
- Foundation For New Era Philanthropy
5. Equity & Fixed Income Investing
Equity & Fixed Income Investing – Video Webinar – Spring 2023
Video Presentation By Pete Kote, Don Vivrette, Kurt Beimfohr & John Prichard
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
- Wall Street Pundits & Prognosticators - How did they do in 2022
- Time the Market at Your Peril
- Retail Investors and ‘Noise’ Trading
- Now is the time to purchase US Series I savings bonds before rates reset, experts say.
- Banks Are Offering 4.5% CDs—Just Not to Regular Customers
- Misconceptions About Individual Bonds vs. Bond Funds
- Five myths about apartment renting
- Active vs. Passive Investing - What's the Difference
6. Financial Planning II
Financial Planning II – Video Webinar – Spring 2023
Video Presentation By Pete Kote, Don Vivrette & Laura Tarbox
Workshop Documents
VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- How Financial News Gets It Wrong
- 10 top scams targeting seniors
- Retail Investor Survey 32-2023 FFTSE Russell
- Retail Investor Survey - Index strategies - 2023 Russell Summary
- Dalbar QAIB 2023 - Investors are Still Their Own Worst Enemies
- How To Create Weath
- Parents tap retirement savings to support adult children
- Too Many Fund Investors Settle for Less
- SEC Limits 'Fiduciary' in Form CRS, Think Tank Argues
- 15 Classic Books on Investing and the Markets
- Year-end tax planning for retirees
- Why Investment Performance Is A Distraction
- What's the greatest value an adviser offers?
- What Income Level Is Considered Middle Class
- What Are the Income Tax Brackets for 2022 vs 2023
- This is when to cut off your adult kids financially
- The IRS is increasing the standard deductions for 2023 as inflation intensifies
- SEC to assess when ‘psychological nudges’ become recommendations
- Priceless Quotes From Warren Buffett
- No More Drama - How To Talk To Your Family About Money
- Keep It Simple, Says Yale’s Top Investor
- Financial Advice From Your Friends
- Brokers Slammed In PBS Documentary
- 10 Biggest Regrets Couples Have About Money
- 7 ways your brain makes you a terrible investor
- 5 Bad Money Decisions
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