Furstenau's Financial Health

Ready to retire but not sure what to expect? The first year of retirement can be full of surprises—both exciting and challenging. In this video, we reveal 6 essential tips that nobody really talks about and we'll share 1 powerful BONUS tip.

In this video, we break down the key differences between Roth and Traditional IRAs. Whether you're a first-time investor or looking to optimize your retirement strategy, we’ll cover the benefits, tax advantages, and eligibility requirements of both types of accounts. We hope this helps you better understand which IRA might be best for you and how each can impact your long-term financial goals. Feel free to reach out to us with questions.

In this video, we dive into the importance of investing in your child’s future and how it can set them up for lifelong success. From education to financial opportunities, learn actionable strategies to help you create a strong foundation for your child’s growth. Whether it’s saving for college, setting up a trust fund, or teaching financial literacy, we’ll guide you through the steps that can empower your child to thrive in the years ahead. 0:36: Things to Consider Saving For 1:28: Nest 529 explained 2:05: Rolling a Nest 529 into a Roth account 2:45: Legacy Planning 3:15: Cashing Out 3:36: UTMA 4:11: Uses for UTMA 5:50: Estate Planning explained 6:30: Action Plan Items

In this video, we’ll walk you through the key options for managing your 401(k) when leaving a job. Whether you're transitioning to a new role, retiring early, or taking a career break, it’s important to make the right decision about your retirement savings. We’ll explain the pros and cons of cashing out, rolling over to an IRA, transferring to your new employer’s plan, and leaving it with your old plan. Don’t let confusion or mistakes cost you in the long run—watch now and learn how to keep your money safe.

Check out how Ryan fights a bear in this podcast. You don't want to miss these details.

Ryan and Andrew are back again to discuss how you can use estate and financial planning together as a powerhouse. Find out more here!

You may not know what happens behind the scenes here. This will give you a little insight to how the process works for the next time you need to call and request funds.

What do you think are the most important things for you to do today? Find out how to identify and tackle those effectively here!

What do you think the most common estate planning mistakes are? Find out here and learn how to properly plan for your future.

Ryan elaborates on all things investing. What, what, where, when, why, and how. Dive a little deeper into the details here! #investing #knowledge #financial #planning #strategies

Ryan Furstenau meets with Attorney Andrew Loudon to discuss timely estate and gift tax changes of 2024-2025. You don't wait to miss this!

Ryan Furstenau walks us through the basics of investing in the 1st part to our series. Who? What? Where? When? Why? How?

Find out here!

Ryan talks about Qualified Charitable Distributions and the new rules. Check out how you can benefit on your taxes.

Source:

https://www.fidelitycharitable.org/guidance/philanthropy/qualified-charitable-distribution.html#:~:text=A%20qualified%20charitable%20distribution%20(QCD,taking%20their%20required%20minimum%20distributions.

Ryan discusses common myths about social security and walks us through the basics that everyone should know.

Tyler and Cassie are excited to tell you more about our Financial Planning process and making recommendations. What do we talk about? How long does it take? How do we see this information? There's a lot to unpack here in our Financial Plans!

Tyler and Cassie continue our 4 part Financial Planning series as they discuss what it takes to create a Financial Plan such as time, what goes into creating it, systems used and much more!

Join us on our roadmap to financial planning, a four part series that breaks down what a financial plan and our process looks like. Ryan and Shaina discuss gathering all the data and why we need your financial picture to begin our planning process.

Ryan and Elle discuss three different common mistakes investors make during election years.

Ryan and Elle discuss the importance of sharing financial information and goals with your adult kids. We teach our children about money as they grow up and we want to share with you why we think it's important to keep that line of communication open into adulthood.

Ryan and Elle discuss some of life's unexpected events and how to manage and plan for them to alleviate stress and help your future!

Check out what Ryan has to say about preparing for tax filing.

Join Ryan Furstenau and our special guest, Brandon as they discuss Brandon's story and the impact Furstenau Financial has had on his life.

The Retirement Planning Eras Tour Would you wear the same clothes in your 20s as you do in your 60s? Possibly...but we dont want you to have the same financial plan. Come on tour with Ryan and Cassie as they discuss what to focus on in each decade.

Ryan and Tyler discuss interest rates, The S&P 500, recessions, the 2024 financial outlook and more!

Ryan and Elle talk about investment scammers and how to recognize and avoid them.

Ryan discusses the thrilling world of hunting and transforms it into an exciting investment strategy. In this video, we'll explore the parallels between hunting and investing, showing you how the skills and principles that make a successful hunter can also make you a great investor.

How do you teach finances to your children? Ryan has a simple solution to help you. Ryan and Elle also discuss how to continue sharing your financial journey with your kids as they grow and become adults.

According to Einstein, “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.” Ryan Furstenau and Tyler Lindsay discuss compounding interest and its significance.

Ryan Furstenau discusses how Furstenau Financial began and shares his story.

Ryan Furstenau and Elle Delaney share details on 529 college accounts.

Ryan Furstenau discusses the similarities between investing and farming. Find out what he has to say!

Ryan and Elle discuss the common fear that we may never be able to retire. Listen to Ryans opinion here.

Watch here to know why Ryan says stocks are his favorite investment for the long run.

Please see our sources:

https://tradethatswing.com/average-historical-stock-market-returns-for-sp-500-5-year-up-to-150-year-averages/

https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html

How will Elle answer Ryan's questions?

Ryan Furstenau discusses the important things to know and understand about your assets when you pass away.

Ryan and Marty dive deep into different types of trusts.

Do you ever wonder what it takes to become a multi-millionaire? Here, we discuss some common traits found in many multi-millionaires. 

Ryan and Elle discuss the topic of a cashless society. Could this happen and what would be some advantages and disadvantages?

Ryan Furstenau discusses The Bucket Strategy used in Financial Planning and why its a great way to enhance your investing.

Ryan Furstenau discusses the rising interest rates and how to best handle the changes.

Ryan goes in depth about The SECURE Act 2.0 changes coming.

Ryan Furstenau discusses 5 things to do or think about before the end of the year.

Ryan Furstenau and Tyler Lindsay discuss the number one reason you need a Financial Plan 

Join Ryan and special guest Bill Gaines as they discuss some important do's and don'ts of tax planning as tax season is sneaking up on us quickly!

Marty Klein joins us from Doerr & Klein Law to discuss what you need to know about estate and financial planning.

Ryan Furstenau discusses 9 common questions about the market today.

As many of us are enjoying volleyball games this fall, Ryan Furstenau and special guest Kate Furstenau discuss reasons investing is very similar to volleyball and things to think about while you watch the next game!

Ryan Furstenau and special Guest Bill Gaines discuss some recent news and tips regarding all things taxes.