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Money Smarts

Money Smarts

By Whitney Emanuel

Welcome to Money Smarts: a bite-sized financial tip video series, for busy professionals. We offer a 5-10 minute podcast on basic financial topics. In this series, you can expect to learn some of the answers to financial questions I get asked every day.
I hope you enjoy my podcast.
Thanks! Whitney
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Currently playing episode

Expectations for your financial advisor relationship

Money Smarts Mar 23, 2021

00:00
04:58
Money Smarts by Whitney - What to do with Your Bonds

Money Smarts by Whitney - What to do with Your Bonds

For today’s Money Smarts, I discuss the bonds in your portfolio issues to address.

Watch now to learn:

1. The current bond environment.

2. Alternative investment strategies to bonds.

3. Considerations with your risk tolerance and goals.

Remember, I am here to help. Schedule an appointment with me to set yourself up for success.

www.whitneywealthgroup.com

#financialplanner #financialplanning #financialadvisor #financialgoals #minneapolis #moneygoals #moneysmarts #financialportfolio #preplanningretirement

Aug 13, 202105:43
Money Smarts by Whitney - Tips on Tax Treatment of Assets and Investments

Money Smarts by Whitney - Tips on Tax Treatment of Assets and Investments

Welcome to Money Smarts, a financial tip podcast series, for busy professionals. In this series, you can expect to learn some of the answers to financial questions I get asked every day. I hope you enjoy my podcast. Thanks! Whitney.   

Money Smarts by Whitney - Tips on Tax Treatment of Assets and Investments Whitney answers three treatments of taxes for assets and investments.   

1. How are your assets and investments being taxed on the front end?  

2. How are your assets and investments being taxed on an ongoing basis?  

3. How are your assets and investments being taxed on the back end? i.e. when you withdrawal the money or sell.   

Enjoy the podcast, like, comment, and share. If you have further questions, reach out to me at Whitney Emanuel at whitney@strategic-visionaries.com.


Apr 14, 202106:04
Why can’t I find any reviews for your business?!

Why can’t I find any reviews for your business?!

For today’s Money Smarts I cover why financial advisor reviews aren’t allowed in my industry and what you can ask for as a prospective client instead.

Listen now to discover:

1. Why financial reviews aren’t allowed.

2. Why speaking with current clients as a reference is a good step.

3. Why getting referrals is a great compliment.

Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan. www.strategic-visionaries.com 

Apr 12, 202104:32
Expectations for your financial advisor relationship

Expectations for your financial advisor relationship

It is important that your financial advisor meets your expectations. For today’s Money Smarts I cover five expectations that are critical to a working relationship. Here are the main questions we explore in today’s topic for financial advisors.  

  • Do they hear you? 
  • How do they make money? 
  • Do they have a disciplinary history?  
  • Have they explained the platforms available to you? 
  • Bonus question – do they provide holistic financial planning?  

Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan.   

www.strategic-visionaries.com

Mar 23, 202104:58
Benefits, Benefits, Benefits!
Mar 14, 202103:11
Welcome to Money Smarts by Whitney

Welcome to Money Smarts by Whitney

Welcome to Money Smarts a series of bite-sized financial tip videos and podcasts for the busy professional.


Disclaimer

Securities are offered through Securities America. Advisory services offered through Charles Schwab, supervised by USAdvisors Wealth Management. Securities America, USAdvisors Wealth Management, Strategic Visionaries, & Charles Schwab are separate entities.


whitney@strategic-visionaries.com 

Mar 14, 202100:43