360 Wealth Planners
360 Wealth Planners
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Disclaimer: No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial. The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA. Tax preparation services not offered by 360 Wealth Planners or LPL Financial.
Переглядів: 43

Відео

Developing A Vision For Your Retirement
Переглядів 3Місяць тому
Imagine waking up one day, no alarm clock, no rush hour traffic, just the freedom to do whatever you want. Sounds like a dream, right? But for many retirees, this dream can quickly turn into a nightmare of boredom and purposelessness. In this video, we'll explore how to create a fulfilling vision for your retirement years. We'll discuss common pitfalls, share strategies for avoiding the retirem...
Tax Loss Harvesting Explained
Переглядів 2Місяць тому
Have you considered all potential strategies for managing your investment portfolio? In this video, we cover active tax loss harvesting - a technique that some investors use to potentially optimize their portfolio's tax efficiency. Research from firms like Vanguard suggests that effective tax loss harvesting can reduce tax drag by at least 50%. This means more money could stay in your pocket in...
529 Plans Explained
Переглядів 172 місяці тому
In this video, we explore effective strategies for saving for your child's college education. We begin with the 529 plan, a tax-advantaged investment account designed specifically for education expenses, discussing its benefits such as tax-free growth and high contribution limits, as well as potential drawbacks like limited investment options. We also examine alternative savings options, includ...
What to Do After Maxing Out Your 401(k) Plan
Переглядів 102 місяці тому
Have you maxed out your 401(k) and are wondering where to direct your additional retirement savings? This video is for you! We explore smart strategies for savvy savers looking to optimize their retirement planning beyond the 401(k) limit. We'll discuss the benefits and contribution limits of Roth IRAs, explain how the backdoor Roth IRA works and who it's best suited for, and discuss the triple...
Thoughts on Trump’s Assassination Attempt
Переглядів 203 місяці тому
📢Download our 8 Tax Reduction Strategies for High-Income Earners Guide: www.finance-resources.com/tax-strategies 📧Contact Us: www.360wealthplanners.com/lets-get-started 💻 Website: www.360wealthplanners.com/ 📧 Visit our "Get In Touch" form: www.360wealthplanners.com/ 👉Click here to Subscribe: ua-cam.com/channels/VTGctJK5WNQZrimn6ysS9g.html 📢Follow us on Facebook: 360WEALTHPLANNERS/ ...
Asset Location And Allocation Explained
Переглядів 103 місяці тому
Have you ever wondered how to make the most of your investments while minimizing the impact of taxes? At 360 Wealth Planners, we understand that building a successful investment portfolio involves more than just picking the right stocks or funds. It's about implementing strategic approaches that can help you maximize your returns and keep more of your hard-earned money. In this video, we discus...
Cyber Security Implementation
Переглядів 84 місяці тому
In today's digital age, the threat of cybercrime is a growing concern, particularly when it comes to protecting our financial assets. According to a report by the Federal Bureau of Investigation (FBI), cybercrime cost victims worldwide an estimated $6.9 billion in 2021, a staggering increase from previous years. As we increasingly rely on digital platforms for managing our finances, it's essent...
Tax Strategies For High Income Earners Pt. 3
Переглядів 54 місяці тому
As a small business owner, you're always looking for ways to optimize your finances and reduce your tax burden. One often overlooked strategy is hiring your own family members to work in your business. While this may seem like a personal decision, there are actually significant tax advantages that can make it a smart financial move for your company. The IRS provides special rules and considerat...
Tax Strategies For High Income Earners Pt. 2
Переглядів 44 місяці тому
Are you passionate about giving back but want to be strategic with your charitable donations? Discover how donor-advised funds can be a philanthropic tool that allows you to maximize your impact while unlocking significant tax benefits. In this video, you'll learn how donor-advised funds can provide significant tax advantages for your charitable giving while also gaining insights into the flexi...
Looking Back On The First Half Of 2024
Переглядів 554 місяці тому
Join us at 360 Wealth Planners as we break down the latest financial news and offer insights into what lies ahead in the coming year. In this concise video, Brandon Day will highlight significant economic developments and share perspectives on the opportunities and challenges that have occurred in 2024. 📢Download our 8 Tax Reduction Strategies for High-Income Earners Guide: www.finance-resource...
Tax Strategies For High Income Earners Pt. 1
Переглядів 75 місяців тому
Tax Strategies For High Income Earners Pt. 1
Portfolio Rebalancing Explained
Переглядів 95 місяців тому
Portfolio Rebalancing Explained
Our Investment Philosophy Explained
Переглядів 96 місяців тому
Our Investment Philosophy Explained
Tax Strategies Explained
Переглядів 196 місяців тому
Tax Strategies Explained
Positives Of Investing
Переглядів 57 місяців тому
Positives Of Investing
Catch-Up Contributions | How Much Difference Do They Make?
Переглядів 68 місяців тому
Catch-Up Contributions | How Much Difference Do They Make?
Roth IRA Explained
Переглядів 69 місяців тому
Roth IRA Explained
A Happy New Year! A Happy Investment Outlook? | January's Market Recap
Переглядів 79 місяців тому
A Happy New Year! A Happy Investment Outlook? | January's Market Recap
Looking Forward To 2024
Переглядів 26110 місяців тому
Looking Forward To 2024
The Patient Investor Will Be Rewarded!
Переглядів 5610 місяців тому
The Patient Investor Will Be Rewarded!
The 3 Smartest Things To Do With Your Annual Bonus
Переглядів 7610 місяців тому
The 3 Smartest Things To Do With Your Annual Bonus
3 Mistakes People Make When Downsizing In Retirement
Переглядів 25910 місяців тому
3 Mistakes People Make When Downsizing In Retirement
Happy Thanksgiving
Переглядів 7411 місяців тому
Happy Thanksgiving
What's the best age to start claiming Social Security benefits?
Переглядів 6111 місяців тому
What's the best age to start claiming Social Security benefits?
Is There Anything To Be Thankful For In This Economy?
Переглядів 5211 місяців тому
Is There Anything To Be Thankful For In This Economy?
Is The Stock Market Too Risky For Retirees?
Переглядів 1711 місяців тому
Is The Stock Market Too Risky For Retirees?
You Can Withdraw 4 percent of Your Savings Annually Without Worrying | Myth vs. Reality
Переглядів 16Рік тому
You Can Withdraw 4 percent of Your Savings Annually Without Worrying | Myth vs. Reality
How Much Should I Have Saved For Retirement? | At Different Ages
Переглядів 43Рік тому
How Much Should I Have Saved For Retirement? | At Different Ages
Navigating Opportunity Cost on the Path to Retirement
Переглядів 7Рік тому
Navigating Opportunity Cost on the Path to Retirement