Strategy Financial Group
Strategy Financial Group
  • 121
  • 14 925
The Answer to Your Financial Questions is Usually "It Depends"
When it comes to personal finance, ‘It depends’ is almost always the honest answer. That’s because financial advice isn’t one-size-fits-all; it’s shaped by your unique situation
Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg
Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8
0:00 Intro
0:38 Retirement Savings
0:49 Buying VS Leasing a Car
0:56 Investing Strategy
1:29 Outro
This content is provided for informational purposes only. It is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for an individual's financial decisions. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Strategy Financial Group does not provide specific legal or tax advice. Please consult with a qualified professional for guidance on your individual situation. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
Переглядів: 177

Відео

Take a Retirement Test Drive
Переглядів 75Місяць тому
Preparing for retirement isn’t just about money - it’s about how you’ll spend your time. Before you take the leap, try a “test drive” to find your ideal retirement routine. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:17 Take Unstructured Days Off 0:26 Explore New Hobbies 0:34 Check Your ...
Strategy Financial Group - Client Testimonial
Переглядів 332 місяці тому
"You feel like you're in good hands and you're on the right road." - John Gibson Testimonials were provided by current clients of Strategy Financial Group and are not representative of all clients’ experiences. The clients have not been compensated, directly or indirectly, to provide their testimonial, and we are not aware of any material conflicts of interest resulting from the clients’ relati...
Get the most out of Medicare
Переглядів 3522 місяці тому
We're breaking down what you need to know about joining a Medicare health plan. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:33 Initial Enrollment Period 0:42 Open Enrollment Period 1:25 Sign Up 1:54 Check if Your Doctors are in Network and Consider Other Costs 2:14 Outro This content is ...
Having a Family Financial Discussion
Переглядів 2313 місяці тому
Discussing finances with aging parents can be challenging, let's go over different ways to start the conversation. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:19 Find Common Ground 0:36 Inquire About Their Financial Advisor 0:53 Blame It On Your Financial Advisor 1:20 Outro This content ...
Navigating Market Volatility
Переглядів 804 місяці тому
Market volatility can be unsettling for most investors. Let's talk about how you can navigate uncertainty with confidence. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:15 Think About Big Picture 0:26 Diversify 0:39 Check In and Rebalance 0:49 Look for Opportunities 0:59 Outro This content...
Financial & Retirement Planning | Strategy Financial Group
Переглядів 504 місяці тому
You’ve worked hard your entire life. And you deserve the retirement you’ve always looked forward to. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced professionals. We know that retirement planning and financial planning can be complicated, but we also know...
What to do with a Sudden Windfall
Переглядів 905 місяців тому
Receiving an unexpected sum of money can be a welcome surprise, but deciding what to do with it can be a challenge. Here are five strategies to consider! Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:21 Grow an Emergency Fund 0:26 Save for Retirement 0:36 Invest for the Future 0:48 Prepay ...
Do you need a Family Financial Summit?
Переглядів 396 місяців тому
A Family Financial Summit is a family meeting that allows for the sharing of financial values and goals. This can be very helpful in aligning expectations about inheritance, responsibilities, and the legacy your family wishes to build. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:28 Inher...
What Financial Advisors Do
Переглядів 616 місяців тому
Financial advisors bring way more to the table than just managing investments. Watch our founder, Calvin Goetz, break down the many hats a financial advisor wears. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:27 Personalized Financial Planning 0:47 Behavioral Coaching 1:00 Tax Efficiency ...
The Benefits of Working with a Team
Переглядів 576 місяців тому
When it comes to financial advice, the benefits of working with a team rather than an individual advisor become increasingly clear as your financial needs grow more complex. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:25 Enhanced Service 0:41 Comprehensive Approach 0:56 Increased Reliabi...
Index Funds VS Mutual Funds
Переглядів 989 місяців тому
Index funds and mutual funds are both types of investment funds, but they differ in their investment strategies and management styles. Our founder and CEO, Calvin Goetz, walks through the differences in this video. Nearing retirement? Download our free retirement toolkit! rb.gy/6tcqg Schedule a 15-minute phone call with an advisor today: bit.ly/3CTD5i8 0:00 Intro 0:18 Index Funds 0:56 Mutual Fu...
Fees In Your Portfolio
Переглядів 509 місяців тому
Visit MyRetirementKit.com OR text "KIT" to 602-922-5005 for your FREE Retirement Roadmap Kit! This is a paid advertisement by Strategy Financial Group, a trade name of Strategy Financial Services, LLC and Strategy Financial Insurance, LLC. Content is provided for informational purposes only. It is believed accurate at the time of broadcast, but is subject to change, is not a guarantee of future...
The Importance of Income Diversification
Переглядів 309 місяців тому
Visit MyRetirementKit.com OR text "KIT" to 602-922-5005 for your FREE Retirement Roadmap Kit! This is a paid advertisement by Strategy Financial Group, a trade name of Strategy Financial Services, LLC and Strategy Financial Insurance, LLC. Content is provided for informational purposes only. It is believed accurate at the time of broadcast, but is subject to change, is not a guarantee of future...
Will Taxes Be Rising Soon?
Переглядів 4110 місяців тому
Will Taxes Be Rising Soon?
Navigating Long Term Care in Retirement
Переглядів 2710 місяців тому
Navigating Long Term Care in Retirement
Unlock the Power of Our Professional Network
Переглядів 5711 місяців тому
Unlock the Power of Our Professional Network
4 Common Withdrawal Strategies
Переглядів 8111 місяців тому
4 Common Withdrawal Strategies
How To Prepare For A Meeting With Your New Financial Advisor
Переглядів 94Рік тому
How To Prepare For A Meeting With Your New Financial Advisor
Four Ways You And Your Heirs Can Be Prepared
Переглядів 101Рік тому
Four Ways You And Your Heirs Can Be Prepared
The Four Percent Rule Makes A Comeback
Переглядів 963Рік тому
The Four Percent Rule Makes A Comeback
Handling A Sudden Financial Windfall
Переглядів 82Рік тому
Handling A Sudden Financial Windfall
Happy Thanksgiving!
Переглядів 12Рік тому
Happy Thanksgiving!
Keeping Politics Out Of Your Portfolio
Переглядів 93Рік тому
Keeping Politics Out Of Your Portfolio
3 Lesser Known Retirement Age Milestones
Переглядів 410Рік тому
3 Lesser Known Retirement Age Milestones
Protect Yourself From AI Fraud
Переглядів 110Рік тому
Protect Yourself From AI Fraud
Relocating in Retirement
Переглядів 89Рік тому
Relocating in Retirement
How to make the most out of your retirement
Переглядів 77Рік тому
How to make the most out of your retirement
Use this strategy to simplify your retirement plan...
Переглядів 72Рік тому
Use this strategy to simplify your retirement plan...
Boost Your Retirement Savings With These 5 Strategies
Переглядів 135Рік тому
Boost Your Retirement Savings With These 5 Strategies