- 118
- 8 628
Iron Horse Wealth Management, LLC
Приєднався 26 сер 2020
Setting Attainable Goals for 2025
Izzy launches her weekly "Wealth Wednesday" series with this opening video about the importance of setting attainable financial goals for 2025. What are some of your goals and how can she help you achieve them? Leave a comment or email her at isabel@ironhorsewm.com to get in contact and be sure to check out next week's video each Wednesday!
Переглядів: 63
Відео
Giving Tuesday - Variety, the Children's Charity
Переглядів 22Місяць тому
Variety, the Children's Charity raises money for kids throughout the state of Iowa. Over $50 million has been granted out to organizations over the last 50 years and Variety is looking to continue that tradition. Consider donating today at the link below: www.varietyiowa.com/donations/
Giving Tuesday - Can Play
Переглядів 26Місяць тому
We're excited to feature Can Play for Giving Tuesday! Check out who there are below and click the link to donate! can-play.org/donate/ Our Mission - Can Play brings adapted and no cost recreational programs to our communities by removing barriers to play. Our Focus - Inclusion: We ensure that everyone has access to play. Community: We bring people and communities together to play as one. Play: ...
Giving Tuesday - Children's Museum
Переглядів 18Місяць тому
The Des Moines Children't Museum is a newer non-profit looking to "Give the Gift of Play." Check out this short Giving Tuesday video to learn more about the organization and visit their website to donate today! dsmchildrensmuseum.com/
Secure Act 2.0 Roth Updates
Переглядів 219Рік тому
*8/25/2023 UPDATE - The IRS released additional guidance giving a 2 year grace period on the Roth Change. Changes will now be required beginning 2026 but can be made sooner if participants wish to.* Secure Act 2.0 has a pretty major change for catch up contribution provisions in retirement plans. Beginning next year, those 50 and over making catch up contributions to their employer sponsored re...
Welcome back Izzy!
Переглядів 26Рік тому
Izzy is back from College and is our newest full-time employee. Congrats on graduating and we look forward to all you can do as part of the team!
Haiku Day!
Переглядів 72Рік тому
We decided to do something a little different with this video. Each advisor came up with their own Financial Haiku (some decided on some AI help) and we're asking for you to vote for your favorite! Comment with the advisor you thought had the best Haiku and we'll let you know the winners next week!
Divorcee Social Security Benefits
Переглядів 19Рік тому
Social Security Benefits are kind of complicated depending on your financial and marital situation. They can get even more complicated in the case of divorce. Penny covers some lesser known aspects of Social Security this week. Let us know if you have any questions!
Retirement Savings
Переглядів 89Рік тому
This week, Mark explains how starting early in a company retirement plan can have a drastic impact on your planned savings and opportunity for a successful retirement. Reach out if you have any questions and thanks for watching!
Emergency Funds
Переглядів 54Рік тому
Having an Emergency Fund is an important part of a healthy financial plan. Check out what purchases should be considered "emergencies" and a review of best practices on where to hold these funds. As always, let us know if you have any questions and happy saving!
2023 Contribution Limits
Переглядів 58Рік тому
Retirement plan contribution limits have been updated for 2023. Check out this quick video to learn what that means for you and those you care about!
Fall in Love with Financial Planning
Переглядів 48Рік тому
Penny and Danny share their thoughts and ideas on the upcoming Valentine's Day holiday. It's never a bad time to talk about finances with your partner and make sure you're both on the same page. Do you know what your retirement dreams are and do they align with your partner? Have a "hot finance date" and find out! Let us know if you're interested in learning more about financial planning!
Giving Tuesday Children's Cancer Connection
Переглядів 122 роки тому
We conclude our Giving Tuesday features with one of our oldest partner non-profits, Children's Cancer Connection. This amazing organization helps children and families dealing with cancer diagnosis. Learn more about their organization and how you can help by checking out their website below! childrenscancerconnection.org/
Giving Tuesday The Beacon
Переглядів 1392 роки тому
The Beacon is out next featured non-profit this Giving Tuesday! According to their Executive Director and website: "When a child is born into an environment of trauma and systemic oppression, her brain is more focused on survival than play, growth, and development. This often results in the continuation of generational substance use, poverty, homelessness, abuse, and eventually even incarcerati...
Giving Tuesday Hope Animal Rescue
Переглядів 622 роки тому
We continue our Giving Tuesday feature with some very special guests - Chewi and Chester! Welcome Hope Animal Rescue where you can adopt, foster, or rescue all kinds of pets! Check out their website below to learn more, consider donating, or find your next furry friend! hopeanimalrescueofiowa.org/
Service Professionals - Fire and Police
Переглядів 552 роки тому
Service Professionals - Fire and Police
Congrats! Lots of Bluesky ahead. Being young and financially savvy is a great combo!
What if there's only150.000
Hey Dan, are you talking about $150?
Greg 😂
Penny
Danny
Greg
Nice video, thank you!
Thank you, David!
Jack Bogle: "Expenses matter." Good video, thanks.
You're right! So much more than most realize. Thank you!
I am here for the wisdom and the dad jokes!
Far more articulate compared to the “old guys”… also much funnier! Go Mark & Izzy
Nice shirts!!
This was super helpful! Thank u
Great content as always. Using a retirement plan as a retention tool should be in every firms playbook.
Thank you! We totally agree!
Happy anniversary! Love the party hat on the horse! Everybody is getting in on this celebration!
Thanks, Bas!
How is it that I haven’t heard the musical stylings of Dennis until now???
It takes a special occasion...
You guys are en fuego!!
Worst dad joke so far… lol
Really? Worst? HA!
Way to go Mark!
True independence allows advisors to do what is in the best interest of the client at all times rather than be influenced to sell particular products and services regardless of customer demand or need. I love working with independent advisors like you all, plus as a bonus, y’all are pretty cool dudes too!
The feeling is mutual, Bas!
Best jokes too: adorable!! lol… you should also get a trophy for putting up with those 2 characters all summer!
You answer my concern, thank you, good luck guys
Looking forward to meeting you Penny! You joined a great team
My husband contributes 13,500 every year to a simple IRA that his job offers. Recently my job began offering Roth 401k. What is the max I can contribute to my roth401k considering that my husband is putting max in his simple Ira?
Hey Naven, thanks for the question. Your company retirement and your husband's are separate accounts in the eyes of the IRS so you can max your Roth contribution out. If you are under 50, the annual limit for 2021 is $19,500. If you are over 50, you can contribute an additional $6,500. Let me know if you have other questions!
Where is the dad joke at the end?
They're not dads, Bas!
Nein!!! Lol
Sound is fantastic! Almost as good as the information shared & the looks of the presenters!
Spec-tater!!! Love it
Love it!
Thanks, Bas!