Financial Advice NO ONE ever tells you

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  • Опубліковано 20 січ 2025

КОМЕНТАРІ • 289

  • @CherrytopShantel
    @CherrytopShantel 21 день тому +44

    11 months of investing. $67k saved, debts cleared, and a portfolio just shy of a quarter million. Taking my finances seriously this year was worth it in retrospect.

    • @Alternatezoid
      @Alternatezoid 21 день тому +2

      I’m green to investing. I want to make better financial decisions but everything seems complicated. How are you doing it?

    • @CherrytopShantel
      @CherrytopShantel 21 день тому +2

      I didn’t have prior investing experience. A CFA, Herman W Jonas has taken all the guesswork out ever since I got into his program. My initial capital of $15k invested over the short term yielded me huge profit plus bonuses. It’s all about accumulating wealth through compound interest investments.

    • @Tamboool
      @Tamboool 21 день тому +3

      That's your view. In my experience, there is no such formula, it is nearly impossible to achieve success with investing. It’s all just gambling.

    • @tedbolder
      @tedbolder 20 днів тому +1

      Can he help me? How can I learn more about his service?

    • @CherrytopShantel
      @CherrytopShantel 20 днів тому +1

      Hermanw jonas that’s his gmail okay

  • @RitaMeyers-oc4le
    @RitaMeyers-oc4le Місяць тому +455

    People are facing a tough retirement and it’s even harder for workers to save due to low-paying jobs, inflation and high rents. Now, middle-class Americans find it tough to own a home too, leaving them without a place to retire in.

    • @StuartFerguson-q2k
      @StuartFerguson-q2k Місяць тому +1

      Ain’t that the truth?

    • @StuartFerguson-q2k
      @StuartFerguson-q2k Місяць тому +1

      Retirement is a lot more difficult than it was in the past, they say it’s all about balancing your risk tolerance with your long-term goals but it’s more tricky than it sounds. I’m considering speaking to an advisor to help in strengthening my portfolio.

    • @CODYGosling
      @CODYGosling Місяць тому +1

      That’s surely a way to go!!! I’ve always delegated my excesses to an advisor, since suffering major portfolio loss early 2022. I’m now semi-retired and only work 8 hours a week with barely 25% short of my $2M retirement goal after subsequent investments to date.

    • @RickyMansard
      @RickyMansard Місяць тому +1

      Thanks for sharing your experience. Your advisor must be really good, I hope it’s okay to inquire if you’re still working with the same Advisor and how can I get in touch?

    • @CODYGosling
      @CODYGosling Місяць тому +1

      My CFA, *Peter Dewitt Martin* is a renowned figure in his field. I recommend searching his name online; you’ll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.

  • @EliaszPass
    @EliaszPass 25 днів тому +261

    I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

    • @NaufalKnoechel
      @NaufalKnoechel 25 днів тому +1

      I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes.

    • @EliaszPass
      @EliaszPass 25 днів тому +1

      @@NaufalKnoechel That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well

    • @NaufalKnoechel
      @NaufalKnoechel 25 днів тому +1

      @@EliaszPass My advisor is *MARGARET MOLLI ALVEY*

    • @NaufalKnoechel
      @NaufalKnoechel 25 днів тому +1

      You can look her up online

    • @YinusaSaheed
      @YinusaSaheed 25 днів тому +1

      @@NaufalKnoechel The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?

  • @armandofigeroa8229
    @armandofigeroa8229 Місяць тому +13

    I always tell my friends and family. It's getting to the point where only the rich will retire, the rest of us will work till we die.

  • @fredflintstone2234
    @fredflintstone2234 Місяць тому +89

    Let me save you all 4 minutes. You may be rejected for a credit card because you are unemployed due to retirement. You’re welcome.

    • @jrltown
      @jrltown 21 день тому +5

      Point 2, @laptop_seniors states, "I have never been late in a credit card payment!".
      In other words, by avoiding late fees and interest payments, the credit card company has no financial benefit to having you as a customer. They consider you a sunk cost deadbeat.
      Should you pay your credit card on time? Yes!
      Do you need to have that credit card? As the saying goes, "Not just no, but HELL NO!"

    • @degenwest
      @degenwest 19 днів тому +2

      @fred - Thank you. @laptop - get straight to the point.

  • @CameronFussner
    @CameronFussner Місяць тому +432

    I wish i learnt most of these principles about seven years ago. A lot of people have been trapped strongly in the matrix-- Go to school, get a job, and then slave your whole life. Many miss out on life-changing information that could have great effect on their finances. Sometimes Protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over.

    • @AlfredWilliams-ki6ri
      @AlfredWilliams-ki6ri Місяць тому +7

      Nobody knows anything, you need to create your own process, manage risk and stick to the plan, through thick or thin ,While also continuously learning from mistakes and improving

    • @CharlesArthur-fq5sx
      @CharlesArthur-fq5sx Місяць тому +5

      Many overlook that banks are return-driven businesses. I don't trust keeping a large sum in a bank. Instead, I invest with guidance, enjoy the benefits, and save for retirement.

    • @williamDonaldson432
      @williamDonaldson432 Місяць тому +3

      After the '08 financial crisis, I've learned not to trust corporations. Since 2020, I've been investing with a financial advisor and have had no major losses, so I'm not going back to relying solely on banks.

    • @foreverlaura-fq4eu
      @foreverlaura-fq4eu Місяць тому +3

      Market behaviour can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?

    • @williamDonaldson432
      @williamDonaldson432 Місяць тому +2

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Rebecca Lynne Buie for about 3 years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

  • @LarryManiccia
    @LarryManiccia Місяць тому +18

    The other thing they may be looking at is that you pay off your balance every month so you will not be a money maker for them as you`ll draw benefits in the form of points and free perks but won't be feeding them interest paymets.

    • @laptopseniors
      @laptopseniors  Місяць тому +5

      True...although they're also getting (or Venture X losing) 2.5% on roughly $30k of spending. = $750 plus their overall fee.

    • @emilyecm
      @emilyecm Місяць тому +3

      This is a VERY valid point.

  • @cecilr7986
    @cecilr7986 Місяць тому +11

    Same thing happened to my brother. 6-figure income while working, excellent credit, bought and sold several properties and never late on payments. He retired at 60 but two years later went to buy a new home. He got approved for a mortgage -- eventually. But, they took him through hell to get it.

    • @laptopseniors
      @laptopseniors  Місяць тому +2

      Sorry to hear that but happy he got it in the end. Thanks for watching 😃

    • @CK-vp6hh
      @CK-vp6hh 21 день тому +2

      Yeah - my friend told me to make sure to replace my car -before- you retire!

  • @Jamaal67i
    @Jamaal67i Місяць тому +438

    One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I know I’ll make profits.

    • @Peterl4290
      @Peterl4290 Місяць тому +2

      You are right. The best approach I feel is to diversify investments by spreading investments across different asset classes like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk Місяць тому +1

      That makes sense. I’ve been using a financial market expert for two years now and I own a six-figure diversified portfolio from investing in stocks. I want to diversify more this year, though.

    • @sabastinenoah
      @sabastinenoah Місяць тому +1

      I really want to get in with a financial advisor this year, especially as all markets are hitting lows. I don't want to be too optimistic and end up losing everything.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk Місяць тому +1

      My CFA Annette Christine Conte a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market

    • @sabastinenoah
      @sabastinenoah Місяць тому +1

      I merely Googled her name, and her website up right away. So far, it looks interesting. I sent her an email, and I hope she responds soon. Thanks

  • @jeanah685
    @jeanah685 19 днів тому +2

    The fact that you think paying an annual credit card fee is better than one without it tells a lot.

  • @kellylynch2428
    @kellylynch2428 28 днів тому +4

    Great tip. Thanks for passing it along.

  • @paul_domici
    @paul_domici Місяць тому +9

    Cards with no fees work great for me! Plus I get 3% cash back!

  • @TS-yx8gj
    @TS-yx8gj Місяць тому +2

    I plan on retiring early. I have a corporate career but started a business LLC 2 years ago. Once I retire I plan on jumping into my business at least part-time. Since I am essentially an employee of my business I will never be unemployed.

  • @annas7715
    @annas7715 Місяць тому +6

    My suggestion is to not take the annual household income question on the application literally if you have a good history of being a responsible credit user *and* have additional assets you can access if needed.
    In other words, unless you are literally on a fixed or limited income with no ability to draw extra funds from savings at your discretion, be generous in your stated income when you are retired and can “pay yourself” with your retirement savings. Keep your credit profile consistent - update your “new” annual household income on your existing credit card accounts, too.
    Credit card banks do not check the annual income you state on the application.

  • @camela8445Mar
    @camela8445Mar Місяць тому +8

    Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.

    • @camela8445Mar
      @camela8445Mar Місяць тому +4

      Financial planning and retirement strategies are crucial, especially in today's economic climate. With global economic fluctuations and uncertainties, it's essential to have a solid plan in place to protect your financial future.

    • @Sanchyfab
      @Sanchyfab Місяць тому +4

      Consulting with a financial advisor can provide personalized insights and help align your investment strategy with your retirement goals.

    • @Sanchyfab
      @Sanchyfab Місяць тому +3

      Honestly this cannot be overemphasized, helping people mitigate unforseen circumstances and mistakes .It's always good to have a financial plan,

    • @V.stones
      @V.stones Місяць тому +3

      Agreed, I've always delegated my excesses to an advisor, since suffering major portfolio loss early 2020, amid covid outbreak. I'm now semi-retired and only work 7.5 hours a week, with barely 25% short of my $1m retirement goal after subsequent investments to date.

    • @V.stones
      @V.stones Місяць тому +2

      My CFA, Joseph Nick Cahill is a renowned figure in his field. I recommend researching his name online; you'll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.

  • @antwonkyle292
    @antwonkyle292 Місяць тому +4

    Great information! I have not retired yet and I will definitely keep this information and pass it along to others.

  • @bshocket2181
    @bshocket2181 Місяць тому +4

    If you have retirement investments, all you have to do is add a reasonable income from those investments to your passive income (SS, pension/annuity, rental income, etc.) when applying for a credit card. You don't have to actually "realize" that income, only be able to support your claiming that income potential on an application by showing the investments if the card issuer wants verification.

  • @jerel2119
    @jerel2119 Місяць тому +5

    Thanks for the tips, this is something that no one has talked about before

  • @diannad8905
    @diannad8905 Місяць тому +5

    Great advice! Also, we are planning on getting a HELOC before hubby’s W2 income is done when he retires. I am self-employed , so I am familiar with what banks like and don’t like, and they love his W2 income!

  • @AdrienneHall-mn3bn
    @AdrienneHall-mn3bn Місяць тому +4

    Thank-You Sir for this valuable information and perspective. 🙂

  • @kevinstrong7520
    @kevinstrong7520 Місяць тому +34

    I hear ya brother. However, please keep in mind creditors usually can't garnish social security benefits or pensions (extremely difficult). This creates a higher risk in the event of default, despite your outstanding payment history and FICO score...hope this helps

    • @laptopseniors
      @laptopseniors  Місяць тому +8

      Yeah... I understand it from their point, but it was a total surprise when it happened. As I said, NO one has ever mentioned it in any financial or retirement video or article I've ever read. lol...new knowledge the hard way huh? Although it's minor because at least we're covered. It'd be a drag though for someone who retired and had maybe just one credit card and now has a hard time getting another or changing what they have.

    • @burtonknows9201
      @burtonknows9201 Місяць тому

      @@laptopseniors WOW! When I was previously retired, I got two credit cards with a $10K limit on each. I remember speaking to a credit card representative and faxing a copy of my 1099R, plus a W-2 for my part-time teaching (I taught one class a semester because I enjoyed it, and I socked it away to travel to Canada or California each year). That was it. Now looking at retiring again in 3-4 years, I'm looking to close out the four additional cards I have (I have streaming digital services on each, nothing else) and get back to two. My biggest worry is that my credit score will drop because of my declining credit limit.

    • @stevemelton4388
      @stevemelton4388 Місяць тому +1

      Credit cards are unsecured loans

  • @iLibertyWoman
    @iLibertyWoman Місяць тому +1

    This is precious info. Thank you. I better take action now.

  • @reallmccoy9043
    @reallmccoy9043 Місяць тому +9

    Great advice. I never thought of this.

  • @Star2ice
    @Star2ice Місяць тому +32

    Biggest advice: Downsize your house or upgrade your car before retirement.

    • @CHARLESHARDIN96
      @CHARLESHARDIN96 Місяць тому +2

      Why ?

    • @Unplugged704
      @Unplugged704 Місяць тому

      @@CHARLESHARDIN96yeah why?
      I’m 54 starting to think and plan for retirement.
      Currently renting and heavily debating should we buy a house.. however high prices and rates and not encouraging

    • @cynthiaivers1708
      @cynthiaivers1708 21 день тому

      Or just pay cash for them.

    • @CHARLESHARDIN96
      @CHARLESHARDIN96 День тому

      @ Most people can’t pay cash for either. If they could then they probably don’t have retirement worries or issues

  • @TommyIgoe-e6d
    @TommyIgoe-e6d 21 день тому

    Thanks for the retirement tip. I am not quite there yet but working towards and doing my homework along the way.

  • @daw7773
    @daw7773 Місяць тому +7

    Capital one reject people who they feel have too many credit cards or one has great credit.

  • @DaveLeComte
    @DaveLeComte 20 днів тому +1

    1:41 You pay for the privilege of using a credit card?

  • @twilde3754
    @twilde3754 Місяць тому +2

    I was interested in watching this because of your title. I am still working but will retire in the next 18 months to 2 years. I have one credit card and pay it down monthly when I use it, if I use it. Having debt would drive me nuts especially if I didn't have an income.

    • @laptopseniors
      @laptopseniors  Місяць тому

      Understood. We agree. Maybe consider another card or two even to lock away. 😃

  • @DaveMartinez-o1s
    @DaveMartinez-o1s Місяць тому +3

    I read alot of comments that complained concerning the fee of the amex platinum card. It's basically a coupon card, and there is many ways to not only redeem but to actually benefit from this card. For me I get great value from this card. Everyone situation is different.
    Capital one is fickle when it comes to the venture x card.
    Thanks for the video

    • @laptopseniors
      @laptopseniors  Місяць тому +1

      My only complaint for the Platinum over the years was the fee. It's high. But the card is stellar. And if you use all the credits, you can recoup about $550 of that $800. But for us, the free access to airport lounges more than recoups the card payment. And if you're in trouble somewhere their concierge is a big help.

  • @Thomas63r2
    @Thomas63r2 19 днів тому

    If you don’t take advantage of the luxury of time in planning ahead - then you will have fewer and less desirable choices. Be thinking of passive and retirement income. Don’t get stuck on your location if it is costly - you can retire into a more affordable location and travel more or play more in your hobbies. Your money is a lifestyle resource, treat it well.

  • @Sub-515
    @Sub-515 Місяць тому +2

    They don't want customers who pay the card out each month, they want customers who never pay the balance so they are in debt for life paying the interest.

  • @gelan8543
    @gelan8543 Місяць тому +2

    After my BK, I applied for credit cards as a retired person but I inflated the amount of my pension. They never checked or asked for proof. Plus, when they ask to verify my income, I give myself a raise. I only use my cashback (3%,2%,1%) card with no foreign fees. P.S. I also have Venture but I pay no fees.

    • @burtonknows9201
      @burtonknows9201 Місяць тому

      LOL! Now you tell me! I was honest about mine. In the "good ole days," I got two lump checks when I retired: two-thirds of my sick time (I had close to 4000 hours when both my sick banks were added together) and the other check for my vacation time and compensatory time. After taxes, it was a good payout. I used the money to pay off all my outstanding debts and put the remaining amount in a savings account because the first pension check wouldn't come for sixty days. So, for the nearly four years since I retired for the first time, other than living expenses, I had no debt.

  • @waynepeplinski4005
    @waynepeplinski4005 19 днів тому

    Thank you. That's a good piece if information to know.

  • @morningmoondove5065
    @morningmoondove5065 Місяць тому +2

    And sir I got a commercial for this vid for that card😂

  • @rolori3
    @rolori3 Місяць тому +3

    I just helped my 96 year old dad get a new no fee card (Amazon Visa). His other main card kept getting compromised so he just wanted a different one. He’s obviously retired and has been for a long time and it was no problem. Maybe fee cads are different?

  • @DavidLynch10
    @DavidLynch10 Місяць тому +44

    I love the grounded reality of this channel!!!
    *If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance, but if you want to make your money work for you..prevent inflation.*

    • @LeoButler019
      @LeoButler019 Місяць тому +2

      I feel sympathy and empathy for our country, low income earners are suffering to survive, and I appreciate Wayne. You've helped my family with your advice. imagine investing $30,000 and receiving $95,460 after 28 days of trading.

    • @CharlotteLucas-b5s
      @CharlotteLucas-b5s Місяць тому +10

      Honestly, our government has no idea how people are suffering these days. I feel sorry for disabled people who don't get the help they deserve. All thanks to Mr Michael Wayne, imagine investing $1000 and receiving $5700 in a few daysday

    • @CowboyfromTexas-c1m
      @CowboyfromTexas-c1m Місяць тому +5

      I'm in a similar situation where should I look to increase income? Do you have any advice? What did you do? Thank you

    • @JimmyCooper-g3s
      @JimmyCooper-g3s Місяць тому +1

      Did someone just mention Mr Wayne!? Damn! You just made my day; what a coincidence.. I've worked with him for over 2years and I can tell how good he is

    • @LiamGrayson10
      @LiamGrayson10 Місяць тому +2

      It's great to see you guys talking about Michael Wayne, This man changed the game for me. Good Man❤️

  • @7SideWays
    @7SideWays Місяць тому +2

    If there aren't wages to garnish in case of default, no go. We don't even qualify to attend a timeshare vacation thing.

  • @2-old-Forthischet
    @2-old-Forthischet Місяць тому +12

    Pay for a credit card? A big NO.
    I'm retired for 18 years now and make about half as much as I used to on a fixed income. While I was working, my credit score was just above 700. Now that I'm retired, my credit score in 840 and I buy and pay for everything with a credit card. My secret is to pay off what they show as a balance WEEKLY instead of waiting for a bill.

    • @angeldetierra3855
      @angeldetierra3855 Місяць тому

      --- Please apply for the Amex Platinum card. And let us know what happens to you. Thanks in advance!

    • @laptopseniors
      @laptopseniors  Місяць тому +4

      I do that too. I rarely wait for the bill. I'm almost always running a credit on the card, and never pay interest. Paying interest is nuts if you can avoid it.

    • @2-old-Forthischet
      @2-old-Forthischet Місяць тому

      @@angeldetierra3855 I had an Amex card but also had three others. Amex just dropped me a few months ago for no activity. They didn't even try to retain me.

    • @Food4thought1234
      @Food4thought1234 Місяць тому +1

      Depends, the credit care he’s talking about is focused for travelers. All said and done 95 bucks a year for unlimited airport lounges with unlimited guest in itself is a steal, but you always get more points 10X depending on what services you use like hotel or rentals… so yeah,, Not paying for a credit card can actually hurt you in the long run in terms of free money. But it’s your time and money. Just don’t lead others down a path that could help them.

    • @2-old-Forthischet
      @2-old-Forthischet Місяць тому

      @@Food4thought1234 we're all adults here aren't we? Make your own decisions, good or bad.

  • @Chicagoactioninvestors
    @Chicagoactioninvestors Місяць тому

    Even after retirement form an LLC and apply for multiple Business Credit cards. They offer much higher limits than personal cards. Some have only stated income programs, meaning they do not check your actual income you can state what you earn. Lastly they don’t count against your debt to income ratio, no matter how much you borrow from them.

  • @sunmand6136
    @sunmand6136 Місяць тому +28

    Why do you even have the AMEX platinum. You are paying almost seventy bucks a month for a card ?? Why ?? If it is the air miles you are worried about. Most decent cards have a rewards program. You could get a Barclays card that will give you air miles and combine that with a Marriott Bonvoy card which would give you Hotels miles. Boom I just saved you 650 bucks.

    • @laptopseniors
      @laptopseniors  Місяць тому +9

      And....that's why I was looking to go to the Venture X and cut out $700 immediately. We actually use the AMEX a lot. Mainly due to all the travel we do. We make up almost all that yearly fee just by dining in the airport lounges. Each return trip is 4 visits going and coming. We tend to fly 8 - 10 times a year (4 x 8 x $35 = $1120) and it also gets us to the front of the line in some airports. And that's before you hit the security line. Plus, there's a $300 credit each year for dining and booking travel with AMEX. So it's a good card so far. If we traveled less, than it'd be a waste for sure. Anyway....Venture X's loss. I put a lot of $$$ on that card. We have/use the Bonvoy card for hotels although I've been checking into the IHG card from Holiday Inn/Crowne Plaza etc. It appears to have way more perks than the Marriott. Going to add that into the arsenal and see if it turns out to be true.

    • @maybelline888
      @maybelline888 Місяць тому +3

      Amex Plat is definitely worth it for the travel perks. The lounges are great food, etc. the reimbursed baggage fees, etc. plus, the points can be converted to literally any airline/hotel. ❤

    • @dlwilliamson5644
      @dlwilliamson5644 Місяць тому

      @@laptopseniors Admittedly, I do love that my AMEX Pt gets me lounge privileges.

    • @daw7773
      @daw7773 Місяць тому

      It’s a high end travel credit card(Platinum) with lounge access at most major airlines, plus AMEX points are highly valuable when transferring to airlines and hotels.

    • @burtonknows9201
      @burtonknows9201 Місяць тому

      @@laptopseniors Sigh. I had a Delta Sky Club membership. I loved it for short trips from Chicago O'Hare. Now, you must get a Delta credit card or a reciprocal card like the AMEX Platinum Card to get into the place. That ticks me off because I pay for the year every January.

  • @palamj2
    @palamj2 Місяць тому

    Spot on a friend of mine who earns over $80k a year from his super, single as well was denied a credit card because he was retired, regardless of income. This is in Australia!

  • @rbass7674
    @rbass7674 Місяць тому +4

    They turned you down because they aren’t going to make money on you.

  • @GregDora-y6u
    @GregDora-y6u Місяць тому +6

    Pat
    I don’t see the allure of points.
    My Fidelity brokerage based free card PAYS me 2% in cash hassle free. Costco free visa has no foreign transaction free.
    If considering expat life use someone other then the one I mentioned. They have reputation of freezing assets till you visit a branch and prove your idea and possibly residency

    • @Alex-he1ve
      @Alex-he1ve Місяць тому +3

      @GregDora-y6u Right, but in Costco Canada they accept only MC, so I scan my US Citi membership VISA, but pay by different no foreign transaction fee MC.

    • @laptopseniors
      @laptopseniors  Місяць тому

      @@Alex-he1ve Good idea.

    • @laptopseniors
      @laptopseniors  Місяць тому +2

      AMEX has great points Greg, but the value for us is when we travel. Free lounge access with full food like a restaurant (free), front of the line at airports, travel insurance, rental car insurance, top tier membership in Hertz, Marriott, Sheraton, and Hilton hotels which usually give the next tier up from whatever we book. So it's been good. If we didn't travel much, it wouldn't be worth it.

    • @laptopseniors
      @laptopseniors  Місяць тому +1

      You know what was a surprise when I was checking out new cards? Virtually all US CC's have no foreign $ fees, but almost all Canadian CC's do charge foreign currency fees. Even AMEX.

  • @rickarmstrong3944
    @rickarmstrong3944 Місяць тому +3

    Best financial advice is never spend more than you bring in.

  • @Nancy-1w
    @Nancy-1w Місяць тому +25

    I retired at 52 and honestly, I wish I’d done it sooner. The 9-to-5 grind always steals your freedom for a paycheck that barely scratches the surface. My advice? If you’re in your late 30s or early 40s, start saving for FIRE now (Financial Independence, Retire Early.) And if you’re in your 50s, invest smartly and break free from relying on your job. Market trends, like the Trump Effect, have made millions for many, including me. Stay focused, stay consistent, and remember financial freedom is within reach if you make it a priority.

    • @MoniqueJ-g2s
      @MoniqueJ-g2s Місяць тому

      Exactly My point! The 9 to 5 grind is just not worth it the stress and low payoff. What specific steps did you take to break free?

    • @Nancy-1w
      @Nancy-1w Місяць тому

      Working with Lorrie Greta Hillard , a financial advisor, was a game changer. She helped me refine my savings strategy, including retirement planning, and provided expert guidance on investments and budgeting to maximize my savings.

    • @MoniqueJ-g2s
      @MoniqueJ-g2s Місяць тому

      Got it! Thanks for the tip! I was curious, so I looked up Lorrie

    • @Neil-l7v
      @Neil-l7v Місяць тому

      So done with 9-5, its Depressing!

    • @Florencewalter-o4s
      @Florencewalter-o4s Місяць тому

      I have 5 more years and I can’t wait!

  • @markbajek2541
    @markbajek2541 Місяць тому +4

    Maybe they think since you're climbing in age, you'll rack it up to the limit then dirt nap.

  • @DanTheManIOM
    @DanTheManIOM Місяць тому +1

    I know a guy who said his credit card company wanted to verify income and he said, he is not going to call them back. I told him, good idea.

  • @Bob-cd5pp
    @Bob-cd5pp Місяць тому +3

    0 debt is the Key I retired at 57

  • @jerryrichardson2799
    @jerryrichardson2799 Місяць тому +1

    Thanks, good advice.

  • @johncarlson6472
    @johncarlson6472 Місяць тому +4

    CC Companies call people that payoff their CC balances every month "deadbeats." LOL!

  • @rosenasser5943
    @rosenasser5943 Місяць тому +3

    Maybe the credit card company turned you down because you are a long term responsible user of credit who pays your bills regularly while taking advantage of the credit card perks. That being the case how is the credit card company going to make money off of you (late payment fees, high interest, penalties, etc....). Instead they are losing money on you. You are a good credit risk, so that makes you a bad credit risk to them.

    • @laptopseniors
      @laptopseniors  Місяць тому

      Absolutely, but they state their criteria as high credit rating and income meaning low risk and ability to pay. 💰

  • @easydoesit1962
    @easydoesit1962 5 днів тому

    I wonder if it is also difficult to get approved to move into a new apartment after retirement?

  • @rayanderson3164
    @rayanderson3164 Місяць тому

    Thank you. We're at the stepping off point with great credit. I was thinking of a card that accumulates air miles and what if we need a mortgage down the road. Same deal. Great assets and a really decent pension. I had hoped our net worth would suffice to replace income. Did any of you have trouble getting a home loan after retirement?

  • @MrRMB1
    @MrRMB1 28 днів тому +2

    Auto loans are the same way. No steady income, no loan..

    • @CK-vp6hh
      @CK-vp6hh 21 день тому +1

      Yes my friend warned me of this! Get your new car before retirement!

    • @cynthiaivers1708
      @cynthiaivers1708 21 день тому

      @@CK-vp6hh or merely pay cash.

    • @CK-vp6hh
      @CK-vp6hh 21 день тому

      @@cynthiaivers1708 indeed!

  • @valentinalarsen6284
    @valentinalarsen6284 Місяць тому +1

    Can I ask you guys how much the apartment 2 bad, 2 bathroom will be cost to buy in Clayton? Have you any idea? We are thinking about relocating. Thank you.

  • @kasmstamps1897
    @kasmstamps1897 16 днів тому

    The mistake I made was paying off my home loan.
    I can't get any sort of loan now - no income (the dole doesn't count).
    Mind you I'm happy with no debt too.

  • @connectwithdave
    @connectwithdave 20 днів тому

    Valuable advice, thanks!

  • @Index-o1234
    @Index-o1234 Місяць тому +1

    Capital one stinks, I would not want to be bothered even applying to them for those same reasons 800 plus score and I'm a full time federal employee.

  • @whiskeykilo2h429
    @whiskeykilo2h429 Місяць тому +2

    Great advice but remember the Federal Reserve Note U.S. Dollar is worthless and collapsing. Prepare for a reset.

  • @wjking5219
    @wjking5219 Місяць тому +1

    Helpful to know.
    Thanks

  • @kal8109
    @kal8109 Місяць тому +1

    You need to carry debt to get approved by capital one. They don't want someone who is going to use the benefits without carrying a balance.

    • @laptopseniors
      @laptopseniors  Місяць тому

      That actually makes more sense than the claim of a high credit rating.

    • @kal8109
      @kal8109 Місяць тому

      I have a high credit score too and was constantly declined by capitalone. This year I carried a credit card balance on a card since it had 0% apr and Capital One algorithm approved venture card.

  • @CameronSmith-n4i
    @CameronSmith-n4i Місяць тому +2

    Hi, we are retired and interested in 3/4 months ( get out of Canadian winter) in Panama. Any areas to look at you would recommend. Buying a place and renting not out of the question. Beach and shopping for the wife are important. Thanks a bunch, enjoy your content.

    • @laptopseniors
      @laptopseniors  Місяць тому

      Beach = Coronado and the little towns around there. Or, Las Tablas. But not much shopping in either place. Shopping is mainly in Panama City. LOTS of shopping there. As for renting, probably Boquete or PC would get good returns. Especially Boquete. Rents there are NOT cheap generally.

    • @CameronSmith-n4i
      @CameronSmith-n4i Місяць тому +1

      @@laptopseniorsthank you for your reply. Do you have any RE contacts I can talk to? Thanks again.

    • @laptopseniors
      @laptopseniors  Місяць тому

      @@CameronSmith-n4i Not really Cameron. We've walked into a few RE offices in Boquete and subcribe (emails) from a few in Panama City, but don't really know anyone in either place.

  • @kingston24-x2h
    @kingston24-x2h Місяць тому +1

    Too late for me. Good advice for those thinking about it.

  • @jehuspirit8375
    @jehuspirit8375 Місяць тому +2

    They want an income source that they can sue you for.

  • @tdgdbs1
    @tdgdbs1 Місяць тому +3

    Why would anyone pay to have a credit card? Especially when you retired and have time to plan, timing is everything in travel and deals.

  • @Stephanie-007
    @Stephanie-007 Місяць тому +5

    Thank you for dropping this gem! 💎

  • @SPYSpreads
    @SPYSpreads 21 день тому

    I had the same thing 😂 they asked for proof of income that was the first thing ever happened to me from a credit card company

  • @dianem7226
    @dianem7226 19 днів тому

    I’m don’t understand why anyone would put anything on credit when they are retired. You should only be spending what you have so use your debit card

  • @Conflictinator
    @Conflictinator Місяць тому

    Thank goodness I don't need a credit card. I've got myself down to one card, and I carry no balance on it. Ironically, that counts against your credit score, too, to have an active card with no balance.

  • @johnparnell8571
    @johnparnell8571 20 днів тому

    So let's look at things from the credit card company's standpoint: you are retired, most likely with a pension income that is unlikely to keep pace with inflation, health insurance premiums rising each year because of increased health risks, car insurance premiums going up because of the perceived higher risk of an accident. How are you handling your existing savings and investments? Are they running down to maintain your lifestyle? Even if you own your home, there will be maintenance costs. And because you are not going out to work, your utilities will be higher now that you are at home most of the time. So why are you now asking for a credit card, and how are you going to pay for it? Our whole living dynamic changes when we retire, no matter how financially prudent we have been in the past. At the heart of it is that three letter word that none of us can do anything about: AGE.

  • @lt3074
    @lt3074 22 дні тому

    I'm not surprised. I'm 61 & thinking about retirement at 62. Unfortunately, this country doesn't take care of the children or elderly

    • @cynthiaivers1708
      @cynthiaivers1708 21 день тому

      We must take care of ourselves - that's personal responsibility.

    • @lt3074
      @lt3074 21 день тому

      @cynthiaivers1708 I understand that but when you need should be able to receive it . Everyone needs help now & then.

  • @emilyecm
    @emilyecm Місяць тому

    Why would you want credit cards when you retired? Why? I am missing something. I’ve closed 6 cards. I intend to close the 6 more this coming year 2025.

    • @jerrylundegaard2592
      @jerrylundegaard2592 28 днів тому +2

      Why?
      Perhaps for the cash back, extended coverage on electronics, free car rental coverage, ease of resolving disputes.
      I use two CCs regularly. Average over $100 each month in cash back. Regularly rent vehicles and enjoy the insurance coverage provided by the CC, including potential loss of use should the rental vehicle be damaged.

  • @alanwilson2073
    @alanwilson2073 Місяць тому

    Agreed!!! They laugh at people who are on SS and even have a pension like we're lepers or something. However, IF you have money showing on a Schedule C and/or 1099 income and they like the number, you should be golden! I'd keep that Amex Platinum regardless of what other "equivalent card" I might have. Bragging rights and street cred, especially when you open your wallet!!! So being able to show Investment Income, very important!!!

  • @Thealignmentkeys
    @Thealignmentkeys Місяць тому

    Great - thank you for sharing!

  • @bwhite9993
    @bwhite9993 Місяць тому +1

    I was wondering about this...

  • @stephencullum8255
    @stephencullum8255 19 днів тому

    I have paid off my home early and my credit score dropped. The credit scores are more about making money off of you more than how much of a risk you are. If you always pay off credit cards each month they make some money off of the transactions but nothing like if you pay payments for years. From their view point you are not as desirable a customer than some one who keeps a balance on their card and regularly makes payments.

  • @FrancoisSauer-ys3qc
    @FrancoisSauer-ys3qc Місяць тому +1

    Was fun thanks.

  • @ronmexico6241
    @ronmexico6241 21 день тому

    May have been turned down due to NOT NEEDING IT. Too much available credit.

  • @StardelEste
    @StardelEste Місяць тому

    Capital One has one of the highest interest rates. You don’t want that.

  • @griffinreitz7041
    @griffinreitz7041 Місяць тому +2

    Why anyone, in this day and age pays for a credit card is beyond me ? All kinds of free cards with decent benefits !

    • @laptopseniors
      @laptopseniors  Місяць тому

      Good point, but… the travel value of the points and benefits are far higher than the fee.

    • @griffinreitz7041
      @griffinreitz7041 Місяць тому

      @@laptopseniors I get 3 and 4% back on all my cards in different categories. But whatever works is great.

  • @lisaj3143
    @lisaj3143 Місяць тому

    Good to know, thanks!

  • @snow40741
    @snow40741 Місяць тому +2

    Thank you for the information....wasn't aware that this would be an issue retirement...I wonder what other things would be denied once you don't have "income"!

    • @carolperdue7534
      @carolperdue7534 Місяць тому +1

      Seniors on a fixed income can have a hard time refinancing a mortgage or getting equity loans due to high DTI ratio. Even if you have significant assets like an IRA or investments, because those are not considered as income. It’s why a lot go for reverse mortgages.

    • @beachygurls6
      @beachygurls6 Місяць тому

      Some folks have a hard time with large purchases like financing a boat, car, or RV. Only saving grace for the financial institution is that these things can be repo’d but the potential for cost or loss is large.

  • @chetbodley8629
    @chetbodley8629 Місяць тому

    Why get a credit card in the first place? Use a debit card instead. Pay cash for what you need and live within you means.

    • @jerrylundegaard2592
      @jerrylundegaard2592 28 днів тому +2

      Debit cards are inherently risky. Debit cards give people access to your bank account.
      Smart people use credit cards, pay off the balance by the due date thus paying no interest, and enjoy some extra rewards.

  • @hello3146
    @hello3146 Місяць тому

    Don’t credit (dread it) cards make their profits from people making minimum payments and paying interest so that is why they offer people benefits to use their card over others. I am not sure of this but aren’t retired people more likely to pay the entire outstanding balance so they are not making a profit from you… especially if you are using their benefits.

  • @joedonamarabangali9934
    @joedonamarabangali9934 22 дні тому

    You were denied because we are in a credit crunch. Credit card companies are now limiting the availability of credit.

  • @Blackwire-007
    @Blackwire-007 21 день тому

    Debt to income ratio is a huge thing when it comes to getting bank credit. We are only as valuable as the money we can make for someone else. This is another wonderful side of Capitlalism run amok.

  • @jasonbroom7147
    @jasonbroom7147 Місяць тому +5

    Why are you bothering with credit cards? Get away from them entirely and you'll be further ahead. Advising someone to get a CC before retirement is like telling someone to set up a monthly delivery of a case of Ho-Hos before going on a diet. Horrible advice! Ditch the card and stop worshipping your FICO score. BS6, EDM, not-chasing-CC-points.

    • @jerrylundegaard2592
      @jerrylundegaard2592 28 днів тому

      Cash back.
      Extended coverage on electronics.
      Free car rental coverage including loss of use.
      Just a few benefits of using credit cards.
      Financially astute people know, rather than believe, how to use credit cards to enhance their lives.

    • @jasonbroom7147
      @jasonbroom7147 28 днів тому

      @@jerrylundegaard2592 - Bullcrap. Financially astute people invest in assets that appreciate in value. You don't accumulate wealth as a result of using a credit card, though you might do so in spite of using one. That is no reason to laud their supposed benefits, most of which come at the cost of those who misuse them, which is a form of social injustice you do not want to discuss.

  • @TheBryanmauro
    @TheBryanmauro Місяць тому +3

    $800 a year, give me a call. I'll issue my personal line of credit to you. What a rip off.

  • @darylwizzard5832
    @darylwizzard5832 Місяць тому +2

    I drive a school bus now. I get up early in the morning do my pushups exercises drive the kids to school by 9oclock. After 9 o'clock I have until 2;30 to play hockey, golf or just relax at home. If your old and you need something to do so you can have something to do, drive a school bus.

    • @axxxingforanswers4648
      @axxxingforanswers4648 Місяць тому

      Does it snow where you live and does that mean driving on bad roads with kids on bus? (Thinking liability and exposure to potential lawsuits and your nest egg)

    • @stendecstretcher5678
      @stendecstretcher5678 Місяць тому +2

      Old people should not be driving school buses.

  • @dominicleong4385
    @dominicleong4385 Місяць тому +47

    Let me just say this. My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to make investments. Saving is great but investing puts you on a pedestal where you wouldnt have to worry about savings as you do now. Thanks to larysa Caba, my portolio is doing really great and im proud of the decisions i made last year.

    • @dominicleong4385
      @dominicleong4385 Місяць тому

      Making over 48k monthly is all because of her.

    • @annddyyy-6920
      @annddyyy-6920 Місяць тому

      I feel one Of the greatest challenges that we first timers face in the ma rket is that we end up losing all we have,making it difficult to find ourselves back to our feet. My biggest advice is to always seek the services of a professional just like I did when I ventured into it for the first time. Big thanks to Larysa Caba. I now make huge profits by weekly through her services while still learning to stand on my own.

    • @ivarlast2966
      @ivarlast2966 Місяць тому

      I know Larysa Caba. she trades for everyone I meet. I met her twice at a meeting in Germany and after her lectures from Ella I had to personally ask her to be my financial advisor. she is definitely good.

    • @leticiaenraz8514
      @leticiaenraz8514 Місяць тому

      I have never seen a trader as open and transparent as Larysa Caba with her clients. The way she decides to make a profit for her clients. she allows you to express your fears and she still rests your fears and that is my respect. I don't normally comment on videos, but this word should be included. she is really cool.

    • @bigelbow4854
      @bigelbow4854 Місяць тому

      I just looked up her name online. she is licensed with credible certificates and has an amazing track record. Thank you for the message.

  • @uf1978
    @uf1978 Місяць тому +1

    Debit card doesn't work for you?

    • @laptopseniors
      @laptopseniors  Місяць тому +4

      Using a debit card is dangerous. A..no fake charges protection. B...someone can hit your card a few times for the same charge and you have little recourse unlike a credit card. Really bad thing to use for anything other than taking money out of your ATM.

  • @moshingbernster5762
    @moshingbernster5762 Місяць тому +1

    That’s bizarre, another name for a pension “income”

  • @wm5994
    @wm5994 Місяць тому

    Being in debt in retirement is stupid. You should have everything paid off well before then.

  • @Food4thought1234
    @Food4thought1234 Місяць тому +3

    Well, they are known to be really stict issuing out the card, so it might not be the reason. But regualess., next time lie and say your working LOL

  • @aresiusm621
    @aresiusm621 Місяць тому

    Thanks for the vid. Don’t they give credit cards to teenagers? Don’t they give credit cards to those on benefits? Sucks doing the right thing your whole life to be stabbed in the back by bureaucracy. Not sure how to check my credit for free without that going against you for checking. I’m thinking of buying my current dream car and to hell with feeling unsure about it or having to spend that money. I can afford it but I’m not well off and you never know how you need in the future…have a good one 😊

  • @TruthInspector
    @TruthInspector Місяць тому +2

    its a whole scam. thats why

  • @PeterHernandez-lg2eh
    @PeterHernandez-lg2eh Місяць тому +1

    Too late already retired

  • @rogercoffey3794
    @rogercoffey3794 Місяць тому +2

    The people 38+ trillion in debt are giving us a credit score.

  • @J0ANNAHAYDEN
    @J0ANNAHAYDEN Місяць тому +2

    WTF???? Really WHY put that in your title?

    • @laptopseniors
      @laptopseniors  Місяць тому

      Because I didn't actually want to say the words.

  • @poolside2585
    @poolside2585 Місяць тому

    Its so dumb, elect billionaires to make everyone else poor... we the people are conned