- 22
- 480
Wealth Navigation Advisors
เข้าร่วมเมื่อ 2 พ.ย. 2023
Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. CA Insurance Licenses #0F60123 and #0M90666
6265 Greenwich Dr, Suite 251, San Diego, CA 92122
6265 Greenwich Dr, Suite 251, San Diego, CA 92122
วีดีโอ
Financial Tides: Planning for the Three Stages of Retirement
มุมมอง 115 หลายเดือนก่อน
Financial Tides: Planning for the Three Stages of Retirement
Financial Tides: Planning, Spending, and Saving Over a Lifetime
มุมมอง 227 หลายเดือนก่อน
Financial Tides: Planning, Spending, and Saving Over a Lifetime
Financial Tides: Charitable Contributions
มุมมอง 88 หลายเดือนก่อน
John and Taylor discuss some important strategies for both high income years as well as qualified charitable distributions.
Optimizing Social Security
มุมมอง 119 หลายเดือนก่อน
Optimizing your social security varies a lot from person to person. John and Taylor discuss some very useful information to help you make your social security decisions.
Financial Tides: Advice For Homebuyers
มุมมอง 2110 หลายเดือนก่อน
John and Taylor discuss some important factors and decisions to make before purchasing a home.
Financial Tides: 7 Questions for Retirement
มุมมอง 4411 หลายเดือนก่อน
In this episode of "Financial Tides," we delve into the crucial topic of retirement planning with our special segment, "7 Questions for Retirement." Join us as we navigate the waters of financial security in later years, exploring key considerations, expert insights, and actionable strategies to help you chart a course towards a prosperous and fulfilling retirement. Tune in to gain valuable kno...
Financial Tides: Tax Planning
มุมมอง 1711 หลายเดือนก่อน
We are now in tax season! John and Taylor discuss the different tax documents you'll generate and which ones are required for filing your taxes. They also explain some useful tax strategies.
Financial Tides: Deed Theft
มุมมอง 8ปีที่แล้ว
John and Taylor discuss deed theft, a dangerous form of identify theft, and how to avoid it.
Financial Tides: Analysis Paralysis
มุมมอง 13ปีที่แล้ว
John and Taylor discuss a problem that affects many, analysis paralysis! Don't miss this episode because it may help you in the future!
Financial Tides: Financial Mistakes to Avoid
มุมมอง 71ปีที่แล้ว
John and Taylor discuss common financial mistakes made and how to avoid them. Don't miss this episode!
Financial Tides: Budgeting
มุมมอง 15ปีที่แล้ว
Taylor and Amanda discuss some helpful advice on budgeting.
Financial Tides: Managing Finances as a Couple
มุมมอง 9ปีที่แล้ว
Financial Tides: Managing Finances as a Couple
Financial Tides Episode 4: Financial Advice for Young Adults
มุมมอง 22ปีที่แล้ว
Financial Tides Episode 4: Financial Advice for Young Adults
Financial Tides: Episode 3 The Current Economy
มุมมอง 10ปีที่แล้ว
Financial Tides: Episode 3 The Current Economy
Financial Tides Episode 2: Interest Rates and Mortgages
มุมมอง 10ปีที่แล้ว
Financial Tides Episode 2: Interest Rates and Mortgages
Financial Tides Episode 1: College Planning
มุมมอง 34ปีที่แล้ว
Financial Tides Episode 1: College Planning