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Financially Present
United States
เข้าร่วมเมื่อ 7 ต.ค. 2021
We teach about investing in the stock market using classes, strategies, coaching and educational products to build confidence in beginner investors. We engage, educate, and empower working families by enabling stronger financial decision making and wealth building in underprivileged communities.
Here are ways to become Financially Present.
⚡FREE Budget Spreadsheet: Download your copy today!
➡️ financiallypresent.com/resources/budget-spreadsheet/
⚡FREE EBOOK: Get your copy 10 Crucial Tips to Being Financially Present
➡️ financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/
⚡JOIN THE COMMUNITY AND BECOME A MEMBER!
➡️ financiallypresent.com/membership/
Keep Learning, Keep investing. Let's get it.
Here are ways to become Financially Present.
⚡FREE Budget Spreadsheet: Download your copy today!
➡️ financiallypresent.com/resources/budget-spreadsheet/
⚡FREE EBOOK: Get your copy 10 Crucial Tips to Being Financially Present
➡️ financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/
⚡JOIN THE COMMUNITY AND BECOME A MEMBER!
➡️ financiallypresent.com/membership/
Keep Learning, Keep investing. Let's get it.
Your Next Physical is Financial (Part 3)
There is a reason why you spend more time with your financial expert than with your doctor. In this video I walk through the questions you can expect from a Certified Financial Planner or advisor AND how you can be ready for your next "Financial Physical". This video is Part 3 of this series.
Find Part 1 here: th-cam.com/video/zcp3SbKo1rQ/w-d-xo.html
Find Part 2 here: th-cam.com/video/YywIU8ogrLY/w-d-xo.htmlsi=I7aY59Aa7jbI1Cga
Chapters
00:00 Intro
01:23 How would you rate your investment knowledge?
03:51 When do you need access to all or a portion of your investment portfolio?
05:13 What is the primary objective for your investing?
06:41 What is your gross household income before taxes?
08:12 What is your marital status?
09:43 How many kids/dependents do you have?
11:09 How closely does your current lifestyle compare to how you want to retire?
14:12 Do you have any financial habits that you are aware of?
15:41 Are there any other details you would like to share about your financial picture?
Mawuli Vodi and Financially Present are not a financial advisor, accountant, fiduciary, or legal advisor. All information present is for informational and educational purposes only. Mawuli Vodi and Financially Present assume no responsibility or liability for any errors or omissions in the content provided. The content in the literature, videos, and/or presentation is provided on an "as is" basis with no guarantees of completeness, accuracy, usefulness, or timeliness. When investing in the stock market, investors are to understand that past performance is no guarantee of future gains.
Find Part 1 here: th-cam.com/video/zcp3SbKo1rQ/w-d-xo.html
Find Part 2 here: th-cam.com/video/YywIU8ogrLY/w-d-xo.htmlsi=I7aY59Aa7jbI1Cga
Chapters
00:00 Intro
01:23 How would you rate your investment knowledge?
03:51 When do you need access to all or a portion of your investment portfolio?
05:13 What is the primary objective for your investing?
06:41 What is your gross household income before taxes?
08:12 What is your marital status?
09:43 How many kids/dependents do you have?
11:09 How closely does your current lifestyle compare to how you want to retire?
14:12 Do you have any financial habits that you are aware of?
15:41 Are there any other details you would like to share about your financial picture?
Mawuli Vodi and Financially Present are not a financial advisor, accountant, fiduciary, or legal advisor. All information present is for informational and educational purposes only. Mawuli Vodi and Financially Present assume no responsibility or liability for any errors or omissions in the content provided. The content in the literature, videos, and/or presentation is provided on an "as is" basis with no guarantees of completeness, accuracy, usefulness, or timeliness. When investing in the stock market, investors are to understand that past performance is no guarantee of future gains.
มุมมอง: 18
วีดีโอ
Your Next Physical is Financial (Part 2)
มุมมอง 6121 ชั่วโมงที่ผ่านมา
There is a reason why you spend more time with your financial expert than with your doctor. In this video I walk through the questions you can expect from a Certified Financial Planner or advisor AND how you can be ready for your next "Financial Physical". This video Is Part 2 of a series. Find Part 1 here: th-cam.com/video/zcp3SbKo1rQ/w-d-xo.htmlsi=w_VHD9-8ntY4kUFa Get your free 10 Crucial Ste...
Your Next Physical Is Financial (PART 1)
มุมมอง 5814 วันที่ผ่านมา
There is a reason why you spend more time with your financial expert than with your doctor. In this video I walk through the questions you can expect from a Certified Financial Planner or advisor AND how you can be ready for your next "Financial Physical". This video is PART 1 of a series. Resources mentioned: Mistakes with my First Home Purchase th-cam.com/video/8Qbm0dfBNxg/w-d-xo.htmlsi=A1eMx...
How to get free stock with Schwab Starter Kit
มุมมอง 28321 วันที่ผ่านมา
On my quest to get some additional stock for my kids, I took a look at the Schwab Starter kit. This is not a sponsored video, just an former stockbroker reviewing a product and breaking down the pros and cons. If you're a new investor then this is a nice little come up. www.schwab.com/investing-starter-kit Other videos referenced: How to Open a Schwab Account th-cam.com/video/OqJSXe3EcoI/w-d-xo...
8 WORST Finance Questions I've Heard in 16 Years
มุมมอง 6528 วันที่ผ่านมา
What are the worst questions you've been asked at your job? If they aren't the worst, maybe they are still really annoying. In this video we answer the worst questions I get about investing. Videos mentioned: Traditional Roth and 401k Explained th-cam.com/video/L39j2SpSGDM/w-d-xo.htmlsi=bEoaq67DIH8m_RGH How Many Accounts? th-cam.com/video/t9bIBWEQMM0/w-d-xo.htmlsi=yZUcmR9FMz0HFMN_ Type of inves...
Why Your Budget FAILS and How to FIX It
มุมมอง 128หลายเดือนก่อน
Starting a budget is much easier if you use the these 5 tips first. Ready to start with a budget? Use this free budget template. financiallypresent.com/resources/budget-spreadsheet/ Chapters 00:00 Intro 00:34 Tell somebody 01:40 Make a schedule 02:58 Export bank statement (60 days) 04:10 Export your last credit card statement 05:04 Grab your tax return
THIS is whats keeping you poor
มุมมอง 158หลายเดือนก่อน
In this video I introduce the REAL things that are keeping people poor or broke. It’s not what you think. If you’re new here get your 10 Crucial Steps to Financial Presence financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/ Timestamps 00:00 Intro 00:54 #1 Too many voices 03:09 #2 Lack of boundaries 04:07 #3 Where you live 05:55 #4 No systems in place 06:41 #5 Not addre...
10 Things I'll do in my 30s (Best Advice)
มุมมอง 141หลายเดือนก่อน
I asked people in their 40’s and 50s for the best financial advice to give someone in their mid 30s and this is what they said. What advice would you add? New Here? Start with getting your 10 Crucial Steps to Financial Presence for Free financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/ Timestamps 00:00 Intro 00:18 Mental health 02:33 Physical health 03:59 Read more 05...
Maximizing Investment Returns During an Election Year
มุมมอง 114หลายเดือนก่อน
In this video I breakdown investing in an election year, and what details matter most during this upcoming presidential election between Kamala Harris and Donald Trump. I break down what sectors to keep an eye on if you are interested in short term investing and a plan for long term investing. Get your free 10 Crucial Steps to being Financially Present Today! financiallypresent.com/ebooks/10-cr...
7 Mistakes First-Time Homebuyers Need to Avoid
มุมมอง 1042 หลายเดือนก่อน
This is what 10 years of home ownership showed me. Do not make the same 7 mistakes I did with my first home. Mentioned in video ascendwv.com/ Ready to invest in the stock market? Start here for free financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/ Not sure if you're ready? Start Here for free financiallypresent.com/resources/budget-spreadsheet/ 00:00 Intro 00:37 #1 U...
Higher Rate Better Opportunity - Why We Sold Our First Home
มุมมอง 992 หลายเดือนก่อน
In this video I breakdown the thought process behind giving up our 2.875% mortgage for a new 6.875% mortgage. Realtor we worked with in the DMV: www.ajteamrealty.com/
3 Money Moves to Make In Your 20s
มุมมอง 285 หลายเดือนก่อน
In this video I breakdown 3 moves I made in my 20s to set me up for financial success. I made plenty of mistakes but these made up for them and they can help you too. 00:00 Introduction 00:36 Money Move 1: Establish a Constant 04:01 Money Move 2: Finance a Car 06:34 Money Move 3: Find a Mentor Videos mentioned: Account with a Significant Other - th-cam.com/video/V4OVUkzXdZ4/w-d-xo.html What I w...
Hands On, Laid Back, or Kick your feet up? You Pick
มุมมอง 1166 หลายเดือนก่อน
In this video I take you through the Charles Schwab platform and walk through Self directed investing, Active trading, Robo-advising and full service advisory features and resources. This isn't a sponsored video but I can tell you whether you are starting with zero or are a millionaire you can get the support and resources you need in a Schwab account. 00:00 Introduction 00:58 Self Directed 02:...
Debt Snowball vs Debt Avalanche: Debt Paydown Strategy
มุมมอง 146 หลายเดือนก่อน
In this video I explain each debt paydown method with examples and determine which one is best for you. Link for debt payoff calculator: www.vertex42.com/Calculators/debt-reduction-calculator.html 00:00 Introduction 00:39 Debt Snowball 01:42 Debt Avalanche 02:40 Debt Snowball Psychology 03:45 Debt Avalanche Psychology 04:14 Debt Reduction Calculator 05:31 Which one is Better? 06:18 My Thoughts ...
Debt or Invest First? The Shocking Answer!
มุมมอง 306 หลายเดือนก่อน
There is no debate. The sooner you invest and pay off debt the quicker you can build your networth but what should you do first? In this video we go step by step. New Here? Get your Free 10 tips Ebook! financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/ 00:00 Introduction 00:50 Step 1 Have an Emergency Fund (New) 02:49 Step 2 Pay off your Credit Cards 05:09 Step 3 Beat ...
Explained: Traditional IRA, Roth IRA and 401k
มุมมอง 757 หลายเดือนก่อน
Explained: Traditional IRA, Roth IRA and 401k
If I Started over, I'd do THIS instead
มุมมอง 1987 หลายเดือนก่อน
If I Started over, I'd do THIS instead
How to Use Schwab Stock Slices Mobile version
มุมมอง 6818 หลายเดือนก่อน
How to Use Schwab Stock Slices Mobile version
How to Place a Trade Made Easy - Charles Schwab Mobile App 2024
มุมมอง 5638 หลายเดือนก่อน
How to Place a Trade Made Easy - Charles Schwab Mobile App 2024
What's the Difference? Index Funds, Mutual Funds and ETFs Explained
มุมมอง 778 หลายเดือนก่อน
What's the Difference? Index Funds, Mutual Funds and ETFs Explained
The Strategy That Built Warren Buffett's Wealth
มุมมอง 388 หลายเดือนก่อน
The Strategy That Built Warren Buffett's Wealth
Don't Let The Year Pass with Out These!
มุมมอง 479 หลายเดือนก่อน
Don't Let The Year Pass with Out These!
The Best Move in Sports Entertainment History
มุมมอง 179 หลายเดือนก่อน
The Best Move in Sports Entertainment History
Revolutionize Your Portfolio with Buffett, Dalio, and Bogle's Strategy
มุมมอง 229 หลายเดือนก่อน
Revolutionize Your Portfolio with Buffett, Dalio, and Bogle's Strategy
Can Your Teen Invest? The One Account They Need
มุมมอง 109 หลายเดือนก่อน
Can Your Teen Invest? The One Account They Need
Buy Crypto At Any Broker! The Good and Bad
มุมมอง 179 หลายเดือนก่อน
Buy Crypto At Any Broker! The Good and Bad
Should Kids Get An Allowance? 5 year Experiment
มุมมอง 6210 หลายเดือนก่อน
Should Kids Get An Allowance? 5 year Experiment
Financial Crisis Coming? Unfiltered 2024 Market Forecast
มุมมอง 1810 หลายเดือนก่อน
Financial Crisis Coming? Unfiltered 2024 Market Forecast
Build Wealth? Investing in the Easiest Way
มุมมอง 2410 หลายเดือนก่อน
Build Wealth? Investing in the Easiest Way
Thank you for sharing these diagnostic questions and insights, Mawuli!
Thank you!
Important check-up questions
For sure! Thank you!
The quality of your video is very good, you do a lot of hard work for business but you are not getting views because of not doing proper SEO of the video. Even with so much effort, no result is coming. I am a TH-cam SEO Expert. And I have been successfully working in this sector for a long time. If you know more details please Drop a reply
Hello brother, How are you? Are you looking for a TH-cam Thumbnail designer and TH-cam video SEO Expert? LET me know please Thanks
Thanks for doing the video and letting us to know about the promo 🎉
@@juptell You're welcome!! Thanks for watching!
Great info! I think social media also influences the uniformed. Thank you for sharing.
I appreciate it! Thank you for watching!
@@financiallypresent absolutely. Keep bringing the great content.
Your responses to these questions are just more evidence that you're an expert worth trusting. Thanks for walking us through these.
@DonnieBryant Thank you Donnie! I appreciate it. And I'll answer them again if I have to lol
@@financiallypresent I know that's right!
What about ROTH 401k, does my employer match there?
Thanks for watching! That may depend on your employer. What I experienced was contributing to a Roth 401k but the employer match for me was in the Traditional 401k resulting in the same investments but two 401k Accounts. Employer contribution being pretax and employee contributions being post tax. Please check with your employer's HR dept to confirm.
Great idea on the tax return.
Thank you!
Only four likes. Are you new? I like your content. I wish you great success! 🎉
@@santorasampson3430 Thank you!
I really appreciate the holistic view you brought to this video, Mawuli. Great stuff!
Thank you!! 🙌🏿🙌🏿🙌🏿
I bought and lost my first home at 27. Don't rush.
I wholeheartedly agree!
Very helpful questions to consider. Question for you: do you think Nvidia is a one-trick pony?
Not particularly. They have some great positioning which allows them to buy other companies and explore additional ventures.
"Why are you waiting for an election?" Best question of the year!
This is a phenomenal and PRACTICAL breakdown, Mawuli. You're right. There's a lot of fear and a lot of misdirection in the airwaves. This kind of clear-sighted info can help us make intelligent decisions.
@DonnieBryant Thank you, Donnie! I agree there is so much distraction in an election year
Get your Free 10 Crucial Steps to Being Financially Present financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/
Got my copy!
Can you please help me find a futures broker . Am in South Africa 🇿🇦, Which one works
Start your investment journey here>>> financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/
Take control of your finances! Start here with no obligation financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/
First, congratulations on the big move. Second, that hook was GREAT. Third, these are helpful concepts to think through. There are a TON of factors that determine what value looks like. You can't just take any ol' advice. And you can't necessarily even take advice that was good 6 months ago. Thanks for sharing this!
@DonnieBryant Thank you!! Exactly! This Financial landscape created some unique opportunities and we made a pivot for the better.
It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
My financial advisor has been a game-changer, providing clarity and boosting my confidence in navigating finance. With their help, I've achieved my goals faster than I imagined. Highly recommend!
Your advisor appears skilled. How can I contact them? I've recently sold property and aim to invest in stocks, seeking guidance.
My CFA NICOLE ANASTASIA PLUMLEE 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..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
New to Investing? Start Here! financiallypresent.com/ebooks/10-crucial-steps-to-being-financially-present/
Thanks for this! Can you please explain how you got to the “slice” section on the mobile app? I keep looking for it under trade.
Never mind I just found it! Thanks again!
Thanks for watching, it'll be under Trade>Stocks/ETFs>Schwab Stock Slices (in the middle of the screen)
Righteous! Your videos are better than Schwab! I am not going back to college to figure them it out. Ever since TD Ameritrade, it's been pure hell. By chance, shoot me a link to put the Markets "indexes" at the top of the page. I am trying to do options again. Can it go on the Summary page? Thanks!
@miguelhidalgo9372 Thanks for watching. I'm not quite sure what you mean a "link to put the Markets Indexes at the tip of the page"
Can i use TD Ameritrade and thinkorswim when im from south Africa
Very informative thank you! I'm off to Accra in a week and will apply all that you advised :)
Thanks for watching! Thats awesome! Safe travels. Let me know if you have any questions
idk man no matter what i do there is simply create login i can only log into an existing account or go to shcwab
Schwab app sucks donkey balls. Absolute crap. Will be leaving Schwab archaic setup
How long it will take the shifting of assets. I have Charles Schwab log in and account
I believe it should have happened already. Double check your emails. This link maybe helpful as well. content.schwab.com/movemoneyguide/whatsmoving.html?aff=XWV
@@financiallypresent The transfer of assets has completed in 10th of may and transactions from 13th may 2024 how to find? The transferred assets.
@@kadirismail8007 If that's the case, you should see it displayed in your account. If you do not see it contact schwab as soon as possible.
I had TD for years. I just got switched to Schwab 4 days ago. I tried my best. Today I liquidated my account and removed my cash. I'm looking for another broker.
Thanks for watching. You could have transferred without liquidating the positions though. I hope it all works out for you.
does it need any kinda goverment id,driving licence and passport?
Can i add it to my PayPal account?
Can i add it to my PayPal account?
No not at this moment
It’s asking me about finances. 🤔
I say answer them as comfortably as you can, usually those type of questions give them a idea on what products can help you. They understand that people's financial situations change all the time.
@@financiallypresent awesome thanks for responding
Thank You
You're welcome!
I hope you changed that account number.
I’m 16 is it a good idea I opened an account
You would have to open a custodial account. But if you have a part time job you can have a Custodial Roth IRA. For now you will basically need to have a parent open the account for you and then you can take care of it online. Right now the only company that is doing a true Youth account is Fidelity but you will still need some assistance from your parent. If youre considering that account check this video out th-cam.com/video/iNb0eEpV6xM/w-d-xo.htmlsi=l0BrjSYfGPUF1sXn
❤ Thank you for Showing ❤
Ummmmm... 😍🤩🥳 We could not have said a word of this better ourselves!! Thank you so much for sharing your journey and your transition with us! Amazing reflections, proactive mindset-you are a rockstar!! 🌻 Hannah
Lol Thanks Hannah I appreciate it!
I did great for myself with the TD app, Being able to do much needed research with great charts, A great interface that was easy to see all my cost basis, dividends, options etc. I outperform SPY by double digits thanks to my perspicacity and ability to hedge positions in real time while at work thru a nice mobile interface. Now that is gone. Schwab, The unscrupulous shit company that was screwing people in 2008 intentionally ruined it because it was too good. That is the truth, They took away my ability to hedge and trade in real time. Taking away my ability to hedge myself during a crash destroys my faith and overall ruins the app as the great investment vehicle it once was. The #1 rated app, Taken by another big corp because it was giving regular people tools that they deemed too valuable. The way of the Corporatocracy, Very sad.
Sir pls am blocked in my Charles Schwab account😢
If you are interested in opening up a Schwab account but aren't sure if you can open it from your home country, please check here international.schwab.com/Select%20country/region
Want you to tour me cz it's not working at all
please how can i open an account am from NIGERIA
Thank you for watching, unfortunately you wont be able to open up an account. You can confirm here international.schwab.com/Select%20country/region
how can i register in south Africa can u tour me sir
Insightful tips! There are a few surprises in there!
Thank you! I'm glad you enjoyed!
How can I get the link please
If you're in Nigeria I can send you the link
Send me the link please @@CarolineDaniel-ps1dx
Hello Sir, Are you looking for a professional TH-cam thumbnail designer?
Yes
@@2k7Bertram Thanks, how can I connect with you?
@@2k7Bertram Thanks
@@2k7Bertram How can I connect with you?
In place of this social security number and account number (Schwab or TD Ameritrade what should I put please
I would recommend only using a designated SSN, Tax ID or EIN.
Must I refer before withdrawing?