Confidence Wealth Management

3:19

Municipal Bonds: Are They Right for Your Tax Bracket?

5:29

Trust vs. Will: Key Differences You Need to Know

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How Sequence of Return Risk Can Cause Major Retirement Losses

5:29

Roth Conversion Tips: Plan Your Tax-Free Future

6:19

Separate Finances for Couples: Tips for Long-Term Success

8:05

Why Comprehensive Business Exit Planning Is So Important | Selling Your Company?

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🥺

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Financial Worries

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Financial Worries

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Balancing act 😅

5:17

Three Phases of Financial Planning

4:37

Estate Planning Tips

4:03

Stock Intersection - Smart Diversification in Your Portfolio

4:31

Building Your Financial House - Aligning Investment Strategies With Your Goals

4:07

Taxable, Tax-Deferred, and Tax-Free Defined

5:31

The 3 Retirement Phases You Can't Ignore

7:09

Exploring Out-of-State Retirement Living

5:03

Long-Term Care vs Healthcare- The Difference and Why It Matters

5:43

Tax-Smart Giving- Charitable Donation Tips

3:49

Tax-Saving Strategies When Selling Your Business

4:25

Six Crucial Tips Every Business Owner Needs Before Selling Their Business

2:41

Housing Tip- A New Take for Your College Age Child

4:43

Key Considerations on Your Investment Planning

4:11

Cash Flow Revisited

8:12

Tax-Efficient Succession Planning: How GRAT & GRUT Can Save Your Family Business

8:45

Family Business Succession Planning: How to Plan Your Exit Strategy and Save on Taxes!

5:43

Pre-Tax or Roth 401(k) Contributions - Which is Right for You?

7:05

Is Life Insurance a Must-Have or a Nice-to-Have

52:35

Together for Maui: Fire Restoration Fundraiser by Confidence Wealth Management

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Going Beyond Stocks - The Importance of a Strong Financial Foundation

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Selling Your Business During a Recession: Is Selling Your Business the Right Move?

2:12

Different Types of Investment Risks Explained

5:49

Alternative Methods for Managing and Leveraging Real Estate

3:26

Investing 101: Asset Allocation & Risk Tolerance Explained

4:29

Investing Basics: How Much Risk Can You Handle?

5:25

Net Worth 101 - The Basics of Calculating Your Net Worth

3:12

Risk vs. Return: Unmasking the Trade-off in Investing

5:43

Beyond Numbers - Evaluating the Depth of Your Retirement Strategy

9:05

Overcoming Fear Mongering Tactics

5:10

Investment Risk Tolerance: How Much Can You Handle?

2:42

Financing Options to Sell Your Business

7:51

Risk vs Reward

7:29

Maximizing Business Owner Wealth: Why Entrepreneurs Shouldn't Ignore Defined Benefit Retirement Plan

7:19

Debunking the Myth of Average Investment Returns

5:11

Guide: Selling Your Business to Family - Crucial Tax, IRS and Financing Tips

8:01

Finding the Right Balance of Insurance Coverage

6:31

Investing 101: Navigating Cash Alternative Opportunities

5:21

Selling Your Business to Non-Family Members: Maximize Your Sale Profit and Minimize Taxes

4:14

Selling Your Business? How Installment Sales Can Cut Your Tax Bill

4:45

Leveraging Investment Property for College Tuition Expenses

6:48

Preparing for Uncertain Times

6:32

Pet Insurance

6:11

Tips for a Money-Smart Family

7:11

Managing Your Retirement in an Uncertain Market

6:33

When to Turn on Social Security Income

7:25

The Key to Decision-Making

5:17

Understanding Interest Rates and CDs

5:45

Cash Flow and Emergency Money

6:51

Estate Planning

5:41

Required Minimum Distribution

5:01

FDIC

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How Volatility Affects Different Phases of Retirement

8:37

SECURE Act 2.0

5:55

Financial Planning for Couples

5:56

It's All About Your Mindset

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Required Minimum Distribution

6:00

Do I Have Enough For Retirement?

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When Should You Start Social Security?

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401k - What You Should Know

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Strategies For Concentrated Stock Positions - Wealth Management

12:28

January 2023 Market Update from Confidence Wealth

45:43

Joe's Story

7:38

Taxes on Your Surviving Spouse

6:21

New Year's Resolutions

7:37

SECURE Act 2.0: An Overview

5:30

Health Savings Account (HSA)

5:28

Thrift Savings Plan (TSP)

5:50

New Year Mindset

6:38

Teaching Family About Cash Flow

6:53

The Golden Handshake

9:19

Things to Consider When Moving to a Different State

4:53

Gift Ideas for the Holidays

5:20

Update Your Estate Plan

4:29

Is Your Money Working For You?

5:38

Stages of Retirement

6:43

How the Interest Rate and Bonds Affect Pensions

6:04

Retire With Purpose

7:18

Roth Conversions

6:05

Gifting

5:13

Tax-Efficient Assets to Heirs

8:39

Cash Flow Management

6:22

Don't Be Fooled by Fear

6:10

I Have Medicare (Or Health Insurance). Do I Need Long-Term Care?

6:36

Teaching Budget Planning to the Next Generation

6:11

Should Your Young Adult Wait or Buy a House Now?

5:52

Do You Need a 529 Plan?

4:07

Assessing Your Rental Property

5:42

Beware of Scare Tactics

8:02

My Thoughts on the Market

6:19

Qualified Charitable Donations (QCD)