Want to know more about what I do? 
https://goo.gl/MQG2k5

Full-time independent stock market analyst and researcher!
STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)

Stock Ideas and Analyses for The Small Investor:
https://goo.gl/GdKEoe

I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t

More at the Sven Carlin blog: 
https://svencarlin.com/

Check out Modern Value Investing YouTube:
https://www.youtube.com/c/InvestwithSvenCarlinPhD

Equinor Stock is Cheap Now! The Safe Oil Dividend!

"Altadena’s historic Black community faces wildfire devastation as Eaton Fire destroys 14,000 acres, 6,000-9,000 homes, 29 lives lost, with residents prioritizing cultural heritage in resilient rebuilding."

Altadena's Black Spirit Rises From Eaton Fire Ruin

หมอมิ้มจะพาไปเข้าใจหนี้ทุกมุม เช็กลิสต์ก่อนคิดจะสร้างหนี้ใหม่ และเทคนิคการบริหารจัดการหนี้หลายก้อน

EP9 วิธีปลดหนี้ให้เร็วขึ้นแบบ Step by step

[sick2sleep]
я забил на look. но мой drip это plague
все эти chance не для тебя, мы просто пакуем
она хочет прыгнуть в city, но меня заземляет
её голос в голове и мой vision лагает

в веществах будто я не себе
но мой swag это virus будто в руках smg
все эти суки just game я не верю в любовь
делитнул файлы из системы на руках моих кровь

[ltref]
я ублюдок бегущий по лезвию босыми ногами
пали в мои глаза но ниче не узнаешь 
 я снова храню тайну-из за ее молчания 
она такая че с тобой-мне нужна твоя задница

файрболы метаю-летаю кометой 
сияю ярко givenchy глаза как celebrity
они не выкупают меня-я общаюсь на сленге
блять дура отъебись мне сейчас не до этого

да они толкают труху и думают что важные
бро у тебя деньги но они 4real бумажные

[EXPORT’S.JPG]
Ха моя кровь, да бей 
Я уже не летаю 
Мне не нужна твоя любовь, я это слово не знаю
А моя пати gun-dealer, да боль от глока знакома
Да я не Locco Og, но так же любою свободу

Underground Cover это подземный переход
Я курю-дурю на крыше, меня так манит небосвод
Таблетки все в моём зипе
Говорят что им нужен, такой вот наркоман как я
И твой айпи обнаружен

UNSTOPPABLE + LTREF, EXPORT’S.JPG

In episode 62 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the essential steps and considerations involved in buying a business. They explore the motivations behind acquisitions, the importance of evaluating potential companies, financing options, structuring deals, and navigating negotiations. The discussion emphasizes the need for thorough due diligence, the role of professional advisors, and the significance of aligning values and goals between buyers and sellers.

Episode 62 - Various Ways to Purchase a Business

In episode 63 of Building Wealthy Habits, Randy, Laura and Jeremiah are joined once again by Dr. Jason Thomas discuss the current market performance and sentiment for Q1 2025. If you missed Jason’s previous drop into Building Wealthy Habits, check out episode 19! In this episode, the group analyzes the volatility in portfolios, the impact of sector performance, and the importance of diversification. The discussion also highlights the emotional aspects of investing and the need for strategic financial planning, especially in light of tax implications and market uncertainties.

Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

This episode digs deep into effective tax strategies for minimizing tax liability, focusing on long-term planning, estate planning, retirement contributions, and smart investing. Randy, Laura and Jeremiah discuss the implications of recent tax law changes, the importance of proactive tax planning, and various strategies such as tax loss harvesting and charitable contributions to optimize tax outcomes.

In this episode:

Chances of being audited are likely reduced this year.
Long-term tax planning is essential to avoid surprises.
Estate tax exemptions are set to change in 2025.
Retirement contributions can significantly impact tax liability.
Tax loss harvesting can offset gains with losses.
Charitable contributions can reduce taxable income.
Holistic investment strategies can optimize tax outcomes.
Communication with CPAs is critical for effective tax planning.
Understanding the difference between Roth and traditional IRAs is key.
Proactive planning can prevent last-minute tax issues.

Reach out at contact@tricordadvisors.com

Connect with Jeremiah:

LinkedIn:   / jeremiahjlee  
Email: Jeremiah@tricordadvisors.com

Connect with Laura:

LinkedIn:   / laura-lee-59a83610  
Email: Laura@tricordadv.com

Connect with Randy:

LinkedIn:   / rkbarkley  
Email: Randy@tricordadv.com

Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

Episode 64 - Save Money on Taxes in 2025

In this conversation, Laura, Randy, and Jeremiah discuss the signs that indicate someone may not be ready to retire. They explore various factors such as financial insecurity, the complexity of retirement income streams, the importance of budgeting, family dynamics, the search for purpose post-retirement, and the significant costs associated with healthcare. The discussion emphasizes the need for a comprehensive retirement plan that considers not just finances but also emotional and familial aspects.

In This Episode:

Financial insecurity is a major concern for those considering retirement.
Understanding multiple income streams is crucial for retirement planning.
Budgeting is essential to track spending and prepare for retirement.
Family dynamics can significantly impact retirement plans and expenses.
Healthcare costs can be a major financial burden in retirement.
Finding purpose after work is important for a fulfilling retirement.
Many people underestimate their future tax liabilities in retirement.
Planning for unexpected health events is vital for financial security.
Engagement in work can provide fulfillment beyond financial needs.
Retirement planning should include a holistic view of household needs.

Reach out at contact@tricordadvisors.com

Connect with Jeremiah:

LinkedIn:   / jeremiahjlee  
Email: Jeremiah@tricordadvisors.com

Connect with Laura:

LinkedIn:   / laura-lee-59a83610  
Email: Laura@tricordadv.com

Connect with Randy:

LinkedIn:   / rkbarkley  
Email: Randy@tricordadv.com


Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.


Episode 65 - How to Know When It's NOT Time to Retire

Job loss. Market downturns. Health scares. They happen—often without warning. In this episode of The Capitalized Life & Retirement Show, we ask the hard question: What if you're next? More importantly, are you ready? Learn how to build a plan that protects your income, preserves your lifestyle, and gives you peace of mind—no matter what comes your way. Because in today’s world, hoping for the best isn’t enough. Tune in and get prepared.

What if You're Next?

Financial planning is more than just budgeting or saving for retirement—it is a comprehensive approach to managing your financial life. Financial planning services play a vital role in helping individuals and families create a roadmap that leads to long-term financial stability and success. These services encompass various aspects, including investment management, tax planning, retirement preparation, insurance review, and estate planning. Together, they form a coordinated strategy tailored to meet your specific objectives.

Creating a Personalized Financial Strategy

At the core of financial planning is the creation of a personalized strategy that aligns with your long-term goals. Financial advisors offering financial planning services in Fort Worth, TX begin by evaluating your current financial status, including income, expenses, debt, and assets. From there, they help identify and prioritize your goals—whether it’s buying a home, sending your children to college, or retiring comfortably. With a clear understanding of your aspirations and resources, advisors can craft a plan that outlines actionable steps and realistic timelines to achieve them.

Maintaining Financial Discipline and Accountability

One of the key benefits of working with financial planning professionals is the structure and discipline they provide. It’s easy to make impulsive decisions or delay important financial tasks when acting alone. Advisors serve as accountability partners, ensuring that you stay focused on your goals and make informed choices. They also monitor your progress over time, helping you adjust your strategy as life changes—such as a new job, a major purchase, or unexpected expenses—occur.

Maximizing Wealth Through Strategic Investments

Investment planning is a critical component of long-term financial success. Financial planners assess your risk tolerance, time horizon, and financial goals to build a diversified investment portfolio. By allocating assets across different investment types, planners aim to reduce risk while maximizing potential returns. Over time, this disciplined investment strategy allows you to grow your wealth and remain on track to meet your financial milestones.

Reducing Taxes and Protecting Assets

Financial planning services also include tax planning, which helps minimize the amount of taxes you owe through smart strategies like tax-efficient investments, retirement contributions, and deductions. By integrating tax planning into your broader financial plan, you retain more of your earnings and direct them toward achieving your goals. Additionally, financial planners review your insurance coverage and estate plans to ensure your assets and loved ones are protected in the event of illness, injury, or death.

Planning for a Secure Retirement

Retirement is one of the most significant long-term financial goals for most individuals. Financial planners help you estimate your future income needs, evaluate available retirement accounts, and develop a savings plan that ensures you can retire comfortably. They also guide you on when to start drawing Social Security benefits and how to manage your assets during retirement to maintain financial security throughout your later years.

Conclusion

In a world of financial uncertainty, planning services provide clarity and direction. By developing a tailored strategy, maintaining discipline, optimizing investments, minimizing taxes, and planning for retirement, financial advisors help you build a strong foundation for your future. With professional guidance, your long-term goals become not just aspirations, but achievable milestones.

How Financial Planning Services Secure Your Long-Term Goals?

Findoc’s Cozy Corner เล่าเรื่องการเงิน การลงทุน ให้เป็นเรื่องง่าย กับหมอมิ้ม

Hi! I am Linnea Jospeh, an expert in Tax planning services and I am working in this Industry for the last 5 years. I am not the owner of the content which has been published here. This content is only for knowledge purposes. This content belongs to the respective owners and I do not hold any right for this content.

We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.

Want to learn about stock market investing, understand risk and reward of the stocks you buy, learn how to do in-depth fundamental analysis and more? Modern Value Investing with Sven Carlin Podcast covers a variety of investing topics that will help you reach your financial goals.

New tracks tagged #financial