Laura Rotter of True Abundance Advisors explores how to define your financial "enough" at different life stages. She shares her personal journey of aligning financial resources with core values and offers guidance on achieving financial clarity and purpose. #FinancialFreedom #MoneyMindset #TrueAbundance #ValuesBasedFinance
The world is facing intense challenges: A global IT outage has taken major corporations offline. President Joe Biden has withdrawn from the election. A shooter nearly assassinated Donald Trump at a campaign rally. Markets are sliding as investors retreat from big tech stocks. In these unpredictable times, it's crucial to build financial resilience. I've recorded a video with tips on how to prepare for the unexpected. 📽️ Watch the video here. Let's chat about building resilience in your finances and life. Schedule a call with me here. #FinancialResilience #MarketVolatility #ITOutage #Election2024 #FinanceTips #Resilience #Investing #StayPrepared #GlobalEvents #TechStocks #TrueAbundanceAdvisors #MakingChangeWithYourMoney
In this episode, Laura Rotter of True Abundance Advisors highlights the importance of organizing retirement accounts and the ease of rolling over accounts from previous employers. She discusses common issues such as lost login information and lack of awareness of retirement savings. Laura explains the three options for handling retirement accounts when leaving an employer: leaving the account, rolling it over into a rollover IRA, or working with a financial advisor. She emphasizes the simplicity of the rollover process and encourages seeking assistance to align investments with individual goals. #RetirementPlanning #FinancialAdvice #401kRollover #InvestmentStrategies #TrueAbundanceAdvisors
As we approach the end of January 2024, it's essential to rethink your approach to taxes! Contrary to common belief, there are still opportunities to make an impact on your 2023 taxes. Check out my latest video where I discuss last-minute strategies that can make a difference. While they may not be groundbreaking, being attentive to tax-saving opportunities can significantly shape your financial future.
🔑✨ Planning your estate? Let's talk about securing your financial legacy. Hi, I'm Laura Rotter from True Abundance Advisors. Did you know some assets bypass your will? Your retirement accounts and life insurance policies have named beneficiaries, ensuring they pass independently. Life changes? Review beneficiaries! Don't rush—choose wisely. 📝💭 Need guidance? Ask me anything! I'm here to help. Let's plan purposefully for your financial future! Subscribe for more tips & insights. #EstatePlanning #FinancialLegacy #PlanAhead #trueabundanceadvisors
Laura Rotter of True Abundance Advisors addresses the fear of missing out (FOMO) on investment opportunities and shares some insights. She emphasizes that taking risks and experiencing market volatility is necessary for higher returns. She also highlights the risks of keeping money under the mattress during inflation. Laura advises focusing on what can be controlled, having a financial plan, keeping fees low, and diversifying investments. Laura mentions that stock pickers tend to underperform the market. The power of compounding is emphasized, urging listeners to save and stay invested over time. Laura warns against following hot stock tips or distractions that can harm returns and encourages living life with a purpose and offering assistance.