I go over how to find and piece together YOUR investment strategy, and touch on subjects like: Investment decision making What factors can influence your investment choices and value The investment decision making process Problems related to investment Conservative investing strategies Plus even more tidbits on keeping your financial health.
I spend a lot of my time talking to people about money. I hear some common themes, including anxiety about not having enough, as well a desire for quick ways to accumulate wealth. In response, here's a video detailing a Four Step (boring) Plan to the Financial Life of Your Dreams! It may not be exciting, but it works! What do you think? #budgeting #wealthplanning. #trueabundanceadvisors Download my free workbook here! trueabundanceadvisors.com/workbook Click this link to schedule a call with me ---- trueabundanceadvisors.com/lets-connect Subscribe to my Newsletter: trueabundanceadvisors.com/subscribe
It's my last video of the year, so I figured I'd end on some good news. The good news I'm talking about is on the tax front, with the passage of Secure Act 2.0. I summarize several of the many changes that are contained in this recently passed Act. I'm happy to talk to you in more detail about how this affects your particular situation. Please reach out to me at https://trueabundanceadvisors.com/lets-connect to schedule a call. #2023 #taxes #trueabundanceadvisors.com
Hello, my name is Laura Rotter of True Abundance Advisors, and I imagine that my story might resonate with you and why wouldn't it? All our cultural messages are that just get the bigger house, buy the nicer car, land the promotion, and then you will be happy I am here to tell you that more things do not create happiness. Happiness is an inside job. One day I woke up and realized I was using my life to make money rather than using my money to create a life that felt fulfilling. So I made some decisions.
One day the stock market is up 500 points, the next day it's down 500 points. You may be thinking: "This is too much risk for me. I don't want to be invested in the stock market." I made this video to explain the difference between volatility and risk. If you find it helpful, please share it and subscribe to my YouTube channel, @laurarotter. #volatility #riskmanagement #trueabundanceadvisors
When I first started as a financial advisor, having spent close to 30 years managing money for institutional investors, I thought that I just wanted to provide a financial plan for people without managing their money. That is, until I saw how people who reached out to me were invested, as I describe in this video. A financial plan is meaningless if you are invested entirely in cash or entirely in bitcoin! #financialplan #investingstrategy #trueAbundanceadvisors