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Most Recent Videos

What is the special rule for 529 plans?

What is the special rule for 529 plans?

What is the special rule for 529 plans? In this episode of Ask The Hammer, Jeffrey Levine answers the question.

How Best to Work with a Tax Preparer

How Best to Work with a Tax Preparer

How Best to Work with a Tax Preparer: In this finStream video, Jean-Luc Bourdon answers the question: What is the best way to work with a tax preparer?

The Importance of Having a Comprehensive Retirement Plan

The Importance of Having a Comprehensive Retirement Plan

People’s retirement outcomes may change as they advance in life and in their careers, and their financial circumstances may ebb and flow, too. People should review their retirement strategy on a regular basis with their financial advisor so they can determine if they’re still on track or if they need to make any modifications.

When should you report sports bets to the IRS?

When should you report sports bets to the IRS?

When should you report sports bets to the IRS? In this episode of Ask The Hammer, Jeffrey answers the question: When should you report sports bets to the IRS?

When do I have to pay a capital gains tax?

When do I have to pay a capital gains tax?

When do I have to pay a capital gains tax? In this episode of Ask The Hammer, Jeffrey answers the question: When do I have to pay a capital gains tax?

All Star Charts

Options Trading w/ Sean McLaughlin: Flipping a Premium House

Options Trading w/ Sean McLaughlin: Flipping a Premium House

JC Parents and Sean McLaughlin from All Star Charts discuss ETF's.

TheFlow: Choose Your Fighter (Trader) Feb14, 2023

TheFlow: Choose Your Fighter (Trader) Feb14, 2023

TheFlow: Choose Your Fighter (Trader) February 14, 2023: Sean McLaughlin, Chief Options Strategist and Steve Strazza, Director of Research for All Star Charts look at unusual options activity.

Taking A Swing At Natty Gas | What The FICC w/ Ian Culley

Taking A Swing At Natty Gas | What The FICC w/ Ian Culley

Taking A Swing At Natty Gas | What The FICC w/ Ian Culley. Ian discusses Fixed Income Commodities and Currencies (FICC) including the recent sell-off in Natural Gas.

Trade of the Week - Jan 25, 2023

Trade of the Week - Jan 25, 2023

Sean Mclaughlin, Chief Options Strategist for All Star Charts, presents the options trade of the week.

Original Series

What is the special rule for 529 plans?

What is the special rule for 529 plans?

What is the special rule for 529 plans? In this episode of Ask The Hammer, Jeffrey Levine answers the question.

The Importance of Having a Comprehensive Retirement Plan

The Importance of Having a Comprehensive Retirement Plan

People’s retirement outcomes may change as they advance in life and in their careers, and their financial circumstances may ebb and flow, too. People should review their retirement strategy on a regular basis with their financial advisor so they can determine if they’re still on track or if they need to make any modifications.

When should you report sports bets to the IRS?

When should you report sports bets to the IRS?

When should you report sports bets to the IRS? In this episode of Ask The Hammer, Jeffrey answers the question: When should you report sports bets to the IRS?

When do I have to pay a capital gains tax?

When do I have to pay a capital gains tax?

When do I have to pay a capital gains tax? In this episode of Ask The Hammer, Jeffrey answers the question: When do I have to pay a capital gains tax?

Am I still eligible to make retirement account contributions?

Am I still eligible to make retirement account contributions?

Am I still eligible to make retirement account contributions? In this episode of Ask The Hammer, Jeffrey answers the question: Am I still eligible to make retirement account contributions?

Life Events

The Importance of Having a Comprehensive Retirement Plan

The Importance of Having a Comprehensive Retirement Plan

People’s retirement outcomes may change as they advance in life and in their careers, and their financial circumstances may ebb and flow, too. People should review their retirement strategy on a regular basis with their financial advisor so they can determine if they’re still on track or if they need to make any modifications.

What Makes for a Fulfilling Life?

What Makes for a Fulfilling Life?

What makes for a happy life, a fulfilling life? A good life? According to the directors of the Harvard Study of Adult Development, the longest scientific study of happiness ever conducted, the answer to these questions may be closer than you realize.

How to Live a Happy Life

How to Live a Happy Life

The most important factors that contribute to overall happiness and well-being, according to Dr. Bob Waldinger, co-author of The Good Life.

Can I contribute to my Roth 401k regardless of my income?

Can I contribute to my Roth 401k regardless of my income?

Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA?

Retirement Plan Limit Increases for 2023

Retirement Plan Limit Increases for 2023

Dana Anspach of Sensible Money discusses the 401(k) and IRA limit increases for 2023 and the retirement law changes that will take place in 2023 in the wake of the SECURE Act 2.0 being signed into law.

Tax Planning Center

How Best to Work with a Tax Preparer

How Best to Work with a Tax Preparer

How Best to Work with a Tax Preparer: In this finStream video, Jean-Luc Bourdon answers the question: What is the best way to work with a tax preparer?

Changes to Estate Tax Exemption Portability

Changes to Estate Tax Exemption Portability

Changes to Estate Tax Exemption Portability: Portability can play a role in estate planning. Philip Herzberg discusses portability in estate planning.

What is the Fair Tax Proposal? Money in Minutes

What is the Fair Tax Proposal? Money in Minutes

Jean-Luc Bourdon of Lucent Wealth discusses the Fair Tax proposal to eliminate the IRS and create a national sales tax.

Four Year-End Tax Planning Strategies

Four Year-End Tax Planning Strategies

Philip Herzberg presents 4 year end tax planning strategies.

Tax Planning in Retirement

Tax Planning in Retirement

Tax Planning in Retirement: Beau Kemp shares some strategies for tax planning as part of your retirement plan.

Financial Planning

What is a Health Care Proxy?

What is a Health Care Proxy?

What is a Health Care Proxy? A health care proxy or durable power of attorney for health care is a legal document that allows a person to appoint someone else (known as a proxy or agent) to make medical decisions on their behalf in the event that they are unable to make decisions for themselves, according to Harry Margolis, author of Get Your Ducks in a Row.

Bob Pisani: Goals-Based Investing

Bob Pisani: Goals-Based Investing

Goals-Based Investing: Bob Pisani: In this Goals-Based Investing podcast, Tony Davidow talks to Bob Pisani, Senior Market Correspondent for CNBC about his new book “Shut Up & Keep Talking.” Tony and Bob delve into how the exchange has evolved over the years, lessons learned from crashes & corrections, behavioral finance, and the rise of ETFs, among other issues.

How to Spring Clean Your Finances

How to Spring Clean Your Finances

How to Spring Clean Your Finances: Haley Tolitsky, CFP of Cooke Capital describes some easy ways to spring clean your finances; including reviewing your budget for inflation changes, evaluating your cash flow, reviewing subscriptions, automating your finances and reviewing your credit scores.

What Are You Working, Saving and Investing For?

What Are You Working, Saving and Investing For?

What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future.

Building the perfect portfolio

Building the perfect portfolio

Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio.

Financial Advisor Center

2023 Outlook: Advisors will need an Alternative Toolbox

2023 Outlook: Advisors will need an Alternative Toolbox

2023 Outlook: Advisors will need an Alternative Toolbox: Tony Davidow, CIMA and author of Goals-Based Investing, shares his thoughts on investing in 2023.

Rethinking the 60/40 Portfolio

Rethinking the 60/40 Portfolio

The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments.

Introduction to Charitable Giving

Introduction to Charitable Giving

In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give.

Finance Long-Term Care for 10 Years

Finance Long-Term Care for 10 Years

Robert Klein joins Mr. Retirement to discuss planning for and financing long-term care.

Gary Bridgeman: Goals-Based Investing

Gary Bridgeman: Goals-Based Investing

Tony Davidow, CIMA and author of Goals-Based Investing interviews Gary Bridgeman, CIMA about Diversity and Inclusion and his journey into financial planning.

FinStreamTV Personal Finance Videos – finStream.TV features experts in personal finance, including financial and retirement planning, tax planning, estate planning, debt management and investing. The finStream TV mission is to improve the lives of all people, especially women and minorities, by increasing financial literacy. FinStream: Financial Intelligence.

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