Original Series:
Watch episodes from these series on FinStream.tv or on any of the platforms carrying FinStream Programs including Amazon Fire, Google Play, Roku, Vimeo and YouTube.
Series:
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.
Introduction to FinStream and Your life, your life money program.
The panel discusses reinventing retirement in the new normal and the challenges lower income people face.
Discover strategies for discussing money across generations & navigating DEI in an insightful interview with financial expert Lazetta Rainey Braxton.
Discover exclusive wealth protection strategies with Latonya Simmons on "Level Up with Lee." Learn how to safeguard your wealth with tailored insurance solutions.
Lee Baker talks with Mac Gardner, founder and CEO or FinLit Tech and author of The Four Money Bears, about financial education and teaching children about money.
What is an ETF? ETFs Explained - Ask The Professor: In this episode of Ask The Professor, Professor Milligan explains ETFs - Exchange Traded Funds. If you are considering ETFs as an investment vehicle, watch this video to learn more about ETFs.
How to Make Money With Compounding: What is Compounding Interest? Compounding Interest Explained. Compounding interest is the 8th wonder of the world.
What is Money? In this episode of Ask The Professor, Professor Milligan presents money basics, including money's role in transactions and crypto currency.
Need affordable health insurance but don't know where to start? Let Richard Sherman guide you to finding the best healthcare plan for you.
Are you ready for an unexpected expense? An Emergency Fund can help. Learn how to build it, how much you'll need, and why it's necessary!
Beginning your investment journey is intimidating. Let Richard Sherman teach you how to start building money today with a few dollars.
"Andini, on Your World On Money, demystifies taxes, addressing the financial anxiety and confusion often associated with this crucial aspect."
Andini, a finance expert, partners with Experian to teach budgeting basics, addressing the stress caused by financial complexities.
Your World on Money-Credit: Overwhelmed and anxious about money? Not anymore. Master money basics – from budgeting to investing, homeownership to retirement – in Your World on Money. In this episode, we discuss credit.
Combat peer pressure spending & save money with tips from The Finance Couch. Join Camille on her journey to financial stability.
The Finance Couch: Learn about car insurance types and benefits with expert advice on how to protect your future finances.
Learn the difference between good and bad debt in this episode of The Finance Couch. Practical tips for managing finances and building confidence.
Watch Episode 3 of My Money Planners on FinStream TV featuring the Lawrence Family of Lancaster, Ca. Real families, real advisors, real financial advice.
Discover the benefits of long term investing with a diversified portfolio on My Money Planners - Bridston Family. Tune in to FinStream's money makeover series!
Join My Money Planners Episode 2 as host Jacqueline Schadeck helps the Moore Family of Fullerton, CA reduce debt and plan for the future with advisors from Mutual of Omaha. Tune in at mymoneyplanners.tv.
Year-end planning shouldn’t be a reactive scramble in the final days of December. By taking an intentional, checklist-driven approach across taxes, investments, retirement accounts, and estate planning, you can significantly reduce your lifetime tax bill and avoid costly missed opportunities. In this episode, host Bob Powell sits down with longtime friend and wealth planning expert John Nersesian, founder of Nersesian Wealth Education, to break down essential proactive strategies before the calendar flips. In this episode, we cover: Proactive Tax Bracket Management: Marginal rate awareness, bracket stuffing, and managing phase-outs under new tax laws (including SALT caps, Senior Deductions, and QBI). Smart Investment Moves: Tax-loss harvesting rules, navigating the 61-day wash sale window, stock option exercise timing, and the emotional discipline of portfolio rebalancing. Retirement Optimization: Maximizing 401(k) and IRA limits, traditional vs. Roth decisions, utilizing Health Savings Accounts (HSAs) as supplemental retirement vehicles, and executing strategic Roth conversions. Distribution & Program Rules: Mandatory RMD timing and penalty reductions, Social Security claiming coordination, and Medicare enrollment choices. Legacy & Philanthropy: Annual gift tax exclusions, 5-year front-loading for 529 plans, "bunching" charitable deductions to beat the standard deduction, and utilizing Qualified Charitable Distributions (QCDs).
In this clip from FinStream's Decoding Your Money Podcast, Nina and Professor Milligan discuss the significance of defining financial goals and the vital need for scam prevention, especially for children in today's digital world. Tune in for essential insights! #FinancialLiteracy #ScamPrevention
Learn how to teach kids about money: earning, spending, saving, investing, and avoiding scams through everyday conversations.
The notice states that the IRS will look to see what the NFT actually represents (i.e., its rights and benefits), to determine its characterization – a result that most tax practitioners practicing in the digital asset space had been pushing for, according to Tony Tuths, Digital Asset Practice Leader and principal in Alternative Investments, Tax – KPMG LLP.
In this episode of This Week in Crypto, Bob interviews Paul Hartwood from Paul Hartwood Champagne, about how his company is innovating using the blockchain, including Crypto, OpenSea and NFTs.
Lee Baker, host of Level Up with Lee, talks with entrepreneur Bobby Henebry, CFA, about all things crypto including Blockchain, Bitcoin, Litecoin, Dogecoin, Ethereum and NFTs.