A Financial Transitionist’s Guide to Surviving Election Seasons – October 2024

In this video, we’re diving into the election season, a time that often brings significant changes—not only politically, but also on a personal and financial level. As a financial transitionist, Laura approaches this topic from a unique perspective, offering insights on how to manage the emotional and financial impacts of change during this time. Laura breaks down the four stages of transition—anticipation, ending, passage, and the new normal—and discusses how these apply to the election cycle, as well as to our everyday lives.

Whether you’re feeling uncertain, anxious, or even excited about what the future holds, this video will provide practical tips for staying grounded and maintaining your sanity during trying times. We’ll explore how to navigate change effectively, avoid common pitfalls, and come out stronger on the other side. Plus, Laura shares strategies for keeping perspective during times of uncertainty, so you can manage both your personal and financial well-being with greater ease and resilience.

Join us for an insightful discussion on how to handle change in your life, from election season and beyond!

Finding Peace in the Panic: A Business Owner’s Guide to Recession Resilience – September 2024

In this video, we’re diving into a topic that may seem contrarian but is vital for business owners today: thriving during a recession. Laura breaks down what a recession really is and how it impacts businesses. Most importantly, she shares 3 key pillars to build resilience, including strong financial management, smart business strategies, and a positive leadership mindset.

We’ll explore insights from *The Recession Survival Guide* by Draye Redfern and *$100M Offers* by Alex Hormozi, two must-read resources for any entrepreneur. Learn how to manage cash flow, optimize costs, and build a recession-resistant customer base. Plus, we’ll talk about finding growth opportunities in uncertain times and how focusing on long-term goals can keep you ahead.

This is a powerful guide to turning panic into peace. Stick around to learn practical tools to recession-proof your business! 

Free money? Yes, please! – August 2024

Join Laura in this eye-opening webinar on finding unclaimed money that rightfully belongs to you! Learn how to navigate official websites and databases to discover forgotten funds from old bank accounts, uncashed checks, insurance policies, and more.

Laura shares tips on conducting your own “personal treasure hunt.” Don’t miss out on potential rewards waiting to be claimed – watch now and start your treasure hunt today!

Resources:
Your state’s Treasury Website: https://unclaimed.org/
Search multiple states: MissingMoney.com
Retirement Accounts bullet point: https://unclaimedretirementbenefits.com/search
Federal Deposit Insurance Corporation (FDIC): https://closedbanks.fdic.gov/funds
National Credit Union Administration: https://ncua.gov/support- services/conservatorships-liquidations/unclaimed-deposits
Bonds: TreasuryHunt.gov
Tax Refunds: https://www.irs.gov/wheres-my-refund

Life’s Financial Checkpoints: Birthdays that Demand Your Attention – July 2024

In this video, Laura reveals the crucial financial milestones that align with key birthdays from age 50 and beyond. We’ll explore the importance of each milestone, highlighting the critical financial decisions you need to make to ensure you’re taking advantage of the opportunities that come with key birthdays.

Starting at age 50, we’ll discuss the benefits of catch-up contributions to your retirement accounts. Have you heard of the “Rule of 55”? Laura talks about this, as well as the milestone of age 59½, when you can take penalty-free withdrawals from retirement accounts, offering more flexibility in managing your finances.

At age 65, Medicare eligibility becomes a key focus. Then, do you know your “Full Retirement Age” to start claiming Social Security benefits? (It might be 66 or 67.) Reaching age 70½ brings maximum benefits for Social Security and eligibility for Qualified Charitable Distributions (QCDs). Finally, contrary to popular belief, the age for Required Minimum Distributions (RMDs) might be 72, 73, or 75! Learn why this milestone is important.

Join Laura to help you navigate these critical birthdays from 50 onwards, providing invaluable insights and practical advice to secure your financial health in life’s second half.

Don’t Retire Unprepared: 5 Powerful Questions to Maximize Your Moolah – June 2024

Are you on the path to retirement but unsure if you’re truly prepared? Realistically, how will retirement change your life? Don’t worry, we’ve got you covered! In this engaging video, our Financial Transitionist Laura reveals 5 powerful questions you need to ask yourself to ensure you maximize your moolah and retire with confidence.

Laura will guide you through essential topics like identifying potential income sources, understanding your retirement lifestyle needs, factoring in healthcare costs, planning for unexpected expenses, and determining the optimal time to claim your Social Security benefits. But that’s not all! She’ll also shed light on potential pitfalls, such as reductions to your Social Security benefits and how taxes can impact your retirement savings.

If you’re curious about investing your retirement savings, Laura’s got you covered too! Join us for this informative and entertaining video, where we’ll explore strategies to secure a comfortable and worry-free retirement. Don’t leave your golden years to chance – get the insights you need to make your retirement truly golden!

3 Estate Documents You Must Have (They’re not what you think!) – May 2024

Why is it that some retirees seem to be happier than others? What smart actions can you take with your money after you have retired? Join us as Laura, our Certified Financial Transitionist, answers these questions and more!

In this insightful video, Laura outlines a range of smart strategies designed to help retirees make the most of their savings and investments. From optimizing your retirement accounts to gifting to loved ones to managing taxes efficiently, we’ve got you covered.

Whether you’re dreaming of a leisurely retirement filled with travel and hobbies or simply aiming for financial peace of mind, our expert advice will empower you to make informed decisions and savvy moves you may not have known about.

It’s never too late to optimize your finances. Tune in now and start implementing these smart strategies to secure a prosperous and fulfilling future!

Smart Strategies for Savvy Retirees – March 2024

Why is it that some retirees seem to be happier than others? What smart actions can you take with your money after you have retired? Join us as Laura, our Certified Financial Transitionist, answers these questions and more!

In this insightful video, Laura outlines a range of smart strategies designed to help retirees make the most of their savings and investments. From optimizing your retirement accounts to gifting to loved ones to managing taxes efficiently, we’ve got you covered.

Whether you’re dreaming of a leisurely retirement filled with travel and hobbies or simply aiming for financial peace of mind, our expert advice will empower you to make informed decisions and savvy moves you may not have known about.

It’s never too late to optimize your finances. Tune in now and start implementing these smart strategies to secure a prosperous and fulfilling future!

What’s New with Tax Reporting – February 2024

Tax season is upon us, and as regulations evolve and technologies advance, staying informed about the latest developments in tax reporting is more crucial than ever.

Join Laura as she offers important reminders about tax forms, tax filing deadlines, and what information needs to be reported to the IRS.

She also delves into the IRS form 1099K and its reporting requirements, which is something new to many entrepreneurs. You will also learn about how to offset tax liability via tax-deferred retirement accounts, a useful tool for just about anyone. 

Guidance on the IRS website
Tax Forms Explained playlist