#  @onedegreeadvisors Retire Confidently | Anthony Saffer & Alex Okugawa Retire Confidently | Anthony Saffer & Alex Okugawa posts on YouTube about retirement, investment, social security, how to the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/youtube::UCPZFDds3Y8qH0pLUC3_B9hw/interactions)  - [--] Week [------] +12% - [--] Month [-------] -43% - [--] Months [---------] +52% - [--] Year [---------] +50% ### Mentions: [--] [#](/creator/youtube::UCPZFDds3Y8qH0pLUC3_B9hw/posts_active)  - [--] Months [--] -17% - [--] Year [---] +142% ### Followers: [------] [#](/creator/youtube::UCPZFDds3Y8qH0pLUC3_B9hw/followers)  - [--] Week [------] +0.64% - [--] Month [------] +2.20% - [--] Months [------] +37% - [--] Year [------] +95% ### CreatorRank: [-------] [#](/creator/youtube::UCPZFDds3Y8qH0pLUC3_B9hw/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 94.96% [cryptocurrencies](/list/cryptocurrencies) 0.72% **Social topic influence** [retirement](/topic/retirement) #132, [investment](/topic/investment) #841, [social security](/topic/social-security) #27, [how to](/topic/how-to) 53.24%, [financial education](/topic/financial-education) #28, [dividend](/topic/dividend) #39, [education](/topic/education) #1522, [financial](/topic/financial) #148, [retirement retirement](/topic/retirement-retirement) #6, [san diego](/topic/san-diego) #1662 **Top accounts mentioned or mentioned by** [@onedegreeadvisorscom](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "Retire with $10M But Risk Your Family Hating Each Other Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/09/retire-with-10-million-but-risk-your-family-hating-each-other/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a" [YouTube Link](https://youtube.com/watch?v=D04MQUh_lPw) 2025-09-19T19:18Z 47.4K followers, [----] engagements "What Can You Really Spend from a $4M Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/12/what-can-you-really-spend-from-a-4m-portfolio/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are" [YouTube Link](https://youtube.com/watch?v=63Ou9qQGqsk) 2025-12-05T18:30Z 47.4K followers, [----] engagements "$5M vs $2.5M in Retirement: Heres What Changes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/07/5m-vs-2-5m-in-retirement-heres-what-changes/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help" [YouTube Link](https://youtube.com/watch?v=LMOAFJdyLag) 2025-07-03T21:19Z 47.4K followers, 234.5K engagements "$2M Portfolio + A Pension Stop Following "Standard" Advice (Do This Instead) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted" [YouTube Link](https://youtube.com/watch?v=O3qKWVMELoo) 2026-02-06T22:10Z 47.4K followers, [----] engagements "First Years of Retirement Look Scary Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=-n98iWZmuzw) 2026-02-10T20:00Z 47.4K followers, [---] engagements "IRS Releases NEW [----] Tax Brackets - What Retirees Need To Know Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt My favorite tax cheat sheet for 2026: https://images.ctfassets.net/gogvzi849aaj/6eJokCQuK9vbgDmwUPpG2B/0e3927c798d9f8e88688d4b5b143ce85/CFFP-_2026_Annual_Limits.pdf ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help" [YouTube Link](https://youtube.com/watch?v=Fx0ceuZfaKo) 2025-10-31T20:58Z 47.4K followers, 1.1M engagements "$3M vs $2M in Retirement: Heres What Changes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/12/3m-vs-2m-in-retirement-heres-what-changes/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam" [YouTube Link](https://youtube.com/watch?v=NI_z3qMPkXY) 2025-12-12T23:32Z 47.4K followers, 46.2K engagements "Im [--] with ALL PRE-TAX (401K / IRA) - How Do I Minimize Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/05/pre-tax-retirement/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply" [YouTube Link](https://youtube.com/watch?v=RSj_C535C_0) 2025-05-23T21:39Z 47.4K followers, 21.5K engagements "How to Pay $0 Tax on $100k Retirement Income Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show notes - https://onedegreeadvisors.com/2024/11/how-to-avoid-taxes-in-retirement/ [--] with Pre-Tax Savings Here's How to Slash Your Taxes - https://youtu.be/5w5_e5wzzCE ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply" [YouTube Link](https://youtube.com/watch?v=_JTFjIPXces) 2024-11-15T19:16Z 47.4K followers, 314.7K engagements "Stage Your Income For Success Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=9kCcQaUo8W0) 2026-02-09T17:33Z 47.4K followers, [----] engagements "Master Retirement Risk Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=fE6gSWVzXVQ) 2026-02-09T16:49Z 47.4K followers, [---] engagements "Retire with $6M: Heres what life actually looks like Schedule a call with us today to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2024/12/why-looking-poor-is-important-in-retirement/ Here Is What A $3M Retirement Portfolio Looks Like - https://youtu.be/xmZE4Twh8EM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for" [YouTube Link](https://youtube.com/watch?v=kfXUbwgK2Ig) 2024-12-06T16:54Z 47.4K followers, 490.3K engagements "Still Working with $2M+ Why $800k Retirees Have a Secret Advantage Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual" [YouTube Link](https://youtube.com/watch?v=ulzdNV6xXUA) 2026-02-11T20:35Z 47.4K followers, [---] engagements "Im [--] With Large IRA Balance - How Can I Minimize Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2026/01/age-70-with-a-large-ira-heres-what-to-do-before-rmds-start/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the" [YouTube Link](https://youtube.com/watch?v=5vQgpqyTxI4) 2026-01-14T19:12Z 47.4K followers, 68.4K engagements "Stop Calculating Retirement Expenses Wrong (Do This Instead) See how we can help you get more out of retirement: https://py01htti90f.typeform.com/to/MKeP6ISt Or Call us at (619) 282-3288 --- Accurately estimating your retirement expenses is crucial for a stress-free retirement. Overlooking factors like inflation and taxes can quickly deplete your savings making careful planning essential for maintaining your desired lifestyle. --- ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/08/stop-calculating-retirement-expenses-wrong/ Where Should I Pull From First -" [YouTube Link](https://youtube.com/watch?v=EkOkMM4cbV8) 2024-08-09T21:55Z 47.4K followers, 212.8K engagements "9 Reasons NOT to Convert to a Roth in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/roth-conversion-mistakes/ [--] with Pre-Tax Savings Here's How to Slash Your Taxes - https://youtu.be/5w5_e5wzzCE How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters" [YouTube Link](https://youtube.com/watch?v=nuMkUaoExsA) 2025-01-24T23:16Z 47.4K followers, 231.8K engagements "Retire with $7M: Heres what life actually looks like Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies." [YouTube Link](https://youtube.com/watch?v=vRkHLXBt5DQ) 2025-11-28T17:14Z 47.4K followers, 61.5K engagements "The 4% Rule is Not a Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=-PrjT5iGXx4) 2026-01-30T00:00Z 47.4K followers, [----] engagements "Will Your Money Last Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=70XFCkwjkow) 2026-02-01T00:00Z 47.4K followers, [----] engagements "Stop Using the 4% Rule: How "Guardrails" Enable a 7.6% Withdrawal Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual" [YouTube Link](https://youtube.com/watch?v=LXncQPxF85M) 2026-01-28T21:39Z 47.4K followers, [----] engagements "Stop Worst-Case Fears in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=V6hDNk7zp0U) 2026-02-03T00:00Z 47.4K followers, [---] engagements "Unlock Your Dream Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=d1MQ6MuJuP4) 2026-02-11T20:00Z 47.4K followers, [---] engagements "Roth Withdrawals Fund Your Spending Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=g-3Au1cCxj4) 2026-02-03T20:00Z 47.4K followers, [----] engagements "Guardrails Solve Retirement Fears Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios" [YouTube Link](https://youtube.com/watch?v=lOqcY90MgL0) 2026-02-04T00:01Z 47.4K followers, [---] engagements "Stop Worst Case Fears in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=pO-O1SI2y9c) 2026-02-05T20:00Z 47.4K followers, [---] engagements "Break the "Save Roth For Last" Rule Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=rGE3NuBap-U) 2026-01-31T20:00Z 47.4K followers, [----] engagements "Retire Smarter Not Harder Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=vYZQDyocSTo) 2026-01-28T21:48Z 47.4K followers, [----] engagements "IRS Releases NEW [----] Tax Brackets - What Retirees Need to Know Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment" [YouTube Link](https://youtube.com/watch?v=1c4E1cTBxAg) 2025-01-03T22:08Z 47.4K followers, 1.9M engagements "Pension Vs. Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=8I9XZ-FxjNI) 2026-02-09T17:22Z 47.4K followers, [---] engagements "Should I Take My Pension In Payments Or As Lump Sum (BEST CHOICE) Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Choosing the correct option between the lump sum or monthly pension can have a profound impact on your retirement. This decision is not one to take lightly as it can shape your financial stability for years to come. In this video Alex breaks down the factors to consider when making this crucial choice providing insights and real-world examples to help you navigate the decision-making process with confidence. ✍ SHOW NOTES & RESOURCES ✍ -" [YouTube Link](https://youtube.com/watch?v=BH-KVus1dqQ) 2024-04-19T21:10Z 47.4K followers, 45.7K engagements "3 Strategies for the Required Minimum Distribution (RMD) You Don't Need - Excess RMD What should you do with a required minimum distribution that you dont need Starting at age [--] people with an IRA are required to take distributions from their accounts - even if they dont need the income. Many retirees are surprised at how large their RMDs are For example an [--] year old with a $1M IRA has to take a $62500 RMD. Assuming a couple is the same age with the same account values thats $125000 in RMDs that are 100% taxable Sometimes people dont need the income at all or its just a little more than" [YouTube Link](https://youtube.com/watch?v=CwUscj7Cd7k) 2022-05-05T17:50Z 47.4K followers, [----] engagements "8 Ways to Reduce Your RMD (Required Minimum Distributions) in retirement Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Is the IRS making you take money out of your IRA so they can tax you on income you don't need Learn how to decrease your RMDs with these [--] tips ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes: https://onedegreeadvisors.com/2024/09/save-big-on-rmd-taxes-with-these-8-proven-methods Roth IRA Rules: https://www.irs.gov/retirement-plans/traditional-and-roth-iras RMD Rules:" [YouTube Link](https://youtube.com/watch?v=F2DOlg_ePDY) 2024-09-06T16:43Z 47.4K followers, [----] engagements "Retirees DONT Downsize Without Knowing This Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Downsizing in retirement can offer both financial and lifestyle benefits but its a decision that should be made with careful consideration. By evaluating your financial situation lifestyle needs and emotional readiness you can make a choice that enhances your retirement experience. ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/08/downsizing-in-retirement/ Do [--] things when you have" [YouTube Link](https://youtube.com/watch?v=TY0qab6M1zM) 2024-08-23T21:48Z 47.4K followers, [----] engagements "Here Is What A $4M Retirement Portfolio Looks Like Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/08/here-is-what-a-4m-retirement-portfolio-looks-like/ Vanguards Secret to Spending More in Retirement (GAME CHANGER) - https://youtu.be/wmomlp_-pWM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a" [YouTube Link](https://youtube.com/watch?v=c1Ofukh9c74) 2025-08-08T20:26Z 47.4K followers, 25.2K engagements "Retire With $10M Harsh Reality No One Talks About Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/02/managing-wealth-in-retirement/ Here Is What A $3M Retirement Portfolio Looks Like - https://youtu.be/xmZE4Twh8EM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for" [YouTube Link](https://youtube.com/watch?v=fLCl3tkn4j4) 2025-02-14T19:34Z 47.4K followers, 53.9K engagements "What Can You Really Spend from a $3M Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/08/what-can-you-really-spend-from-a-3m-portfolio/ $5M vs $2.5M in Retirement: Heres What Changes - https://youtu.be/LMOAFJdyLag ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking" [YouTube Link](https://youtube.com/watch?v=oQxpCHjGR3U) 2025-08-29T20:02Z 47.4K followers, 42.7K engagements "New RMD Change to Age [--] - Secure Act [---] See how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt The US government has more surprises for retirees on the horizon There are a slew of proposals in Secure Act [---] that could impact those in or close to retirement for years to come. A few highlights include: Pushing the Required Minimum Distribution (RMD) age for some folks to [--] and a new supercharged age bracket for retirement catch up contributions. #retirementplanning #taxplanning For More Details and Transcript:" [YouTube Link](https://youtube.com/watch?v=xTPRzf_JJbU) 2022-04-14T21:42Z 47.4K followers, 13.1K engagements "I'm [--] With $1.2 Million. Can I Retire Can I retire at age [--] with $1.2 million in investments Today Alex & Anthony dig into a couples financial plan to see if they can retire. Stay Tuned. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ✍ Show notes + 📜Transcript: https://onedegreeadvisors.com/2022/09/can-i-retire-at-62-with-1-2-million-in-retirement-savings-2022/ 👉 Get free weekly financial insights + access to our exclusive private client memo https://onedegreeadvisors.com/blogs/ 🛡 Download our complimentary" [YouTube Link](https://youtube.com/watch?v=MBpm_a1CDpg) 2022-09-16T16:17Z 47.2K followers, 12.5K engagements "Why Retirees With $1M End Up With $5M Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Journal of Financial Planning Article - https://onedegreeadvisors.com/wp-content/uploads/2025/10/FEB16-Spending-in-Retirement.pdf ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the" [YouTube Link](https://youtube.com/watch?v=VHEfWGkfwko) 2025-10-10T21:05Z 47.1K followers, [----] engagements "How Much Do You Need Saved To Spend $15K/mo Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/09/they-spend-15k-mo-heres-what-their-retirement-plan-looks-like/ Vanguards Secret to Spending More in Retirement (GAME CHANGER) - https://youtu.be/wmomlp_-pWM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a" [YouTube Link](https://youtube.com/watch?v=_phd_eImKPM) 2025-09-15T18:32Z 47.2K followers, [----] engagements "Individual Bonds vs Bond Funds - Which is Better for Retirees One of the most popular options for retirees is to invest in bonds. But should you buy individual bonds or a bond mutual fund Which is better In this video we'll take a closer look at the pros and cons of each option so you can make an informed decision. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement-guide/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us" [YouTube Link](https://youtube.com/watch?v=amwGfiHmigw) 2023-01-26T18:00Z 47.2K followers, 12.5K engagements "$1M vs $10M: What wealthy retirees never buy (but others do) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/12/1m-vs-10m-what-wealthy-retirees-never-buy-but-others-do/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in" [YouTube Link](https://youtube.com/watch?v=uB3INS_UA4g) 2025-12-19T20:44Z 47.1K followers, 17.5K engagements "Here Is What A $3M Retirement Portfolio Looks Like See how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2024/10/retirement-income/ Which Account Should I Take Money From First in Retirement - https://youtu.be/ms9kts-p_4U Stop Calculating Retirement Expenses Wrong (Do This Instead) - https://youtu.be/EkOkMM4cbV8 This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you." [YouTube Link](https://youtube.com/watch?v=xmZE4Twh8EM) 2024-10-11T20:29Z 47.1K followers, 36.1K engagements "They Lost $440k Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=3mMI9dzNy6k) 2026-01-25T00:30Z 47.4K followers, [----] engagements "Hidden Taxes Roth to the Rescue Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios" [YouTube Link](https://youtube.com/watch?v=6vLz4NTkGyo) 2026-01-30T21:05Z 47.4K followers, [----] engagements "Smart Way to Give & Save on Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios" [YouTube Link](https://youtube.com/watch?v=8i5_299ponA) 2026-02-04T20:00Z 47.4K followers, [----] engagements "Lump Sum or Income Stream Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=O8ejoHPZR6I) 2026-02-09T17:44Z 47.4K followers, [---] engagements "When Breaking the Save Roth for Last Rule Actually Makes Sense Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ACA Reference Chart: https://www.healthreformbeyondthebasics.org/wp-content/uploads/2024/08/REFERENCE_YearlyGuidelines_CY2026-rev.pdf(https://www.healthreformbeyondthebasics.org/wp-content/uploads/2024/08/REFERENCE_YearlyGuidelines_CY2026-rev.pdf) Medicare IRMAA Brackets SSA-44 https://www.ssa.gov/forms/ssa-44.pdf(https://www.ssa.gov/forms/ssa-44.pdf) ➡ PLEASE READ ⚠ Be careful of scammers. In the" [YouTube Link](https://youtube.com/watch?v=T3oZHMfDCXg) 2026-01-30T20:55Z 47.4K followers, [----] engagements "A One-Time Purchase Can Increase Your Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=TJMAIXmchHw) 2026-02-01T20:00Z 47.4K followers, [----] engagements "Turning an $8M Business Sale Into a Retirement Income Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2026/01/selling-an-8m-business-was-the-easy-part-retirement-wasnt/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in" [YouTube Link](https://youtube.com/watch?v=V9sFKs_3MNI) 2026-01-19T22:30Z 47.4K followers, [---] engagements "The Retirement Paycheck Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=VXJEFinhISk) 2026-02-02T00:00Z 47.4K followers, [----] engagements "Retire Wealthy Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=XGS06fSqUeQ) 2026-01-31T00:00Z 47.4K followers, [----] engagements "Freedom after Business Sale Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=hSdo07gtbOo) 2026-01-17T20:00Z 47.4K followers, [---] engagements "Master Business Sales Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=lHWLe_OUeRI) 2026-01-23T20:00Z 47.4K followers, [----] engagements "62 with $3M Saved - Am I Crazy for Still Working Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans" [YouTube Link](https://youtube.com/watch?v=qDiCIfIhRv4) 2026-01-23T21:29Z 47.4K followers, [----] engagements "The $1M Leak: [--] Reasons Large Portfolios Run Out of Money Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial" [YouTube Link](https://youtube.com/watch?v=qjWurxOwYmU) 2026-02-04T22:46Z 47.4K followers, [---] engagements "Social Security Taxes Can Be Tricky Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=xioSVgcRMjE) 2026-02-02T20:00Z 47.4K followers, [---] engagements "Smart Giving Revealed Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=y0jySOt5rgY) 2026-01-20T03:16Z 47.4K followers, [----] engagements "Concentration is Risky in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=z9uvK-Yxj14) 2026-01-24T00:30Z 47.4K followers, [---] engagements "How to Pay $0 Taxes on Retirement Income Capital gains taxes can eat into your investment returns but with the right strategies you can minimize or even eliminate them. Understanding how capital gains work and utilizing smart financial planning techniques can help you optimize your wealth. In this video Anthony provides practical tips for reducing capital gains taxes and maximizing your after-tax returns. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 or" [YouTube Link](https://youtube.com/watch?v=WOn2MgWF5pA) 2024-03-23T14:30Z 28.8K followers, [---] engagements "This Investment Deserves More Attention Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing" [YouTube Link](https://youtube.com/watch?v=WlzO0Pysj_A) 2025-01-18T00:33Z 21.5K followers, [---] engagements "Investing Wrong for Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=X3Q8_DW63GQ) 2025-08-08T23:25Z 34.3K followers, [----] engagements "Avoid These Common Mistakes With Your Estate Plan DenherderGrier & Associates: http://www.denherderlaw.com https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help families cut through the noise to make confident financial decisions" [YouTube Link](https://youtube.com/watch?v=XvOqUOn1KFg) 2020-01-23T23:43Z 28.4K followers, [--] engagements "Will I Pay the 50% Penalty on My Social Security (New [----] Rules) Social Security benefits while working can be complex but with the right strategies you can maximize your income without incurring hefty penalties. In this video Anthony breaks down the key considerations and strategies to help you make informed decisions about timing your Social Security benefits while working. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 or schedule online" [YouTube Link](https://youtube.com/watch?v=XwHNzbqLpKU) 2024-04-12T20:12Z [----] followers, [----] engagements "Tax Savings "Magic" Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past" [YouTube Link](https://youtube.com/watch?v=YYKmbqe-q4k) 2025-06-20T22:12Z 36.2K followers, [----] engagements "Tax Cuts and Jobs Act Might Expire. Are You Ready Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Here's why your taxes will be increasing. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/07/tcja/ Roth Conversions - https://youtu.be/5w5_e5wzzCE 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE" [YouTube Link](https://youtube.com/watch?v=YtO3J3hyOeI) 2024-07-19T18:51Z 28.1K followers, [---] engagements "This Chart Explains Why Retirees Lose Money (and How to Stop It) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/04/why-retirees-run-out-of-money/ Warren Buffetts Bizarre Warning - What Retirees NEED to Know - https://youtu.be/1c4T5_ZVSQg ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation" [YouTube Link](https://youtube.com/watch?v=Yx-oszYj7F0) 2025-04-25T19:53Z 33.1K followers, [----] engagements "The Problem with Social Security Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves" [YouTube Link](https://youtube.com/watch?v=_rf6f1togl4) 2025-03-14T16:13Z 27.3K followers, 13.1K engagements "How Retirees Should Actually Approach Bitcoin (Clear Framework) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/06/cryptocurrency-in-retirement/ Video: How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including" [YouTube Link](https://youtube.com/watch?v=a605i04WGsY) 2025-06-20T20:38Z 37.1K followers, [----] engagements "Don't Die Richer Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=cEGkGlPJtp8) 2025-10-10T21:05Z 37.1K followers, 16.5K engagements "Should I Sell My Inherited Property to Fund Retirement ($1 Million Value) A common question we often get from clients who inherited a rental property is whether they should cash out Or keep it and maintain the rental income. In this video we walk through [--] reasons retirees sell their inherited rental property. ✍ Show notes & resources: https://onedegreeadvisors.com/2022/11/should-i-sell-my-inherited-property-to-fund-retirement/ ✅ Learn about how we help people through retirement: https://onedegreeadvisors.com/ ☎ Free initial call: Call us at (619) 282-3288 or schedule online" [YouTube Link](https://youtube.com/watch?v=d3U0V--DF9E) 2022-11-10T18:22Z 28.2K followers, [--] engagements "5 Questions to Ask Your Financial Advisor https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help families cut through the noise to make confident financial decisions. Transcript: Hi there and welcome to One Degree Advisors where we help families cut through the noise to make confident financial decisions. What are the questions I should ask a financial advisor You know many people are ready to hire advisor but they don't know where to turn. Maybe you get" [YouTube Link](https://youtube.com/watch?v=eV23GkgB6ow) 2020-06-02T16:28Z 28.2K followers, [--] engagements "Is the Bear Market Over (2023) This bear market has been difficult for retirees and you may be asking yourself is it over yet We discuss both sides of the argument so youre a better-informed investor including three action items at the end of the video that you can apply today to have confidence in your plan. DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - Show Notes:" [YouTube Link](https://youtube.com/watch?v=eqitnBumpCw) 2023-05-25T17:00Z 27.9K followers, [---] engagements "Health Risks: Do I Need Long-term Care Insurance Important to remember Medicare does not cover long-term care 52%: Is the percentage of people turning age [--] who will need some type of long-term care services in their lifetimes. What are my options For more details: www.onedegreeadvisors.com Genworth cost of care tool: https://www.genworth.com/aging-and-you/finances/cost-of-care.html" [YouTube Link](https://youtube.com/watch?v=faLpLPEP6wA) 2020-11-24T16:47Z 34.2K followers, [---] engagements "How to React to Market Crash Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk." [YouTube Link](https://youtube.com/watch?v=gBL9f0s1wxE) 2025-04-25T19:56Z 28.5K followers, [---] engagements "Lump Sum vs Annuity: How to Maximize Your Pension Benefit in [----] Should you take the lump sum or the annuity option on your pension This can be a difficult question to answer if you dont know the right questions to ask yourself. In this video we walk you through key points to consider so that you can make the best possible decision for your future. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ✍ Show notes & resources:" [YouTube Link](https://youtube.com/watch?v=g_nuV8BF5g0) 2022-12-22T00:09Z [----] followers, [----] engagements "This is What a $3M Retirement Portfolio Looks Like Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Investing for retirement income can be challenging especially when transitioning from a growth-focused portfolio to one that provides stable income. In this video Alex outlines a strategic approach used with a $3 million client to ensure they have the retirement of their dreams. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619)" [YouTube Link](https://youtube.com/watch?v=hKbKtrjHgII) 2024-05-17T23:19Z 27.3K followers, [----] engagements "Im [--] with $2.4M Can I Retire Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Comments: *Please be careful of bots and scammers in the comments section making solicitations. We do our best to report and delete these. **Please keep all comments constructive positive and courteous. Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2024/12/retire-at-60/ Stop Calculating Retirement Expenses Wrong (Do This Instead) - https://youtu.be/EkOkMM4cbV8 This does not constitute an investment recommendation." [YouTube Link](https://youtube.com/watch?v=hQuBFv9lfO4) 2024-12-20T23:43Z 10.8K followers, [----] engagements "30 Day Retirement Identity Challenge Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=hibpWNkjpIc) 2025-09-26T23:29Z 36.2K followers, [----] engagements "Waiting Until [--] This Social Security Trap Could Cost You Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/08/here-is-what-a-4m-retirement-portfolio-looks-like-2/ $5M vs $2.5M in Retirement: Heres What Changes - https://youtu.be/LMOAFJdyLag ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation" [YouTube Link](https://youtube.com/watch?v=i5DXlOJ10_U) 2025-08-15T21:24Z 34.6K followers, [----] engagements "Social Security Early vs. Delay Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios" [YouTube Link](https://youtube.com/watch?v=jjstT0_0KfM) 2025-08-15T21:25Z 34.6K followers, [----] engagements "Retired Millionaires Fail This One Critical Move. Are You Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/02/millionaires-failing/ Retire with $6M: Heres what life actually looks like - https://youtu.be/xmZE4Twh8EM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for" [YouTube Link](https://youtube.com/watch?v=k1WpdRuFq90) 2025-02-28T19:30Z 26K followers, [----] engagements "The #1 Rule Retirement Millionaires Wont Tell You About Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/05/retirement-wealth-planning/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply" [YouTube Link](https://youtube.com/watch?v=l7mxYVdnv90) 2025-05-30T22:12Z 30.3K followers, [---] engagements "Retirement Used to Be a Lot Easier. What Changed Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation." [YouTube Link](https://youtube.com/watch?v=lK1UocaXPh4) 2025-02-01T17:50Z 23.3K followers, [---] engagements "The Real Risk in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=llsWqvrFzFI) 2025-08-29T20:02Z 35K followers, [----] engagements "How to Retire Comfortably AND Leave an Inheritance (Its Possible) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/01/retirement-and-inheritance/ Warren Buffetts Bizarre Warning - What Retirees NEED to Know - https://youtu.be/1c4T5_ZVSQg ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation" [YouTube Link](https://youtube.com/watch?v=mQZRBPeRIIo) 2025-01-10T19:16Z 20.1K followers, [----] engagements "Which Account Should I Take Money From First in Retirement Are you wondering where to pull money from first in retirement It's a critical decision that can significantly impact your financial future. In fact an optimized retirement withdrawal strategy is projected to save one of our clients over $420000 in lifetime taxes In this video Alex breaks down a proven framework to help you save taxes illustrated by a real-life case study. 0:00 What you'll learn 0:24 Three account buckets you need to know 0:47 The pay-as-you-go 1:21 The ticking time bomb 2:15 The holy grail 2:36 Framework to decide" [YouTube Link](https://youtube.com/watch?v=ms9kts-p_4U) 2024-03-09T15:30Z 33.2K followers, 23.1K engagements "The Power of Buying Time Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past" [YouTube Link](https://youtube.com/watch?v=myJuFP1uB04) 2025-07-11T22:46Z 33.2K followers, [----] engagements "Create Your Own Pension Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past" [YouTube Link](https://youtube.com/watch?v=nLLKcvLKVcY) 2025-02-03T23:39Z 23.6K followers, [---] engagements "Are Certificate Deposits (CDs) a Good Investment During High Inflation Are CDs are good investment during high inflation Today we will discuss what to consider as well as better solutions in the current environment. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ✍ Show notes & resource https://onedegreeadvisors.com/2022/10/are-certificate-deposits-cds-a-good-investment-during-high-inflation/ 👉 Get free weekly financial insights + access to our exclusive private client memo https://onedegreeadvisors.com/blogs/ 🛡" [YouTube Link](https://youtube.com/watch?v=o3dvvcdqEvE) 2022-10-10T17:00Z 28.2K followers, [----] engagements "Can Stocks Keep Going Bombshell Report from JP Morgan Retirees Need to See Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an" [YouTube Link](https://youtube.com/watch?v=okfd1GD_KVQ) 2025-01-17T20:49Z 21.8K followers, [----] engagements "Retirement Solution to Market Crash Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves" [YouTube Link](https://youtube.com/watch?v=p1nVchW0WnQ) 2025-07-25T21:14Z 33.9K followers, [----] engagements "How Much Can I Spend in Retirement with a $2.7M Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes: https://onedegreeadvisors.com/2025/04/retirement-plan-for-a-2m-portfolio/ [--] Reasons NOT to Convert to a Roth in Retirement - https://youtu.be/nuMkUaoExsA ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking" [YouTube Link](https://youtube.com/watch?v=pxBgYF1alj8) 2025-04-18T20:58Z 34.5K followers, [----] engagements "How A Pension Changes Your Entire Retirement Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/04/pension-planning-strategies/ This is What a $3M Retirement Portfolio Looks Like - https://youtu.be/hKbKtrjHgII ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with" [YouTube Link](https://youtube.com/watch?v=qNYuIdhSt2Y) 2025-04-11T22:31Z 36K followers, [----] engagements "2033: Social Security Crisis Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk." [YouTube Link](https://youtube.com/watch?v=rBsdOnpXbZI) 2025-08-01T20:16Z 34.1K followers, [----] engagements "Retire Wealthy & Tell No One Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk." [YouTube Link](https://youtube.com/watch?v=rGdmXKSIgss) 2025-05-30T22:12Z 32.1K followers, [----] engagements "The Real Risk In Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=rMwNAWRqORI) 2025-09-15T18:32Z 35.9K followers, [----] engagements "Spend MORE in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=rSINie3b4kA) 2025-10-03T22:43Z 36.6K followers, [----] engagements "What If You Take Social Security While Working #shorts #retirementplanning #financialplanning This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures" [YouTube Link](https://youtube.com/watch?v=re98Ed94k6M) 2023-10-14T14:00Z [----] followers, [---] engagements "What Retirees Need to Know For Successful Investing What retirees need to know for successful investing. - - - - Having a firm understanding of what your retirement portfolio looks like and how it aligns with your overall financial objectives is vital to successful investing. In times of uncertainty having a financial plan is a calming and confidence-building point that can truly keep you grounded. https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help" [YouTube Link](https://youtube.com/watch?v=s6wW0amXRXs) 2020-06-16T19:32Z 28.1K followers, [--] engagements "Farewell Dollar Could the US Lose Its Currency Reserve Status DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - History of currency reserves: https://vimeo.com/654291317 - IMF Reserve Status: https://data.imf.org/sk=E6A5F467-C14B-4AA8-9F6D-5A09EC4E62A4 - IMF Dollar Dominance History:" [YouTube Link](https://youtube.com/watch?v=snJdQB48kZc) 2023-05-02T14:56Z 28K followers, [--] engagements "HSA Loophole - The Secret Way to Use Your HSA (2022 & Beyond) If you have an HSA account there is a little-known secret that can allow you to take tax-free withdrawals in retirement. In this video we discuss who should utilize this strategy and how to avoid costly IRS penalties. ☎ FREE TAX & RETIREMENT ANALYSIS ☎ https://onedegreeadvisors.com/getstarted/ ✍ Show notes + 📜Transcript: https://onedegreeadvisors.com/2022/07/hsa-loophole-the-secret-way-to-use-your-hsa-2022-beyond/ 📮 Resources mentioned: - HSA Eligibility List https://hsastore.com/hsa-eligibility-list - HSA Store:" [YouTube Link](https://youtube.com/watch?v=vRUQ7_6G25E) 2022-07-07T19:04Z 28.1K followers, [----] engagements "Vanguards Secret to Spending More in Retirement (GAME CHANGER) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Kitces.com Why Guyton-Klinger Guardrails Are Too" [YouTube Link](https://youtube.com/watch?v=wmomlp_-pWM) 2024-11-22T20:45Z 29.4K followers, 57.3K engagements "5 Retirement Tweaks That Fix 95% Of Your Problems Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/06/retirement-mistakes/ Retirement Needs Template - http://onedegreeadvisors.com/wp-content/uploads/2025/06/retirement-needs-template.xlsx How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker" [YouTube Link](https://youtube.com/watch?v=xW1lUsCBvFE) 2025-06-06T23:14Z 30.5K followers, [----] engagements "You're Gifting ALL WRONG - Here's the Smarter Way to Help Your Kids Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces IRS Frequently asked questions on gift taxes - https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-gift-taxes Gifting Without The Headache: Tax-Efficient Strategies To Stay Under Gift Reporting Limits -" [YouTube Link](https://youtube.com/watch?v=xubW8IunbFE) 2025-04-05T00:01Z 28.1K followers, [---] engagements "$3M And Still Working Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=1XtAuakJ0KQ) 2026-01-26T20:00Z 47.4K followers, [---] engagements "The 10% Rule: Why Taxes Are Cheaper Than a $400000 Crash Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2026/01/how-millionaires-diversify-a-huge-stock-position-without-a-massive-tax-bill/ The Risks and Rewards of a Concentrated Stock Position -" [YouTube Link](https://youtube.com/watch?v=Kj2xTbOTcMo) 2026-01-21T22:23Z 47.4K followers, [----] engagements "This [--] Thing Will Rob You of Financial Success This [--] Thing Will Rob You of Financial Success. Should you move everything to cash Today we are going to talk to you about how to take advantage of these great rates on cash but doing so in a way that doesn't cause you to have a negative real return in retirement. DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ Where Is the Best Place" [YouTube Link](https://youtube.com/watch?v=LsHrTSUuR3U) 2023-05-19T19:48Z 47.2K followers, [---] engagements "Pay $0 Tax on $120k Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past" [YouTube Link](https://youtube.com/watch?v=Nk-E6LEUs3s) 2025-07-18T21:35Z 47.1K followers, [----] engagements "Beware of these Blind spots See how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Many retirees don't know about these retirement blind spots ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/09/retirement-blind-spots/ Full Video - https://youtu.be/nccmfzD3Ves 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR" [YouTube Link](https://youtube.com/watch?v=PXqulircX1o) 2024-09-20T20:47Z 47.2K followers, [---] engagements "Beat Taxes & Diversify Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=U41B75cPjWU) 2026-01-28T00:30Z 47.4K followers, [----] engagements "The Roth Conversion TRAP That Destroyed $800K in Tax-Free Wealth Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/09/should-i-convert-my-2m-ira-to-a-roth/ [--] Reasons NOT to Convert to a Roth in Retirement - https://youtu.be/nuMkUaoExsA ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation" [YouTube Link](https://youtube.com/watch?v=ZGI5sai2kQQ) 2025-09-05T20:25Z 47.2K followers, 30.3K engagements "DON'T Hire them Yet Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Watch the full video here - https://youtu.be/Jv01zXXbcPE ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/08/avoid-bad-financial-advisors/ 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈 https://onedegreeadvisors.com/blogs/" [YouTube Link](https://youtube.com/watch?v=bBQ17Qxvzlc) 2024-08-30T21:05Z 47.2K followers, [---] engagements "This could reduce your social security benefits #shorts #retirementplanning #financialplanning This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary" [YouTube Link](https://youtube.com/watch?v=doYO-APsXzY) 2023-08-31T17:00Z 47.1K followers, [---] engagements "Average Retirement Savings By Age [--]. How much should you have saved (2023 edition) Most Americans dont have enough saved for retirement. Do you ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - Show Notes:" [YouTube Link](https://youtube.com/watch?v=h19tmqGQXJQ) 2023-06-22T17:00Z 47.1K followers, [----] engagements "Do You Know The [--] Types of Income The IRS Doesn't Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt How to Pay $0 Tax on $100k Retirement Income: https://youtu.be/_JTFjIPXcessi=4N48Y3P1N6S1G-5V ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are" [YouTube Link](https://youtube.com/watch?v=ptmTTo53S-8) 2025-03-31T14:59Z 47.2K followers, [----] engagements "Question 1/5: Why Don't We Get Out of the Market https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help families cut through the noise to make confident financial decisions. Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary" [YouTube Link](https://youtube.com/watch?v=sUG54nBXaoQ) 2020-03-13T19:13Z 47.2K followers, [---] engagements "$6 Million in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past" [YouTube Link](https://youtube.com/watch?v=tid3hk9F4MU) 2024-12-06T16:55Z 47.2K followers, [----] engagements "Huge Stock & No Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=ukkjvxkw-OI) 2026-01-26T00:30Z 47.4K followers, [----] engagements "Portfolio Rebalancing: Why You Should Do It The stock market is at all time highs to the disbelief of many given what we are facing economically. Some are asking: Should we take some profits off the table Well discuss why that is not just a question for today but why it should be a normal part of your investment process. Chart starting at 4:40 and 5:22 produced using Kwanti SPY and AGG. This is not investment advice or a recommendation. Check out the article referenced in this video: https://onedegreeadvisors.com/2021/01/portfolio-rebalancing-why-you-should-do-it/ Talk with us about your" [YouTube Link](https://youtube.com/watch?v=yqrsRbNxXIY) 2021-01-19T16:20Z 47.1K followers, [--] engagements "5 Retirement Mistakes to Avoid - Investment FOMO We have seen families do retirement right and unfortunately we have seen people make serious mistakes too. While mistakes in life and finance are inevitable we want to help you avoid the big ones. Mistake #1: Investment FOMO The Fear of Missing Out (FOMO) does not only apply to teen social scenes. Retirees are susceptible too but the stakes are higher. Download our free guide: https://onedegreeadvisors.com/robertlinda/ Talk with us about your portfolio or financial plan here: https://onedegreeadvisors.com/getstarted/ New to investing Check out" [YouTube Link](https://youtube.com/watch?v=8aPomExSIMw) 2021-07-20T22:39Z 46K followers, [--] engagements "Losing Money in Bonds What Retirees Should Know Losing Money in Bonds This market has been quite a shock for many retirees who hold bonds. Today we discuss the role of bonds in a retirement portfolio. #retirement #retirementplanning #bonds ✍ Show notes + 📜Transcript: https://onedegreeadvisors.com/2022/08/losing-money-in-bonds-what-retirees-should-know/ 📮 Resources mentioned: 👉 Get free weekly financial insights + access to our exclusive private client memo https://onedegreeadvisors.com/blogs/ 🛡 Download our complimentary retirement guide https://onedegreeadvisors.com/retirement-guide/ ✅" [YouTube Link](https://youtube.com/watch?v=IUivUr9aB9c) 2022-08-18T21:52Z 46.7K followers, [---] engagements "Living on a Fixed income is not as Simple as you Think Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt *Please be careful of bots and scammers in the comments section making solicitations. We do our best to report and delete these. **Please keep all comments constructive positive and courteous. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures:" [YouTube Link](https://youtube.com/watch?v=NF_r2jH5SEs) 2024-12-13T21:20Z 46.5K followers, [---] engagements "Social Security: Start at Age [--] or [--] Is it better to take Social Security at age [--] or age [--] In todays video Anthony assesses the factors that can hopefully put more money in your pocket through retirement. ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - Show Notes: https://onedegreeadvisors.com/2023/10/social-security-start-at-age-62-or-70/ - Social Security link: https://www.ssa.gov/myaccount/ - Video: Should I Collect Social Security and Invest it (Before Social Security Runs Out):" [YouTube Link](https://youtube.com/watch?v=QCjWlDg_vW8) 2023-10-14T14:00Z 46.4K followers, [---] engagements "How to Pay Yourself $10k/mo and Pay $0 Taxes in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/07/how-to-create-120000-of-retirement-income-and-pay-0-tax/ Im [--] with ALL PRE-TAX (401K / IRA) - How Do I Minimize Taxes - https://youtu.be/RSj_C535C_0 ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters" [YouTube Link](https://youtube.com/watch?v=R2cq-FnECR0) 2025-07-18T21:35Z 46.6K followers, 12.4K engagements "$1 Million vs. $10 Million Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=WfitXuXvxFg) 2025-12-19T20:45Z 46.5K followers, [----] engagements "Smart Diversification for Your Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=XtWYA4tRslU) 2026-01-21T22:38Z 47.4K followers, [---] engagements "This Saved $400k in Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past" [YouTube Link](https://youtube.com/watch?v=l6l6RctHsmM) 2025-05-23T21:42Z 46.6K followers, [----] engagements "Selling an $8M Business was the Easy Part Retirement Wasnt Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2026/01/selling-an-8m-business-was-the-easy-part-retirement-wasnt/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in" [YouTube Link](https://youtube.com/watch?v=r1i-0oGbXdc) 2026-01-16T21:56Z 46.6K followers, [---] engagements "The One Trick Retired Millionaires Use to Pay Themselves Forever Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt -- A trend following investment strategy for retirement: https://youtu.be/U8N86VNrFbE Show notes: https://onedegreeadvisors.com/2026/01/retirement-income-strategy-that-keeps-your-paycheck-steady/ -- ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation" [YouTube Link](https://youtube.com/watch?v=rA_l9oNQamI) 2026-01-02T23:48Z 46.4K followers, 25.6K engagements "The Military Decision Model That Changes Retirement Planning Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Image used with permission from Joe Duran. Resources: Video reference: Retire with $7M: Heres what life actually looks like https://youtu.be/vRkHLXBt5DQ(https://youtu.be/vRkHLXBt5DQ) https://citywire.com/ria/news/opinion-too-many-wealth-managers-are-measuring-the-wrong-things/a2477223 https://onedegreeadvisors.com/2026/01/how-to-plan-for-retirement-using-a-simple-decision-framework/ ➡ PLEASE READ ⚠ Be" [YouTube Link](https://youtube.com/watch?v=sOigWu255s8) 2026-01-09T19:01Z 46.4K followers, [---] engagements "Master Spending - Beat Volatility Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios" [YouTube Link](https://youtube.com/watch?v=BDNwTew6KA8) 2026-01-16T21:57Z 47.4K followers, [----] engagements "Donate Stock - Slash Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=H6zmcgw6jmg) 2026-01-23T00:30Z 47.4K followers, [--] engagements "Retirement: What's Next Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have" [YouTube Link](https://youtube.com/watch?v=L2WCzoGYjJs) 2026-01-24T20:00Z 47.4K followers, [----] engagements "Your Portfolio Needs to Work Harder Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or" [YouTube Link](https://youtube.com/watch?v=LYr0CEEdlac) 2026-01-23T21:40Z 47.4K followers, [----] engagements "Controlled vs. Forced Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=ZcO4UogrKVE) 2026-01-14T19:13Z 47.4K followers, [----] engagements "Clarity After Selling Business Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=cSqgcV0p7ms) 2026-01-22T20:00Z 47.4K followers, [---] engagements "Market Drop Fears Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=icWpG4VZgnU) 2026-01-25T20:00Z 47.4K followers, [----] engagements "Don't Miss These Hidden Costs Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but" [YouTube Link](https://youtube.com/watch?v=tnw8mbdCQJ4) 2026-01-21T20:00Z 47.4K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@onedegreeadvisors Retire Confidently | Anthony Saffer & Alex Okugawa
Retire Confidently | Anthony Saffer & Alex Okugawa posts on YouTube about retirement, investment, social security, how to the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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Social Influence
Social category influence finance 94.96% cryptocurrencies 0.72%
Social topic influence retirement #132, investment #841, social security #27, how to 53.24%, financial education #28, dividend #39, education #1522, financial #148, retirement retirement #6, san diego #1662
Top accounts mentioned or mentioned by @onedegreeadvisorscom
Top assets mentioned Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"Retire with $10M But Risk Your Family Hating Each Other Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/09/retire-with-10-million-but-risk-your-family-hating-each-other/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a"
YouTube Link 2025-09-19T19:18Z 47.4K followers, [----] engagements
"What Can You Really Spend from a $4M Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/12/what-can-you-really-spend-from-a-4m-portfolio/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are"
YouTube Link 2025-12-05T18:30Z 47.4K followers, [----] engagements
"$5M vs $2.5M in Retirement: Heres What Changes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/07/5m-vs-2-5m-in-retirement-heres-what-changes/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help"
YouTube Link 2025-07-03T21:19Z 47.4K followers, 234.5K engagements
"$2M Portfolio + A Pension Stop Following "Standard" Advice (Do This Instead) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted"
YouTube Link 2026-02-06T22:10Z 47.4K followers, [----] engagements
"First Years of Retirement Look Scary Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-02-10T20:00Z 47.4K followers, [---] engagements
"IRS Releases NEW [----] Tax Brackets - What Retirees Need To Know Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt My favorite tax cheat sheet for 2026: https://images.ctfassets.net/gogvzi849aaj/6eJokCQuK9vbgDmwUPpG2B/0e3927c798d9f8e88688d4b5b143ce85/CFFP-_2026_Annual_Limits.pdf ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help"
YouTube Link 2025-10-31T20:58Z 47.4K followers, 1.1M engagements
"$3M vs $2M in Retirement: Heres What Changes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/12/3m-vs-2m-in-retirement-heres-what-changes/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam"
YouTube Link 2025-12-12T23:32Z 47.4K followers, 46.2K engagements
"Im [--] with ALL PRE-TAX (401K / IRA) - How Do I Minimize Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/05/pre-tax-retirement/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply"
YouTube Link 2025-05-23T21:39Z 47.4K followers, 21.5K engagements
"How to Pay $0 Tax on $100k Retirement Income Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show notes - https://onedegreeadvisors.com/2024/11/how-to-avoid-taxes-in-retirement/ [--] with Pre-Tax Savings Here's How to Slash Your Taxes - https://youtu.be/5w5_e5wzzCE ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply"
YouTube Link 2024-11-15T19:16Z 47.4K followers, 314.7K engagements
"Stage Your Income For Success Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2026-02-09T17:33Z 47.4K followers, [----] engagements
"Master Retirement Risk Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-02-09T16:49Z 47.4K followers, [---] engagements
"Retire with $6M: Heres what life actually looks like Schedule a call with us today to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2024/12/why-looking-poor-is-important-in-retirement/ Here Is What A $3M Retirement Portfolio Looks Like - https://youtu.be/xmZE4Twh8EM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for"
YouTube Link 2024-12-06T16:54Z 47.4K followers, 490.3K engagements
"Still Working with $2M+ Why $800k Retirees Have a Secret Advantage Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual"
YouTube Link 2026-02-11T20:35Z 47.4K followers, [---] engagements
"Im [--] With Large IRA Balance - How Can I Minimize Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2026/01/age-70-with-a-large-ira-heres-what-to-do-before-rmds-start/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the"
YouTube Link 2026-01-14T19:12Z 47.4K followers, 68.4K engagements
"Stop Calculating Retirement Expenses Wrong (Do This Instead) See how we can help you get more out of retirement: https://py01htti90f.typeform.com/to/MKeP6ISt Or Call us at (619) 282-3288 --- Accurately estimating your retirement expenses is crucial for a stress-free retirement. Overlooking factors like inflation and taxes can quickly deplete your savings making careful planning essential for maintaining your desired lifestyle. --- ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/08/stop-calculating-retirement-expenses-wrong/ Where Should I Pull From First -"
YouTube Link 2024-08-09T21:55Z 47.4K followers, 212.8K engagements
"9 Reasons NOT to Convert to a Roth in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/roth-conversion-mistakes/ [--] with Pre-Tax Savings Here's How to Slash Your Taxes - https://youtu.be/5w5_e5wzzCE How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters"
YouTube Link 2025-01-24T23:16Z 47.4K followers, 231.8K engagements
"Retire with $7M: Heres what life actually looks like Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies."
YouTube Link 2025-11-28T17:14Z 47.4K followers, 61.5K engagements
"The 4% Rule is Not a Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-01-30T00:00Z 47.4K followers, [----] engagements
"Will Your Money Last Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2026-02-01T00:00Z 47.4K followers, [----] engagements
"Stop Using the 4% Rule: How "Guardrails" Enable a 7.6% Withdrawal Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual"
YouTube Link 2026-01-28T21:39Z 47.4K followers, [----] engagements
"Stop Worst-Case Fears in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-02-03T00:00Z 47.4K followers, [---] engagements
"Unlock Your Dream Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2026-02-11T20:00Z 47.4K followers, [---] engagements
"Roth Withdrawals Fund Your Spending Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-02-03T20:00Z 47.4K followers, [----] engagements
"Guardrails Solve Retirement Fears Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios"
YouTube Link 2026-02-04T00:01Z 47.4K followers, [---] engagements
"Stop Worst Case Fears in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-02-05T20:00Z 47.4K followers, [---] engagements
"Break the "Save Roth For Last" Rule Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-01-31T20:00Z 47.4K followers, [----] engagements
"Retire Smarter Not Harder Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-01-28T21:48Z 47.4K followers, [----] engagements
"IRS Releases NEW [----] Tax Brackets - What Retirees Need to Know Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment"
YouTube Link 2025-01-03T22:08Z 47.4K followers, 1.9M engagements
"Pension Vs. Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-02-09T17:22Z 47.4K followers, [---] engagements
"Should I Take My Pension In Payments Or As Lump Sum (BEST CHOICE) Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Choosing the correct option between the lump sum or monthly pension can have a profound impact on your retirement. This decision is not one to take lightly as it can shape your financial stability for years to come. In this video Alex breaks down the factors to consider when making this crucial choice providing insights and real-world examples to help you navigate the decision-making process with confidence. ✍ SHOW NOTES & RESOURCES ✍ -"
YouTube Link 2024-04-19T21:10Z 47.4K followers, 45.7K engagements
"3 Strategies for the Required Minimum Distribution (RMD) You Don't Need - Excess RMD What should you do with a required minimum distribution that you dont need Starting at age [--] people with an IRA are required to take distributions from their accounts - even if they dont need the income. Many retirees are surprised at how large their RMDs are For example an [--] year old with a $1M IRA has to take a $62500 RMD. Assuming a couple is the same age with the same account values thats $125000 in RMDs that are 100% taxable Sometimes people dont need the income at all or its just a little more than"
YouTube Link 2022-05-05T17:50Z 47.4K followers, [----] engagements
"8 Ways to Reduce Your RMD (Required Minimum Distributions) in retirement Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Is the IRS making you take money out of your IRA so they can tax you on income you don't need Learn how to decrease your RMDs with these [--] tips ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes: https://onedegreeadvisors.com/2024/09/save-big-on-rmd-taxes-with-these-8-proven-methods Roth IRA Rules: https://www.irs.gov/retirement-plans/traditional-and-roth-iras RMD Rules:"
YouTube Link 2024-09-06T16:43Z 47.4K followers, [----] engagements
"Retirees DONT Downsize Without Knowing This Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Downsizing in retirement can offer both financial and lifestyle benefits but its a decision that should be made with careful consideration. By evaluating your financial situation lifestyle needs and emotional readiness you can make a choice that enhances your retirement experience. ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/08/downsizing-in-retirement/ Do [--] things when you have"
YouTube Link 2024-08-23T21:48Z 47.4K followers, [----] engagements
"Here Is What A $4M Retirement Portfolio Looks Like Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/08/here-is-what-a-4m-retirement-portfolio-looks-like/ Vanguards Secret to Spending More in Retirement (GAME CHANGER) - https://youtu.be/wmomlp_-pWM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a"
YouTube Link 2025-08-08T20:26Z 47.4K followers, 25.2K engagements
"Retire With $10M Harsh Reality No One Talks About Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/02/managing-wealth-in-retirement/ Here Is What A $3M Retirement Portfolio Looks Like - https://youtu.be/xmZE4Twh8EM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for"
YouTube Link 2025-02-14T19:34Z 47.4K followers, 53.9K engagements
"What Can You Really Spend from a $3M Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/08/what-can-you-really-spend-from-a-3m-portfolio/ $5M vs $2.5M in Retirement: Heres What Changes - https://youtu.be/LMOAFJdyLag ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking"
YouTube Link 2025-08-29T20:02Z 47.4K followers, 42.7K engagements
"New RMD Change to Age [--] - Secure Act [---] See how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt The US government has more surprises for retirees on the horizon There are a slew of proposals in Secure Act [---] that could impact those in or close to retirement for years to come. A few highlights include: Pushing the Required Minimum Distribution (RMD) age for some folks to [--] and a new supercharged age bracket for retirement catch up contributions. #retirementplanning #taxplanning For More Details and Transcript:"
YouTube Link 2022-04-14T21:42Z 47.4K followers, 13.1K engagements
"I'm [--] With $1.2 Million. Can I Retire Can I retire at age [--] with $1.2 million in investments Today Alex & Anthony dig into a couples financial plan to see if they can retire. Stay Tuned. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ✍ Show notes + 📜Transcript: https://onedegreeadvisors.com/2022/09/can-i-retire-at-62-with-1-2-million-in-retirement-savings-2022/ 👉 Get free weekly financial insights + access to our exclusive private client memo https://onedegreeadvisors.com/blogs/ 🛡 Download our complimentary"
YouTube Link 2022-09-16T16:17Z 47.2K followers, 12.5K engagements
"Why Retirees With $1M End Up With $5M Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Journal of Financial Planning Article - https://onedegreeadvisors.com/wp-content/uploads/2025/10/FEB16-Spending-in-Retirement.pdf ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the"
YouTube Link 2025-10-10T21:05Z 47.1K followers, [----] engagements
"How Much Do You Need Saved To Spend $15K/mo Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/09/they-spend-15k-mo-heres-what-their-retirement-plan-looks-like/ Vanguards Secret to Spending More in Retirement (GAME CHANGER) - https://youtu.be/wmomlp_-pWM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a"
YouTube Link 2025-09-15T18:32Z 47.2K followers, [----] engagements
"Individual Bonds vs Bond Funds - Which is Better for Retirees One of the most popular options for retirees is to invest in bonds. But should you buy individual bonds or a bond mutual fund Which is better In this video we'll take a closer look at the pros and cons of each option so you can make an informed decision. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement-guide/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us"
YouTube Link 2023-01-26T18:00Z 47.2K followers, 12.5K engagements
"$1M vs $10M: What wealthy retirees never buy (but others do) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/12/1m-vs-10m-what-wealthy-retirees-never-buy-but-others-do/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in"
YouTube Link 2025-12-19T20:44Z 47.1K followers, 17.5K engagements
"Here Is What A $3M Retirement Portfolio Looks Like See how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2024/10/retirement-income/ Which Account Should I Take Money From First in Retirement - https://youtu.be/ms9kts-p_4U Stop Calculating Retirement Expenses Wrong (Do This Instead) - https://youtu.be/EkOkMM4cbV8 This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you."
YouTube Link 2024-10-11T20:29Z 47.1K followers, 36.1K engagements
"They Lost $440k Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2026-01-25T00:30Z 47.4K followers, [----] engagements
"Hidden Taxes Roth to the Rescue Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios"
YouTube Link 2026-01-30T21:05Z 47.4K followers, [----] engagements
"Smart Way to Give & Save on Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios"
YouTube Link 2026-02-04T20:00Z 47.4K followers, [----] engagements
"Lump Sum or Income Stream Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-02-09T17:44Z 47.4K followers, [---] engagements
"When Breaking the Save Roth for Last Rule Actually Makes Sense Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ACA Reference Chart: https://www.healthreformbeyondthebasics.org/wp-content/uploads/2024/08/REFERENCE_YearlyGuidelines_CY2026-rev.pdf(https://www.healthreformbeyondthebasics.org/wp-content/uploads/2024/08/REFERENCE_YearlyGuidelines_CY2026-rev.pdf) Medicare IRMAA Brackets SSA-44 https://www.ssa.gov/forms/ssa-44.pdf(https://www.ssa.gov/forms/ssa-44.pdf) ➡ PLEASE READ ⚠ Be careful of scammers. In the"
YouTube Link 2026-01-30T20:55Z 47.4K followers, [----] engagements
"A One-Time Purchase Can Increase Your Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-02-01T20:00Z 47.4K followers, [----] engagements
"Turning an $8M Business Sale Into a Retirement Income Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2026/01/selling-an-8m-business-was-the-easy-part-retirement-wasnt/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in"
YouTube Link 2026-01-19T22:30Z 47.4K followers, [---] engagements
"The Retirement Paycheck Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2026-02-02T00:00Z 47.4K followers, [----] engagements
"Retire Wealthy Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2026-01-31T00:00Z 47.4K followers, [----] engagements
"Freedom after Business Sale Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2026-01-17T20:00Z 47.4K followers, [---] engagements
"Master Business Sales Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-01-23T20:00Z 47.4K followers, [----] engagements
"62 with $3M Saved - Am I Crazy for Still Working Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans"
YouTube Link 2026-01-23T21:29Z 47.4K followers, [----] engagements
"The $1M Leak: [--] Reasons Large Portfolios Run Out of Money Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial"
YouTube Link 2026-02-04T22:46Z 47.4K followers, [---] engagements
"Social Security Taxes Can Be Tricky Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-02-02T20:00Z 47.4K followers, [---] engagements
"Smart Giving Revealed Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-01-20T03:16Z 47.4K followers, [----] engagements
"Concentration is Risky in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-01-24T00:30Z 47.4K followers, [---] engagements
"How to Pay $0 Taxes on Retirement Income Capital gains taxes can eat into your investment returns but with the right strategies you can minimize or even eliminate them. Understanding how capital gains work and utilizing smart financial planning techniques can help you optimize your wealth. In this video Anthony provides practical tips for reducing capital gains taxes and maximizing your after-tax returns. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 or"
YouTube Link 2024-03-23T14:30Z 28.8K followers, [---] engagements
"This Investment Deserves More Attention Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing"
YouTube Link 2025-01-18T00:33Z 21.5K followers, [---] engagements
"Investing Wrong for Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2025-08-08T23:25Z 34.3K followers, [----] engagements
"Avoid These Common Mistakes With Your Estate Plan DenherderGrier & Associates: http://www.denherderlaw.com https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help families cut through the noise to make confident financial decisions"
YouTube Link 2020-01-23T23:43Z 28.4K followers, [--] engagements
"Will I Pay the 50% Penalty on My Social Security (New [----] Rules) Social Security benefits while working can be complex but with the right strategies you can maximize your income without incurring hefty penalties. In this video Anthony breaks down the key considerations and strategies to help you make informed decisions about timing your Social Security benefits while working. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 or schedule online"
YouTube Link 2024-04-12T20:12Z [----] followers, [----] engagements
"Tax Savings "Magic" Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past"
YouTube Link 2025-06-20T22:12Z 36.2K followers, [----] engagements
"Tax Cuts and Jobs Act Might Expire. Are You Ready Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Here's why your taxes will be increasing. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/07/tcja/ Roth Conversions - https://youtu.be/5w5_e5wzzCE 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE"
YouTube Link 2024-07-19T18:51Z 28.1K followers, [---] engagements
"This Chart Explains Why Retirees Lose Money (and How to Stop It) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/04/why-retirees-run-out-of-money/ Warren Buffetts Bizarre Warning - What Retirees NEED to Know - https://youtu.be/1c4T5_ZVSQg ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation"
YouTube Link 2025-04-25T19:53Z 33.1K followers, [----] engagements
"The Problem with Social Security Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves"
YouTube Link 2025-03-14T16:13Z 27.3K followers, 13.1K engagements
"How Retirees Should Actually Approach Bitcoin (Clear Framework) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/06/cryptocurrency-in-retirement/ Video: How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including"
YouTube Link 2025-06-20T20:38Z 37.1K followers, [----] engagements
"Don't Die Richer Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2025-10-10T21:05Z 37.1K followers, 16.5K engagements
"Should I Sell My Inherited Property to Fund Retirement ($1 Million Value) A common question we often get from clients who inherited a rental property is whether they should cash out Or keep it and maintain the rental income. In this video we walk through [--] reasons retirees sell their inherited rental property. ✍ Show notes & resources: https://onedegreeadvisors.com/2022/11/should-i-sell-my-inherited-property-to-fund-retirement/ ✅ Learn about how we help people through retirement: https://onedegreeadvisors.com/ ☎ Free initial call: Call us at (619) 282-3288 or schedule online"
YouTube Link 2022-11-10T18:22Z 28.2K followers, [--] engagements
"5 Questions to Ask Your Financial Advisor https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help families cut through the noise to make confident financial decisions. Transcript: Hi there and welcome to One Degree Advisors where we help families cut through the noise to make confident financial decisions. What are the questions I should ask a financial advisor You know many people are ready to hire advisor but they don't know where to turn. Maybe you get"
YouTube Link 2020-06-02T16:28Z 28.2K followers, [--] engagements
"Is the Bear Market Over (2023) This bear market has been difficult for retirees and you may be asking yourself is it over yet We discuss both sides of the argument so youre a better-informed investor including three action items at the end of the video that you can apply today to have confidence in your plan. DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - Show Notes:"
YouTube Link 2023-05-25T17:00Z 27.9K followers, [---] engagements
"Health Risks: Do I Need Long-term Care Insurance Important to remember Medicare does not cover long-term care 52%: Is the percentage of people turning age [--] who will need some type of long-term care services in their lifetimes. What are my options For more details: www.onedegreeadvisors.com Genworth cost of care tool: https://www.genworth.com/aging-and-you/finances/cost-of-care.html"
YouTube Link 2020-11-24T16:47Z 34.2K followers, [---] engagements
"How to React to Market Crash Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk."
YouTube Link 2025-04-25T19:56Z 28.5K followers, [---] engagements
"Lump Sum vs Annuity: How to Maximize Your Pension Benefit in [----] Should you take the lump sum or the annuity option on your pension This can be a difficult question to answer if you dont know the right questions to ask yourself. In this video we walk you through key points to consider so that you can make the best possible decision for your future. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ✍ Show notes & resources:"
YouTube Link 2022-12-22T00:09Z [----] followers, [----] engagements
"This is What a $3M Retirement Portfolio Looks Like Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Investing for retirement income can be challenging especially when transitioning from a growth-focused portfolio to one that provides stable income. In this video Alex outlines a strategic approach used with a $3 million client to ensure they have the retirement of their dreams. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619)"
YouTube Link 2024-05-17T23:19Z 27.3K followers, [----] engagements
"Im [--] with $2.4M Can I Retire Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Comments: *Please be careful of bots and scammers in the comments section making solicitations. We do our best to report and delete these. **Please keep all comments constructive positive and courteous. Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2024/12/retire-at-60/ Stop Calculating Retirement Expenses Wrong (Do This Instead) - https://youtu.be/EkOkMM4cbV8 This does not constitute an investment recommendation."
YouTube Link 2024-12-20T23:43Z 10.8K followers, [----] engagements
"30 Day Retirement Identity Challenge Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2025-09-26T23:29Z 36.2K followers, [----] engagements
"Waiting Until [--] This Social Security Trap Could Cost You Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/08/here-is-what-a-4m-retirement-portfolio-looks-like-2/ $5M vs $2.5M in Retirement: Heres What Changes - https://youtu.be/LMOAFJdyLag ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation"
YouTube Link 2025-08-15T21:24Z 34.6K followers, [----] engagements
"Social Security Early vs. Delay Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios"
YouTube Link 2025-08-15T21:25Z 34.6K followers, [----] engagements
"Retired Millionaires Fail This One Critical Move. Are You Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/02/millionaires-failing/ Retire with $6M: Heres what life actually looks like - https://youtu.be/xmZE4Twh8EM ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for"
YouTube Link 2025-02-28T19:30Z 26K followers, [----] engagements
"The #1 Rule Retirement Millionaires Wont Tell You About Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/05/retirement-wealth-planning/ Retire with $6M: Heres what life actually looks like - https://youtu.be/kfXUbwgK2Ig ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply"
YouTube Link 2025-05-30T22:12Z 30.3K followers, [---] engagements
"Retirement Used to Be a Lot Easier. What Changed Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation."
YouTube Link 2025-02-01T17:50Z 23.3K followers, [---] engagements
"The Real Risk in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2025-08-29T20:02Z 35K followers, [----] engagements
"How to Retire Comfortably AND Leave an Inheritance (Its Possible) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/01/retirement-and-inheritance/ Warren Buffetts Bizarre Warning - What Retirees NEED to Know - https://youtu.be/1c4T5_ZVSQg ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation"
YouTube Link 2025-01-10T19:16Z 20.1K followers, [----] engagements
"Which Account Should I Take Money From First in Retirement Are you wondering where to pull money from first in retirement It's a critical decision that can significantly impact your financial future. In fact an optimized retirement withdrawal strategy is projected to save one of our clients over $420000 in lifetime taxes In this video Alex breaks down a proven framework to help you save taxes illustrated by a real-life case study. 0:00 What you'll learn 0:24 Three account buckets you need to know 0:47 The pay-as-you-go 1:21 The ticking time bomb 2:15 The holy grail 2:36 Framework to decide"
YouTube Link 2024-03-09T15:30Z 33.2K followers, 23.1K engagements
"The Power of Buying Time Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past"
YouTube Link 2025-07-11T22:46Z 33.2K followers, [----] engagements
"Create Your Own Pension Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past"
YouTube Link 2025-02-03T23:39Z 23.6K followers, [---] engagements
"Are Certificate Deposits (CDs) a Good Investment During High Inflation Are CDs are good investment during high inflation Today we will discuss what to consider as well as better solutions in the current environment. ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ✍ Show notes & resource https://onedegreeadvisors.com/2022/10/are-certificate-deposits-cds-a-good-investment-during-high-inflation/ 👉 Get free weekly financial insights + access to our exclusive private client memo https://onedegreeadvisors.com/blogs/ 🛡"
YouTube Link 2022-10-10T17:00Z 28.2K followers, [----] engagements
"Can Stocks Keep Going Bombshell Report from JP Morgan Retirees Need to See Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an"
YouTube Link 2025-01-17T20:49Z 21.8K followers, [----] engagements
"Retirement Solution to Market Crash Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves"
YouTube Link 2025-07-25T21:14Z 33.9K followers, [----] engagements
"How Much Can I Spend in Retirement with a $2.7M Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes: https://onedegreeadvisors.com/2025/04/retirement-plan-for-a-2m-portfolio/ [--] Reasons NOT to Convert to a Roth in Retirement - https://youtu.be/nuMkUaoExsA ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking"
YouTube Link 2025-04-18T20:58Z 34.5K followers, [----] engagements
"How A Pension Changes Your Entire Retirement Plan Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/04/pension-planning-strategies/ This is What a $3M Retirement Portfolio Looks Like - https://youtu.be/hKbKtrjHgII ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with"
YouTube Link 2025-04-11T22:31Z 36K followers, [----] engagements
"2033: Social Security Crisis Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk."
YouTube Link 2025-08-01T20:16Z 34.1K followers, [----] engagements
"Retire Wealthy & Tell No One Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk."
YouTube Link 2025-05-30T22:12Z 32.1K followers, [----] engagements
"The Real Risk In Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2025-09-15T18:32Z 35.9K followers, [----] engagements
"Spend MORE in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2025-10-03T22:43Z 36.6K followers, [----] engagements
"What If You Take Social Security While Working #shorts #retirementplanning #financialplanning This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures"
YouTube Link 2023-10-14T14:00Z [----] followers, [---] engagements
"What Retirees Need to Know For Successful Investing What retirees need to know for successful investing. - - - - Having a firm understanding of what your retirement portfolio looks like and how it aligns with your overall financial objectives is vital to successful investing. In times of uncertainty having a financial plan is a calming and confidence-building point that can truly keep you grounded. https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help"
YouTube Link 2020-06-16T19:32Z 28.1K followers, [--] engagements
"Farewell Dollar Could the US Lose Its Currency Reserve Status DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - History of currency reserves: https://vimeo.com/654291317 - IMF Reserve Status: https://data.imf.org/sk=E6A5F467-C14B-4AA8-9F6D-5A09EC4E62A4 - IMF Dollar Dominance History:"
YouTube Link 2023-05-02T14:56Z 28K followers, [--] engagements
"HSA Loophole - The Secret Way to Use Your HSA (2022 & Beyond) If you have an HSA account there is a little-known secret that can allow you to take tax-free withdrawals in retirement. In this video we discuss who should utilize this strategy and how to avoid costly IRS penalties. ☎ FREE TAX & RETIREMENT ANALYSIS ☎ https://onedegreeadvisors.com/getstarted/ ✍ Show notes + 📜Transcript: https://onedegreeadvisors.com/2022/07/hsa-loophole-the-secret-way-to-use-your-hsa-2022-beyond/ 📮 Resources mentioned: - HSA Eligibility List https://hsastore.com/hsa-eligibility-list - HSA Store:"
YouTube Link 2022-07-07T19:04Z 28.1K followers, [----] engagements
"Vanguards Secret to Spending More in Retirement (GAME CHANGER) Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Kitces.com Why Guyton-Klinger Guardrails Are Too"
YouTube Link 2024-11-22T20:45Z 29.4K followers, 57.3K engagements
"5 Retirement Tweaks That Fix 95% Of Your Problems Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/06/retirement-mistakes/ Retirement Needs Template - http://onedegreeadvisors.com/wp-content/uploads/2025/06/retirement-needs-template.xlsx How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker"
YouTube Link 2025-06-06T23:14Z 30.5K followers, [----] engagements
"You're Gifting ALL WRONG - Here's the Smarter Way to Help Your Kids Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - How to Pay $0 Tax on $100k Retirement Income - https://youtu.be/_JTFjIPXces IRS Frequently asked questions on gift taxes - https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-gift-taxes Gifting Without The Headache: Tax-Efficient Strategies To Stay Under Gift Reporting Limits -"
YouTube Link 2025-04-05T00:01Z 28.1K followers, [---] engagements
"$3M And Still Working Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-01-26T20:00Z 47.4K followers, [---] engagements
"The 10% Rule: Why Taxes Are Cheaper Than a $400000 Crash Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2026/01/how-millionaires-diversify-a-huge-stock-position-without-a-massive-tax-bill/ The Risks and Rewards of a Concentrated Stock Position -"
YouTube Link 2026-01-21T22:23Z 47.4K followers, [----] engagements
"This [--] Thing Will Rob You of Financial Success This [--] Thing Will Rob You of Financial Success. Should you move everything to cash Today we are going to talk to you about how to take advantage of these great rates on cash but doing so in a way that doesn't cause you to have a negative real return in retirement. DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ Where Is the Best Place"
YouTube Link 2023-05-19T19:48Z 47.2K followers, [---] engagements
"Pay $0 Tax on $120k Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past"
YouTube Link 2025-07-18T21:35Z 47.1K followers, [----] engagements
"Beware of these Blind spots See how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Many retirees don't know about these retirement blind spots ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/09/retirement-blind-spots/ Full Video - https://youtu.be/nccmfzD3Ves 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR"
YouTube Link 2024-09-20T20:47Z 47.2K followers, [---] engagements
"Beat Taxes & Diversify Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-01-28T00:30Z 47.4K followers, [----] engagements
"The Roth Conversion TRAP That Destroyed $800K in Tax-Free Wealth Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/09/should-i-convert-my-2m-ira-to-a-roth/ [--] Reasons NOT to Convert to a Roth in Retirement - https://youtu.be/nuMkUaoExsA ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation"
YouTube Link 2025-09-05T20:25Z 47.2K followers, 30.3K engagements
"DON'T Hire them Yet Get your personalized retirement strategy ➡ https://py01htti90f.typeform.com/to/MKeP6ISt Watch the full video here - https://youtu.be/Jv01zXXbcPE ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro ☎RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/08/avoid-bad-financial-advisors/ 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈 https://onedegreeadvisors.com/blogs/"
YouTube Link 2024-08-30T21:05Z 47.2K followers, [---] engagements
"This could reduce your social security benefits #shorts #retirementplanning #financialplanning This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary"
YouTube Link 2023-08-31T17:00Z 47.1K followers, [---] engagements
"Average Retirement Savings By Age [--]. How much should you have saved (2023 edition) Most Americans dont have enough saved for retirement. Do you ❓HOW MUCH DO I NEED TO RETIRE ❓ Get your free RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/osrtro DOWNLOAD OUR FREE GUIDE: [--] RETIREMENT MISTAKES TO AVOID https://onedegreeadvisors.com/retirement/ ☎ SCHEDULE A COMPLIMENTARY INITIAL CALL WITH US ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - Show Notes:"
YouTube Link 2023-06-22T17:00Z 47.1K followers, [----] engagements
"Do You Know The [--] Types of Income The IRS Doesn't Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt How to Pay $0 Tax on $100k Retirement Income: https://youtu.be/_JTFjIPXcessi=4N48Y3P1N6S1G-5V ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are"
YouTube Link 2025-03-31T14:59Z 47.2K followers, [----] engagements
"Question 1/5: Why Don't We Get Out of the Market https://www.onedegreeadvisors.com One Degree Advisors [----] Rio San Diego Drive Suite [----] San Diego CA [-----] 619-282-3288 admin@onedegreeadvisors.com Make an impact with your wealth. We help families cut through the noise to make confident financial decisions. Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary Financial Planning San Diego Financial Advisor San Diego Financial Planner Family Financial Advisor Fiduciary"
YouTube Link 2020-03-13T19:13Z 47.2K followers, [---] engagements
"$6 Million in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past"
YouTube Link 2024-12-06T16:55Z 47.2K followers, [----] engagements
"Huge Stock & No Tax Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2026-01-26T00:30Z 47.4K followers, [----] engagements
"Portfolio Rebalancing: Why You Should Do It The stock market is at all time highs to the disbelief of many given what we are facing economically. Some are asking: Should we take some profits off the table Well discuss why that is not just a question for today but why it should be a normal part of your investment process. Chart starting at 4:40 and 5:22 produced using Kwanti SPY and AGG. This is not investment advice or a recommendation. Check out the article referenced in this video: https://onedegreeadvisors.com/2021/01/portfolio-rebalancing-why-you-should-do-it/ Talk with us about your"
YouTube Link 2021-01-19T16:20Z 47.1K followers, [--] engagements
"5 Retirement Mistakes to Avoid - Investment FOMO We have seen families do retirement right and unfortunately we have seen people make serious mistakes too. While mistakes in life and finance are inevitable we want to help you avoid the big ones. Mistake #1: Investment FOMO The Fear of Missing Out (FOMO) does not only apply to teen social scenes. Retirees are susceptible too but the stakes are higher. Download our free guide: https://onedegreeadvisors.com/robertlinda/ Talk with us about your portfolio or financial plan here: https://onedegreeadvisors.com/getstarted/ New to investing Check out"
YouTube Link 2021-07-20T22:39Z 46K followers, [--] engagements
"Losing Money in Bonds What Retirees Should Know Losing Money in Bonds This market has been quite a shock for many retirees who hold bonds. Today we discuss the role of bonds in a retirement portfolio. #retirement #retirementplanning #bonds ✍ Show notes + 📜Transcript: https://onedegreeadvisors.com/2022/08/losing-money-in-bonds-what-retirees-should-know/ 📮 Resources mentioned: 👉 Get free weekly financial insights + access to our exclusive private client memo https://onedegreeadvisors.com/blogs/ 🛡 Download our complimentary retirement guide https://onedegreeadvisors.com/retirement-guide/ ✅"
YouTube Link 2022-08-18T21:52Z 46.7K followers, [---] engagements
"Living on a Fixed income is not as Simple as you Think Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt *Please be careful of bots and scammers in the comments section making solicitations. We do our best to report and delete these. **Please keep all comments constructive positive and courteous. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures:"
YouTube Link 2024-12-13T21:20Z 46.5K followers, [---] engagements
"Social Security: Start at Age [--] or [--] Is it better to take Social Security at age [--] or age [--] In todays video Anthony assesses the factors that can hopefully put more money in your pocket through retirement. ☎ FREE TAX & RETIREMENT ANALYSIS ☎ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/ ✍ SHOW NOTES & RESOURCES ✍ - Show Notes: https://onedegreeadvisors.com/2023/10/social-security-start-at-age-62-or-70/ - Social Security link: https://www.ssa.gov/myaccount/ - Video: Should I Collect Social Security and Invest it (Before Social Security Runs Out):"
YouTube Link 2023-10-14T14:00Z 46.4K followers, [---] engagements
"How to Pay Yourself $10k/mo and Pay $0 Taxes in Retirement Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/07/how-to-create-120000-of-retirement-income-and-pay-0-tax/ Im [--] with ALL PRE-TAX (401K / IRA) - How Do I Minimize Taxes - https://youtu.be/RSj_C535C_0 ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters"
YouTube Link 2025-07-18T21:35Z 46.6K followers, 12.4K engagements
"$1 Million vs. $10 Million Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2025-12-19T20:45Z 46.5K followers, [----] engagements
"Smart Diversification for Your Portfolio Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-01-21T22:38Z 47.4K followers, [---] engagements
"This Saved $400k in Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." This does not constitute an investment recommendation. Investing involves risk. Past"
YouTube Link 2025-05-23T21:42Z 46.6K followers, [----] engagements
"Selling an $8M Business was the Easy Part Retirement Wasnt Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2026/01/selling-an-8m-business-was-the-easy-part-retirement-wasnt/ ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in"
YouTube Link 2026-01-16T21:56Z 46.6K followers, [---] engagements
"The One Trick Retired Millionaires Use to Pay Themselves Forever Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt -- A trend following investment strategy for retirement: https://youtu.be/U8N86VNrFbE Show notes: https://onedegreeadvisors.com/2026/01/retirement-income-strategy-that-keeps-your-paycheck-steady/ -- ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation"
YouTube Link 2026-01-02T23:48Z 46.4K followers, 25.6K engagements
"The Military Decision Model That Changes Retirement Planning Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt Image used with permission from Joe Duran. Resources: Video reference: Retire with $7M: Heres what life actually looks like https://youtu.be/vRkHLXBt5DQ(https://youtu.be/vRkHLXBt5DQ) https://citywire.com/ria/news/opinion-too-many-wealth-managers-are-measuring-the-wrong-things/a2477223 https://onedegreeadvisors.com/2026/01/how-to-plan-for-retirement-using-a-simple-decision-framework/ ➡ PLEASE READ ⚠ Be"
YouTube Link 2026-01-09T19:01Z 46.4K followers, [---] engagements
"Master Spending - Beat Volatility Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios"
YouTube Link 2026-01-16T21:57Z 47.4K followers, [----] engagements
"Donate Stock - Slash Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2026-01-23T00:30Z 47.4K followers, [--] engagements
"Retirement: What's Next Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have"
YouTube Link 2026-01-24T20:00Z 47.4K followers, [----] engagements
"Your Portfolio Needs to Work Harder Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or"
YouTube Link 2026-01-23T21:40Z 47.4K followers, [----] engagements
"Controlled vs. Forced Taxes Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2026-01-14T19:13Z 47.4K followers, [----] engagements
"Clarity After Selling Business Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but"
YouTube Link 2026-01-22T20:00Z 47.4K followers, [---] engagements
"Market Drop Fears Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/MKeP6ISt ➡ PLEASE READ ⚠ Be careful of scammers. In the COMMENTS section We will NEVER offer any investment products recommend a stock broker or anything similar. Some scam bot commenters coordinate a conversation including asking for investment help and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2026-01-25T20:00Z 47.4K followers, [----] engagements
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