#  @streamlinefinancial Streamline Financial Streamline Financial posts on YouTube about retirement, money, how to, social security the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/youtube::UCJ-_I3IYY-nPzvg_gT7BO0Q/interactions)  - [--] Week [-------] -5.60% - [--] Month [-------] +0.50% - [--] Months [---------] +277% - [--] Year [---------] +31% ### Mentions: [--] [#](/creator/youtube::UCJ-_I3IYY-nPzvg_gT7BO0Q/posts_active)  - [--] Week [--] -3.50% - [--] Month [--] -2.60% - [--] Months [--] -1.20% - [--] Year [---] +71% ### Followers: [-------] [#](/creator/youtube::UCJ-_I3IYY-nPzvg_gT7BO0Q/followers)  - [--] Week [-------] +0.51% - [--] Month [-------] +3.70% - [--] Months [-------] +38% - [--] Year [-------] +59% ### CreatorRank: [-------] [#](/creator/youtube::UCJ-_I3IYY-nPzvg_gT7BO0Q/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 94.87% [countries](/list/countries) 0.85% **Social topic influence** [retirement](/topic/retirement) #111, [money](/topic/money) #2500, [how to](/topic/how-to) #5823, [social security](/topic/social-security) #17, [financial planner](/topic/financial-planner) #15, [investment](/topic/investment) #641, [advice](/topic/advice) #433, [save](/topic/save) #465, [$dave](/topic/$dave) 20.51%, [dave](/topic/dave) 5.13% **Top accounts mentioned or mentioned by** [@streamlineplanningcom](/creator/undefined) [@aro2794](/creator/undefined) [@voiceofreason](/creator/undefined) **Top assets mentioned** [Dave Inc. (DAVE)](/topic/$dave) ### Top Social Posts Top posts by engagements in the last [--] hours "The Month You Retire Really Matters What's the best month to retire Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=FbL83TMLC64) 2024-08-18T17:00Z 196K followers, 933.5K engagements "7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees Here are the common traits and actions of the happiest most content retirees we know. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- 👍 HAVE QUESTIONS ABOUT RETIREMENT APPLY FOR A PRIVATE RETIREMENT STRATEGY CALL WITH ME. https://streamline.typeform.com/to/icE3eC ❤THE "DO IT YOURSELF" RETIREMENT PLANNER Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN" [YouTube Link](https://youtube.com/watch?v=Zyw9G_kFi64) 2021-10-27T18:59Z 196K followers, 200.7K engagements "The Reverse Bucket List Changed How I See Retirement The Reverse Bucket List Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize" [YouTube Link](https://youtube.com/watch?v=kH-d-bPZrgU) 2026-01-26T21:51Z 197K followers, 146.2K engagements "Retirement is Short (Spend It Wisely) Retirement is Short. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with" [YouTube Link](https://youtube.com/watch?v=-XTH11-38o4) 2025-11-10T20:00Z 197K followers, 595.1K engagements "Don't Retire Until You Hit These [--] Goals [--] GOALS TO HIT BEFORE YOU RETIRE Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=DU8wWFWLUNc) 2025-06-22T17:30Z 197K followers, 303.2K engagements "Sell These [--] Things BEFORE You Retire After [--] years of helping people retire I've learned one of the secrets isn't about accumulating more it's about strategically letting go of the right things at the right time. Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE" [YouTube Link](https://youtube.com/watch?v=IltvyKpy8Z4) 2025-09-22T20:15Z 197K followers, 3.1M engagements "75-Year-Olds Share Their Biggest Regret at [--] Successful Retirees Wish They Did THIS Differently Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS 1" [YouTube Link](https://youtube.com/watch?v=QdY-YwgUQXk) 2025-10-27T20:00Z 197K followers, 238.4K engagements "Retirement Lies vs. Reality Lies About Retirement Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with 7" [YouTube Link](https://youtube.com/watch?v=U6Eloxb7OBE) 2026-01-19T22:16Z 197K followers, 23.2K engagements "Retirement Feels Better When You Do This Make Retirement Your Best Stage Yet Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=YSvJgs4LvYg) 2026-01-12T22:45Z 197K followers, 69.2K engagements "The Worst Retirement Advice People Actually Follow This "advice" ruined his retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To" [YouTube Link](https://youtube.com/watch?v=YU2_sbH6Txs) 2026-01-05T23:09Z 197K followers, 55.1K engagements "What Retirement Net Worth Puts You In The Top 1% What Will Put You In The Top 1% of Retirees Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=ZV2eRmA5DhA) 2025-10-13T19:30Z 197K followers, 282.4K engagements "Don't Retire If This Is You - [--] Warning Signs [--] warning signs you're not ready for retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS 1" [YouTube Link](https://youtube.com/watch?v=kLXrUOXCjpE) 2025-12-15T21:15Z 197K followers, 228.7K engagements "Many People Will Overpay in Retirement Taxes Many will overpay in retirement taxes. ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your" [YouTube Link](https://youtube.com/watch?v=riKpEtKS75I) 2026-02-02T23:27Z 197K followers, [----] engagements "8 Retirement Habits That Lead To Happiness The science of happiness in retirement. Half keep getting happier half decline sharply. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9" [YouTube Link](https://youtube.com/watch?v=t1_WRuhLdqQ) 2025-12-08T20:30Z 197K followers, 100.4K engagements "The Hidden Cost of Retirement Nobody Warns You About Do this one year before you retire. 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your" [YouTube Link](https://youtube.com/watch?v=trj7aQ4DypY) 2026-02-09T22:37Z 197K followers, [----] engagements "How Much Do I Need To Retire Why I Disagree With Fidelity. Think Twice When Planning For Retirement How much do I need to retire is one of the most important questions you'll need to answer. So when I saw Fidelity's recent article on a retirement strategy I wanted to share it with you. This video can help you so that you don't start planning your retirement in a way that could cause an issue for you in the future. -Dave Zoller CFP ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor" [YouTube Link](https://youtube.com/watch?v=Cu8vNmeGcJ8) 2022-03-02T22:54Z 196K followers, 480.5K engagements "5 Reasons Why You Should NOT Retire - Retirement Planning Truths We may recommend NOT retiring yet if we see these [--] things during the planning stage. But the good news about these is that they can be fixed quickly. Dave Zoller CFP Retirement Purpose Guide https://streamlinefinancial.s3.us-west-2.amazonaws.com/Retirement+Purpose%2BQuestions2023.pdf Flourish Rwanda https://www.flourishrwanda.org/ 🎯REACH OUT FOR A FREE RETIREMENT PLANNING SESSION🎯 https://streamlineplanning.com/ ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT" [YouTube Link](https://youtube.com/watch?v=GDyGykMvyWY) 2023-06-07T23:06Z 196K followers, 133.4K engagements "Average Retirement Savings By Age - How Much Should You Have Saved by [--] [--] [--] Lets look at how much you should have saved for retirement. Well also look at what to do now to make sure you get ahead of where you are now and how to create a retirement youre looking forward to. Dave Zoller ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE❤ https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS 7" [YouTube Link](https://youtube.com/watch?v=I6aODxWTn5k) 2023-03-01T18:45Z 196K followers, 109.9K engagements "5 BIG Retirement Regrets Retirees share what they wish they did differently. Dave Zoller CFP My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire ASAP https://youtu.be/dW78Y304VsM [--] Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://youtu.be/Zyw9G_kFi64 High Net Worth Retirement is Different" [YouTube Link](https://youtube.com/watch?v=bTDiedqCALE) 2024-03-04T23:45Z 196K followers, 426.8K engagements "How Much Do I Need For A $100000 Income in Retirement How Much Do I Need To Save To Retire With a $100000 Income -Dave Zoller CFP ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 👍 HAVE QUESTIONS ABOUT RETIREMENT APPLY FOR A PRIVATE RETIREMENT STRATEGY CALL WITH ME. https://streamlineplanning.com/start-her ----------------------- POPULAR RETIREMENT VIDEOS [--] Must-Have Assets When Retirement Planning. https://youtu.be/ifykklPqqxg You Know You Can Retire When You Answer" [YouTube Link](https://youtube.com/watch?v=fvDmrjq8Sic) 2021-06-02T16:00Z 196K followers, 113.1K engagements "This Is The BEST Year To Retire - Here's Why Retire as soon as possible. Dave Zoller CFP My Favorite Free Retirement Calculator https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=4oWj3LeFPoI) 2025-01-31T18:30Z 196K followers, 491.4K engagements "Dave Ramsey Reaction to Safe Withdrawal Rates - 4% Rule or 8% Rule Be careful with this. Just my opinion. Dave Zoller CFP FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH https://www.davezoller.com/DIY-Retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement Dave Ramsey Video featured: https://www.youtube.com/live/Xg4Z8EQY3Aosi=GDtyWYUjoY-lLSWN" [YouTube Link](https://youtube.com/watch?v=8is20zlIb38) 2023-11-10T18:55Z 196K followers, 604.5K engagements "CFP Explains: How to Organize Your Retirement (7 Must-Have Accounts) How to Organize Your Retirement (7 Must-Have Accounts) Dave Zoller CFP My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here Videos mentioned: HSA: https://youtu.be/I_M5jjdpYZg Brokerage: https://youtu.be/jXpeXqEHR_Y Update: https://youtu.be/w7Be8vuB4Rgfeature=shared 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire" [YouTube Link](https://youtube.com/watch?v=AR5gBjLEMjI) 2023-09-18T18:00Z 196K followers, 463K engagements "If you're in your 50s or 60s watch this. Life Lessons from 70-year-olds Here are [--] pieces of advice that 70-year-olds would give to their 50-year-old self. - Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize" [YouTube Link](https://youtube.com/watch?v=QhLJUjyVW7U) 2024-10-09T17:00Z 197K followers, 4M engagements "Retire NOW If You Answer YES to All [--] Questions If you can answer YES to these [--] simple questions then everything may be aligned for you to retire now. Not in a year but right now. The first one is the obvious one you may already be asking yourself but the third and fourth might not be something youve put much thought into. Fulfilling Retirement [--] Stages of Retirement - https://youtu.be/1KMNQCWEsrU [--] Journal Prompts - https://youtu.be/1IXmY9t_jII My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯" [YouTube Link](https://youtube.com/watch?v=a7wNDrCdpyY) 2023-04-26T22:30Z 196K followers, 137.1K engagements "3 Must-Have Assets When Retirement Planning. Most People Only Have One In Their Plan These three assets are the key to a successful retirement plan. Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- 🎁 GET THE FREE GUIDE How to Find Your Purpose In Retirement https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED TO RETIRE Take The QUIZ To Find Out How Much You Need To Retire https://streamlineplanning.com/free-resources/ 👍 LET'S CHAT https://streamline.typeform.com/to/icE3eC ----------------------- POPULAR RETIREMENT VIDEOS The 3-Bucket Retirement" [YouTube Link](https://youtube.com/watch?v=ifykklPqqxg) 2021-01-11T21:15Z 196K followers, 190.8K engagements "The One Cost You Must Cut In Retirement It's often overlooked but can make a big difference in retirement. Dave Zoller CFP My Favorite Free Retirement Planning Software https://bit.ly/Retirement-Planner 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement" [YouTube Link](https://youtube.com/watch?v=jMYrCjMe1h8) 2025-01-19T19:00Z 196K followers, 902.4K engagements "Do I Really Need A Financial Advisor When To Hire A Financial Advisor If you're thinking about working with a financial advisor make sure you watch this video. It can help give you a few scenarios of when working with an advisor could make sense. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP" [YouTube Link](https://youtube.com/watch?v=xqcPUU6DXI0) 2021-05-12T20:00Z 196K followers, 95.6K engagements "Why You Feel So Stuck In Retirement The Retirement Phase Most People Get Wrong Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=3FADGAbhtYw) 2025-08-11T20:45Z 197K followers, [----] engagements "Get More From Your 401K - Mega Backdoor Roth Explained Get More From Your 401K Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=55mcu20pKtc) 2025-09-08T21:00Z 197K followers, [----] engagements "Building a Legacy That Lasts: Hobby Lobby CEO David Green & Author Bill High Listen to Wealth Beyond Riches on Spotify: https://open.spotify.com/episode/2EevcStdnXvoKYpfvKPyVWsi=Y2JHx6yrRrG-e5IOzP2EKg In this episode of Wealth Beyond Riches Tim sits down with David Green founder and CEO of Hobby Lobby and Bill High author and legacy consultant to explore the story behind one of Americas most unique businessesand the values that shaped it. From a $600 loan and handmade picture frames to over [----] stores nationwide David shares Hobby Lobbys humble beginnings his parents influence and the" [YouTube Link](https://youtube.com/watch?v=Cu5Vg14eknk) 2025-09-12T03:30Z 197K followers, [----] engagements "750 Retirees Give Harsh Advice To Anyone Working Past [--] 48% of all retirees regret THIS in retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement" [YouTube Link](https://youtube.com/watch?v=DCNe_d0Sm8o) 2025-09-15T20:00Z 197K followers, 278.5K engagements "No Tax On Social Security Income No Tax On Social Security Income Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=EREFXww07BI) 2025-09-01T19:30Z 197K followers, [----] engagements "Most Retirees Don't Plan For This (And It Costs Them) Your retirement plan might be missing this one number. Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR" [YouTube Link](https://youtube.com/watch?v=Qlu8DXjIRxE) 2025-12-29T20:16Z 197K followers, 83.5K engagements "Build A Retirement Paycheck That Works in ANY Market Build a Retirement Paycheck that works in any market. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG" [YouTube Link](https://youtube.com/watch?v=Sg7elkgxElw) 2025-08-18T20:30Z 197K followers, 24.4K engagements "When Retirement Can Hurt Your Marriage It's a challenge in retirement no one talks about Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=TGekSbqSZ4Q) 2025-10-06T20:00Z 197K followers, 15K engagements "The Business Secret For Every Successful Retirement Here's how to apply these business principles to your retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] 5" [YouTube Link](https://youtube.com/watch?v=TI9V5SMTIjM) 2025-08-04T20:00Z 197K followers, [----] engagements "What Really Happens When You Retire What Really Happens When You Retire Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your" [YouTube Link](https://youtube.com/watch?v=VQ0bRkDxZ5M) 2025-11-24T22:19Z 197K followers, 39.9K engagements "The Currency of Influence: Why Generosity Wins in Leadership with Brad Lomenick In this episode of Wealth Beyond Riches Tim Meisenheimer sits down with Brad Lomenickauthor leadership consultant and former president of Catalyst one of the largest leadership gatherings in the U.S. Brad shares his journey leading Catalyst building one of the most influential leadership platforms in the country and the lessons learned along the way. They explore Brads H3 Leadership frameworkHumble Hungry Hustleand how these values shape leaders who leave a lasting impact. This conversation goes beyond titles and" [YouTube Link](https://youtube.com/watch?v=X6RnKOLwKs8) 2025-10-23T20:00Z 197K followers, [---] engagements "Leading from the Inside Out: All Things Together with Heath Hardesty In this episode of Wealth Beyond Riches Tim sits down with Heath Hardesty pastor speaker and author of All Things Together: How Apprenticeship to Jesus Is the Way of Flourishing in a Fragmented World. Heath traces his unlikely journeyfrom bookstore and plumbing work to pastoral ministryand explores how a coherent redemptive story and apprenticeship to Jesus reshape how we live lead and love. They dig into how modern life fragments us why pieced-together stories fail to hold us and the practices that help us reclaim wonder" [YouTube Link](https://youtube.com/watch?v=_jw4pkcWaYI) 2025-10-09T21:00Z 197K followers, [----] engagements "3 Shocking Retirement Spending Surprises from [------] Retirees [--] Shocking Retirement Spending Surprises from [------] Retirees Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here Link To The Report: https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/three-spending-surprises ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize" [YouTube Link](https://youtube.com/watch?v=b9zqRQ1chSc) 2025-08-25T20:21Z 197K followers, 134.1K engagements "Purpose Is Greater Than Profit What happens when your pursuit of success leaves you empty and a trip overseas wrecks your definition of purpose In this conversation Tim Meisenheimer sits down with Riley Fuller founder of Humanity & Hope United and Generous Coffee to explore how one mans search for significance turned into a life devoted to hope. Riley grew up as the seventh generation in his familys Indiana food business destined for ownership and wealth. But after addiction jail time and a reluctant trip to Honduras his life took a redemptive turn. There he came face-to-face with what he" [YouTube Link](https://youtube.com/watch?v=mmiPjz5aGfw) 2025-12-04T06:00Z 197K followers, [----] engagements "Generosity Is the Cure for Fear With Liz Fay What if generosity was your answer to fear In this two-part conversation host Tim Meisenheimer sits down with Liz Fay a longtime friend former teacher and his very first financial planning client to explore the deeper story behind money meaning and change. Liz shares how learning about finances in the library led to a life of intentional generosity from living debt-free to opening her home so friends could walk out of debt too. Together they talk about the courage it takes to leave a 19-year teaching career the exhaustion of doing good things too" [YouTube Link](https://youtube.com/watch?v=opUgpVL7SnQ) 2025-11-04T06:00Z 197K followers, [----] engagements "Don't Waste Your Retirement (What The Happiest Retirees Do) The HC3 Method The Retirement Lie Your Financial Advisor Won't Tell You Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=t677JN6t4Cc) 2025-07-06T17:01Z 197K followers, 230.8K engagements "The Retirement Assets Most People Ignore The [--] Most Important Retirement Assets. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=uDHFtqSuaw0) 2025-07-20T17:01Z 197K followers, 28.1K engagements "These [--] seconds will change your retirement These [--] seconds will change your retirement Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=v4QVmNZf0y4) 2025-06-29T17:01Z 197K followers, 38.2K engagements "This Tax "Bunching" Tip Could Save You Thousands Here's how it could work for you. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=x3Q-vOLrZ1c) 2025-07-27T21:00Z 197K followers, [----] engagements "How The New Tax Law Impacts Your Retirement - Big Beautiful Bill Retirees have [--] years to take full advantage of these. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] 5" [YouTube Link](https://youtube.com/watch?v=zRFasWAl6dA) 2025-07-13T17:56Z 197K followers, 16.9K engagements "Is The S&P All I Need to Retire Retirement Planning Investment Strategy To figure out your investment mix it can be a good practice to first figure out how much you want to take out of your savings each month. An ideal investment mix in retirement is more than just how much risk you can take. In this video well dissect what to consider when making your retirement blueprint if you could retire off just the S&P [---] and how to know when an investment strategy could work well and when it might actually harm your retirement plan. 🍀Get The 5-Minute Retirement For Free🍀" [YouTube Link](https://youtube.com/watch?v=01PP5WDlhUU) 2022-06-26T21:00Z 141K followers, 29.2K engagements "Trump's Tariff Impact On Retirement - Client Video April 7th Client Video for Streamline Financial. Dave Zoller CFP https://streamlineplanning.com/start-here Disclaimer: Since we dont know your specific situation none of this information should be construed as tax legal financial insurance financial advice or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice please contact a qualified CPA attorney insurance agent financial advisor or the appropriate" [YouTube Link](https://youtube.com/watch?v=2xfFBKINa74) 2025-04-08T16:29Z 197K followers, [----] engagements "How Recognizing Your Strengths Can Transform Your Life with Jackie Glass In this episode of 'Wealth Beyond Riches' Tim continues his engaging conversation with Jackie Glass an executive wellness coach keynote speaker and preacher. Jackie walks Tim through the Working Genius Assessment shedding light on his strengths in enablement and tenacity. They discuss the importance of wellness productivity and finding true purpose in work and life. Jackie's insights reveal how personal recognition and balanced team dynamics can combat the current loneliness epidemic and enhance overall well-being." [YouTube Link](https://youtube.com/watch?v=4R-TjLVYHR4) 2024-09-19T14:00Z 68.5K followers, [---] engagements "Beyond the Hustle: Finding Fulfillment in Leadership & Business with Ben Hardman & Luke Dooley 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/show/2GCc767IJ5uFNxo7naWwGD In this episode of Wealth Beyond Riches Tim welcomes Ben Hardman and Luke Dooley co-founders of Banded an organization dedicated to helping business owners and entrepreneurs lead fulfilling lives. Ben and Luke discuss Banded's mission to create a community where leaders can share experiences learn from one another and find balance among their vocational relational and inner lives. They dive into the challenges" [YouTube Link](https://youtube.com/watch?v=4Uso3mJgZOc) 2025-03-06T21:49Z 197K followers, [---] engagements "EP 4: From the UFC Octagon to Entrepreneurship with Ricardo Lamas In this episode of 'Wealth Beyond Riches' we sit down with Ricardo Lamas world championship UFC fighter turned entrepreneur and coach. Our conversation delves deep into the transformative power of failure the significant impact of a coach and the journey from a prestigious fighting career to one filled with significance and impact. Lamas shares his path from being inspired as a child by martial arts films to his success in the UFC and his decision to retire on a high note. Transitioning into entrepreneurship he and his business" [YouTube Link](https://youtube.com/watch?v=4qcTY9aCoOU) 2024-05-09T13:00Z 48.8K followers, [---] engagements "Dont Let a Bad Start Ruin Your Retirement - This Strategy Can Help Dont Let a Bad Start Ruin Your Retirement -Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION https://hubs.ly/Q024vYxL0 [--] Accounts for Retirement https://youtu.be/AR5gBjLEMjI ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀" [YouTube Link](https://youtube.com/watch?v=5CAp69ep2jQ) 2023-10-16T19:42Z 32K followers, [----] engagements "20 Most Common Investing Mistakes [--] Most Common Mistakes in Investing. Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamline.typeform.com/getstarted 00:00 00:17 1-The Expectation 00:37 2- The Goal 00:51 3- [--] Economic Seasons 01:04 4- Short Term 01:20 5- People still do this 01:42 6- The best-performing accounts 02:09 7- Avoid these fees 02:29 8- Over-Focusing on tax 02:55 9- Set it and forget it 03:08 10- Risk Tolerance changes frequently 03:33 11- Not knowing performance 03:44 12- This blows up a lot of plans 03:47 13- Inflation moving forward 04:16 14-" [YouTube Link](https://youtube.com/watch?v=5PI3UUpIzN4) 2024-01-18T21:30Z 38.4K followers, [----] engagements "5 Questions Before Early Retirement in [--] Seconds #shorts If you're thinking about retiring early make sure you can answer these [--] simple questions. #shorts -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT" [YouTube Link](https://youtube.com/watch?v=7wCDF3O56qg) 2021-08-11T17:15Z 142K followers, [----] engagements "Be Prepared For This New IRS Rule For [----] When it comes to the IRS and your taxes the fewer surprises the better. This new rule is in effect January 1st of [----] and may impact you if you accept payments via cash apps like venmo paypal zelle and others. -Dave Zoller CFP ✅ Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT" [YouTube Link](https://youtube.com/watch?v=89fajmp4MlE) 2022-01-10T16:28Z 153K followers, 18.3K engagements "RETIREMENT EXPERT: They'll Be Caught Off Guard When This Happens In Retirement - Ric Edelman In this new episode Dave Zoller CFP sits down with retirement expert Ric Edelman to discuss how to best prepare for retirement in our rapidly changing world. 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor" [YouTube Link](https://youtube.com/watch?v=AcPKO-znLH4) 2024-08-27T18:30Z 86.5K followers, 27.3K engagements "2025 Social Security Increase Social Security Increase Forecast for [----] Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=BKEl1fqFwzQ) 2024-08-11T18:00Z 102K followers, 169.3K engagements "This Study Changes the 4% Rule In Retirement How the 4% Rule ACTUALLY Works Dave Zoller CFP [--] Steps To Planning Your Retirement https://youtu.be/8dgkMvPrVlcsi=HXKwZyKfHRJEEBCw ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀" [YouTube Link](https://youtube.com/watch?v=CoWAyf75yGQ) 2023-11-20T21:28Z 139K followers, 124.4K engagements "We've Never Seen This Before In An Election Year How election years impact the markets investments and your retirement. Dave Zoller CFP ✅ Get a Free Retirement Strategy Session ✅ https://streamline.typeform.com/getstarted Get The 5-Minute Retirement For Free https://www.davezoller.com/retirement MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 00:00 [--] Things To Focus on" [YouTube Link](https://youtube.com/watch?v=DlksG-IqC7Q) 2024-01-05T17:37Z 134K followers, 94.7K engagements "When is a Retiree Considered Wealthy Surprising Results How Much You Need To Be Wealthy - Surprising Results. Dave Zoller CFP 🎯REACH OUT FOR A FREE RETIREMENT PLANNING SESSION🎯 https://streamlineplanning.com/ ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement 👨👩👧👦The Family" [YouTube Link](https://youtube.com/watch?v=E_IjhMmz2Pc) 2023-07-24T17:00Z 102K followers, 41.7K engagements "Average Retirement Savings By Age [--]. How Much Should You Have Retirement Planning at [--]. What's the average retirement savings by age [--] and what does it mean for you Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎁 GET THE FREE GUIDE How to Find Your Purpose In Retirement https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED TO RETIRE Take The QUIZ To Find Out How Much You Need To Retire" [YouTube Link](https://youtube.com/watch?v=FyHexmDzLtc) 2021-01-13T21:15Z 141K followers, 213.5K engagements "Can I Eliminate Taxes Using These Strategies Retirement Planning Can I Reduce Taxes To Zero Using These Strategies Tim Meisenheimer CFA CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS https://www.youtube.com/watchv=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] Dave Ramsey Reaction: 8% Withdrawal Rates" [YouTube Link](https://youtube.com/watch?v=H0q1RcwVkrw) 2024-05-04T21:00Z 130K followers, [----] engagements "4 Income Sources NOT Taxed In Retirement - Tax Efficient Withdrawal Strategy Theres a piece of your retirement strategy that if done right can potentially return [---] - 1% each year Surprisingly it's not related to picking the right investments or investment alpha which is harder to find than it used to be. Its related to TAX alpha that is easy to find but few advisors focus on it. ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL" [YouTube Link](https://youtube.com/watch?v=HKsmQzjyCiE) 2023-03-08T23:30Z 134K followers, 59.3K engagements "These Disappear When You Retire Losing These Will Hurt Your Retirement Dave Zoller CFP 🎄Get The 5-Minute Retirement For Free 🎄 https://www.davezoller.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 00:00 These [--] Things Disappear 00:50 The Biggest Challenge" [YouTube Link](https://youtube.com/watch?v=IQZlwzXhl2Y) 2023-11-27T22:52Z 158K followers, 38.8K engagements "Little Used Retirement Accounts With Potential Big Benefits - HSA Retirement Planning We often hear about the benefits of the Roth IRA but some believe that the HSA is better. So in this video we'll go over how retirees are using both accounts and whether it could make sense for you. -Dave Zoller CFP ✅ Subscribe to this channel here: https://bit.ly/Streamline-Youtube 00:00 00:40 Is the HSA better than a Roth IRA 01:14 Triple Tax Savings 01:40 HSA vs FSA 02:32 Side by side comparison 03:10 Contribution Limits 03:34 CONS of the HSA ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN" [YouTube Link](https://youtube.com/watch?v=I_M5jjdpYZg) 2022-04-03T22:00Z 107K followers, [----] engagements "Little Known Tax Strategy For Retirees. Tax Planning Strategy In Retirement No one wants to pay more taxes than they absolutely have to. This little-known tax strategy could save you lots of $$$ down the road. No tax strategy is one size fits all but you can never be too thorough when it comes to multi-generational planning. Watch the video above for an example of how this tax strategy saved a retiree about $50k in taxes and a lesson in multi-generational planning. 👨👩👧👦The Family Planner👨👩👧👦 Make Life Easier For Your Family https://www.davezoller.com/family-planner 🌄 Find Your" [YouTube Link](https://youtube.com/watch?v=Jt9WdruM3Lk) 2022-06-06T21:00Z 142K followers, 10.1K engagements "Successful Retirees Track FOUR Numbers The successful retirees I know track these [--] numbers. - Dave Zoller CFP Video I mentioned at the end https://youtu.be/O63lS0bPxpYsi=RqdeIIlplQsK1NoN&t=256 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS" [YouTube Link](https://youtube.com/watch?v=KkH1lqxzmI4) 2024-10-20T20:00Z 141K followers, 76K engagements "Stop Letting Phones Steal Your Days: Joey Odom on Digital Wellness Time Freedom and Leadership 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/0orDCRkckIul1TKXYkYgg9si=cxn1x9xhSXy7zNFonqdD8A In this episode of Wealth Beyond Riches Joey Odom Co-Founder of Aro (@aro2794) shares his journey from commercial real estate to creating a purpose-driven business that helps families and communities reclaim time and attention in a distracted world. ✨ What Youll Learn in This Episode: - Joeys Career Pivot: How he transitioned from real estate to founding Aro and the lessons he learned" [YouTube Link](https://youtube.com/watch?v=LUc-f6jhn1A) 2025-01-09T20:19Z 136K followers, [----] engagements "This Makes Retirement SO Much Better Have you ever felt the way I described in the video Please share your experience in the comments. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=LsF9MpNtCJ8) 2025-03-07T20:00Z 197K followers, 15.4K engagements "Common Withdrawal Mistakes Retirees Make Choosing the right withdrawal strategy in retirement can give you a really high return on investment if you do it right. It's actually up to 1.2% percent per year in value. That's according to Vanguard's Advisor Alpha study. But after helping people retire over the last decade and a half we often see that many people they haven't identified the best withdrawal strategy for them. And they choose one based on a rule of thumb or just the one that seems most common for people to do. And it doesn't always work out. So in this video I want to give you the" [YouTube Link](https://youtube.com/watch?v=M1fq6ONPHzc) 2024-07-14T17:30Z 88.9K followers, 15.2K engagements "Your 401(k) Isn't Enough for Retirement Why Your 401(k) Won't Be Enough for Retirement - and what to do instead Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG" [YouTube Link](https://youtube.com/watch?v=NJUkOe1Gb5E) 2025-06-08T17:00Z 197K followers, 13K engagements "The [--] Types of Retirees: Which One Are You The [--] Types of Retirees: Which One Are You Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=NSekqD705cs) 2025-05-25T17:00Z 197K followers, 12.9K engagements "Navigating Business Exits and Leadership with Travis Hall 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/6lMjEdDm7opINYU4irx4OUsi=XoQb-pP6Tqas0i6mkgiDxQ In this episode of Wealth Beyond Riches Tim sits down with Travis Hall on the very day he sold one of his companies. Travis shares the raw emotions behind exiting a business the responsibility of caring for employees during major transitions and the mindset required to move forward into new ventures with purpose. ✨ What Youll Learn in This Episode: - Emotional Preparedness: How to navigate the highs and lows of selling a" [YouTube Link](https://youtube.com/watch?v=OJ_m3cjwhZ0) 2025-02-06T20:00Z 123K followers, [---] engagements "7 Things To Do Before [----] Ends [--] Things To Do Before [----] Ends Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement 00:00 - Number [--] 00:24 - Number [--] 05:03 - Number [--] 06:27 - Number [--] 07:50 - Number [--] 08:12 - Number [--] 09:26 - Number [--] 10:15 - [--] Essential Accounts" [YouTube Link](https://youtube.com/watch?v=RAt0kMKiVwk) 2024-11-24T19:15Z 100K followers, 25.8K engagements "Saying 'Yes' to Change: Kristen Welch's Journey from Blogger to Global Nonprofit Leader In this episode Tim sits down with Kristen Welch acclaimed storyteller and founder of Mercy House Global. Kristen shares her unorthodox career path that began with a passion for writing and led to the founding of a nonprofit organization. She discusses her early influences the impact of blogging and the pivotal moments that redirected her life's mission. Kristen reflects on the importance of gratitude rest and the small 'yeses' that have shaped her journey. Dive deep into Kristen's transformative" [YouTube Link](https://youtube.com/watch?v=RbVEmO_H2p4) 2024-11-07T19:41Z 89.6K followers, [---] engagements "The Future of Meaningful Work in the Age of AI with Dan Cumberland Listen to the episode: https://open.spotify.com/episode/11no6KkwqcE4pEdCf41RUEsi=Hrk4YUbbSECcXMr21sHpjw What if your next big move wasnt about money but meaning In this episode of Wealth Beyond Riches Tim sits down with Dan Cumberland founder of The Meaning Movement and an AI strategist to explore what it really means to build a life of purposeat any stage. Dan shares his winding journey from youth pastor to tech entrepreneur and offers a powerful 4-part framework for finding fulfillment whether you're in a career transition" [YouTube Link](https://youtube.com/watch?v=ReukoFAwn_s) 2025-05-08T20:21Z 197K followers, [---] engagements "Average Retiree Savings Net Worth & Income from SS - How Do You Compare What is the Average Retiree Savings Net Worth and income from SS - How Do You Compare Dave Zoller CFP Smart Retirees Do This with Their Money https://youtu.be/eZIPujSqi0Msi=Mdg90KbJc40wv95c MINIMIZE TAXES on Investment Gains in Retirement https://youtu.be/G0HHLdjLQyQsi=JVTJ5IT7sfMtANQ3 Journal Prompts for Retirement https://www.youtube.com/watchv=1IXmY9t_jII&t=12s ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤" [YouTube Link](https://youtube.com/watch?v=RgQbuP5QvBE) 2023-09-11T19:00Z 88.7K followers, 97.3K engagements "What Happens to Social Security If I Retire Early What will happen to Social Security if you retire in your 50s and stop earning a wage And you don't start until [--] or Full Retirement Age Social Security benefits are based on your best [--] years of work history. On your Social Security Statement you will see the amount of your benefit IF YOU CONTINUE WORKING until your Full Retirement Age. But what happens if you retire early -Dave Zoller CFP ----------------------- My Favorite Free Retirement Planning Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement" [YouTube Link](https://youtube.com/watch?v=RwtHBrhkVPw) 2021-06-23T19:00Z 134K followers, 41.1K engagements "Give Me [--] Minutes I'll Transform Your Retirement Plan You haven't heard this retirement advice before. Dave Zoller CFP My Favorite Free Retirement Calculator https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here Here's the retirement worksheet from the video: https://davezoller.org/retirementmastery ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=StmslfWGOYM) 2025-02-16T18:45Z 197K followers, 49.2K engagements "Did Warren Buffett Just Issue A Warning For [----] This is why and what we should do about it. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=T1_to0h6Gu4) 2024-12-30T21:30Z 140K followers, 65.5K engagements "Commonly Overlooked Expenses in Retirement #shorts Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire ASAP" [YouTube Link](https://youtube.com/watch?v=TsivCJldG4I) 2023-08-24T17:00Z 132K followers, [----] engagements "How To Pay $0 Tax On A Big Retirement Income Here's how one couple paid $0 tax on their retirement income. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] HOW TO ORGANIZE YOUR RETIREMENT W/ [--] ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=UHkJTxCB34c) 2024-04-13T19:04Z 133K followers, 95.9K engagements "Can Double-Digit Returns Happen Again in [----] What Are The Odds of [----] Being Another Double-Digit Investment Return Year Dave Zoller CFP My Favorite Free Retirement Planning Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=WjUCDlCYMpE) 2025-02-09T18:30Z 197K followers, 10.5K engagements "The Intersection of Wellness and Leadership with Jackie Glass 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/14zn8aob0sDTZngQ248qW6si=6jqnDkCMQWevhiIIXzbzeA In this episode of Wealth Beyond Riches Tim explores the intersection of work and wellness with executive coach Jackie Glass. They delve into the importance of working from a place of rest strategies for managing vocational transitions and the distinct challenges faced by female leaders. Jackie shares insights from her diverse career including contributions to the Global Leadership Summit and working with influential" [YouTube Link](https://youtube.com/watch?v=Wma8XIPzUuA) 2024-09-05T13:00Z 132K followers, [---] engagements "Winning at What Truly Matters with John Olinger Listen to the episode here: https://tr.ee/2e9vPAOdmp From Nike to LegacyHow to Win Where It Matters Most In this episode of Wealth Beyond Riches Tim sits down with John Olingerformer Nike marketer storyteller and author of Worthy Winsto explore what it really means to succeed. John spent a decade learning how to win at one of the most competitive brands on the planet. But it wasnt until he faced personal loss and transition that he started asking the deeper question: 👉 Whats actually worth winning In this honest and thought-provoking" [YouTube Link](https://youtube.com/watch?v=XOf_0gK8eJA) 2025-06-05T21:23Z 197K followers, [---] engagements "How Do Business Owners Invest After The Sale High Net Worth Wealth Management Chad Willardson shares his insights on HNW Investments and life after the sale. Dave Zoller CFP Chad's Book https://a.co/d/6KFLLwh ✅ REACH OUT FOR A FREE PLANNING SESSION ✅ https://hubs.ly/Q024vYxL0 00:00 How entrepreneurs invest 00:46 Private Equity & Alternative Assets 11:55 The Downside of Entrepreneur's Risk Profile 15:55 Business Owners and Retirement 22:45 Hiring kids in the business ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=YD6Wtplca8c) 2024-05-06T20:30Z 87.7K followers, [---] engagements "What Retirement is Really Like What To Expect in Retirement - How Do People Spend Their Time in Retirement WSJ shared a visual of how people spend their time in retirement and here's a breakdown and some insights to make your retirement better Dave Zoller CFP The ANTI-Retirement https://youtu.be/YnQB7RydAuI One of the Happiest Retirees https://youtu.be/AE4a9Y8MYv8 🎯REACH OUT FOR A FREE RETIREMENT PLANNING SESSION🎯 https://streamlineplanning.com/ ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor" [YouTube Link](https://youtube.com/watch?v=Zjdig5Sx7Y4) 2023-08-04T21:34Z 133K followers, [----] engagements "How Retirees Spend Their Time & Money in Retirement When planning your retirement Its important to understand the [--] phases you will go through over the next [--] years. Knowing them can help get you better prepared for this next stage of your life. Dave Zoller CFP ❤THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME https://streamline.typeform.com/to/icE3eC 👨👩👧👦The Family Planner Make Life Easier For Your Family" [YouTube Link](https://youtube.com/watch?v=aKObUsCNfBs) 2022-08-29T21:30Z 158K followers, [----] engagements "5 Things To Do [--] Years Before Retirement [--] Things To Do [--] Years Before Retirement. Retirement Planning in your 50s and 60s. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement *WITHOUT* A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED" [YouTube Link](https://youtube.com/watch?v=amOOCXDU91E) 2021-03-03T15:15Z 157K followers, 51.1K engagements "7 Money Goals Everyone Should Hit By [--] [--] Money Goals Everyone Should Hit By [--] Dave Zoller CFP My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner Apply For A Free Retirement Planning Session https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS https://www.youtube.com/watchv=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] Dave Ramsey Reaction: 8% Withdrawal" [YouTube Link](https://youtube.com/watch?v=b2GZuf5MqhI) 2025-01-12T19:00Z 115K followers, 18.5K engagements "No Couples Talk About This When Retirement Planning After [--] years of planning couple's retirement we're surprised how often they've never thought about these important questions. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT" [YouTube Link](https://youtube.com/watch?v=cEXtjHQUMVs) 2024-11-03T19:00Z 88.5K followers, 15.8K engagements "Should I Do A Mega Backdoor ROTH Conversion in [----] Retirement Planning How to do a Mega Backdoor Roth Conversion Does it make sense for me Dave Zoller CFP ✅ Free Retirement Planning Sessions ✅ https://streamline.typeform.com/getstarted 00:00 Mega Backdoor Roth Conversions 00:37 Case Study question 02:13 Actual Numbers 02:43 Did you know 03:13 A Visual of Backdoor Roths 05:38 Big Questions about this 06:11 The ANTIfragile Retirement 08:16 Mistakes & Misconceptions 10:12 [--] Questions to answer ANTI FRAGILE Retirement Plan https://youtu.be/1vH4Oze9Sms ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE +" [YouTube Link](https://youtube.com/watch?v=cKMulf6-SaA) 2024-01-22T19:08Z 142K followers, 49.2K engagements "How Trump's Presidency Impacts Your Financial Future Let's look at how the next administration might impact markets the economy taxes inflation & social security. Then we'll discuss practical steps to take. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement" [YouTube Link](https://youtube.com/watch?v=dgCG8VM7roY) 2024-11-14T21:09Z 93.2K followers, 55.7K engagements "Smart Retirees Do This With Their Money - Simple and Effective Retirement Planning Strategy There is a crucial part of retirement that is often overlooked. This simple but effective strategy can have a profound impact on the success of your retirement. Watch this video to get one step closer to achieving your ideal retirement Dave Zoller CFP 🎯GET STARTED🎯 https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite" [YouTube Link](https://youtube.com/watch?v=eZIPujSqi0M) 2023-08-07T20:15Z 140K followers, 46.8K engagements "Converting $160K to Roth With No Additional Tax. Roth Conversion + Charitable Giving Strategies. Tim helped his client convert $160K to their Roth IRA and pay no additional tax than the previous year. If you have charitable planning or tax questions feel free to reach out for a charitable planning and tax strategy call. https://www.davezoller.com/philanthropic-strategy -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor" [YouTube Link](https://youtube.com/watch?v=gPUAJERuDE4) 2021-11-24T18:48Z 142K followers, [----] engagements "4 Uncomfortable Retirement Truths You Need To Hear [--] Uncomfortable Truths About Retirement Dave Zoller CFP https://www.youtube.com/watchv=gaSdZm0J0rEv=Zyw9G_kFi64&list=PL9Rjx6d1Qgpn0ByIDZVOGRvMfa-S9piu6 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement 00:00 [--] Uncomfortable Retirement" [YouTube Link](https://youtube.com/watch?v=gaSdZm0J0rE) 2024-06-09T19:30Z 88K followers, 99.6K engagements "Retirement: The First Year. What To Expect. Advice and Tips From Those Who Recently Retired Recently Retired share advice on what to expect the first year of retirement. Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ✅ FREE RETIREMENT WORKSHOP The Perfect Retirement Plan. https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 PURPOSE IN RETIREMENT GUIDE Get the Free Guide https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED TO RETIRE Take The QUIZ To Find Out How Much You Need To Retire. https://streamlineplanning.com/free-resources/ 👍 WANT A FREE" [YouTube Link](https://youtube.com/watch?v=hHoQ0SWXKlk) 2021-02-03T21:15Z 132K followers, 10.2K engagements "Psychology Expert: [--] Simple Steps To Retire With Confidence Discover the surprising secrets to a happy and fulfilling retirement as psychologist and best-selling author Dr. Daniel Crosby reveals how to balance money and meaning. Learn how to avoid common retirement pitfalls and create a life youll love after work Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful &" [YouTube Link](https://youtube.com/watch?v=kz3U6TaAzfg) 2024-12-01T18:30Z 102K followers, [----] engagements "Why This Investment System Can Help Retirees Worry Less About Their Retirement Plan We'll learn how to control taxes lower risk and how to prepare your retirement plan for the multiple potential economic seasons we may be headed into Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ❤THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 🌄 Find Your Purpose" [YouTube Link](https://youtube.com/watch?v=mif_aIT4abw) 2022-10-31T21:30Z 126K followers, 49.1K engagements "This Hidden Retirement Trap Ruins Your Best Years This can ruin retirement if not planned for. Dave Zoller CFP Retirement Mastery Worksheet Video https://www.youtube.com/watchv=StmslfWGOYM&t=35s My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=ohGX5BTiUIY) 2025-04-06T17:30Z 197K followers, 13K engagements "The Psychology of Retirement - The Hardest Transition New [----] Retirement Insights Retirement is one of the biggest transitions in our life and the things I share with you in the next few minutes will really help you get closer to your ideal retirement. Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video" [YouTube Link](https://youtube.com/watch?v=otEQ0TjIbGw) 2023-08-21T18:00Z 132K followers, 12.7K engagements "Rethink Retirement: The [--] Essential Shifts to Transform Your Retirement #shorts Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS 3" [YouTube Link](https://youtube.com/watch?v=ouXmyLCcZzY) 2023-11-16T11:00Z 132K followers, [----] engagements "IRS Releases New [----] Tax Brackets + Tax Sunsets The IRS just announced changes for [----] tax brackets but there are also tax provisions expiring at the end of next year. So its good to start thinking about it now to see how it might impact you. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor" [YouTube Link](https://youtube.com/watch?v=pgd5cJ6CnRw) 2024-10-25T17:00Z 142K followers, 306.6K engagements "The [--] Minute Rule Can Change Your Retirement The 2-Minute Rule Can Change Your Retirement. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement [--] Accounts to Organize Your Retirement https://youtu.be/AR5gBjLEMjI ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through" [YouTube Link](https://youtube.com/watch?v=r7boZoEV4OI) 2023-12-07T16:39Z 133K followers, 89.7K engagements "When To Start Collecting Social Security Benefits Use this Social Security Decision Tree to find out when it might make sense to start collecting Social Security benefits. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement Referenced Images" [YouTube Link](https://youtube.com/watch?v=rEfyv1XHIOw) 2024-07-21T18:00Z 134K followers, 34.5K engagements "The #1 Mistake People Make When They Use A Financial Advisor. Retirement Planning What's The #1 Mistake People Make When They Use A Financial Advisor. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT" [YouTube Link](https://youtube.com/watch?v=syoKZETzrOc) 2021-04-21T18:00Z 132K followers, 37K engagements "Most Retirees Dont Realize This - Fritz Gilbert Fritz Gilbert from The Retirement Manifesto shares insights from his journey through retirement discussing the transition from a corporate career to a more fulfilling life. Dave Zoller CFP Connect with Fritz https://www.theretirementmanifesto.com/blog/ FreedomForFido.org My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here 00:00" [YouTube Link](https://youtube.com/watch?v=tumvlIIDB44) 2025-05-11T17:00Z 197K followers, 20.5K engagements "Does contributing to a Roth IRA make sense #shorts Dave Zoller CFP ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 👨👩👧👦The Family Planner👨👩👧👦 Make Life Easier For Your Family https://www.davezoller.com/family-planner 🌄 Find Your Purpose In Retirement 🌄 https://www.davezoller.com/ideal-retirement 🍀Get The 5-Minute Retirement For Free🍀" [YouTube Link](https://youtube.com/watch?v=vY7W14QZGiQ) 2023-05-09T21:00Z 157K followers, [----] engagements "Retirement BEFORE [--] - What They Don't Talk About (Real Example) Early Retirement Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS" [YouTube Link](https://youtube.com/watch?v=vlU2r3jpRes) 2025-03-02T18:30Z 197K followers, 15.2K engagements "Money Meaning & Making a Difference with Jessica Jackley 🎧 Listen to the epsiode on Spotify: https://open.spotify.com/episode/6depqbR70JFRU70me5SHyGsi=ncENs6R4QVOejtUn9rELyA In this episode of Wealth Beyond Riches Tim sits down with Jessica Jackleyco-founder of Kiva general partner at Untapped Capital and professor at USCs School of Business. Jessica shares her journey from launching Kiva a pioneering microfinance platform to reshaping the way we think about generosity volunteerism and meaningful work. They discuss the emotional and societal impact of the LA wildfires the resilience of" [YouTube Link](https://youtube.com/watch?v=wSEMoEMpyIM) 2025-04-03T22:00Z 197K followers, [----] engagements "New Inflation-Adjusted Tax Brackets for [----] Let's look at the IRS new inflation-adjusted tax brackets and how to use the changes to optimize your retirement. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through" [YouTube Link](https://youtube.com/watch?v=xiiWBabxdFU) 2024-02-05T21:10Z 85.6K followers, 139.5K engagements "5 Tax-Smart Wealth Transfer Strategies - High Net Worth Retirement / Estate Planning Take control over how much tax you pay to the government and find out how these [--] tax-efficient withdrawal strategies can help you lower estate tax. Your money can either go to your family charities or the government. Dave Zoller CFP How Retirement Changes For HNW Retirees https://youtu.be/oPjmLz_UDPY 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamlineplanning.com/start-here 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement 🌄 Find Your Purpose In Retirement 🌄" [YouTube Link](https://youtube.com/watch?v=xuuqtFPqIxo) 2022-08-01T22:30Z 128K followers, [----] engagements "This Can Make or Break Your Retirement [--] Things That Will Make or Break Your Retirement Dave Zoller CFP Daniel Crosby Interview https://www.youtube.com/watchv=kz3U6TaAzfg&t=66s My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS" [YouTube Link](https://youtube.com/watch?v=y2skTzm-ZwY) 2025-06-15T17:30Z 197K followers, [----] engagements "They're Predicting A BIG Stock Market Crash Is the market crash coming Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire ASAP https://youtu.be/dW78Y304VsM [--] Things Happy Retirees Do Well. Retirement" [YouTube Link](https://youtube.com/watch?v=ycGT_f9x37w) 2024-04-07T20:15Z 120K followers, 31.4K engagements "Hidden Challenge In Retirement - Retirement Planning #shorts Full video here: https://youtu.be/xorDlnzRCY4 Sometimes the switch from work-life to retirement isn't always easy. There are some non-financial things we should prepare for #shorts Dave Zoller CFP ❤THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 👨👩👧👦The Family Planner👨👩👧👦 Make Life Easier For Your Family" [YouTube Link](https://youtube.com/watch?v=zgE2_rnYR1A) 2022-09-07T21:00Z 133K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@streamlinefinancial Streamline Financial
Streamline Financial posts on YouTube about retirement, money, how to, social security the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -5.60%
- [--] Month [-------] +0.50%
- [--] Months [---------] +277%
- [--] Year [---------] +31%
Mentions: [--] #
- [--] Week [--] -3.50%
- [--] Month [--] -2.60%
- [--] Months [--] -1.20%
- [--] Year [---] +71%
Followers: [-------] #
- [--] Week [-------] +0.51%
- [--] Month [-------] +3.70%
- [--] Months [-------] +38%
- [--] Year [-------] +59%
CreatorRank: [-------] #
Social Influence
Social category influence finance 94.87% countries 0.85%
Social topic influence retirement #111, money #2500, how to #5823, social security #17, financial planner #15, investment #641, advice #433, save #465, $dave 20.51%, dave 5.13%
Top accounts mentioned or mentioned by @streamlineplanningcom @aro2794 @voiceofreason
Top assets mentioned Dave Inc. (DAVE)
Top Social Posts
Top posts by engagements in the last [--] hours
"The Month You Retire Really Matters What's the best month to retire Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2024-08-18T17:00Z 196K followers, 933.5K engagements
"7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees Here are the common traits and actions of the happiest most content retirees we know. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- 👍 HAVE QUESTIONS ABOUT RETIREMENT APPLY FOR A PRIVATE RETIREMENT STRATEGY CALL WITH ME. https://streamline.typeform.com/to/icE3eC ❤THE "DO IT YOURSELF" RETIREMENT PLANNER Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN"
YouTube Link 2021-10-27T18:59Z 196K followers, 200.7K engagements
"The Reverse Bucket List Changed How I See Retirement The Reverse Bucket List Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize"
YouTube Link 2026-01-26T21:51Z 197K followers, 146.2K engagements
"Retirement is Short (Spend It Wisely) Retirement is Short. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with"
YouTube Link 2025-11-10T20:00Z 197K followers, 595.1K engagements
"Don't Retire Until You Hit These [--] Goals [--] GOALS TO HIT BEFORE YOU RETIRE Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-06-22T17:30Z 197K followers, 303.2K engagements
"Sell These [--] Things BEFORE You Retire After [--] years of helping people retire I've learned one of the secrets isn't about accumulating more it's about strategically letting go of the right things at the right time. Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE"
YouTube Link 2025-09-22T20:15Z 197K followers, 3.1M engagements
"75-Year-Olds Share Their Biggest Regret at [--] Successful Retirees Wish They Did THIS Differently Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS 1"
YouTube Link 2025-10-27T20:00Z 197K followers, 238.4K engagements
"Retirement Lies vs. Reality Lies About Retirement Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with 7"
YouTube Link 2026-01-19T22:16Z 197K followers, 23.2K engagements
"Retirement Feels Better When You Do This Make Retirement Your Best Stage Yet Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2026-01-12T22:45Z 197K followers, 69.2K engagements
"The Worst Retirement Advice People Actually Follow This "advice" ruined his retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To"
YouTube Link 2026-01-05T23:09Z 197K followers, 55.1K engagements
"What Retirement Net Worth Puts You In The Top 1% What Will Put You In The Top 1% of Retirees Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-10-13T19:30Z 197K followers, 282.4K engagements
"Don't Retire If This Is You - [--] Warning Signs [--] warning signs you're not ready for retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS 1"
YouTube Link 2025-12-15T21:15Z 197K followers, 228.7K engagements
"Many People Will Overpay in Retirement Taxes Many will overpay in retirement taxes. ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your"
YouTube Link 2026-02-02T23:27Z 197K followers, [----] engagements
"8 Retirement Habits That Lead To Happiness The science of happiness in retirement. Half keep getting happier half decline sharply. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9"
YouTube Link 2025-12-08T20:30Z 197K followers, 100.4K engagements
"The Hidden Cost of Retirement Nobody Warns You About Do this one year before you retire. 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your"
YouTube Link 2026-02-09T22:37Z 197K followers, [----] engagements
"How Much Do I Need To Retire Why I Disagree With Fidelity. Think Twice When Planning For Retirement How much do I need to retire is one of the most important questions you'll need to answer. So when I saw Fidelity's recent article on a retirement strategy I wanted to share it with you. This video can help you so that you don't start planning your retirement in a way that could cause an issue for you in the future. -Dave Zoller CFP ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor"
YouTube Link 2022-03-02T22:54Z 196K followers, 480.5K engagements
"5 Reasons Why You Should NOT Retire - Retirement Planning Truths We may recommend NOT retiring yet if we see these [--] things during the planning stage. But the good news about these is that they can be fixed quickly. Dave Zoller CFP Retirement Purpose Guide https://streamlinefinancial.s3.us-west-2.amazonaws.com/Retirement+Purpose%2BQuestions2023.pdf Flourish Rwanda https://www.flourishrwanda.org/ 🎯REACH OUT FOR A FREE RETIREMENT PLANNING SESSION🎯 https://streamlineplanning.com/ ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT"
YouTube Link 2023-06-07T23:06Z 196K followers, 133.4K engagements
"Average Retirement Savings By Age - How Much Should You Have Saved by [--] [--] [--] Lets look at how much you should have saved for retirement. Well also look at what to do now to make sure you get ahead of where you are now and how to create a retirement youre looking forward to. Dave Zoller ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE❤ https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS 7"
YouTube Link 2023-03-01T18:45Z 196K followers, 109.9K engagements
"5 BIG Retirement Regrets Retirees share what they wish they did differently. Dave Zoller CFP My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire ASAP https://youtu.be/dW78Y304VsM [--] Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://youtu.be/Zyw9G_kFi64 High Net Worth Retirement is Different"
YouTube Link 2024-03-04T23:45Z 196K followers, 426.8K engagements
"How Much Do I Need For A $100000 Income in Retirement How Much Do I Need To Save To Retire With a $100000 Income -Dave Zoller CFP ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 👍 HAVE QUESTIONS ABOUT RETIREMENT APPLY FOR A PRIVATE RETIREMENT STRATEGY CALL WITH ME. https://streamlineplanning.com/start-her ----------------------- POPULAR RETIREMENT VIDEOS [--] Must-Have Assets When Retirement Planning. https://youtu.be/ifykklPqqxg You Know You Can Retire When You Answer"
YouTube Link 2021-06-02T16:00Z 196K followers, 113.1K engagements
"This Is The BEST Year To Retire - Here's Why Retire as soon as possible. Dave Zoller CFP My Favorite Free Retirement Calculator https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-01-31T18:30Z 196K followers, 491.4K engagements
"Dave Ramsey Reaction to Safe Withdrawal Rates - 4% Rule or 8% Rule Be careful with this. Just my opinion. Dave Zoller CFP FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH https://www.davezoller.com/DIY-Retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement Dave Ramsey Video featured: https://www.youtube.com/live/Xg4Z8EQY3Aosi=GDtyWYUjoY-lLSWN"
YouTube Link 2023-11-10T18:55Z 196K followers, 604.5K engagements
"CFP Explains: How to Organize Your Retirement (7 Must-Have Accounts) How to Organize Your Retirement (7 Must-Have Accounts) Dave Zoller CFP My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here Videos mentioned: HSA: https://youtu.be/I_M5jjdpYZg Brokerage: https://youtu.be/jXpeXqEHR_Y Update: https://youtu.be/w7Be8vuB4Rgfeature=shared 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire"
YouTube Link 2023-09-18T18:00Z 196K followers, 463K engagements
"If you're in your 50s or 60s watch this. Life Lessons from 70-year-olds Here are [--] pieces of advice that 70-year-olds would give to their 50-year-old self. - Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize"
YouTube Link 2024-10-09T17:00Z 197K followers, 4M engagements
"Retire NOW If You Answer YES to All [--] Questions If you can answer YES to these [--] simple questions then everything may be aligned for you to retire now. Not in a year but right now. The first one is the obvious one you may already be asking yourself but the third and fourth might not be something youve put much thought into. Fulfilling Retirement [--] Stages of Retirement - https://youtu.be/1KMNQCWEsrU [--] Journal Prompts - https://youtu.be/1IXmY9t_jII My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯"
YouTube Link 2023-04-26T22:30Z 196K followers, 137.1K engagements
"3 Must-Have Assets When Retirement Planning. Most People Only Have One In Their Plan These three assets are the key to a successful retirement plan. Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- 🎁 GET THE FREE GUIDE How to Find Your Purpose In Retirement https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED TO RETIRE Take The QUIZ To Find Out How Much You Need To Retire https://streamlineplanning.com/free-resources/ 👍 LET'S CHAT https://streamline.typeform.com/to/icE3eC ----------------------- POPULAR RETIREMENT VIDEOS The 3-Bucket Retirement"
YouTube Link 2021-01-11T21:15Z 196K followers, 190.8K engagements
"The One Cost You Must Cut In Retirement It's often overlooked but can make a big difference in retirement. Dave Zoller CFP My Favorite Free Retirement Planning Software https://bit.ly/Retirement-Planner 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement"
YouTube Link 2025-01-19T19:00Z 196K followers, 902.4K engagements
"Do I Really Need A Financial Advisor When To Hire A Financial Advisor If you're thinking about working with a financial advisor make sure you watch this video. It can help give you a few scenarios of when working with an advisor could make sense. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP"
YouTube Link 2021-05-12T20:00Z 196K followers, 95.6K engagements
"Why You Feel So Stuck In Retirement The Retirement Phase Most People Get Wrong Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-08-11T20:45Z 197K followers, [----] engagements
"Get More From Your 401K - Mega Backdoor Roth Explained Get More From Your 401K Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-09-08T21:00Z 197K followers, [----] engagements
"Building a Legacy That Lasts: Hobby Lobby CEO David Green & Author Bill High Listen to Wealth Beyond Riches on Spotify: https://open.spotify.com/episode/2EevcStdnXvoKYpfvKPyVWsi=Y2JHx6yrRrG-e5IOzP2EKg In this episode of Wealth Beyond Riches Tim sits down with David Green founder and CEO of Hobby Lobby and Bill High author and legacy consultant to explore the story behind one of Americas most unique businessesand the values that shaped it. From a $600 loan and handmade picture frames to over [----] stores nationwide David shares Hobby Lobbys humble beginnings his parents influence and the"
YouTube Link 2025-09-12T03:30Z 197K followers, [----] engagements
"750 Retirees Give Harsh Advice To Anyone Working Past [--] 48% of all retirees regret THIS in retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement"
YouTube Link 2025-09-15T20:00Z 197K followers, 278.5K engagements
"No Tax On Social Security Income No Tax On Social Security Income Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-09-01T19:30Z 197K followers, [----] engagements
"Most Retirees Don't Plan For This (And It Costs Them) Your retirement plan might be missing this one number. Dave Zoller CFP ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR"
YouTube Link 2025-12-29T20:16Z 197K followers, 83.5K engagements
"Build A Retirement Paycheck That Works in ANY Market Build a Retirement Paycheck that works in any market. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG"
YouTube Link 2025-08-18T20:30Z 197K followers, 24.4K engagements
"When Retirement Can Hurt Your Marriage It's a challenge in retirement no one talks about Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-10-06T20:00Z 197K followers, 15K engagements
"The Business Secret For Every Successful Retirement Here's how to apply these business principles to your retirement. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] 5"
YouTube Link 2025-08-04T20:00Z 197K followers, [----] engagements
"What Really Happens When You Retire What Really Happens When You Retire Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ Your retirement story could help someone else on their journey. Apply to meet me and share your experience on my retirement podcast https://forms.gle/nXd7begti4iXJiRC9 ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your"
YouTube Link 2025-11-24T22:19Z 197K followers, 39.9K engagements
"The Currency of Influence: Why Generosity Wins in Leadership with Brad Lomenick In this episode of Wealth Beyond Riches Tim Meisenheimer sits down with Brad Lomenickauthor leadership consultant and former president of Catalyst one of the largest leadership gatherings in the U.S. Brad shares his journey leading Catalyst building one of the most influential leadership platforms in the country and the lessons learned along the way. They explore Brads H3 Leadership frameworkHumble Hungry Hustleand how these values shape leaders who leave a lasting impact. This conversation goes beyond titles and"
YouTube Link 2025-10-23T20:00Z 197K followers, [---] engagements
"Leading from the Inside Out: All Things Together with Heath Hardesty In this episode of Wealth Beyond Riches Tim sits down with Heath Hardesty pastor speaker and author of All Things Together: How Apprenticeship to Jesus Is the Way of Flourishing in a Fragmented World. Heath traces his unlikely journeyfrom bookstore and plumbing work to pastoral ministryand explores how a coherent redemptive story and apprenticeship to Jesus reshape how we live lead and love. They dig into how modern life fragments us why pieced-together stories fail to hold us and the practices that help us reclaim wonder"
YouTube Link 2025-10-09T21:00Z 197K followers, [----] engagements
"3 Shocking Retirement Spending Surprises from [------] Retirees [--] Shocking Retirement Spending Surprises from [------] Retirees Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here Link To The Report: https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/three-spending-surprises ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize"
YouTube Link 2025-08-25T20:21Z 197K followers, 134.1K engagements
"Purpose Is Greater Than Profit What happens when your pursuit of success leaves you empty and a trip overseas wrecks your definition of purpose In this conversation Tim Meisenheimer sits down with Riley Fuller founder of Humanity & Hope United and Generous Coffee to explore how one mans search for significance turned into a life devoted to hope. Riley grew up as the seventh generation in his familys Indiana food business destined for ownership and wealth. But after addiction jail time and a reluctant trip to Honduras his life took a redemptive turn. There he came face-to-face with what he"
YouTube Link 2025-12-04T06:00Z 197K followers, [----] engagements
"Generosity Is the Cure for Fear With Liz Fay What if generosity was your answer to fear In this two-part conversation host Tim Meisenheimer sits down with Liz Fay a longtime friend former teacher and his very first financial planning client to explore the deeper story behind money meaning and change. Liz shares how learning about finances in the library led to a life of intentional generosity from living debt-free to opening her home so friends could walk out of debt too. Together they talk about the courage it takes to leave a 19-year teaching career the exhaustion of doing good things too"
YouTube Link 2025-11-04T06:00Z 197K followers, [----] engagements
"Don't Waste Your Retirement (What The Happiest Retirees Do) The HC3 Method The Retirement Lie Your Financial Advisor Won't Tell You Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2025-07-06T17:01Z 197K followers, 230.8K engagements
"The Retirement Assets Most People Ignore The [--] Most Important Retirement Assets. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-07-20T17:01Z 197K followers, 28.1K engagements
"These [--] seconds will change your retirement These [--] seconds will change your retirement Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-06-29T17:01Z 197K followers, 38.2K engagements
"This Tax "Bunching" Tip Could Save You Thousands Here's how it could work for you. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-07-27T21:00Z 197K followers, [----] engagements
"How The New Tax Law Impacts Your Retirement - Big Beautiful Bill Retirees have [--] years to take full advantage of these. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] 5"
YouTube Link 2025-07-13T17:56Z 197K followers, 16.9K engagements
"Is The S&P All I Need to Retire Retirement Planning Investment Strategy To figure out your investment mix it can be a good practice to first figure out how much you want to take out of your savings each month. An ideal investment mix in retirement is more than just how much risk you can take. In this video well dissect what to consider when making your retirement blueprint if you could retire off just the S&P [---] and how to know when an investment strategy could work well and when it might actually harm your retirement plan. 🍀Get The 5-Minute Retirement For Free🍀"
YouTube Link 2022-06-26T21:00Z 141K followers, 29.2K engagements
"Trump's Tariff Impact On Retirement - Client Video April 7th Client Video for Streamline Financial. Dave Zoller CFP https://streamlineplanning.com/start-here Disclaimer: Since we dont know your specific situation none of this information should be construed as tax legal financial insurance financial advice or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice please contact a qualified CPA attorney insurance agent financial advisor or the appropriate"
YouTube Link 2025-04-08T16:29Z 197K followers, [----] engagements
"How Recognizing Your Strengths Can Transform Your Life with Jackie Glass In this episode of 'Wealth Beyond Riches' Tim continues his engaging conversation with Jackie Glass an executive wellness coach keynote speaker and preacher. Jackie walks Tim through the Working Genius Assessment shedding light on his strengths in enablement and tenacity. They discuss the importance of wellness productivity and finding true purpose in work and life. Jackie's insights reveal how personal recognition and balanced team dynamics can combat the current loneliness epidemic and enhance overall well-being."
YouTube Link 2024-09-19T14:00Z 68.5K followers, [---] engagements
"Beyond the Hustle: Finding Fulfillment in Leadership & Business with Ben Hardman & Luke Dooley 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/show/2GCc767IJ5uFNxo7naWwGD In this episode of Wealth Beyond Riches Tim welcomes Ben Hardman and Luke Dooley co-founders of Banded an organization dedicated to helping business owners and entrepreneurs lead fulfilling lives. Ben and Luke discuss Banded's mission to create a community where leaders can share experiences learn from one another and find balance among their vocational relational and inner lives. They dive into the challenges"
YouTube Link 2025-03-06T21:49Z 197K followers, [---] engagements
"EP 4: From the UFC Octagon to Entrepreneurship with Ricardo Lamas In this episode of 'Wealth Beyond Riches' we sit down with Ricardo Lamas world championship UFC fighter turned entrepreneur and coach. Our conversation delves deep into the transformative power of failure the significant impact of a coach and the journey from a prestigious fighting career to one filled with significance and impact. Lamas shares his path from being inspired as a child by martial arts films to his success in the UFC and his decision to retire on a high note. Transitioning into entrepreneurship he and his business"
YouTube Link 2024-05-09T13:00Z 48.8K followers, [---] engagements
"Dont Let a Bad Start Ruin Your Retirement - This Strategy Can Help Dont Let a Bad Start Ruin Your Retirement -Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION https://hubs.ly/Q024vYxL0 [--] Accounts for Retirement https://youtu.be/AR5gBjLEMjI ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀"
YouTube Link 2023-10-16T19:42Z 32K followers, [----] engagements
"20 Most Common Investing Mistakes [--] Most Common Mistakes in Investing. Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamline.typeform.com/getstarted 00:00 00:17 1-The Expectation 00:37 2- The Goal 00:51 3- [--] Economic Seasons 01:04 4- Short Term 01:20 5- People still do this 01:42 6- The best-performing accounts 02:09 7- Avoid these fees 02:29 8- Over-Focusing on tax 02:55 9- Set it and forget it 03:08 10- Risk Tolerance changes frequently 03:33 11- Not knowing performance 03:44 12- This blows up a lot of plans 03:47 13- Inflation moving forward 04:16 14-"
YouTube Link 2024-01-18T21:30Z 38.4K followers, [----] engagements
"5 Questions Before Early Retirement in [--] Seconds #shorts If you're thinking about retiring early make sure you can answer these [--] simple questions. #shorts -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT"
YouTube Link 2021-08-11T17:15Z 142K followers, [----] engagements
"Be Prepared For This New IRS Rule For [----] When it comes to the IRS and your taxes the fewer surprises the better. This new rule is in effect January 1st of [----] and may impact you if you accept payments via cash apps like venmo paypal zelle and others. -Dave Zoller CFP ✅ Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT"
YouTube Link 2022-01-10T16:28Z 153K followers, 18.3K engagements
"RETIREMENT EXPERT: They'll Be Caught Off Guard When This Happens In Retirement - Ric Edelman In this new episode Dave Zoller CFP sits down with retirement expert Ric Edelman to discuss how to best prepare for retirement in our rapidly changing world. 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor"
YouTube Link 2024-08-27T18:30Z 86.5K followers, 27.3K engagements
"2025 Social Security Increase Social Security Increase Forecast for [----] Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2024-08-11T18:00Z 102K followers, 169.3K engagements
"This Study Changes the 4% Rule In Retirement How the 4% Rule ACTUALLY Works Dave Zoller CFP [--] Steps To Planning Your Retirement https://youtu.be/8dgkMvPrVlcsi=HXKwZyKfHRJEEBCw ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀"
YouTube Link 2023-11-20T21:28Z 139K followers, 124.4K engagements
"We've Never Seen This Before In An Election Year How election years impact the markets investments and your retirement. Dave Zoller CFP ✅ Get a Free Retirement Strategy Session ✅ https://streamline.typeform.com/getstarted Get The 5-Minute Retirement For Free https://www.davezoller.com/retirement MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 00:00 [--] Things To Focus on"
YouTube Link 2024-01-05T17:37Z 134K followers, 94.7K engagements
"When is a Retiree Considered Wealthy Surprising Results How Much You Need To Be Wealthy - Surprising Results. Dave Zoller CFP 🎯REACH OUT FOR A FREE RETIREMENT PLANNING SESSION🎯 https://streamlineplanning.com/ ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement 👨👩👧👦The Family"
YouTube Link 2023-07-24T17:00Z 102K followers, 41.7K engagements
"Average Retirement Savings By Age [--]. How Much Should You Have Retirement Planning at [--]. What's the average retirement savings by age [--] and what does it mean for you Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎁 GET THE FREE GUIDE How to Find Your Purpose In Retirement https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED TO RETIRE Take The QUIZ To Find Out How Much You Need To Retire"
YouTube Link 2021-01-13T21:15Z 141K followers, 213.5K engagements
"Can I Eliminate Taxes Using These Strategies Retirement Planning Can I Reduce Taxes To Zero Using These Strategies Tim Meisenheimer CFA CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS https://www.youtube.com/watchv=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] Dave Ramsey Reaction: 8% Withdrawal Rates"
YouTube Link 2024-05-04T21:00Z 130K followers, [----] engagements
"4 Income Sources NOT Taxed In Retirement - Tax Efficient Withdrawal Strategy Theres a piece of your retirement strategy that if done right can potentially return [---] - 1% each year Surprisingly it's not related to picking the right investments or investment alpha which is harder to find than it used to be. Its related to TAX alpha that is easy to find but few advisors focus on it. ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL"
YouTube Link 2023-03-08T23:30Z 134K followers, 59.3K engagements
"These Disappear When You Retire Losing These Will Hurt Your Retirement Dave Zoller CFP 🎄Get The 5-Minute Retirement For Free 🎄 https://www.davezoller.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 00:00 These [--] Things Disappear 00:50 The Biggest Challenge"
YouTube Link 2023-11-27T22:52Z 158K followers, 38.8K engagements
"Little Used Retirement Accounts With Potential Big Benefits - HSA Retirement Planning We often hear about the benefits of the Roth IRA but some believe that the HSA is better. So in this video we'll go over how retirees are using both accounts and whether it could make sense for you. -Dave Zoller CFP ✅ Subscribe to this channel here: https://bit.ly/Streamline-Youtube 00:00 00:40 Is the HSA better than a Roth IRA 01:14 Triple Tax Savings 01:40 HSA vs FSA 02:32 Side by side comparison 03:10 Contribution Limits 03:34 CONS of the HSA ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN"
YouTube Link 2022-04-03T22:00Z 107K followers, [----] engagements
"Little Known Tax Strategy For Retirees. Tax Planning Strategy In Retirement No one wants to pay more taxes than they absolutely have to. This little-known tax strategy could save you lots of $$$ down the road. No tax strategy is one size fits all but you can never be too thorough when it comes to multi-generational planning. Watch the video above for an example of how this tax strategy saved a retiree about $50k in taxes and a lesson in multi-generational planning. 👨👩👧👦The Family Planner👨👩👧👦 Make Life Easier For Your Family https://www.davezoller.com/family-planner 🌄 Find Your"
YouTube Link 2022-06-06T21:00Z 142K followers, 10.1K engagements
"Successful Retirees Track FOUR Numbers The successful retirees I know track these [--] numbers. - Dave Zoller CFP Video I mentioned at the end https://youtu.be/O63lS0bPxpYsi=RqdeIIlplQsK1NoN&t=256 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS"
YouTube Link 2024-10-20T20:00Z 141K followers, 76K engagements
"Stop Letting Phones Steal Your Days: Joey Odom on Digital Wellness Time Freedom and Leadership 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/0orDCRkckIul1TKXYkYgg9si=cxn1x9xhSXy7zNFonqdD8A In this episode of Wealth Beyond Riches Joey Odom Co-Founder of Aro (@aro2794) shares his journey from commercial real estate to creating a purpose-driven business that helps families and communities reclaim time and attention in a distracted world. ✨ What Youll Learn in This Episode: - Joeys Career Pivot: How he transitioned from real estate to founding Aro and the lessons he learned"
YouTube Link 2025-01-09T20:19Z 136K followers, [----] engagements
"This Makes Retirement SO Much Better Have you ever felt the way I described in the video Please share your experience in the comments. Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2025-03-07T20:00Z 197K followers, 15.4K engagements
"Common Withdrawal Mistakes Retirees Make Choosing the right withdrawal strategy in retirement can give you a really high return on investment if you do it right. It's actually up to 1.2% percent per year in value. That's according to Vanguard's Advisor Alpha study. But after helping people retire over the last decade and a half we often see that many people they haven't identified the best withdrawal strategy for them. And they choose one based on a rule of thumb or just the one that seems most common for people to do. And it doesn't always work out. So in this video I want to give you the"
YouTube Link 2024-07-14T17:30Z 88.9K followers, 15.2K engagements
"Your 401(k) Isn't Enough for Retirement Why Your 401(k) Won't Be Enough for Retirement - and what to do instead Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG"
YouTube Link 2025-06-08T17:00Z 197K followers, 13K engagements
"The [--] Types of Retirees: Which One Are You The [--] Types of Retirees: Which One Are You Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-05-25T17:00Z 197K followers, 12.9K engagements
"Navigating Business Exits and Leadership with Travis Hall 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/6lMjEdDm7opINYU4irx4OUsi=XoQb-pP6Tqas0i6mkgiDxQ In this episode of Wealth Beyond Riches Tim sits down with Travis Hall on the very day he sold one of his companies. Travis shares the raw emotions behind exiting a business the responsibility of caring for employees during major transitions and the mindset required to move forward into new ventures with purpose. ✨ What Youll Learn in This Episode: - Emotional Preparedness: How to navigate the highs and lows of selling a"
YouTube Link 2025-02-06T20:00Z 123K followers, [---] engagements
"7 Things To Do Before [----] Ends [--] Things To Do Before [----] Ends Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement 00:00 - Number [--] 00:24 - Number [--] 05:03 - Number [--] 06:27 - Number [--] 07:50 - Number [--] 08:12 - Number [--] 09:26 - Number [--] 10:15 - [--] Essential Accounts"
YouTube Link 2024-11-24T19:15Z 100K followers, 25.8K engagements
"Saying 'Yes' to Change: Kristen Welch's Journey from Blogger to Global Nonprofit Leader In this episode Tim sits down with Kristen Welch acclaimed storyteller and founder of Mercy House Global. Kristen shares her unorthodox career path that began with a passion for writing and led to the founding of a nonprofit organization. She discusses her early influences the impact of blogging and the pivotal moments that redirected her life's mission. Kristen reflects on the importance of gratitude rest and the small 'yeses' that have shaped her journey. Dive deep into Kristen's transformative"
YouTube Link 2024-11-07T19:41Z 89.6K followers, [---] engagements
"The Future of Meaningful Work in the Age of AI with Dan Cumberland Listen to the episode: https://open.spotify.com/episode/11no6KkwqcE4pEdCf41RUEsi=Hrk4YUbbSECcXMr21sHpjw What if your next big move wasnt about money but meaning In this episode of Wealth Beyond Riches Tim sits down with Dan Cumberland founder of The Meaning Movement and an AI strategist to explore what it really means to build a life of purposeat any stage. Dan shares his winding journey from youth pastor to tech entrepreneur and offers a powerful 4-part framework for finding fulfillment whether you're in a career transition"
YouTube Link 2025-05-08T20:21Z 197K followers, [---] engagements
"Average Retiree Savings Net Worth & Income from SS - How Do You Compare What is the Average Retiree Savings Net Worth and income from SS - How Do You Compare Dave Zoller CFP Smart Retirees Do This with Their Money https://youtu.be/eZIPujSqi0Msi=Mdg90KbJc40wv95c MINIMIZE TAXES on Investment Gains in Retirement https://youtu.be/G0HHLdjLQyQsi=JVTJ5IT7sfMtANQ3 Journal Prompts for Retirement https://www.youtube.com/watchv=1IXmY9t_jII&t=12s ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤"
YouTube Link 2023-09-11T19:00Z 88.7K followers, 97.3K engagements
"What Happens to Social Security If I Retire Early What will happen to Social Security if you retire in your 50s and stop earning a wage And you don't start until [--] or Full Retirement Age Social Security benefits are based on your best [--] years of work history. On your Social Security Statement you will see the amount of your benefit IF YOU CONTINUE WORKING until your Full Retirement Age. But what happens if you retire early -Dave Zoller CFP ----------------------- My Favorite Free Retirement Planning Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement"
YouTube Link 2021-06-23T19:00Z 134K followers, 41.1K engagements
"Give Me [--] Minutes I'll Transform Your Retirement Plan You haven't heard this retirement advice before. Dave Zoller CFP My Favorite Free Retirement Calculator https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here Here's the retirement worksheet from the video: https://davezoller.org/retirementmastery ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2025-02-16T18:45Z 197K followers, 49.2K engagements
"Did Warren Buffett Just Issue A Warning For [----] This is why and what we should do about it. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2024-12-30T21:30Z 140K followers, 65.5K engagements
"Commonly Overlooked Expenses in Retirement #shorts Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire ASAP"
YouTube Link 2023-08-24T17:00Z 132K followers, [----] engagements
"How To Pay $0 Tax On A Big Retirement Income Here's how one couple paid $0 tax on their retirement income. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] HOW TO ORGANIZE YOUR RETIREMENT W/ [--] ACCOUNTS"
YouTube Link 2024-04-13T19:04Z 133K followers, 95.9K engagements
"Can Double-Digit Returns Happen Again in [----] What Are The Odds of [----] Being Another Double-Digit Investment Return Year Dave Zoller CFP My Favorite Free Retirement Planning Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2025-02-09T18:30Z 197K followers, 10.5K engagements
"The Intersection of Wellness and Leadership with Jackie Glass 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/14zn8aob0sDTZngQ248qW6si=6jqnDkCMQWevhiIIXzbzeA In this episode of Wealth Beyond Riches Tim explores the intersection of work and wellness with executive coach Jackie Glass. They delve into the importance of working from a place of rest strategies for managing vocational transitions and the distinct challenges faced by female leaders. Jackie shares insights from her diverse career including contributions to the Global Leadership Summit and working with influential"
YouTube Link 2024-09-05T13:00Z 132K followers, [---] engagements
"Winning at What Truly Matters with John Olinger Listen to the episode here: https://tr.ee/2e9vPAOdmp From Nike to LegacyHow to Win Where It Matters Most In this episode of Wealth Beyond Riches Tim sits down with John Olingerformer Nike marketer storyteller and author of Worthy Winsto explore what it really means to succeed. John spent a decade learning how to win at one of the most competitive brands on the planet. But it wasnt until he faced personal loss and transition that he started asking the deeper question: 👉 Whats actually worth winning In this honest and thought-provoking"
YouTube Link 2025-06-05T21:23Z 197K followers, [---] engagements
"How Do Business Owners Invest After The Sale High Net Worth Wealth Management Chad Willardson shares his insights on HNW Investments and life after the sale. Dave Zoller CFP Chad's Book https://a.co/d/6KFLLwh ✅ REACH OUT FOR A FREE PLANNING SESSION ✅ https://hubs.ly/Q024vYxL0 00:00 How entrepreneurs invest 00:46 Private Equity & Alternative Assets 11:55 The Downside of Entrepreneur's Risk Profile 15:55 Business Owners and Retirement 22:45 Hiring kids in the business ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2024-05-06T20:30Z 87.7K followers, [---] engagements
"What Retirement is Really Like What To Expect in Retirement - How Do People Spend Their Time in Retirement WSJ shared a visual of how people spend their time in retirement and here's a breakdown and some insights to make your retirement better Dave Zoller CFP The ANTI-Retirement https://youtu.be/YnQB7RydAuI One of the Happiest Retirees https://youtu.be/AE4a9Y8MYv8 🎯REACH OUT FOR A FREE RETIREMENT PLANNING SESSION🎯 https://streamlineplanning.com/ ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor"
YouTube Link 2023-08-04T21:34Z 133K followers, [----] engagements
"How Retirees Spend Their Time & Money in Retirement When planning your retirement Its important to understand the [--] phases you will go through over the next [--] years. Knowing them can help get you better prepared for this next stage of your life. Dave Zoller CFP ❤THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME https://streamline.typeform.com/to/icE3eC 👨👩👧👦The Family Planner Make Life Easier For Your Family"
YouTube Link 2022-08-29T21:30Z 158K followers, [----] engagements
"5 Things To Do [--] Years Before Retirement [--] Things To Do [--] Years Before Retirement. Retirement Planning in your 50s and 60s. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED"
YouTube Link 2021-03-03T15:15Z 157K followers, 51.1K engagements
"7 Money Goals Everyone Should Hit By [--] [--] Money Goals Everyone Should Hit By [--] Dave Zoller CFP My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner Apply For A Free Retirement Planning Session https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS https://www.youtube.com/watchv=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] Dave Ramsey Reaction: 8% Withdrawal"
YouTube Link 2025-01-12T19:00Z 115K followers, 18.5K engagements
"No Couples Talk About This When Retirement Planning After [--] years of planning couple's retirement we're surprised how often they've never thought about these important questions. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT"
YouTube Link 2024-11-03T19:00Z 88.5K followers, 15.8K engagements
"Should I Do A Mega Backdoor ROTH Conversion in [----] Retirement Planning How to do a Mega Backdoor Roth Conversion Does it make sense for me Dave Zoller CFP ✅ Free Retirement Planning Sessions ✅ https://streamline.typeform.com/getstarted 00:00 Mega Backdoor Roth Conversions 00:37 Case Study question 02:13 Actual Numbers 02:43 Did you know 03:13 A Visual of Backdoor Roths 05:38 Big Questions about this 06:11 The ANTIfragile Retirement 08:16 Mistakes & Misconceptions 10:12 [--] Questions to answer ANTI FRAGILE Retirement Plan https://youtu.be/1vH4Oze9Sms ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE +"
YouTube Link 2024-01-22T19:08Z 142K followers, 49.2K engagements
"How Trump's Presidency Impacts Your Financial Future Let's look at how the next administration might impact markets the economy taxes inflation & social security. Then we'll discuss practical steps to take. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement"
YouTube Link 2024-11-14T21:09Z 93.2K followers, 55.7K engagements
"Smart Retirees Do This With Their Money - Simple and Effective Retirement Planning Strategy There is a crucial part of retirement that is often overlooked. This simple but effective strategy can have a profound impact on the success of your retirement. Watch this video to get one step closer to achieving your ideal retirement Dave Zoller CFP 🎯GET STARTED🎯 https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite"
YouTube Link 2023-08-07T20:15Z 140K followers, 46.8K engagements
"Converting $160K to Roth With No Additional Tax. Roth Conversion + Charitable Giving Strategies. Tim helped his client convert $160K to their Roth IRA and pay no additional tax than the previous year. If you have charitable planning or tax questions feel free to reach out for a charitable planning and tax strategy call. https://www.davezoller.com/philanthropic-strategy -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor"
YouTube Link 2021-11-24T18:48Z 142K followers, [----] engagements
"4 Uncomfortable Retirement Truths You Need To Hear [--] Uncomfortable Truths About Retirement Dave Zoller CFP https://www.youtube.com/watchv=gaSdZm0J0rEv=Zyw9G_kFi64&list=PL9Rjx6d1Qgpn0ByIDZVOGRvMfa-S9piu6 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement 00:00 [--] Uncomfortable Retirement"
YouTube Link 2024-06-09T19:30Z 88K followers, 99.6K engagements
"Retirement: The First Year. What To Expect. Advice and Tips From Those Who Recently Retired Recently Retired share advice on what to expect the first year of retirement. Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ✅ FREE RETIREMENT WORKSHOP The Perfect Retirement Plan. https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 PURPOSE IN RETIREMENT GUIDE Get the Free Guide https://davezoller.com/retirement 🏝 HOW MUCH YOU NEED TO RETIRE Take The QUIZ To Find Out How Much You Need To Retire. https://streamlineplanning.com/free-resources/ 👍 WANT A FREE"
YouTube Link 2021-02-03T21:15Z 132K followers, 10.2K engagements
"Psychology Expert: [--] Simple Steps To Retire With Confidence Discover the surprising secrets to a happy and fulfilling retirement as psychologist and best-selling author Dr. Daniel Crosby reveals how to balance money and meaning. Learn how to avoid common retirement pitfalls and create a life youll love after work Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful &"
YouTube Link 2024-12-01T18:30Z 102K followers, [----] engagements
"Why This Investment System Can Help Retirees Worry Less About Their Retirement Plan We'll learn how to control taxes lower risk and how to prepare your retirement plan for the multiple potential economic seasons we may be headed into Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ❤THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 🌄 Find Your Purpose"
YouTube Link 2022-10-31T21:30Z 126K followers, 49.1K engagements
"This Hidden Retirement Trap Ruins Your Best Years This can ruin retirement if not planned for. Dave Zoller CFP Retirement Mastery Worksheet Video https://www.youtube.com/watchv=StmslfWGOYM&t=35s My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2025-04-06T17:30Z 197K followers, 13K engagements
"The Psychology of Retirement - The Hardest Transition New [----] Retirement Insights Retirement is one of the biggest transitions in our life and the things I share with you in the next few minutes will really help you get closer to your ideal retirement. Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video"
YouTube Link 2023-08-21T18:00Z 132K followers, 12.7K engagements
"Rethink Retirement: The [--] Essential Shifts to Transform Your Retirement #shorts Dave Zoller CFP ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calculator 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ----------------------- POPULAR RETIREMENT VIDEOS 3"
YouTube Link 2023-11-16T11:00Z 132K followers, [----] engagements
"IRS Releases New [----] Tax Brackets + Tax Sunsets The IRS just announced changes for [----] tax brackets but there are also tax provisions expiring at the end of next year. So its good to start thinking about it now to see how it might impact you. Dave Zoller CFP 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤ My Favorite Retirement Planning Software+Video Walkthrough❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor"
YouTube Link 2024-10-25T17:00Z 142K followers, 306.6K engagements
"The [--] Minute Rule Can Change Your Retirement The 2-Minute Rule Can Change Your Retirement. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement [--] Accounts to Organize Your Retirement https://youtu.be/AR5gBjLEMjI ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through"
YouTube Link 2023-12-07T16:39Z 133K followers, 89.7K engagements
"When To Start Collecting Social Security Benefits Use this Social Security Decision Tree to find out when it might make sense to start collecting Social Security benefits. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement Referenced Images"
YouTube Link 2024-07-21T18:00Z 134K followers, 34.5K engagements
"The #1 Mistake People Make When They Use A Financial Advisor. Retirement Planning What's The #1 Mistake People Make When They Use A Financial Advisor. -Dave Zoller CFP Subscribe to this channel here: https://bit.ly/Streamline-Youtube ----------------------- ❤THE "DO IT YOURSELF" RETIREMENT PLAN Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ✅ THE PERFECT RETIREMENT PLAN WATCH THE FREE WORKSHOP https://www.davezoller.com/PERFECT-RETIREMENT-PLAN 🎁 FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT"
YouTube Link 2021-04-21T18:00Z 132K followers, 37K engagements
"Most Retirees Dont Realize This - Fritz Gilbert Fritz Gilbert from The Retirement Manifesto shares insights from his journey through retirement discussing the transition from a corporate career to a more fulfilling life. Dave Zoller CFP Connect with Fritz https://www.theretirementmanifesto.com/blog/ FreedomForFido.org My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here 00:00"
YouTube Link 2025-05-11T17:00Z 197K followers, 20.5K engagements
"Does contributing to a Roth IRA make sense #shorts Dave Zoller CFP ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 👨👩👧👦The Family Planner👨👩👧👦 Make Life Easier For Your Family https://www.davezoller.com/family-planner 🌄 Find Your Purpose In Retirement 🌄 https://www.davezoller.com/ideal-retirement 🍀Get The 5-Minute Retirement For Free🍀"
YouTube Link 2023-05-09T21:00Z 157K followers, [----] engagements
"Retirement BEFORE [--] - What They Don't Talk About (Real Example) Early Retirement Dave Zoller CFP My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS https://www.youtube.com/watchv=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 [--] [--] BIG Retirement REGRETS"
YouTube Link 2025-03-02T18:30Z 197K followers, 15.2K engagements
"Money Meaning & Making a Difference with Jessica Jackley 🎧 Listen to the epsiode on Spotify: https://open.spotify.com/episode/6depqbR70JFRU70me5SHyGsi=ncENs6R4QVOejtUn9rELyA In this episode of Wealth Beyond Riches Tim sits down with Jessica Jackleyco-founder of Kiva general partner at Untapped Capital and professor at USCs School of Business. Jessica shares her journey from launching Kiva a pioneering microfinance platform to reshaping the way we think about generosity volunteerism and meaningful work. They discuss the emotional and societal impact of the LA wildfires the resilience of"
YouTube Link 2025-04-03T22:00Z 197K followers, [----] engagements
"New Inflation-Adjusted Tax Brackets for [----] Let's look at the IRS new inflation-adjusted tax brackets and how to use the changes to optimize your retirement. Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement My Favorite Retirement Calculator w/ no video walk-through"
YouTube Link 2024-02-05T21:10Z 85.6K followers, 139.5K engagements
"5 Tax-Smart Wealth Transfer Strategies - High Net Worth Retirement / Estate Planning Take control over how much tax you pay to the government and find out how these [--] tax-efficient withdrawal strategies can help you lower estate tax. Your money can either go to your family charities or the government. Dave Zoller CFP How Retirement Changes For HNW Retirees https://youtu.be/oPjmLz_UDPY 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamlineplanning.com/start-here 🍀Get The 5-Minute Retirement For Free🍀 https://www.davezoller.com/retirement 🌄 Find Your Purpose In Retirement 🌄"
YouTube Link 2022-08-01T22:30Z 128K followers, [----] engagements
"This Can Make or Break Your Retirement [--] Things That Will Make or Break Your Retirement Dave Zoller CFP Daniel Crosby Interview https://www.youtube.com/watchv=kz3U6TaAzfg&t=66s My Favorite Free Retirement Software https://davezoller.org/favorite-retirement-software 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- POPULAR RETIREMENT VIDEOS [--] How To Organize Your Retirement with [--] MUST-HAVE ACCOUNTS"
YouTube Link 2025-06-15T17:30Z 197K followers, [----] engagements
"They're Predicting A BIG Stock Market Crash Is the market crash coming Dave Zoller CFP 🍀Get The 5-Minute Retirement For Free🍀 https://streamlineplanning.com/retirement ✅ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION ✅ https://streamlineplanning.com/start-here ❤MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- POPULAR RETIREMENT VIDEOS [--] Reasons To Retire ASAP https://youtu.be/dW78Y304VsM [--] Things Happy Retirees Do Well. Retirement"
YouTube Link 2024-04-07T20:15Z 120K followers, 31.4K engagements
"Hidden Challenge In Retirement - Retirement Planning #shorts Full video here: https://youtu.be/xorDlnzRCY4 Sometimes the switch from work-life to retirement isn't always easy. There are some non-financial things we should prepare for #shorts Dave Zoller CFP ❤THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER❤ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 https://streamline.typeform.com/to/icE3eC 👨👩👧👦The Family Planner👨👩👧👦 Make Life Easier For Your Family"
YouTube Link 2022-09-07T21:00Z 133K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing