#  @wealthguidesam Sam Wagner, CFP® - Financial Planner Sam Wagner, CFP® - Financial Planner posts on YouTube about financial, investment, retirement, sam the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/youtube::UC5bfjo20fYYolG_pMjjIY1A/interactions)  - [--] Week [-----] -50% - [--] Month [------] -23% - [--] Months [-------] +254% - [--] Year [-------] +2,671% ### Mentions: [--] [#](/creator/youtube::UC5bfjo20fYYolG_pMjjIY1A/posts_active)  - [--] Week [--] +31% - [--] Month [--] +28% - [--] Months [--] +137% - [--] Year [---] +1,883% ### Followers: [---] [#](/creator/youtube::UC5bfjo20fYYolG_pMjjIY1A/followers)  - [--] Week [---] +1.50% - [--] Month [---] +15% - [--] Months [---] +472% - [--] Year [---] +3,905% ### CreatorRank: [---------] [#](/creator/youtube::UC5bfjo20fYYolG_pMjjIY1A/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [luxury brands](/list/luxury-brands) [exchanges](/list/exchanges) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) **Social topic influence** [financial](/topic/financial) #2052, [investment](/topic/investment), [retirement](/topic/retirement), [sam](/topic/sam), [financial planner](/topic/financial-planner) #206, [gain](/topic/gain), [all the](/topic/all-the), [clients](/topic/clients), [future](/topic/future), [buying](/topic/buying) **Top assets mentioned** [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "Using QCDs to Reduce Taxes Qualified Charitable Distributions Explained If you're already giving to charity or you're approaching required minimum distributions (RMDs) Qualified Charitable Distributions (QCDs) could be one of the most tax-efficient strategies available to you. In this video I explain exactly how QCDs work who qualifies the [----] contribution limits and how they can help reduce your taxable income especially once RMDs begin. Well also cover common mistakes retirees make when trying to use QCDs and how to avoid them. Download My Free Get READY TO RETIRE Checklist ✅:" [YouTube Link](https://youtube.com/watch?v=2humvLOUxNo) 2026-02-16T02:46Z [---] followers, [--] engagements "High Yield Savings vs. Money Market Account vs. Money Market Mutual Fund : What's The Difference This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=JmdFDSvnDk4) 2025-04-29T02:22Z [---] followers, 24K engagements "SPY vs QQQ: Which Index Fund should you own #indexfunds #etfs #investing #nasdaq #fire This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration. "Likes"" [YouTube Link](https://youtube.com/watch?v=_BtGxcg2UKg) 2025-01-31T13:46Z [---] followers, 48.4K engagements "The Complete Guide to RSUs [--] Common Questions ❓Answered What People Get Wrong. Restricted Stock Units (RSUs) can feel confusing how do they work how are they taxed and should you sell or hold when they vest Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG In this video I break down the [--] most frequently asked questions about RSUs from vesting schedules to taxes negotiating in an offer and how RSUs fit into your overall financial plan. About Me Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock" [YouTube Link](https://youtube.com/watch?v=0VutehWZ-7s) 2025-09-27T14:31Z [---] followers, [---] engagements "Trump Accounts : Heres What You Need to Know. #trumpaccounts #investing #moneyforgrandkids Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth" [YouTube Link](https://youtube.com/watch?v=0i2omBWkACk) 2026-02-04T20:52Z [---] followers, [----] engagements "Tax Credit vs Tax Deduction Whats the Difference 🤔 #taxes #deductions #taxplanning #taxcredits This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=22OlMffBWbw) 2025-03-20T16:17Z [---] followers, [----] engagements "I.R.C. Rule 72(t) - Early Distribution Exception - Substantially Equal Periodic Payments (SEPPs) 🧐 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state" [YouTube Link](https://youtube.com/watch?v=82q5eaEz8Pc) 2025-07-29T14:07Z [---] followers, [----] engagements "Standard Deduction is GOING UP In [----] 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅ Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients Nationwide This content is for" [YouTube Link](https://youtube.com/watch?v=ECDVuzfOXlA) 2026-02-02T16:46Z [---] followers, [----] engagements "IRA vs 401(k): Whats the Difference 🤔😳 #financialplanning #paylesstaxes #retirement #ira #401k This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of" [YouTube Link](https://youtube.com/watch?v=HmFJPlAe-ls) 2025-07-28T14:00Z [---] followers, [----] engagements "Cost Basis: Explained + Why It Matters #costbasis #taxes #investing #cfp #financialfreedom #stocks This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from" [YouTube Link](https://youtube.com/watch?v=S0jUDjIS6So) 2025-02-10T17:08Z [---] followers, [----] engagements "Short Term vs Long Term Capital Gains: What You Need To Know #taxes #capitalgains #investing This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=TZJAN6_2w7Y) 2025-02-11T21:58Z [---] followers, [----] engagements "TQQQ: Bargain Buy or Big Risk Bonus Game: Drink Every Time I Say The Letter Q 😅 #tqqq #stocks This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=a7gl1tUwLb0) 2025-04-07T23:38Z [---] followers, [----] engagements "Do You Know When Your Required Account Withdrawals Start 🤔 #rmd #irs #socialsecurity #ira #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning" [YouTube Link](https://youtube.com/watch?v=djrrTIrDlvU) 2026-01-30T14:22Z [---] followers, [----] engagements "Roth IRAs Have TWO 5-Year Rules You Need to Know Them Both. In this video I break down the two different Roth 5-year rules that come up all the time in my client meetings and explain exactly how they work in plain English. These rules are often confused misunderstood or mixed together and that confusion can lead to costly mistakes if youre not careful. If you have a Roth IRA (or youre considering one) understanding the Roth 5-year rules is critical to avoiding unnecessary taxes and penalties. Well cover: How Roth IRAs actually become tax-free The difference between contributions earnings and" [YouTube Link](https://youtube.com/watch?v=rhfdYXUf9sM) 2026-02-01T04:08Z [---] followers, [--] engagements "How Much of Your Social Security Is Taxable 🤔 #socialsecurity Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients" [YouTube Link](https://youtube.com/watch?v=shqdYnpUAe4) 2026-02-06T14:36Z [---] followers, [---] engagements "After-Tax 401k vs Roth 401k . Whats the difference #taxes #401k #financialfreedom This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration. "Likes" should" [YouTube Link](https://youtube.com/watch?v=y_0itD0f-Og) 2025-01-29T02:52Z [---] followers, [----] engagements "Maxing Your 401k: Not Always a Good Goal ❌ This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients" [YouTube Link](https://youtube.com/watch?v=--OKhyHO1VA) 2025-10-16T21:19Z [---] followers, [----] engagements "Welcome to My YouTube Channel 😀 Hi Im Sam. Im a CERTIFIED FINANCIAL PLANNER and the founder of my firm WealthGuides. I started WealthGuides for two reasons: First to help high-income professionalsespecially in techget the advice they actually want and need. Second to bring real experienced technical personal financial expertise into the social media conversation. The reality is traditional financial advice often doesnt fit people in fast-moving high-income careers. Tech professionals face unique challengesequity compensation sudden wealth heavy tax burdens expensive lifestyles and the" [YouTube Link](https://youtube.com/watch?v=00jDO5AUaOs) 2025-08-20T13:12Z [---] followers, [--] engagements "RSUs (Restricted Stock Units) Why They Can Cause a Surprise Tax Bill 😳" [YouTube Link](https://youtube.com/watch?v=0uLxx1ec8I4) 2025-08-21T20:43Z [---] followers, [---] engagements "Index Funds: Too Simple Too Boring Think Again. 🤔😳 #financialplanning" [YouTube Link](https://youtube.com/watch?v=2HdimU7mWFg) 2025-08-26T14:36Z [---] followers, [----] engagements "Renters Insurance 🏠: What Does It Cover You On #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are" [YouTube Link](https://youtube.com/watch?v=32k7bPQ4stk) 2025-09-25T19:57Z [---] followers, [---] engagements "Do You Have A [---] 🤔😳 See If Your State Lets You Use it For Student Loans #529 #tuition #taxes This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=3p_-90eMOTs) 2025-04-05T21:07Z [--] followers, [----] engagements "Tax Refunds: Not A Good Thing 😬 #taxes #taxrefunds This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to" [YouTube Link](https://youtube.com/watch?v=7Fd_Q9nfUeM) 2025-10-13T19:17Z [---] followers, [----] engagements "3 Tips: For Feeling More Confident with Your Money 💰 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered" [YouTube Link](https://youtube.com/watch?v=9FX_lyATxOg) 2025-09-16T15:01Z [---] followers, [---] engagements "Section 121: Home Sale Capital Gains Exclusion #section121 #homesale #taxes #taxplanning #savings" [YouTube Link](https://youtube.com/watch?v=B7BKosiHeZM) 2025-02-07T16:24Z [--] followers, [---] engagements "A.i. Stocks: Which One Will Win Out Nvidia Intel Tesla 🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=CbSseMiua8w) 2025-10-07T16:36Z [---] followers, [----] engagements "Wills vs. Beneficiaries: Which supersedes which 🧐😳 #wills #beneficiary #financialplanning #estate" [YouTube Link](https://youtube.com/watch?v=DLNg3cZ6DZo) 2025-06-05T16:07Z [--] followers, [---] engagements "Mega Back-door Roth Strategy: Most Effective Wealth Builder for High Income Earners 😮🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana." [YouTube Link](https://youtube.com/watch?v=Dt7YCxqUrFA) 2025-07-27T19:06Z [---] followers, [----] engagements "Organizing Your Finances: [--] Easy Steps 😇 #financialplanning #financialadvisor #personalfinance" [YouTube Link](https://youtube.com/watch?v=FnLDZxtjxfc) 2025-05-28T16:38Z [--] followers, [---] engagements "Retirement Plan for [--] Year Old Making 200k in UNDER [--] MINUTES😮😳 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are" [YouTube Link](https://youtube.com/watch?v=G6OTMxDmUZ0) 2025-08-19T13:53Z [---] followers, [--] engagements "Average Social Security for Retired Workers in [----]. #ssa #socialsecurity #retirement #trump #govt This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from" [YouTube Link](https://youtube.com/watch?v=GOB-bXAakVg) 2025-03-07T17:34Z [--] followers, [----] engagements "3 Things A Financial Advisor Says To Think About When You Take A Pay Cut 😳 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory" [YouTube Link](https://youtube.com/watch?v=GyNlAY5O27A) 2025-09-29T20:04Z [---] followers, [---] engagements "Do You Know How Much You're Paying In Long Term Capital Gains 🤔#financialplanning #capitalgainstax This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the" [YouTube Link](https://youtube.com/watch?v=Ie2izmdH350) 2025-06-19T14:23Z [--] followers, [--] engagements "IRS Step Transaction Rule: What is It How It Relates to the Annual $19000 Gift Tax Exemption #financialplanning #fire #financialindependence #incomeplanning #retirementplanning #taxplanning #taxes #indianapolisfinancialplanner #wealthmanagementindianapolis #indianapolisfinancialadvisor #wealthguides #indianapoliswealthmanagement This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice." [YouTube Link](https://youtube.com/watch?v=JKs9u12yd7g) 2025-08-06T18:42Z [---] followers, [---] engagements "Market Update: Friday March 21st FedEx more like Fed-Up #marketupdate #stockmarket #stocks #news This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=KcNBCbj6w8o) 2025-03-22T00:53Z [--] followers, [---] engagements "401(K) ROLLOVER vs. 401(K) WITHDRAWAL : Whats the Difference 🤔🧐 #financialplanning #taxes This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of" [YouTube Link](https://youtube.com/watch?v=KheXal44bls) 2025-07-26T13:33Z [---] followers, [----] engagements "Roth IRAs: The Truth Behind Why Theyre Allowed 😳🤯 #roth #rothira This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are" [YouTube Link](https://youtube.com/watch?v=KkHLK-O-HV4) 2025-10-06T14:21Z [---] followers, [----] engagements "Inherited IRA: 10-Year Rule. Extremely Important to Know This 😮😳#financialplanning" [YouTube Link](https://youtube.com/watch?v=MkMdzzq9ngM) 2025-07-25T18:50Z [---] followers, [--] engagements "Stock Market Update: 03-14-2025 Ultas Gorgeous Day Peloton Peddles Higher #stocks #investing" [YouTube Link](https://youtube.com/watch?v=MqlKK7O7OxA) 2025-03-15T02:38Z [--] followers, [---] engagements "Company Stock Explained: RSUs Stock Options and ESPPs (Simple Guide) Stock compensation can be one of the most valuable and confusing parts of your pay package. In this video I break down the [--] most common types of stock compensation: RSUs (Restricted Stock Units) Stock Options (ISOs & NSOs) and ESPPs (Employee Stock Purchase Plans). Youll learn how they work how theyre taxed and the key risks to watch out for. Whether you work at a startup or a big tech company understanding these benefits can help you make smarter financial decisions. Video Chapters 00:00 Intro: Why stock compensation is" [YouTube Link](https://youtube.com/watch?v=ODud06k843I) 2025-09-21T17:59Z [---] followers, [--] engagements "Debit Card vs. Credit Card: Which one should you use #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services" [YouTube Link](https://youtube.com/watch?v=TXI-M66N6dY) 2025-09-24T13:14Z [---] followers, [----] engagements "Investing vs. Getting A Raise: Which One to Pursue 🤔😳 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=TzwlSs2PaZU) 2025-09-18T16:28Z [---] followers, [----] engagements "New Job [--] Things To Do With Your Finances 💲 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to" [YouTube Link](https://youtube.com/watch?v=UUnqIbUmnOY) 2025-10-05T16:43Z [---] followers, [----] engagements "Market Update - Wed. March 12th Inflation Trump & Palantir" [YouTube Link](https://youtube.com/watch?v=VK3RVznL8B8) 2025-03-12T23:05Z [--] followers, [---] engagements "Inherited Accounts: Dont Make This [--] Mistake 😶 #stepupinbasis rule #capitalgainstax #inheritedira" [YouTube Link](https://youtube.com/watch?v=Wv09wSIFi4w) 2025-06-04T16:09Z [--] followers, [---] engagements "2025 Gift Tax Exemption: $19000 for individuals #financialplanning #taxes" [YouTube Link](https://youtube.com/watch?v=Xr0TCaAE_T0) 2025-07-25T02:47Z [---] followers, [----] engagements "Dollar Cost Averaging: A Risk Adjusted Way to Invest #investing #wealthguides #financialplanner This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=Y3wf_OWmSUM) 2025-05-27T13:23Z [--] followers, [---] engagements "Who uses Roths 🤔 #financialplanning #indianapolisfinancialadvisor" [YouTube Link](https://youtube.com/watch?v=ZURuq_mLq-E) 2025-09-22T16:10Z [---] followers, [---] engagements "401(k) Secret Feature: Auto-Escalation 🤫 #financialplanning" [YouTube Link](https://youtube.com/watch?v=_SRi3H1Uyuk) 2025-08-29T19:23Z [---] followers, [----] engagements "What Do You Think of Your RSUs 🤔 #financialplanning #RSUs #taxes #taxplanning #financialadvisor This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=_luln3RJCak) 2025-06-11T14:45Z [--] followers, [---] engagements "Modern Portfolio Theory: Have You Heard of It 🧐 #investing #financialadvisor #portfolioallocation" [YouTube Link](https://youtube.com/watch?v=aCkTrzEcgZY) 2025-06-01T23:52Z [--] followers, [---] engagements "Donor Advisor Funds: Save on Taxes With Charitable Donations 👏😮 #charity #taxes #financialplanning" [YouTube Link](https://youtube.com/watch?v=cU7Gi_Abc78) 2025-06-06T17:10Z [--] followers, [---] engagements "Employer Match: Did You Know This About It This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients" [YouTube Link](https://youtube.com/watch?v=d4b6FN170rk) 2025-09-28T15:59Z [---] followers, [----] engagements "Travel Insurance: Financial Advisor Says Consider It 🤔✈ This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=fEaaNMgiYp4) 2025-09-17T23:28Z [---] followers, [---] engagements "Stock Options 📊: There Are Different Types 😳🤯 #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are" [YouTube Link](https://youtube.com/watch?v=gnIIVAZg8oQ) 2025-09-30T20:37Z [---] followers, [---] engagements "Credit Card Interest: Why It Doesnt Feel Like 22.99% 🤔 #creditcard #APR #interestrates #credit This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=iGUfA0zhYbQ) 2025-03-31T20:18Z [--] followers, [---] engagements "3 Steps to Follow When Your Income Increases #financialplanning #taxes #budgeting #financialplanning #fire #financialindependence #incomeplanning #retirementplanning #taxplanning #taxes #indianapolisfinancialplanner #wealthmanagementindianapolis #indianapolisfinancialadvisor #wealthguides #indianapoliswealthmanagement This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please" [YouTube Link](https://youtube.com/watch?v=iVBrAPN4tPU) 2025-08-05T15:43Z [---] followers, [---] engagements "Vesting: Make Sure You Understand It Before Quitting 🤔😮 (Applies to 401ks & Company Stock) This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of" [YouTube Link](https://youtube.com/watch?v=ihnlrsXvdq0) 2025-08-20T17:42Z [---] followers, [--] engagements "Backdoor Roth IRA: Step by Step Strategy 😎 Know the Traps🤔 #rothira #backdoorroth #taxes #ira This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=itP1K9ppDE8) 2025-04-21T12:10Z [--] followers, [---] engagements "Inherited Roth IRAs: NOT ALWAYS tax-free Heres why #inheritance #rothira" [YouTube Link](https://youtube.com/watch?v=j1urlcJt808) 2025-08-07T17:51Z [---] followers, [---] engagements "March [--] 2025" [YouTube Link](https://youtube.com/watch?v=jWr-fBi9FE0) 2025-03-28T01:55Z [--] followers, [---] engagements "Budgeting DOESNT Work Do This Instead😮 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or" [YouTube Link](https://youtube.com/watch?v=keZ5XRSQ9yY) 2025-09-02T15:23Z [---] followers, [---] engagements "How Much Money Are You Losing By Holding Onto Cash Side by Side Comparisons. 😬" [YouTube Link](https://youtube.com/watch?v=lGUiVkoHawo) 2025-08-10T17:43Z [---] followers, [---] engagements "Market Update: Friday March 28th [----] #tariffs #inflation #lululemon #stockmarket #wealthguides" [YouTube Link](https://youtube.com/watch?v=qCi9jAQZAi4) 2025-03-29T01:26Z [--] followers, [---] engagements "401(k) Excess Contributions: Beware When You Change Jobs 😳" [YouTube Link](https://youtube.com/watch?v=rYHXaPa1Jak) 2025-08-28T15:31Z [---] followers, [----] engagements "3 Things To Do: Before Meeting With A Financial Advisor 😮🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=uEdiipHfOx4) 2025-09-19T16:24Z [---] followers, [---] engagements "Market Update: Wed. March 19th [----] Did You See #boeing #marketupdate #financialadvisor #stocks" [YouTube Link](https://youtube.com/watch?v=zBhEJMK_FGM) 2025-03-20T00:02Z [--] followers, [---] engagements "Can Roth Conversions Affect Medicare Premiums 🤔😳 #roth #rothconversion #irmaa #medicare Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro" [YouTube Link](https://youtube.com/watch?v=1Hzd4sp6s2M) 2025-11-22T14:49Z [---] followers, [---] engagements "401(k) After a Job Change Youve Got [--] Options✌✌ Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅. This content" [YouTube Link](https://youtube.com/watch?v=42t6tiVfEdo) 2025-11-18T16:51Z [---] followers, [----] engagements "RSUs Underwithholding: The Surprise Tax Bill 😳 #rsu #taxes working in #tech This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory" [YouTube Link](https://youtube.com/watch?v=4Bq1fhrEgas) 2025-10-31T14:26Z [---] followers, [---] engagements "Do You Spend MORE or LESS in Retirement 🏝 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call" [YouTube Link](https://youtube.com/watch?v=6EnC17_pO4Q) 2025-12-30T20:07Z [---] followers, [----] engagements "RSUs: Value Not Guaranteed 😳🤔 #restrictedstockunits #tech #compensation #corporatelife Hi I'm Sam. 👋 I'm a fiduciary financial planner for stock compensated professionals💻. I've helped people at Amazon Rolls-Royce Eli Lilly Salesforce and many more companies by systemizing their finances. With our proven process The Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is for informational purposes only and" [YouTube Link](https://youtube.com/watch?v=7Afs2jdxJRM) 2025-11-05T15:38Z [---] followers, [----] engagements "Most People Pick Wrong With Their Pension #retirement #financialtips #pension Debating between a steady monthly check and a large one-time amount for your pension This video examines the crucial decision of pension payments vs lump sum guiding you through the considerations for your retirement planning. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method." [YouTube Link](https://youtube.com/watch?v=7u7YRVgLu9c) 2025-12-08T16:22Z [---] followers, [----] engagements "What are you going to do 🏠 Selling Your House Before Retirement" [YouTube Link](https://youtube.com/watch?v=8MjxUMJodtA) 2025-12-01T14:01Z [---] followers, [----] engagements "401(k) Limit: Higher Than You Think 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is" [YouTube Link](https://youtube.com/watch?v=9-XuWrtamTM) 2025-11-12T15:46Z [---] followers, [---] engagements "Rule of [--] Retire Earlier with Your 401(k) #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅." [YouTube Link](https://youtube.com/watch?v=DaD1oOFsfUo) 2025-11-20T14:55Z [---] followers, [--] engagements "RSUs: Should You Sell Them 🤔 #rsu #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered" [YouTube Link](https://youtube.com/watch?v=E4ZEfio9dV0) 2025-10-01T14:58Z [---] followers, [---] engagements "Have You Heard of The SUPER 401k Contribution #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book" [YouTube Link](https://youtube.com/watch?v=FZLy9lcFHPI) 2025-12-25T22:56Z [---] followers, [----] engagements "An 8% per year INCREASE in Social Security 🤯" [YouTube Link](https://youtube.com/watch?v=Gf95L34eth4) 2026-01-21T18:58Z [---] followers, [----] engagements "Stock Splits: Why Did Your Stock Price Drop 🤔 #stocksplit This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=GuDm7mViBLI) 2025-10-28T12:49Z [---] followers, [----] engagements "3 Most Common Types of Equity Compensation: Which Do You Have 🤔 #financialplanner #rsu #espp #nso This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of" [YouTube Link](https://youtube.com/watch?v=GxF3PsJB0Zk) 2025-06-02T16:59Z [---] followers, [---] engagements "Control Your Assets or Be Controlled By Them. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement. 🗓Schedule a FREE Retirement Review ✅ : https://calendly.com/wealthguidesam/working-with-me-30-min-intro-call . Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Description : If youre getting ready to retire most advice focuses on how much you need to save or what you should invest in. But after years of helping people plan for retirement Ive noticed something important: 👉 The happiest" [YouTube Link](https://youtube.com/watch?v=HOIvRjYxdx8) 2025-12-14T19:59Z [---] followers, [--] engagements "Financial Independence for Tech Professionals: The [--] Levers You Can Control Video Description: How can tech professionals achieve financial independence faster than most people In this video I break down the [--] most important levers you can control from RSUs and stock options to savings rate and lifestyle design to help you build a clear path to work-optional freedom. Whether your goal is to retire early take a career break or start something of your own this episode is packed with actionable insights tailored for engineers product managers and other tech employees earning high income with" [YouTube Link](https://youtube.com/watch?v=JitfZwnThrU) 2025-10-24T21:10Z [---] followers, [--] engagements "Retirement Income: Which account do you pull from 🤔 #ira #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile" [YouTube Link](https://youtube.com/watch?v=L84lKQAG2r4) 2025-11-17T17:01Z [---] followers, [----] engagements "NSOs Non-Qualified Stock Options: [--] Most-Asked Questions + Answers Non-Qualified Stock Options (NSOs) explained - thoroughly. In this video I answer the [--] most-frequently-asked NSO questions: how taxes work at exercise what strike price means when to exercise how to plan cash/taxes what to do if shares drop leaving your company IPO/merger impacts and more. Built for professionals & teams in tech who want clear practical guidance. Chapters 00:00 Intro 00:56 Q1 What is an NSO (grant vesting strike FMV) 02:18 Q2 How are NSOs taxed at exercise (ordinary income FICA/Medicare) 04:26 Q3 When" [YouTube Link](https://youtube.com/watch?v=M92-VQIghnQ) 2025-10-20T21:07Z [---] followers, [--] engagements "ESPP Plan: What is it 🤔 #espp #companystock #employerbenefits This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=NOvIEu4iwNQ) 2025-10-29T20:58Z [---] followers, [----] engagements "Index Funds: The #1 Way to Grow Wealth #investing #wealth #indexfunds" [YouTube Link](https://youtube.com/watch?v=OQVCRXzFCpY) 2025-02-13T02:59Z [--] followers, [---] engagements "ETFs vs Mutual Funds: Whats The Difference 🤔 #etfs #mutualfunds 📅Schedule Your Free Intro Meeting Here: https://calendly.com/wealthguidesam/introduction-meeting-1 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own." [YouTube Link](https://youtube.com/watch?v=V9uh8VQLrQs) 2025-10-27T11:57Z [---] followers, [----] engagements "Short Term Capital Losses: Your Tax Friend 😳🤝 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to" [YouTube Link](https://youtube.com/watch?v=VF9S2wMAOR4) 2025-10-22T14:34Z [---] followers, [---] engagements "Selling Your Investments Your Medicare Premiums Are About to Spike Did you know one investment move even a single sale can raise your Medicare premiums for an entire year It happens to retirees all the time and its because of something called IRMAA (Income Related Monthly Adjustment Amount). Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG In this video I break down exactly how capital gains can unexpectedly push you into a higher IRMAA tier why Medicare looks back two years and how to plan ahead so you dont get stuck with higher Part B and Part D premiums." [YouTube Link](https://youtube.com/watch?v=VRybL1JmSvk) 2025-12-05T04:34Z [---] followers, [--] engagements "Worried You Wont Enjoy Retirement Watch This. #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call with me via the link in my profile description ✅. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth" [YouTube Link](https://youtube.com/watch?v=WuWWwuPH16Q) 2026-01-02T14:06Z [---] followers, [----] engagements "401K Match: Non True-Up Plans Why You Dont Receive Your Company Match 🤔 #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me" [YouTube Link](https://youtube.com/watch?v=ZnybgtiDZmE) 2025-11-03T12:30Z [---] followers, [----] engagements "About To Get Social Security You NEED to hear this. #socialsecurity #ssa #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:" [YouTube Link](https://youtube.com/watch?v=dtl0Qe8MqcE) 2025-12-29T14:55Z [---] followers, [----] engagements "RMDs Can Be A Tax Bomb in Retirement" [YouTube Link](https://youtube.com/watch?v=eZTClJiAuwU) 2025-12-06T18:23Z [---] followers, [----] engagements "Why a $7000 Roth Contribution Limit is a Big Deal #rothira #backdoorroth #taxes This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory" [YouTube Link](https://youtube.com/watch?v=fI_UeqwRCck) 2025-04-16T00:47Z [---] followers, [---] engagements "One Social Security Decision Changes Everything Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download My Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis" [YouTube Link](https://youtube.com/watch?v=hCpzs_tYj2U) 2026-01-07T20:15Z [---] followers, [--] engagements "Youre going to want to know this about Social Security. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor" [YouTube Link](https://youtube.com/watch?v=hJ3VbVbOvPg) 2026-01-09T14:20Z [---] followers, [----] engagements "Mega Back-Door Roth Do NOT Make this [--] Mistake 😩 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This" [YouTube Link](https://youtube.com/watch?v=k_yXKLySsZs) 2025-11-13T13:40Z [---] followers, [---] engagements "Market Update: Monday March 31st Did You See #NewsMax or #MicroAlgo 🤨 #stocks #stockmarket This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration." [YouTube Link](https://youtube.com/watch?v=kfeoehXIULc) 2025-03-31T23:57Z [---] followers, [----] engagements "Housing Costs How Much Should Spend 🤔 #financialplanning #financialadvisor This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory" [YouTube Link](https://youtube.com/watch?v=kw2ksabO4po) 2025-08-27T19:49Z [---] followers, [----] engagements "Im [--]. Do I Contribute to My Roth 401(k) or Pre-Tax If youre in your 50s choosing between Roth and pre-tax can feel like a huge decision. In this video I walk through how both accounts really work then show you how to use your tax bracketnot rules of thumb or internet hypeto decide where each new dollar should go. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Well cover: -A clear refresher on pre-tax vs Roth 401(k) -Why your 50s are often your peak earning years -How to think in terms of Which tax rate do I want to pay -A simple 3-step bracket management" [YouTube Link](https://youtube.com/watch?v=lO43mQuJk68) 2025-11-19T18:24Z [---] followers, [--] engagements "Dividends vs. Interest: Whats The Difference 🤔 #taxes #dividends #interest This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory" [YouTube Link](https://youtube.com/watch?v=nfUQekbiP9k) 2025-10-24T14:41Z [---] followers, [----] engagements "Wash Sales Watch Out For This Tax Surprise 😳 #taxes #capitalgains #capitalgainstax Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call" [YouTube Link](https://youtube.com/watch?v=o2GZJApCGaA) 2025-11-25T15:09Z [---] followers, [---] engagements "Heres Why You Need to Think About Roth Conversions 🤯😳 #roth #retirement #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free" [YouTube Link](https://youtube.com/watch?v=oWA-LrmjMp0) 2025-11-21T16:50Z [---] followers, [----] engagements "Our Process The Waypoint Method Most people dont hire a financial planner because they love talking about investments. They reach out because theyre wondering: Are we actually on track Are we making the right moves with retirement taxes and big life decisions In this video I walk through the Waypoint Method the planning system I built to take people from I hope were doing this right to I know where we stand and what to do next. Youll see how we: Start with a short intro call and a focused Getting Ready meeting so you get value before you ever decide to become a client. WealthGuides Get" [YouTube Link](https://youtube.com/watch?v=oqvTxT9fTtU) 2025-12-03T02:13Z [---] followers, [--] engagements "Is it a mistake to have ALL your retirement money in a 401k #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for retirement. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro" [YouTube Link](https://youtube.com/watch?v=plz033sJU2A) 2025-12-03T13:54Z [---] followers, [----] engagements "Planning for RMDs Needs to Happen Before [--]. If youre in your 50s or 60s and starting to think seriously about retirement Required Minimum Distributions (RMDs) can either be a minor speed bumpor a major tax problem. The difference Whether you plan before you retire. In this video I break down what RMDs actually are why they matter long before your 70s and the smart moves you can make today to avoid higher taxes IRMAA surcharges and unnecessary stress down the road. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓 Schedule a Free Retirement Review with Me:" [YouTube Link](https://youtube.com/watch?v=qhj7RMUTSNo) 2025-12-10T02:54Z [---] followers, [---] engagements "How RSUs Can Transform Your Retirement Plan What we cover in today's video: Your RSUs with potential value are probably not vested OR usable. Your RSUs that are vested may be moved over to your brokerage account without you knowing it. We also show why company stock inside a 401(k) is not the same as company stock in a taxable account for taxes and penalties. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Client snapshot (illustrative): Evan [--] Home Depot PM and Maya [--] recently left the workforce they have [--] kids; ongoing RSU vesting; concentrated company" [YouTube Link](https://youtube.com/watch?v=r3OZw7kVx7w) 2025-11-11T12:31Z [---] followers, [--] engagements "Did You Know HSAs Have This Hidden Feature 🔐 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis" [YouTube Link](https://youtube.com/watch?v=rW4OyECF_08) 2026-01-06T14:13Z [---] followers, [----] engagements "Retirement Will Feel Weird. #retirement #abouttoretire #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: subscribepage.io/IaJqWG" [YouTube Link](https://youtube.com/watch?v=sEA3tvZj37I) 2025-12-16T16:31Z [---] followers, [----] engagements "Roth IRA Contributions No penalties or taxes😶 #rothira #roth #401k #taxes #retirement This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration. "Likes"" [YouTube Link](https://youtube.com/watch?v=tVgwdq3V3iM) 2025-04-03T02:44Z [---] followers, [----] engagements "Case Study: Amazon PM Plan Walkthrough (Early Retirement 290K salary RSUs and More) Schedule Your Free Intro Meeting Here🗓 : https://calendly.com/wealthguidesam/introduction-meeting-1back=1&month=2025-10 (Fee-only Fiduciary CFP equity-comp specialization national availability) In this video you will see how real financial planning gets done. For this case study I walk through the exact process I use for a Senior PM at Amazon (age [--] $290k + RSUs $926k net worth) aiming for FIRE at [--]. Youll see the decisions trade-offs and why we chose them. What I cover (step-by-step): Building the" [YouTube Link](https://youtube.com/watch?v=uWKQNjr5PEc) 2025-10-31T20:10Z [---] followers, [--] engagements "Every Retiree Needs to Know about These Required Minimum Distributions Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG" [YouTube Link](https://youtube.com/watch?v=v-1DGjPJ-f4) 2025-12-11T16:14Z [---] followers, [----] engagements "Is 60/40 Portfolio Risky for Todays Retirees If youre in your 40s 50s or 60s and youve been told to just use a 60/40 portfolio for retirement you might be wondering is that still enough today In this video I break down what the classic 60/40 portfolio (60% stocks 40% bonds) was designed to do why it worked so well for past generations and why it may fall short for retirees facing longer lifespans higher inflation and more interest rate risk. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Heres what well cover: How the 60/40 portfolio became the standard" [YouTube Link](https://youtube.com/watch?v=v5MhW4GttxQ) 2025-12-02T15:31Z [---] followers, [--] engagements "Non-Qualified Stock Options (NSOs): [--] Most Common Questions❓ANSWERED Non-qualified stock options (NSOs) can be life-changing or a massive headache. In this video I walk through [--] of the most common NSO questions I get from employees and tech professionals so you can understand your options your taxes and how NSOs fit into your overall financial plan. Well cover how NSOs work when to exercise how theyre taxed what happens in an IPO or acquisition and what to watch out for (like phantom income risk and underwater options). By the end youll have a clearer framework for making more confident" [YouTube Link](https://youtube.com/watch?v=zE8g1QW4tZo) 2025-11-13T23:05Z [---] followers, [--] engagements "This is The Biggest Threat to Your Retirement (Hint: It's Not What You Think) 🗓Schedule a FREE Retirement Review ✅: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1 Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Visit our website for more info: www.mywealthguides.com Description: One of the biggest fears I hear from people approaching retirement is simply - I don't want to run out of money. After working with hundreds of retirees Ive noticed something consistent: its rarely one big mistake that causes financial stress in" [YouTube Link](https://youtube.com/watch?v=zEAtHAbFWVc) 2025-12-16T21:26Z [---] followers, [--] engagements "Portfolio Overlap: How It Happens 😳 #investing #stockmarket #portfoliomanagement #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via" [YouTube Link](https://youtube.com/watch?v=z_f_4FQCbM0) 2025-11-10T17:32Z [---] followers, [----] engagements "NSOs Non-Qualified Stock Options: [--] Most-Asked Questions + Answers Non-Qualified Stock Options (NSOs) explained - thoroughly. In this video I answer the [--] most-frequently-asked NSO questions: how taxes work at exercise what strike price means when to exercise how to plan cash/taxes what to do if shares drop leaving your company IPO/merger impacts and more. Built for professionals & teams in tech who want clear practical guidance. Chapters 00:00 Intro 00:56 Q1 What is an NSO (grant vesting strike FMV) 02:18 Q2 How are NSOs taxed at exercise (ordinary income FICA/Medicare) 04:26 Q3 When" [YouTube Link](https://youtube.com/watch?v=zkONmx0d_RM) 2025-10-20T18:36Z [---] followers, [--] engagements "Sell the House🏠 It could unlock a different retirement. #homeselling #retirement #downsize Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:" [YouTube Link](https://youtube.com/watch?v=zwTfxoihXQY) 2025-12-19T19:33Z [---] followers, [----] engagements "Using QCDs to Reduce Taxes Qualified Charitable Distributions Explained If you're already giving to charity or you're approaching required minimum distributions (RMDs) Qualified Charitable Distributions (QCDs) could be one of the most tax-efficient strategies available to you. In this video I explain exactly how QCDs work who qualifies the [----] contribution limits and how they can help reduce your taxable income especially once RMDs begin. Well also cover common mistakes retirees make when trying to use QCDs and how to avoid them. Download My Free Get READY TO RETIRE Checklist ✅:" [YouTube Link](https://youtube.com/watch?v=2humvLOUxNo) 2026-02-16T02:46Z [---] followers, [--] engagements "HSA: What Happens to It When You Die Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients Nationwide This content is for" [YouTube Link](https://youtube.com/watch?v=izcxml8Kn2k) 2026-02-10T15:36Z [---] followers, [----] engagements "How Much of Your Social Security Is Taxable 🤔 #socialsecurity Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients" [YouTube Link](https://youtube.com/watch?v=shqdYnpUAe4) 2026-02-06T14:36Z [---] followers, [---] engagements "Trump Accounts : Heres What You Need to Know. #trumpaccounts #investing #moneyforgrandkids Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth" [YouTube Link](https://youtube.com/watch?v=0i2omBWkACk) 2026-02-04T20:52Z [---] followers, [----] engagements "Standard Deduction is GOING UP In [----] 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅ Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients Nationwide This content is for" [YouTube Link](https://youtube.com/watch?v=ECDVuzfOXlA) 2026-02-02T16:46Z [---] followers, [----] engagements "Roth IRAs Have TWO 5-Year Rules You Need to Know Them Both. In this video I break down the two different Roth 5-year rules that come up all the time in my client meetings and explain exactly how they work in plain English. These rules are often confused misunderstood or mixed together and that confusion can lead to costly mistakes if youre not careful. If you have a Roth IRA (or youre considering one) understanding the Roth 5-year rules is critical to avoiding unnecessary taxes and penalties. Well cover: How Roth IRAs actually become tax-free The difference between contributions earnings and" [YouTube Link](https://youtube.com/watch?v=rhfdYXUf9sM) 2026-02-01T04:08Z [---] followers, [--] engagements "Do You Know When Your Required Account Withdrawals Start 🤔 #rmd #irs #socialsecurity #ira #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning" [YouTube Link](https://youtube.com/watch?v=djrrTIrDlvU) 2026-01-30T14:22Z [---] followers, [----] engagements "An 8% per year INCREASE in Social Security 🤯" [YouTube Link](https://youtube.com/watch?v=Gf95L34eth4) 2026-01-21T18:58Z [---] followers, [----] engagements "Youre going to want to know this about Social Security. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor" [YouTube Link](https://youtube.com/watch?v=hJ3VbVbOvPg) 2026-01-09T14:20Z [---] followers, [----] engagements "One Social Security Decision Changes Everything Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download My Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis" [YouTube Link](https://youtube.com/watch?v=hCpzs_tYj2U) 2026-01-07T20:15Z [---] followers, [--] engagements "Did You Know HSAs Have This Hidden Feature 🔐 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis" [YouTube Link](https://youtube.com/watch?v=rW4OyECF_08) 2026-01-06T14:13Z [---] followers, [----] engagements "Worried You Wont Enjoy Retirement Watch This. #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call with me via the link in my profile description ✅. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth" [YouTube Link](https://youtube.com/watch?v=WuWWwuPH16Q) 2026-01-02T14:06Z [---] followers, [----] engagements "Do You Spend MORE or LESS in Retirement 🏝 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call" [YouTube Link](https://youtube.com/watch?v=6EnC17_pO4Q) 2025-12-30T20:07Z [---] followers, [----] engagements "About To Get Social Security You NEED to hear this. #socialsecurity #ssa #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:" [YouTube Link](https://youtube.com/watch?v=dtl0Qe8MqcE) 2025-12-29T14:55Z [---] followers, [----] engagements "Have You Heard of The SUPER 401k Contribution #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book" [YouTube Link](https://youtube.com/watch?v=FZLy9lcFHPI) 2025-12-25T22:56Z [---] followers, [----] engagements "Sell the House🏠 It could unlock a different retirement. #homeselling #retirement #downsize Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:" [YouTube Link](https://youtube.com/watch?v=zwTfxoihXQY) 2025-12-19T19:33Z [---] followers, [----] engagements "This is The Biggest Threat to Your Retirement (Hint: It's Not What You Think) 🗓Schedule a FREE Retirement Review ✅: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1 Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Visit our website for more info: www.mywealthguides.com Description: One of the biggest fears I hear from people approaching retirement is simply - I don't want to run out of money. After working with hundreds of retirees Ive noticed something consistent: its rarely one big mistake that causes financial stress in" [YouTube Link](https://youtube.com/watch?v=zEAtHAbFWVc) 2025-12-16T21:26Z [---] followers, [--] engagements "Retirement Will Feel Weird. #retirement #abouttoretire #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: subscribepage.io/IaJqWG" [YouTube Link](https://youtube.com/watch?v=sEA3tvZj37I) 2025-12-16T16:31Z [---] followers, [----] engagements "Control Your Assets or Be Controlled By Them. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement. 🗓Schedule a FREE Retirement Review ✅ : https://calendly.com/wealthguidesam/working-with-me-30-min-intro-call . Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Description : If youre getting ready to retire most advice focuses on how much you need to save or what you should invest in. But after years of helping people plan for retirement Ive noticed something important: 👉 The happiest" [YouTube Link](https://youtube.com/watch?v=HOIvRjYxdx8) 2025-12-14T19:59Z [---] followers, [--] engagements "Every Retiree Needs to Know about These Required Minimum Distributions Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG" [YouTube Link](https://youtube.com/watch?v=v-1DGjPJ-f4) 2025-12-11T16:14Z [---] followers, [----] engagements "Planning for RMDs Needs to Happen Before [--]. If youre in your 50s or 60s and starting to think seriously about retirement Required Minimum Distributions (RMDs) can either be a minor speed bumpor a major tax problem. The difference Whether you plan before you retire. In this video I break down what RMDs actually are why they matter long before your 70s and the smart moves you can make today to avoid higher taxes IRMAA surcharges and unnecessary stress down the road. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓 Schedule a Free Retirement Review with Me:" [YouTube Link](https://youtube.com/watch?v=qhj7RMUTSNo) 2025-12-10T02:54Z [---] followers, [---] engagements "Most People Pick Wrong With Their Pension #retirement #financialtips #pension Debating between a steady monthly check and a large one-time amount for your pension This video examines the crucial decision of pension payments vs lump sum guiding you through the considerations for your retirement planning. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method." [YouTube Link](https://youtube.com/watch?v=7u7YRVgLu9c) 2025-12-08T16:22Z [---] followers, [----] engagements "RMDs Can Be A Tax Bomb in Retirement" [YouTube Link](https://youtube.com/watch?v=eZTClJiAuwU) 2025-12-06T18:23Z [---] followers, [----] engagements "Selling Your Investments Your Medicare Premiums Are About to Spike Did you know one investment move even a single sale can raise your Medicare premiums for an entire year It happens to retirees all the time and its because of something called IRMAA (Income Related Monthly Adjustment Amount). Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG In this video I break down exactly how capital gains can unexpectedly push you into a higher IRMAA tier why Medicare looks back two years and how to plan ahead so you dont get stuck with higher Part B and Part D premiums." [YouTube Link](https://youtube.com/watch?v=VRybL1JmSvk) 2025-12-05T04:34Z [---] followers, [--] engagements "Is it a mistake to have ALL your retirement money in a 401k #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for retirement. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro" [YouTube Link](https://youtube.com/watch?v=plz033sJU2A) 2025-12-03T13:54Z [---] followers, [----] engagements "Is 60/40 Portfolio Risky for Todays Retirees If youre in your 40s 50s or 60s and youve been told to just use a 60/40 portfolio for retirement you might be wondering is that still enough today In this video I break down what the classic 60/40 portfolio (60% stocks 40% bonds) was designed to do why it worked so well for past generations and why it may fall short for retirees facing longer lifespans higher inflation and more interest rate risk. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Heres what well cover: How the 60/40 portfolio became the standard" [YouTube Link](https://youtube.com/watch?v=v5MhW4GttxQ) 2025-12-02T15:31Z [---] followers, [--] engagements "What are you going to do 🏠 Selling Your House Before Retirement" [YouTube Link](https://youtube.com/watch?v=8MjxUMJodtA) 2025-12-01T14:01Z [---] followers, [----] engagements "Wash Sales Watch Out For This Tax Surprise 😳 #taxes #capitalgains #capitalgainstax Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call" [YouTube Link](https://youtube.com/watch?v=o2GZJApCGaA) 2025-11-25T15:09Z [---] followers, [---] engagements "Can Roth Conversions Affect Medicare Premiums 🤔😳 #roth #rothconversion #irmaa #medicare Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro" [YouTube Link](https://youtube.com/watch?v=1Hzd4sp6s2M) 2025-11-22T14:49Z [---] followers, [---] engagements "Heres Why You Need to Think About Roth Conversions 🤯😳 #roth #retirement #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free" [YouTube Link](https://youtube.com/watch?v=oWA-LrmjMp0) 2025-11-21T16:50Z [---] followers, [----] engagements "Rule of [--] Retire Earlier with Your 401(k) #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅." [YouTube Link](https://youtube.com/watch?v=DaD1oOFsfUo) 2025-11-20T14:55Z [---] followers, [--] engagements "Im [--]. Do I Contribute to My Roth 401(k) or Pre-Tax If youre in your 50s choosing between Roth and pre-tax can feel like a huge decision. In this video I walk through how both accounts really work then show you how to use your tax bracketnot rules of thumb or internet hypeto decide where each new dollar should go. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Well cover: -A clear refresher on pre-tax vs Roth 401(k) -Why your 50s are often your peak earning years -How to think in terms of Which tax rate do I want to pay -A simple 3-step bracket management" [YouTube Link](https://youtube.com/watch?v=lO43mQuJk68) 2025-11-19T18:24Z [---] followers, [--] engagements "401(k) After a Job Change Youve Got [--] Options✌✌ Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅. This content" [YouTube Link](https://youtube.com/watch?v=42t6tiVfEdo) 2025-11-18T16:51Z [---] followers, [----] engagements "Retirement Income: Which account do you pull from 🤔 #ira #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile" [YouTube Link](https://youtube.com/watch?v=L84lKQAG2r4) 2025-11-17T17:01Z [---] followers, [----] engagements "Mega Back-Door Roth Do NOT Make this [--] Mistake 😩 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This" [YouTube Link](https://youtube.com/watch?v=k_yXKLySsZs) 2025-11-13T13:40Z [---] followers, [---] engagements "401(k) Limit: Higher Than You Think 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is" [YouTube Link](https://youtube.com/watch?v=9-XuWrtamTM) 2025-11-12T15:46Z [---] followers, [---] engagements "How RSUs Can Transform Your Retirement Plan What we cover in today's video: Your RSUs with potential value are probably not vested OR usable. Your RSUs that are vested may be moved over to your brokerage account without you knowing it. We also show why company stock inside a 401(k) is not the same as company stock in a taxable account for taxes and penalties. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Client snapshot (illustrative): Evan [--] Home Depot PM and Maya [--] recently left the workforce they have [--] kids; ongoing RSU vesting; concentrated company" [YouTube Link](https://youtube.com/watch?v=r3OZw7kVx7w) 2025-11-11T12:31Z [---] followers, [--] engagements "Portfolio Overlap: How It Happens 😳 #investing #stockmarket #portfoliomanagement #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via" [YouTube Link](https://youtube.com/watch?v=z_f_4FQCbM0) 2025-11-10T17:32Z [---] followers, [----] engagements "RSUs: Value Not Guaranteed 😳🤔 #restrictedstockunits #tech #compensation #corporatelife Hi I'm Sam. 👋 I'm a fiduciary financial planner for stock compensated professionals💻. I've helped people at Amazon Rolls-Royce Eli Lilly Salesforce and many more companies by systemizing their finances. With our proven process The Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is for informational purposes only and" [YouTube Link](https://youtube.com/watch?v=7Afs2jdxJRM) 2025-11-05T15:38Z [---] followers, [----] engagements "401K Match: Non True-Up Plans Why You Dont Receive Your Company Match 🤔 #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me" [YouTube Link](https://youtube.com/watch?v=ZnybgtiDZmE) 2025-11-03T12:30Z [---] followers, [----] engagements "RSUs Underwithholding: The Surprise Tax Bill 😳 #rsu #taxes working in #tech This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory" [YouTube Link](https://youtube.com/watch?v=4Bq1fhrEgas) 2025-10-31T14:26Z [---] followers, [---] engagements "ESPP Plan: What is it 🤔 #espp #companystock #employerbenefits This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=NOvIEu4iwNQ) 2025-10-29T20:58Z [---] followers, [----] engagements "Stock Splits: Why Did Your Stock Price Drop 🤔 #stocksplit This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=GuDm7mViBLI) 2025-10-28T12:49Z [---] followers, [----] engagements "ETFs vs Mutual Funds: Whats The Difference 🤔 #etfs #mutualfunds 📅Schedule Your Free Intro Meeting Here: https://calendly.com/wealthguidesam/introduction-meeting-1 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own." [YouTube Link](https://youtube.com/watch?v=V9uh8VQLrQs) 2025-10-27T11:57Z [---] followers, [----] engagements "Dividends vs. Interest: Whats The Difference 🤔 #taxes #dividends #interest This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory" [YouTube Link](https://youtube.com/watch?v=nfUQekbiP9k) 2025-10-24T14:41Z [---] followers, [----] engagements "Short Term Capital Losses: Your Tax Friend 😳🤝 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to" [YouTube Link](https://youtube.com/watch?v=VF9S2wMAOR4) 2025-10-22T14:34Z [---] followers, [---] engagements "Maxing Your 401k: Not Always a Good Goal ❌ This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients" [YouTube Link](https://youtube.com/watch?v=--OKhyHO1VA) 2025-10-16T21:19Z [---] followers, [----] engagements "Tax Refunds: Not A Good Thing 😬 #taxes #taxrefunds This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to" [YouTube Link](https://youtube.com/watch?v=7Fd_Q9nfUeM) 2025-10-13T19:17Z [---] followers, [----] engagements "A.i. Stocks: Which One Will Win Out Nvidia Intel Tesla 🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only" [YouTube Link](https://youtube.com/watch?v=CbSseMiua8w) 2025-10-07T16:36Z [---] followers, [----] engagements "Roth IRAs: The Truth Behind Why Theyre Allowed 😳🤯 #roth #rothira This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are" [YouTube Link](https://youtube.com/watch?v=KkHLK-O-HV4) 2025-10-06T14:21Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@wealthguidesam Sam Wagner, CFP® - Financial Planner
Sam Wagner, CFP® - Financial Planner posts on YouTube about financial, investment, retirement, sam the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Week [-----] -50%
- [--] Month [------] -23%
- [--] Months [-------] +254%
- [--] Year [-------] +2,671%
Mentions: [--] #
- [--] Week [--] +31%
- [--] Month [--] +28%
- [--] Months [--] +137%
- [--] Year [---] +1,883%
Followers: [---] #
- [--] Week [---] +1.50%
- [--] Month [---] +15%
- [--] Months [---] +472%
- [--] Year [---] +3,905%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands automotive brands luxury brands exchanges social networks fashion brands
Social topic influence financial #2052, investment, retirement, sam, financial planner #206, gain, all the, clients, future, buying
Top assets mentioned Eli Lilly and Company (LLY) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Using QCDs to Reduce Taxes Qualified Charitable Distributions Explained If you're already giving to charity or you're approaching required minimum distributions (RMDs) Qualified Charitable Distributions (QCDs) could be one of the most tax-efficient strategies available to you. In this video I explain exactly how QCDs work who qualifies the [----] contribution limits and how they can help reduce your taxable income especially once RMDs begin. Well also cover common mistakes retirees make when trying to use QCDs and how to avoid them. Download My Free Get READY TO RETIRE Checklist ✅:"
YouTube Link 2026-02-16T02:46Z [---] followers, [--] engagements
"High Yield Savings vs. Money Market Account vs. Money Market Mutual Fund : What's The Difference This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-04-29T02:22Z [---] followers, 24K engagements
"SPY vs QQQ: Which Index Fund should you own #indexfunds #etfs #investing #nasdaq #fire This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration. "Likes""
YouTube Link 2025-01-31T13:46Z [---] followers, 48.4K engagements
"The Complete Guide to RSUs [--] Common Questions ❓Answered What People Get Wrong. Restricted Stock Units (RSUs) can feel confusing how do they work how are they taxed and should you sell or hold when they vest Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG In this video I break down the [--] most frequently asked questions about RSUs from vesting schedules to taxes negotiating in an offer and how RSUs fit into your overall financial plan. About Me Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock"
YouTube Link 2025-09-27T14:31Z [---] followers, [---] engagements
"Trump Accounts : Heres What You Need to Know. #trumpaccounts #investing #moneyforgrandkids Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth"
YouTube Link 2026-02-04T20:52Z [---] followers, [----] engagements
"Tax Credit vs Tax Deduction Whats the Difference 🤔 #taxes #deductions #taxplanning #taxcredits This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-03-20T16:17Z [---] followers, [----] engagements
"I.R.C. Rule 72(t) - Early Distribution Exception - Substantially Equal Periodic Payments (SEPPs) 🧐 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state"
YouTube Link 2025-07-29T14:07Z [---] followers, [----] engagements
"Standard Deduction is GOING UP In [----] 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅ Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients Nationwide This content is for"
YouTube Link 2026-02-02T16:46Z [---] followers, [----] engagements
"IRA vs 401(k): Whats the Difference 🤔😳 #financialplanning #paylesstaxes #retirement #ira #401k This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of"
YouTube Link 2025-07-28T14:00Z [---] followers, [----] engagements
"Cost Basis: Explained + Why It Matters #costbasis #taxes #investing #cfp #financialfreedom #stocks This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from"
YouTube Link 2025-02-10T17:08Z [---] followers, [----] engagements
"Short Term vs Long Term Capital Gains: What You Need To Know #taxes #capitalgains #investing This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-02-11T21:58Z [---] followers, [----] engagements
"TQQQ: Bargain Buy or Big Risk Bonus Game: Drink Every Time I Say The Letter Q 😅 #tqqq #stocks This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-04-07T23:38Z [---] followers, [----] engagements
"Do You Know When Your Required Account Withdrawals Start 🤔 #rmd #irs #socialsecurity #ira #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning"
YouTube Link 2026-01-30T14:22Z [---] followers, [----] engagements
"Roth IRAs Have TWO 5-Year Rules You Need to Know Them Both. In this video I break down the two different Roth 5-year rules that come up all the time in my client meetings and explain exactly how they work in plain English. These rules are often confused misunderstood or mixed together and that confusion can lead to costly mistakes if youre not careful. If you have a Roth IRA (or youre considering one) understanding the Roth 5-year rules is critical to avoiding unnecessary taxes and penalties. Well cover: How Roth IRAs actually become tax-free The difference between contributions earnings and"
YouTube Link 2026-02-01T04:08Z [---] followers, [--] engagements
"How Much of Your Social Security Is Taxable 🤔 #socialsecurity Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients"
YouTube Link 2026-02-06T14:36Z [---] followers, [---] engagements
"After-Tax 401k vs Roth 401k . Whats the difference #taxes #401k #financialfreedom This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration. "Likes" should"
YouTube Link 2025-01-29T02:52Z [---] followers, [----] engagements
"Maxing Your 401k: Not Always a Good Goal ❌ This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients"
YouTube Link 2025-10-16T21:19Z [---] followers, [----] engagements
"Welcome to My YouTube Channel 😀 Hi Im Sam. Im a CERTIFIED FINANCIAL PLANNER and the founder of my firm WealthGuides. I started WealthGuides for two reasons: First to help high-income professionalsespecially in techget the advice they actually want and need. Second to bring real experienced technical personal financial expertise into the social media conversation. The reality is traditional financial advice often doesnt fit people in fast-moving high-income careers. Tech professionals face unique challengesequity compensation sudden wealth heavy tax burdens expensive lifestyles and the"
YouTube Link 2025-08-20T13:12Z [---] followers, [--] engagements
"RSUs (Restricted Stock Units) Why They Can Cause a Surprise Tax Bill 😳"
YouTube Link 2025-08-21T20:43Z [---] followers, [---] engagements
"Index Funds: Too Simple Too Boring Think Again. 🤔😳 #financialplanning"
YouTube Link 2025-08-26T14:36Z [---] followers, [----] engagements
"Renters Insurance 🏠: What Does It Cover You On #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are"
YouTube Link 2025-09-25T19:57Z [---] followers, [---] engagements
"Do You Have A [---] 🤔😳 See If Your State Lets You Use it For Student Loans #529 #tuition #taxes This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-04-05T21:07Z [--] followers, [----] engagements
"Tax Refunds: Not A Good Thing 😬 #taxes #taxrefunds This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to"
YouTube Link 2025-10-13T19:17Z [---] followers, [----] engagements
"3 Tips: For Feeling More Confident with Your Money 💰 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered"
YouTube Link 2025-09-16T15:01Z [---] followers, [---] engagements
"Section 121: Home Sale Capital Gains Exclusion #section121 #homesale #taxes #taxplanning #savings"
YouTube Link 2025-02-07T16:24Z [--] followers, [---] engagements
"A.i. Stocks: Which One Will Win Out Nvidia Intel Tesla 🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-10-07T16:36Z [---] followers, [----] engagements
"Wills vs. Beneficiaries: Which supersedes which 🧐😳 #wills #beneficiary #financialplanning #estate"
YouTube Link 2025-06-05T16:07Z [--] followers, [---] engagements
"Mega Back-door Roth Strategy: Most Effective Wealth Builder for High Income Earners 😮🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana."
YouTube Link 2025-07-27T19:06Z [---] followers, [----] engagements
"Organizing Your Finances: [--] Easy Steps 😇 #financialplanning #financialadvisor #personalfinance"
YouTube Link 2025-05-28T16:38Z [--] followers, [---] engagements
"Retirement Plan for [--] Year Old Making 200k in UNDER [--] MINUTES😮😳 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are"
YouTube Link 2025-08-19T13:53Z [---] followers, [--] engagements
"Average Social Security for Retired Workers in [----]. #ssa #socialsecurity #retirement #trump #govt This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from"
YouTube Link 2025-03-07T17:34Z [--] followers, [----] engagements
"3 Things A Financial Advisor Says To Think About When You Take A Pay Cut 😳 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory"
YouTube Link 2025-09-29T20:04Z [---] followers, [---] engagements
"Do You Know How Much You're Paying In Long Term Capital Gains 🤔#financialplanning #capitalgainstax This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the"
YouTube Link 2025-06-19T14:23Z [--] followers, [--] engagements
"IRS Step Transaction Rule: What is It How It Relates to the Annual $19000 Gift Tax Exemption #financialplanning #fire #financialindependence #incomeplanning #retirementplanning #taxplanning #taxes #indianapolisfinancialplanner #wealthmanagementindianapolis #indianapolisfinancialadvisor #wealthguides #indianapoliswealthmanagement This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice."
YouTube Link 2025-08-06T18:42Z [---] followers, [---] engagements
"Market Update: Friday March 21st FedEx more like Fed-Up #marketupdate #stockmarket #stocks #news This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-03-22T00:53Z [--] followers, [---] engagements
"401(K) ROLLOVER vs. 401(K) WITHDRAWAL : Whats the Difference 🤔🧐 #financialplanning #taxes This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of"
YouTube Link 2025-07-26T13:33Z [---] followers, [----] engagements
"Roth IRAs: The Truth Behind Why Theyre Allowed 😳🤯 #roth #rothira This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are"
YouTube Link 2025-10-06T14:21Z [---] followers, [----] engagements
"Inherited IRA: 10-Year Rule. Extremely Important to Know This 😮😳#financialplanning"
YouTube Link 2025-07-25T18:50Z [---] followers, [--] engagements
"Stock Market Update: 03-14-2025 Ultas Gorgeous Day Peloton Peddles Higher #stocks #investing"
YouTube Link 2025-03-15T02:38Z [--] followers, [---] engagements
"Company Stock Explained: RSUs Stock Options and ESPPs (Simple Guide) Stock compensation can be one of the most valuable and confusing parts of your pay package. In this video I break down the [--] most common types of stock compensation: RSUs (Restricted Stock Units) Stock Options (ISOs & NSOs) and ESPPs (Employee Stock Purchase Plans). Youll learn how they work how theyre taxed and the key risks to watch out for. Whether you work at a startup or a big tech company understanding these benefits can help you make smarter financial decisions. Video Chapters 00:00 Intro: Why stock compensation is"
YouTube Link 2025-09-21T17:59Z [---] followers, [--] engagements
"Debit Card vs. Credit Card: Which one should you use #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services"
YouTube Link 2025-09-24T13:14Z [---] followers, [----] engagements
"Investing vs. Getting A Raise: Which One to Pursue 🤔😳 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-09-18T16:28Z [---] followers, [----] engagements
"New Job [--] Things To Do With Your Finances 💲 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to"
YouTube Link 2025-10-05T16:43Z [---] followers, [----] engagements
"Market Update - Wed. March 12th Inflation Trump & Palantir"
YouTube Link 2025-03-12T23:05Z [--] followers, [---] engagements
"Inherited Accounts: Dont Make This [--] Mistake 😶 #stepupinbasis rule #capitalgainstax #inheritedira"
YouTube Link 2025-06-04T16:09Z [--] followers, [---] engagements
"2025 Gift Tax Exemption: $19000 for individuals #financialplanning #taxes"
YouTube Link 2025-07-25T02:47Z [---] followers, [----] engagements
"Dollar Cost Averaging: A Risk Adjusted Way to Invest #investing #wealthguides #financialplanner This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-05-27T13:23Z [--] followers, [---] engagements
"Who uses Roths 🤔 #financialplanning #indianapolisfinancialadvisor"
YouTube Link 2025-09-22T16:10Z [---] followers, [---] engagements
"401(k) Secret Feature: Auto-Escalation 🤫 #financialplanning"
YouTube Link 2025-08-29T19:23Z [---] followers, [----] engagements
"What Do You Think of Your RSUs 🤔 #financialplanning #RSUs #taxes #taxplanning #financialadvisor This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-06-11T14:45Z [--] followers, [---] engagements
"Modern Portfolio Theory: Have You Heard of It 🧐 #investing #financialadvisor #portfolioallocation"
YouTube Link 2025-06-01T23:52Z [--] followers, [---] engagements
"Donor Advisor Funds: Save on Taxes With Charitable Donations 👏😮 #charity #taxes #financialplanning"
YouTube Link 2025-06-06T17:10Z [--] followers, [---] engagements
"Employer Match: Did You Know This About It This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients"
YouTube Link 2025-09-28T15:59Z [---] followers, [----] engagements
"Travel Insurance: Financial Advisor Says Consider It 🤔✈ This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-09-17T23:28Z [---] followers, [---] engagements
"Stock Options 📊: There Are Different Types 😳🤯 #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are"
YouTube Link 2025-09-30T20:37Z [---] followers, [---] engagements
"Credit Card Interest: Why It Doesnt Feel Like 22.99% 🤔 #creditcard #APR #interestrates #credit This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-03-31T20:18Z [--] followers, [---] engagements
"3 Steps to Follow When Your Income Increases #financialplanning #taxes #budgeting #financialplanning #fire #financialindependence #incomeplanning #retirementplanning #taxplanning #taxes #indianapolisfinancialplanner #wealthmanagementindianapolis #indianapolisfinancialadvisor #wealthguides #indianapoliswealthmanagement This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please"
YouTube Link 2025-08-05T15:43Z [---] followers, [---] engagements
"Vesting: Make Sure You Understand It Before Quitting 🤔😮 (Applies to 401ks & Company Stock) This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of"
YouTube Link 2025-08-20T17:42Z [---] followers, [--] engagements
"Backdoor Roth IRA: Step by Step Strategy 😎 Know the Traps🤔 #rothira #backdoorroth #taxes #ira This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-04-21T12:10Z [--] followers, [---] engagements
"Inherited Roth IRAs: NOT ALWAYS tax-free Heres why #inheritance #rothira"
YouTube Link 2025-08-07T17:51Z [---] followers, [---] engagements
"March [--] 2025"
YouTube Link 2025-03-28T01:55Z [--] followers, [---] engagements
"Budgeting DOESNT Work Do This Instead😮 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or"
YouTube Link 2025-09-02T15:23Z [---] followers, [---] engagements
"How Much Money Are You Losing By Holding Onto Cash Side by Side Comparisons. 😬"
YouTube Link 2025-08-10T17:43Z [---] followers, [---] engagements
"Market Update: Friday March 28th [----] #tariffs #inflation #lululemon #stockmarket #wealthguides"
YouTube Link 2025-03-29T01:26Z [--] followers, [---] engagements
"401(k) Excess Contributions: Beware When You Change Jobs 😳"
YouTube Link 2025-08-28T15:31Z [---] followers, [----] engagements
"3 Things To Do: Before Meeting With A Financial Advisor 😮🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-09-19T16:24Z [---] followers, [---] engagements
"Market Update: Wed. March 19th [----] Did You See #boeing #marketupdate #financialadvisor #stocks"
YouTube Link 2025-03-20T00:02Z [--] followers, [---] engagements
"Can Roth Conversions Affect Medicare Premiums 🤔😳 #roth #rothconversion #irmaa #medicare Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro"
YouTube Link 2025-11-22T14:49Z [---] followers, [---] engagements
"401(k) After a Job Change Youve Got [--] Options✌✌ Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅. This content"
YouTube Link 2025-11-18T16:51Z [---] followers, [----] engagements
"RSUs Underwithholding: The Surprise Tax Bill 😳 #rsu #taxes working in #tech This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory"
YouTube Link 2025-10-31T14:26Z [---] followers, [---] engagements
"Do You Spend MORE or LESS in Retirement 🏝 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call"
YouTube Link 2025-12-30T20:07Z [---] followers, [----] engagements
"RSUs: Value Not Guaranteed 😳🤔 #restrictedstockunits #tech #compensation #corporatelife Hi I'm Sam. 👋 I'm a fiduciary financial planner for stock compensated professionals💻. I've helped people at Amazon Rolls-Royce Eli Lilly Salesforce and many more companies by systemizing their finances. With our proven process The Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is for informational purposes only and"
YouTube Link 2025-11-05T15:38Z [---] followers, [----] engagements
"Most People Pick Wrong With Their Pension #retirement #financialtips #pension Debating between a steady monthly check and a large one-time amount for your pension This video examines the crucial decision of pension payments vs lump sum guiding you through the considerations for your retirement planning. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method."
YouTube Link 2025-12-08T16:22Z [---] followers, [----] engagements
"What are you going to do 🏠 Selling Your House Before Retirement"
YouTube Link 2025-12-01T14:01Z [---] followers, [----] engagements
"401(k) Limit: Higher Than You Think 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is"
YouTube Link 2025-11-12T15:46Z [---] followers, [---] engagements
"Rule of [--] Retire Earlier with Your 401(k) #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅."
YouTube Link 2025-11-20T14:55Z [---] followers, [--] engagements
"RSUs: Should You Sell Them 🤔 #rsu #financialplanning This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered"
YouTube Link 2025-10-01T14:58Z [---] followers, [---] engagements
"Have You Heard of The SUPER 401k Contribution #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book"
YouTube Link 2025-12-25T22:56Z [---] followers, [----] engagements
"An 8% per year INCREASE in Social Security 🤯"
YouTube Link 2026-01-21T18:58Z [---] followers, [----] engagements
"Stock Splits: Why Did Your Stock Price Drop 🤔 #stocksplit This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-10-28T12:49Z [---] followers, [----] engagements
"3 Most Common Types of Equity Compensation: Which Do You Have 🤔 #financialplanner #rsu #espp #nso This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of"
YouTube Link 2025-06-02T16:59Z [---] followers, [---] engagements
"Control Your Assets or Be Controlled By Them. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement. 🗓Schedule a FREE Retirement Review ✅ : https://calendly.com/wealthguidesam/working-with-me-30-min-intro-call . Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Description : If youre getting ready to retire most advice focuses on how much you need to save or what you should invest in. But after years of helping people plan for retirement Ive noticed something important: 👉 The happiest"
YouTube Link 2025-12-14T19:59Z [---] followers, [--] engagements
"Financial Independence for Tech Professionals: The [--] Levers You Can Control Video Description: How can tech professionals achieve financial independence faster than most people In this video I break down the [--] most important levers you can control from RSUs and stock options to savings rate and lifestyle design to help you build a clear path to work-optional freedom. Whether your goal is to retire early take a career break or start something of your own this episode is packed with actionable insights tailored for engineers product managers and other tech employees earning high income with"
YouTube Link 2025-10-24T21:10Z [---] followers, [--] engagements
"Retirement Income: Which account do you pull from 🤔 #ira #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile"
YouTube Link 2025-11-17T17:01Z [---] followers, [----] engagements
"NSOs Non-Qualified Stock Options: [--] Most-Asked Questions + Answers Non-Qualified Stock Options (NSOs) explained - thoroughly. In this video I answer the [--] most-frequently-asked NSO questions: how taxes work at exercise what strike price means when to exercise how to plan cash/taxes what to do if shares drop leaving your company IPO/merger impacts and more. Built for professionals & teams in tech who want clear practical guidance. Chapters 00:00 Intro 00:56 Q1 What is an NSO (grant vesting strike FMV) 02:18 Q2 How are NSOs taxed at exercise (ordinary income FICA/Medicare) 04:26 Q3 When"
YouTube Link 2025-10-20T21:07Z [---] followers, [--] engagements
"ESPP Plan: What is it 🤔 #espp #companystock #employerbenefits This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-10-29T20:58Z [---] followers, [----] engagements
"Index Funds: The #1 Way to Grow Wealth #investing #wealth #indexfunds"
YouTube Link 2025-02-13T02:59Z [--] followers, [---] engagements
"ETFs vs Mutual Funds: Whats The Difference 🤔 #etfs #mutualfunds 📅Schedule Your Free Intro Meeting Here: https://calendly.com/wealthguidesam/introduction-meeting-1 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own."
YouTube Link 2025-10-27T11:57Z [---] followers, [----] engagements
"Short Term Capital Losses: Your Tax Friend 😳🤝 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to"
YouTube Link 2025-10-22T14:34Z [---] followers, [---] engagements
"Selling Your Investments Your Medicare Premiums Are About to Spike Did you know one investment move even a single sale can raise your Medicare premiums for an entire year It happens to retirees all the time and its because of something called IRMAA (Income Related Monthly Adjustment Amount). Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG In this video I break down exactly how capital gains can unexpectedly push you into a higher IRMAA tier why Medicare looks back two years and how to plan ahead so you dont get stuck with higher Part B and Part D premiums."
YouTube Link 2025-12-05T04:34Z [---] followers, [--] engagements
"Worried You Wont Enjoy Retirement Watch This. #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call with me via the link in my profile description ✅. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth"
YouTube Link 2026-01-02T14:06Z [---] followers, [----] engagements
"401K Match: Non True-Up Plans Why You Dont Receive Your Company Match 🤔 #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me"
YouTube Link 2025-11-03T12:30Z [---] followers, [----] engagements
"About To Get Social Security You NEED to hear this. #socialsecurity #ssa #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:"
YouTube Link 2025-12-29T14:55Z [---] followers, [----] engagements
"RMDs Can Be A Tax Bomb in Retirement"
YouTube Link 2025-12-06T18:23Z [---] followers, [----] engagements
"Why a $7000 Roth Contribution Limit is a Big Deal #rothira #backdoorroth #taxes This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory"
YouTube Link 2025-04-16T00:47Z [---] followers, [---] engagements
"One Social Security Decision Changes Everything Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download My Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis"
YouTube Link 2026-01-07T20:15Z [---] followers, [--] engagements
"Youre going to want to know this about Social Security. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor"
YouTube Link 2026-01-09T14:20Z [---] followers, [----] engagements
"Mega Back-Door Roth Do NOT Make this [--] Mistake 😩 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This"
YouTube Link 2025-11-13T13:40Z [---] followers, [---] engagements
"Market Update: Monday March 31st Did You See #NewsMax or #MicroAlgo 🤨 #stocks #stockmarket This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration."
YouTube Link 2025-03-31T23:57Z [---] followers, [----] engagements
"Housing Costs How Much Should Spend 🤔 #financialplanning #financialadvisor This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory"
YouTube Link 2025-08-27T19:49Z [---] followers, [----] engagements
"Im [--]. Do I Contribute to My Roth 401(k) or Pre-Tax If youre in your 50s choosing between Roth and pre-tax can feel like a huge decision. In this video I walk through how both accounts really work then show you how to use your tax bracketnot rules of thumb or internet hypeto decide where each new dollar should go. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Well cover: -A clear refresher on pre-tax vs Roth 401(k) -Why your 50s are often your peak earning years -How to think in terms of Which tax rate do I want to pay -A simple 3-step bracket management"
YouTube Link 2025-11-19T18:24Z [---] followers, [--] engagements
"Dividends vs. Interest: Whats The Difference 🤔 #taxes #dividends #interest This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory"
YouTube Link 2025-10-24T14:41Z [---] followers, [----] engagements
"Wash Sales Watch Out For This Tax Surprise 😳 #taxes #capitalgains #capitalgainstax Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call"
YouTube Link 2025-11-25T15:09Z [---] followers, [---] engagements
"Heres Why You Need to Think About Roth Conversions 🤯😳 #roth #retirement #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free"
YouTube Link 2025-11-21T16:50Z [---] followers, [----] engagements
"Our Process The Waypoint Method Most people dont hire a financial planner because they love talking about investments. They reach out because theyre wondering: Are we actually on track Are we making the right moves with retirement taxes and big life decisions In this video I walk through the Waypoint Method the planning system I built to take people from I hope were doing this right to I know where we stand and what to do next. Youll see how we: Start with a short intro call and a focused Getting Ready meeting so you get value before you ever decide to become a client. WealthGuides Get"
YouTube Link 2025-12-03T02:13Z [---] followers, [--] engagements
"Is it a mistake to have ALL your retirement money in a 401k #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for retirement. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro"
YouTube Link 2025-12-03T13:54Z [---] followers, [----] engagements
"Planning for RMDs Needs to Happen Before [--]. If youre in your 50s or 60s and starting to think seriously about retirement Required Minimum Distributions (RMDs) can either be a minor speed bumpor a major tax problem. The difference Whether you plan before you retire. In this video I break down what RMDs actually are why they matter long before your 70s and the smart moves you can make today to avoid higher taxes IRMAA surcharges and unnecessary stress down the road. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓 Schedule a Free Retirement Review with Me:"
YouTube Link 2025-12-10T02:54Z [---] followers, [---] engagements
"How RSUs Can Transform Your Retirement Plan What we cover in today's video: Your RSUs with potential value are probably not vested OR usable. Your RSUs that are vested may be moved over to your brokerage account without you knowing it. We also show why company stock inside a 401(k) is not the same as company stock in a taxable account for taxes and penalties. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Client snapshot (illustrative): Evan [--] Home Depot PM and Maya [--] recently left the workforce they have [--] kids; ongoing RSU vesting; concentrated company"
YouTube Link 2025-11-11T12:31Z [---] followers, [--] engagements
"Did You Know HSAs Have This Hidden Feature 🔐 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis"
YouTube Link 2026-01-06T14:13Z [---] followers, [----] engagements
"Retirement Will Feel Weird. #retirement #abouttoretire #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: subscribepage.io/IaJqWG"
YouTube Link 2025-12-16T16:31Z [---] followers, [----] engagements
"Roth IRA Contributions No penalties or taxes😶 #rothira #roth #401k #taxes #retirement This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. Past performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients or prospective clients where WealthGuides and representatives are properly registered or exempt from registration. "Likes""
YouTube Link 2025-04-03T02:44Z [---] followers, [----] engagements
"Case Study: Amazon PM Plan Walkthrough (Early Retirement 290K salary RSUs and More) Schedule Your Free Intro Meeting Here🗓 : https://calendly.com/wealthguidesam/introduction-meeting-1back=1&month=2025-10 (Fee-only Fiduciary CFP equity-comp specialization national availability) In this video you will see how real financial planning gets done. For this case study I walk through the exact process I use for a Senior PM at Amazon (age [--] $290k + RSUs $926k net worth) aiming for FIRE at [--]. Youll see the decisions trade-offs and why we chose them. What I cover (step-by-step): Building the"
YouTube Link 2025-10-31T20:10Z [---] followers, [--] engagements
"Every Retiree Needs to Know about These Required Minimum Distributions Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG"
YouTube Link 2025-12-11T16:14Z [---] followers, [----] engagements
"Is 60/40 Portfolio Risky for Todays Retirees If youre in your 40s 50s or 60s and youve been told to just use a 60/40 portfolio for retirement you might be wondering is that still enough today In this video I break down what the classic 60/40 portfolio (60% stocks 40% bonds) was designed to do why it worked so well for past generations and why it may fall short for retirees facing longer lifespans higher inflation and more interest rate risk. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Heres what well cover: How the 60/40 portfolio became the standard"
YouTube Link 2025-12-02T15:31Z [---] followers, [--] engagements
"Non-Qualified Stock Options (NSOs): [--] Most Common Questions❓ANSWERED Non-qualified stock options (NSOs) can be life-changing or a massive headache. In this video I walk through [--] of the most common NSO questions I get from employees and tech professionals so you can understand your options your taxes and how NSOs fit into your overall financial plan. Well cover how NSOs work when to exercise how theyre taxed what happens in an IPO or acquisition and what to watch out for (like phantom income risk and underwater options). By the end youll have a clearer framework for making more confident"
YouTube Link 2025-11-13T23:05Z [---] followers, [--] engagements
"This is The Biggest Threat to Your Retirement (Hint: It's Not What You Think) 🗓Schedule a FREE Retirement Review ✅: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1 Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Visit our website for more info: www.mywealthguides.com Description: One of the biggest fears I hear from people approaching retirement is simply - I don't want to run out of money. After working with hundreds of retirees Ive noticed something consistent: its rarely one big mistake that causes financial stress in"
YouTube Link 2025-12-16T21:26Z [---] followers, [--] engagements
"Portfolio Overlap: How It Happens 😳 #investing #stockmarket #portfoliomanagement #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via"
YouTube Link 2025-11-10T17:32Z [---] followers, [----] engagements
"NSOs Non-Qualified Stock Options: [--] Most-Asked Questions + Answers Non-Qualified Stock Options (NSOs) explained - thoroughly. In this video I answer the [--] most-frequently-asked NSO questions: how taxes work at exercise what strike price means when to exercise how to plan cash/taxes what to do if shares drop leaving your company IPO/merger impacts and more. Built for professionals & teams in tech who want clear practical guidance. Chapters 00:00 Intro 00:56 Q1 What is an NSO (grant vesting strike FMV) 02:18 Q2 How are NSOs taxed at exercise (ordinary income FICA/Medicare) 04:26 Q3 When"
YouTube Link 2025-10-20T18:36Z [---] followers, [--] engagements
"Sell the House🏠 It could unlock a different retirement. #homeselling #retirement #downsize Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:"
YouTube Link 2025-12-19T19:33Z [---] followers, [----] engagements
"Using QCDs to Reduce Taxes Qualified Charitable Distributions Explained If you're already giving to charity or you're approaching required minimum distributions (RMDs) Qualified Charitable Distributions (QCDs) could be one of the most tax-efficient strategies available to you. In this video I explain exactly how QCDs work who qualifies the [----] contribution limits and how they can help reduce your taxable income especially once RMDs begin. Well also cover common mistakes retirees make when trying to use QCDs and how to avoid them. Download My Free Get READY TO RETIRE Checklist ✅:"
YouTube Link 2026-02-16T02:46Z [---] followers, [--] engagements
"HSA: What Happens to It When You Die Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients Nationwide This content is for"
YouTube Link 2026-02-10T15:36Z [---] followers, [----] engagements
"How Much of Your Social Security Is Taxable 🤔 #socialsecurity Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients"
YouTube Link 2026-02-06T14:36Z [---] followers, [---] engagements
"Trump Accounts : Heres What You Need to Know. #trumpaccounts #investing #moneyforgrandkids Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. I help my clients gain the clarity and confidence that theyre making all the right decisions with their retirement. Download My Free Get READY TO RETIRE Checklist ✅ in my link in bio Or 🗓Schedule a Free Retirement Review with Me also via my link in bio Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth"
YouTube Link 2026-02-04T20:52Z [---] followers, [----] engagements
"Standard Deduction is GOING UP In [----] 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅ Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth Management Serving Clients Nationwide This content is for"
YouTube Link 2026-02-02T16:46Z [---] followers, [----] engagements
"Roth IRAs Have TWO 5-Year Rules You Need to Know Them Both. In this video I break down the two different Roth 5-year rules that come up all the time in my client meetings and explain exactly how they work in plain English. These rules are often confused misunderstood or mixed together and that confusion can lead to costly mistakes if youre not careful. If you have a Roth IRA (or youre considering one) understanding the Roth 5-year rules is critical to avoiding unnecessary taxes and penalties. Well cover: How Roth IRAs actually become tax-free The difference between contributions earnings and"
YouTube Link 2026-02-01T04:08Z [---] followers, [--] engagements
"Do You Know When Your Required Account Withdrawals Start 🤔 #rmd #irs #socialsecurity #ira #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through my processes my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Or 🗓Schedule a Free Retirement Review with Me via the link in my bio. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning"
YouTube Link 2026-01-30T14:22Z [---] followers, [----] engagements
"An 8% per year INCREASE in Social Security 🤯"
YouTube Link 2026-01-21T18:58Z [---] followers, [----] engagements
"Youre going to want to know this about Social Security. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor"
YouTube Link 2026-01-09T14:20Z [---] followers, [----] engagements
"One Social Security Decision Changes Everything Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download My Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis"
YouTube Link 2026-01-07T20:15Z [---] followers, [--] engagements
"Did You Know HSAs Have This Hidden Feature 🔐 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Schedule a Free Retirement Review with Me: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1&month=2026-01. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis"
YouTube Link 2026-01-06T14:13Z [---] followers, [----] engagements
"Worried You Wont Enjoy Retirement Watch This. #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement. Through our process my clients gain-back the confidence that theyre making all the right decisions with their finances. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call with me via the link in my profile description ✅. Indianapolis Financial Planner Indianapolis Financial Advisor Indianapolis Retirement Planning Indianapolis Wealth"
YouTube Link 2026-01-02T14:06Z [---] followers, [----] engagements
"Do You Spend MORE or LESS in Retirement 🏝 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book your free intro call"
YouTube Link 2025-12-30T20:07Z [---] followers, [----] engagements
"About To Get Social Security You NEED to hear this. #socialsecurity #ssa #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:"
YouTube Link 2025-12-29T14:55Z [---] followers, [----] engagements
"Have You Heard of The SUPER 401k Contribution #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓Book"
YouTube Link 2025-12-25T22:56Z [---] followers, [----] engagements
"Sell the House🏠 It could unlock a different retirement. #homeselling #retirement #downsize Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅:"
YouTube Link 2025-12-19T19:33Z [---] followers, [----] engagements
"This is The Biggest Threat to Your Retirement (Hint: It's Not What You Think) 🗓Schedule a FREE Retirement Review ✅: https://calendly.com/wealthguidesam/working-with-me-30-min-intro-callback=1 Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Visit our website for more info: www.mywealthguides.com Description: One of the biggest fears I hear from people approaching retirement is simply - I don't want to run out of money. After working with hundreds of retirees Ive noticed something consistent: its rarely one big mistake that causes financial stress in"
YouTube Link 2025-12-16T21:26Z [---] followers, [--] engagements
"Retirement Will Feel Weird. #retirement #abouttoretire #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and 60s planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: subscribepage.io/IaJqWG"
YouTube Link 2025-12-16T16:31Z [---] followers, [----] engagements
"Control Your Assets or Be Controlled By Them. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement. 🗓Schedule a FREE Retirement Review ✅ : https://calendly.com/wealthguidesam/working-with-me-30-min-intro-call . Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Description : If youre getting ready to retire most advice focuses on how much you need to save or what you should invest in. But after years of helping people plan for retirement Ive noticed something important: 👉 The happiest"
YouTube Link 2025-12-14T19:59Z [---] followers, [--] engagements
"Every Retiree Needs to Know about These Required Minimum Distributions Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method. Through our process my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG"
YouTube Link 2025-12-11T16:14Z [---] followers, [----] engagements
"Planning for RMDs Needs to Happen Before [--]. If youre in your 50s or 60s and starting to think seriously about retirement Required Minimum Distributions (RMDs) can either be a minor speed bumpor a major tax problem. The difference Whether you plan before you retire. In this video I break down what RMDs actually are why they matter long before your 70s and the smart moves you can make today to avoid higher taxes IRMAA surcharges and unnecessary stress down the road. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG 🗓 Schedule a Free Retirement Review with Me:"
YouTube Link 2025-12-10T02:54Z [---] followers, [---] engagements
"Most People Pick Wrong With Their Pension #retirement #financialtips #pension Debating between a steady monthly check and a large one-time amount for your pension This video examines the crucial decision of pension payments vs lump sum guiding you through the considerations for your retirement planning. Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people in their 40s 50s and [--] planning for retirement and the big life moments (changing jobs buying a house etc.) before they get there. I've helped hundreds of people with my proven process the Waypoint Method."
YouTube Link 2025-12-08T16:22Z [---] followers, [----] engagements
"RMDs Can Be A Tax Bomb in Retirement"
YouTube Link 2025-12-06T18:23Z [---] followers, [----] engagements
"Selling Your Investments Your Medicare Premiums Are About to Spike Did you know one investment move even a single sale can raise your Medicare premiums for an entire year It happens to retirees all the time and its because of something called IRMAA (Income Related Monthly Adjustment Amount). Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG In this video I break down exactly how capital gains can unexpectedly push you into a higher IRMAA tier why Medicare looks back two years and how to plan ahead so you dont get stuck with higher Part B and Part D premiums."
YouTube Link 2025-12-05T04:34Z [---] followers, [--] engagements
"Is it a mistake to have ALL your retirement money in a 401k #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for retirement. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro"
YouTube Link 2025-12-03T13:54Z [---] followers, [----] engagements
"Is 60/40 Portfolio Risky for Todays Retirees If youre in your 40s 50s or 60s and youve been told to just use a 60/40 portfolio for retirement you might be wondering is that still enough today In this video I break down what the classic 60/40 portfolio (60% stocks 40% bonds) was designed to do why it worked so well for past generations and why it may fall short for retirees facing longer lifespans higher inflation and more interest rate risk. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Heres what well cover: How the 60/40 portfolio became the standard"
YouTube Link 2025-12-02T15:31Z [---] followers, [--] engagements
"What are you going to do 🏠 Selling Your House Before Retirement"
YouTube Link 2025-12-01T14:01Z [---] followers, [----] engagements
"Wash Sales Watch Out For This Tax Surprise 😳 #taxes #capitalgains #capitalgainstax Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call"
YouTube Link 2025-11-25T15:09Z [---] followers, [---] engagements
"Can Roth Conversions Affect Medicare Premiums 🤔😳 #roth #rothconversion #irmaa #medicare Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro"
YouTube Link 2025-11-22T14:49Z [---] followers, [---] engagements
"Heres Why You Need to Think About Roth Conversions 🤯😳 #roth #retirement #retirementplanning Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free"
YouTube Link 2025-11-21T16:50Z [---] followers, [----] engagements
"Rule of [--] Retire Earlier with Your 401(k) #retirement #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅."
YouTube Link 2025-11-20T14:55Z [---] followers, [--] engagements
"Im [--]. Do I Contribute to My Roth 401(k) or Pre-Tax If youre in your 50s choosing between Roth and pre-tax can feel like a huge decision. In this video I walk through how both accounts really work then show you how to use your tax bracketnot rules of thumb or internet hypeto decide where each new dollar should go. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Well cover: -A clear refresher on pre-tax vs Roth 401(k) -Why your 50s are often your peak earning years -How to think in terms of Which tax rate do I want to pay -A simple 3-step bracket management"
YouTube Link 2025-11-19T18:24Z [---] followers, [--] engagements
"401(k) After a Job Change Youve Got [--] Options✌✌ Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile description ✅. This content"
YouTube Link 2025-11-18T16:51Z [---] followers, [----] engagements
"Retirement Income: Which account do you pull from 🤔 #ira #401k #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people facing big life moments (retiring moving jobs buying a house). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me via the link in my profile"
YouTube Link 2025-11-17T17:01Z [---] followers, [----] engagements
"Mega Back-Door Roth Do NOT Make this [--] Mistake 😩 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This"
YouTube Link 2025-11-13T13:40Z [---] followers, [---] engagements
"401(k) Limit: Higher Than You Think 🤔 Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is"
YouTube Link 2025-11-12T15:46Z [---] followers, [---] engagements
"How RSUs Can Transform Your Retirement Plan What we cover in today's video: Your RSUs with potential value are probably not vested OR usable. Your RSUs that are vested may be moved over to your brokerage account without you knowing it. We also show why company stock inside a 401(k) is not the same as company stock in a taxable account for taxes and penalties. Download Our Free Get READY TO RETIRE Checklist ✅: https://subscribepage.io/IaJqWG Client snapshot (illustrative): Evan [--] Home Depot PM and Maya [--] recently left the workforce they have [--] kids; ongoing RSU vesting; concentrated company"
YouTube Link 2025-11-11T12:31Z [---] followers, [--] engagements
"Portfolio Overlap: How It Happens 😳 #investing #stockmarket #portfoliomanagement #retirement Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people with stock-compensation and stock concentration💻. I've helped people at companies such as Amazon Rolls-Royce Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place for their stock compensation. With our Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via"
YouTube Link 2025-11-10T17:32Z [---] followers, [----] engagements
"RSUs: Value Not Guaranteed 😳🤔 #restrictedstockunits #tech #compensation #corporatelife Hi I'm Sam. 👋 I'm a fiduciary financial planner for stock compensated professionals💻. I've helped people at Amazon Rolls-Royce Eli Lilly Salesforce and many more companies by systemizing their finances. With our proven process The Waypoint Method you'll experience reduced financial stress and gain-back the confidence that you're making all the right decisions with your money. 🗓Book your free intro call with me via the link in my profile description ✅. This content is for informational purposes only and"
YouTube Link 2025-11-05T15:38Z [---] followers, [----] engagements
"401K Match: Non True-Up Plans Why You Dont Receive Your Company Match 🤔 #401k Hi I'm Sam. 👋 I'm a founder and fiduciary CERTIFIED FINACIAL PLANNER for people approaching retirement and other big life moments (changing jobs buying a house etc.). I've helped hundreds of people at companies such as Amazon Eli Lilly Salesforce and more by systemizing their finances and putting a plan in place. With my proven Waypoint Method my clients experience reduced financial stress and gain-back the confidence that theyre making all the right decisions with their money. 🗓Book your free intro call with me"
YouTube Link 2025-11-03T12:30Z [---] followers, [----] engagements
"RSUs Underwithholding: The Surprise Tax Bill 😳 #rsu #taxes working in #tech This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory"
YouTube Link 2025-10-31T14:26Z [---] followers, [---] engagements
"ESPP Plan: What is it 🤔 #espp #companystock #employerbenefits This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-10-29T20:58Z [---] followers, [----] engagements
"Stock Splits: Why Did Your Stock Price Drop 🤔 #stocksplit This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-10-28T12:49Z [---] followers, [----] engagements
"ETFs vs Mutual Funds: Whats The Difference 🤔 #etfs #mutualfunds 📅Schedule Your Free Intro Meeting Here: https://calendly.com/wealthguidesam/introduction-meeting-1 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own."
YouTube Link 2025-10-27T11:57Z [---] followers, [----] engagements
"Dividends vs. Interest: Whats The Difference 🤔 #taxes #dividends #interest This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory"
YouTube Link 2025-10-24T14:41Z [---] followers, [----] engagements
"Short Term Capital Losses: Your Tax Friend 😳🤝 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to"
YouTube Link 2025-10-22T14:34Z [---] followers, [---] engagements
"Maxing Your 401k: Not Always a Good Goal ❌ This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to clients"
YouTube Link 2025-10-16T21:19Z [---] followers, [----] engagements
"Tax Refunds: Not A Good Thing 😬 #taxes #taxrefunds This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only offered to"
YouTube Link 2025-10-13T19:17Z [---] followers, [----] engagements
"A.i. Stocks: Which One Will Win Out Nvidia Intel Tesla 🤔 This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are only"
YouTube Link 2025-10-07T16:36Z [---] followers, [----] engagements
"Roth IRAs: The Truth Behind Why Theyre Allowed 😳🤯 #roth #rothira This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.This content is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions. performance is not indicative of future results. All opinions expressed are my own. WealthGuides LLC is a Registered Investment Advisor in the state of Indiana. Advisory services are"
YouTube Link 2025-10-06T14:21Z [---] followers, [----] engagements
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