In June 2018 I made a major change and started my own financial planning and wealth management firm. Many of you have come along with me, but for those who haven't I'd like to introduce you to Forefront Wealth Planning and Asset Management.
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Forefront Wealth Planning
Another Friday and another Episode of Forefront's Friday Fun. This week is the back to school edition!
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Forefront's Friday Fun Episode 12 - Back to School, and a wild Thursday during a boring week
Forefront's Friday Fun Episode 7. We send this to our clients every week so they can see how our personal values drive the values of our firm. Give it a quick watch.
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Forefront's Friday Fun Episode 7 - GDP Drop, Tech Earnings, and a double in little league!
In this new remote world, how do you get to know your financial planner as a person? How do you understand their values, and see if they align with your own? Can you really open up and trust someone with your lifesavings without really knowing them? I make these videos as a glimpse into my life when I am not a financial planner, and I am just a dad, husband, and disgruntled Giants fan! This week is a good one, it was Priya's 6th birthday!! Enjoy!
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Forefront's Friday Fun Episode 18 - Priya turns 6 and we had a 4 days market losing streak!
Did you know that Donald Trump actually raised your taxes not lowered them? If Joe Biden wins your taxes are going up too! All Presidents raise taxes! Don’t believe me? Read on and I’ll prove it.
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Forefront's Monday Market Update | Forefront Wealth Planning
Anyone else fed up with Covid-19 and Presidential Elections? ME TOO! This weeks video is designed to put a smile on your face, but we also touch on how ALL presidents raise taxes regardless of democrat or republican. Enjoy Episode 19 of Forefront's Friday Fun!
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Forefront's Friday Fun Episode 19 - Puppies, bubbles, job #s, and presidents. Oh what a week!
The election is all but over, and a vaccine is around the corner. These are good things, but also bring new risks. What are the biggest risks we all face going forward? Give a listen to find out.
Understanding the Power of Money: Understanding the Power of Money Episode 3 - What are the biggest risks we all face over the next 4 years? on Apple Podcasts
Money doesn't buy you happiness, but it does buy you freedom. Listen to episode 4 to see what the freedom part of Discipline = Freedom is all about.
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Understanding the Power of Money: Understanding the Power of Money - What Money REALLY Buys You on Apple Podcasts
2020 was a wild ride in the markets, and undoubtedly someone in your sphere has told you about their gains trading their Robinhood account. Instead of feeling like you missed the boat, let's take a look at 2020 and see everything we did right and get ready for 2021!
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Understanding the Power of Money: Understanding The Power of Money - Did you win 2020? on Apple Podcasts
New year, new episode
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Understanding the Power of Money: Are my taxes going up? on Apple Podcasts
Check out episode 6 of Understanding the Power of Money where we take a look at how taxes might shake out in 2021 and beyond.
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Understanding the Power of Money: Are my taxes going up? on Apple Podcasts
Are my taxes going up under President Biden? Find out what the Biden/Harris tax proposal ACTUALLY is and how it might impact you in episode 6 of Understanding the Power of Money hosted by our Managing Partner Amit Chopra CFP®
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Understanding the Power of Money: Are my taxes going up? on Apple Podcasts
Make your accountant proud and take some time to learn these strategies to be as tax efficient as possible in 20211
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Understanding the Power of Money: Help, my taxes are going up..... WHAT DO I DO?! on Apple Podcasts
What the heck is a short squeeze? Is your head spinning with all this jargon and lingo being thrown around, and at this point you just want to know what the heck is going on in normal terms? Problem solved, an emergency episode of Understanding the Power of Money to explain it to everyone. Enjoy
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Understanding the Power of Money: What the heck is a short squeeze and how does it impact me? on Apple Podcasts
Tax planning isn't just saving money now, but planning for what income taxes might look like in the future. The Backdoor Roth IRA strategy is a great tool but under utilized and often misunderstood. Listen to find out the rules and how you can use this strategy to your benefit.
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Understanding the Power of Money: Backdoor Roth IRA conversion and how you can benefit from it on Apple Podcasts
Think it's just "stimmy" payments? Think again! Find out exactly what is in the American Rescue Plan and how it impacts you in episode 10 of Understanding the Power Of Money.
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Understanding the Power of Money: The American Rescue Plan, what's in it, and how it impacts you! on Apple Podcasts
