Episode 18: ESG Investment types

In this final episode, John and the gang present the winner of the contest their $50 gift card! They also discuss some of the main key topics from the podcast and invite you to continue listening (and watching) through YouTube as they will continue to post directly on to YouTube. This has been a great ride and they hope everyone has been able to learn and change something in their financial lives rather to better your future or better your present. Thanks for joining for all of the laughs and goofs along the way, hope to see you again soon!

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode, the gang discusses the basics of pension plans and why these are very common and widely used pension plans. In the past we have discussed pension plans such as 401Ks and how certain employers may match your investment. These pension plans are commonly used for retirement but certain ones allow for early withdrawal at either a penalty or a payback. It is best to get into a pension plan at an early age to help the onset of compounding interest!

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode, John discusses the top 10 search terms that are used by investors. These terms are then used to help run finances for a business, help out come tax season, and for CPAs to better formulate decisions with investments. These are great terms for common folk interested in finances to help get a leg up on others!

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode, John and the gang do their final mini episode on taxes and insurance! Taxation works through tax brackets based on income and capital gains work through holding mutual funds, stock, and other types of investment vehicles. On the insurance side John talks about getting the best deals with insurance companies and the importance of shopping around! 

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode, John and the gang discuss the basics of credit and how building from an early age is extremely important once you become of age to purchase a car, buy a house, or get a business loan. Credit can be a very helpful tool to help build wealth, and achieve some of the things you never thought were possible. In addition, the higher the credit score, you commonly get better interest rates on loans, auto financing, and your mortgage. 

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode the gang discusses debt and net worth and different types of debt and how they can help your as well as hurt you. Typically a younger person will have a negative net worth while someone closer to retirement age would typically have a positive net worth. After building a good nest egg for retirement in-line with paying off big mortgages and being ready to dig into a Roth IRA or a 401K this will result in a positive net worth.

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode John and the gang discuss the differences between savings and investing. Where should you begin and what is the best way to tackle savings and then getting into investing. Many like to put risk into their money before having a nest egg setup first. Emergency funds are a very solid base to have prior to investing. Once you have the emergency fund setup you can then begin the investing aspect of it all. 

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode, John and the gang touch on the basics of budgeting. Building a budget is the ground basis to financial independence. The gang discusses the envelope system, 70/20/10, 50/30/20, Zero-budget, and pay-yourself first. Each of these budget types has it's own pro's and con's and even creating a hybrid system across each budget type can be a smart idea! 

In this first of 6 mini episodes John and the team touch on the basics of financing with quick stats and math behind each subject. Tune in for a quick touch base on the basics of Wealth Taxes and Finances!

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!

The rules are as follows:

1. Email us your name and address at jcindia@lifestagesadvisory.com
2. Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!

We are excited to hear from everyone and do a little giveaway prior to our 100th episode!

In this episode, John and the gang discuss tax changes that may be coming up in the new year. Gifting tax can be changing as well as how life insurance will be changed by these new tax laws. Tune in to learn more about these possible coming tax changes!