It may seem inconsequential, but it's important to understand what drives us when it comes to financial decisions. Fear-based decisions, on the other hand, stem from our fears around loss, rejection, or failure. While they might serve to protect us, they can sometimes take us farther away from what we really want. Love based decisions, on the other hand, are often rooted in a desire for the fulfillment and well-being of ourselves and others; and tend to align more closely with our true vales. #financialplanning #love #fear #financialpsychology Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Subscribe: https://www.youtube.com/@choicewealthmgt?sub_confirmation=1 Connect: Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Schedule an introductory conversation: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

With the election results in, we can begin to assess what changes might occur and how they will impact our financial planning decisions. Much of this revolves around the extension of provisions in the Tax Cuts & Jobs Act, which would otherwise expire in 2025. Here, I'll touch on the main provisions impacting individual taxpayers and what's likely to happen. #financialplanning #investmentstrategies #investing #stockmarket #election #election2024 #taxes #taxplanning Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Subscribe: https://www.youtube.com/@choicewealthmgt?sub_confirmation=1 Connect: Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Schedule an introductory conversation: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Newsflash - the stock market doesn't necessarily have a preferred political party or candidate. The current economic backdrop will tell us far more about future prospects for stocks than the election results will. #financialplanning #investmentstrategies #investing #stockmarket #election #election2024 #kamalaharris #donaldtrump Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Subscribe: https://www.youtube.com/@choicewealthmgt?sub_confirmation=1 Connect: Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Schedule an introductory conversation: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

The Federal Reserve (AKA Fed) is expected to lower interest rates next week for the first time in four years. What impact will this have on the financial markets and consumer debt moving forward? How could this impact our financial planning decisions in the near future? #financialplanning #investmentmanagement #investing #fed #interestrates #federalreserve Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Subscribe: https://www.youtube.com/@choicewealthmgt?sub_confirmation=1 Connect: Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Schedule an introductory conversation: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

It’s generally a good idea to take advantage of contributing to a 401(k) or other employer-sponsored retirement plan as much as possible. But there are a few good reasons in which that may not be the best decision, especially in a given year. Here are some situations in which it’s worth rethinking the traditional advice. #financialplanning #investmentmanagement #retirementplanning #stockmarket #401k Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

The stock market has seen some heightened volatility in recent weeks, but it's important to view it in the proper context of what historically tends to happen. Times like this also underscore the importance of having a predefined investment strategy, so that investment decisions can be made from a place of logic and not emotion. #financialplanning #investmentmanagement #retirementplanning #stockmarket #volatility Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

I recently contributed to a CNBC article concerning a survey revealing that many 55-year-old Americans feel "critically underprepared" for retirement. In this video, I expand upon the insights shared in the article and share some additional advice I might offer someone in this situation. Link to article: https://www.cnbc.com/2024/06/26/55-year-old-americans-critically-underprepared-for-retirement-survey-.html #financialplanning #investmentmanagement #retirementplanning #cnbc Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

When does it make sense to look at using life insurance as an investment vehicle? In this video, we'll discuss what this entails and when and for whom it makes sense to consider. #financialplanning #investmentmanagement #lifeinsurance #universallifeinsurance Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Restricted Stock Units are an increasingly common form of employee equity compensation. In this video, we'll discuss some common strategies and considerations for managing RSUs. #financialplanning #investmentmanagement #equitycompensation #restrictedstockunits Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

What are the things that determine when & if we are able to reach financial goals - whether it be retirement, financial independence, or otherwise? It really only comes down to four variables. Let's discuss these variables, how we can manipulate them, and how financial planning can help offer clarity and plans of action to do so. #financialplanning #investmentmanagement Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Until recently, employers were only able to match their employees 401(k)s with pre-tax dollars. With the passage of the SECURE 2.0 Act, employees can now elect to have their matching contributions made to Roth 401(k)s. Here's what you need to know! #financialplanning #roth401k #rothira #investmentstrategy Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

What are the key things we should be thinking about with any investment opportunity or option? Let's talk about the importance of understanding things like return expectations, timeframes, volatility, liquidity, and more. #financialplanning #financialplan #investmentstrategy Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Financial planning for families with special needs individuals comes with certain complexities that must be considered. In this workshop, we will discuss the different factors that must be taken into account when securing the financial future of our loved ones; including the use of special needs trusts, ABLE accounts, and coordination of government benefits.

Did you know that the stock market has seasons too? In this video, we'll break down stock market seasonality, which is the historical tendency of the market to perform better in some months than in others. Of course, these are based on historical averages, which means they may or may not hold true in any given year. We'll also touch on what I feel are the most important elements of an investment strategy. #financialplanning #financialplan #investmentstrategy Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

On episode 5, Branden Ducharme and guest Greg Corneille shed light on the world of special needs financial planning. They delve into topics like special needs trusts, ABLE accounts, and the optimization of public benefits like SSI and Medicaid. Discover the significance of estate planning, life insurance, and tailored financial strategies for individuals with special needs. Gain valuable insights into investment strategies and the importance of professional guidance in managing market exposure and adapting to changing circumstances. Join them on this episode for a comprehensive approach to securing financial stability for families facing special circumstances. [00:00:00] Child turns 18, parents' resources no longer count. [00:05:45] Limit on assets for special needs. [00:11:26] Plan for future with special needs trust. [00:16:17] Special needs trust for home purchase. [00:22:20] Top concerns in special needs planning. [00:26:45] Plan for long-term care with insurance. [00:30:56] Special needs planning: avoid common pitfalls. [00:36:10] Life insurance policies can provide benefits. [00:42:17] Permanent insurance for financial planning needs. [00:47:52] Financial planning is an ongoing process. DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• (800) 955-2517 • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are separate entities. The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates. Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities. The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated. #financialplanning #specialneeds #wealthmanagement #accounts #podcast

Efficient cash flow management is one of the foundational parts of a healthy financial picture, usually has a lot of bearing on our ability to build and improve financially. It also allows us to ensure our spending reflects our values and objectives! In recognition of Financial Literacy Month, here are some thoughts on implementing effective cash flow management strategies. #financialplanning #financialplan #investmentstrategy #budgeting #financialliteracy #cashflow Greg Corneille, CFP®, ChSNC®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Just skip the morning latte, that’s the key to building wealth! So they say. While saving at a responsible rate is important, it’s also important to focus moreso on the financial decisions that will have bigger impacts. If we do that well, then maybe we can keep enjoying the coffee we love! #financialplanning #financialplan #investmentstrategy #starbucks #morningcoffee #budgeting Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

One thing we know is that life is going to happen! We've all experienced setbacks of some kind and magnitude that have impacted our finances. Here are a few tips for bouncing back from a financial setback, as well as some ways to help protect against future setbacks. #financialplanning #retirementplanning #jobloss #divorce #healthcrisis Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Should I be making Traditional or Roth contributions? It’s one of the most common and fundamental retirement planning questions! In this video, I’ll outline (at a high level) the important factors to consider when deciding which way to go, with the use of a free online tool. #financialplanning #retirementplanning #traditionalira #rothira Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

When is the best time to start collecting social security? If the income is needed right away then the obvious answer is at age 62. But there are plenty of situations in which it makes more sense to delay. In this video, we’ll discuss a few scenarios and things to keep in mind when making this crucial retirement planning decision. #financialplanning #retirementplanning #socialsecurity Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Dealing with an unexpected loss of employment can be very stressful, both professionally and personally. Here are a few financial considerations to keep in mind when navigating this type of transition. #financialplanning #retirementplanning #jobloss Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

The U.S. stock market, as reflected by the S&P 500, has achieved two new notable milestones over the past few weeks. What does this say about the prospects moving forward, and what does it mean for your investment portfolio? #financialplanning #retirementplanning #stockmarket #s&p500 Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Congrats! You’ve received a promotion, raise, or new employment opportunity that will result in a significant increase in income. But now what? Here are some points to think about when making decisions about how to best allocate new surplus income and incorporating it into your overall financial plan. #financialplanning #retirementplanning #newjob #promotion #raise Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

If your income is above the limits to contribute directly to a Roth IRA, there is a way around it. In this video, we’ll discuss Backdoor Roth IRA contributions and why they’re beneficial, how to do them, and some considerations to be aware of when doing so. #financialplanning #retirementplanning #rothira #rothconversion Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Umbrella insurance is easy to obtain, but is sometimes overlooked as an important part of a financial plan to help protect your assets if necessary. In this video, we touch on what it is, what it does, and who is most likely to need it. #financialplanning #retirementplanning #umbrellainsurance Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Here’s an article sharing the average 401(k) balance by age range. And - here’s why you shouldn’t care, and what to focus on instead. #financialplanning #retirementplanning #investmentstrategy #401k #403b #ira #rothira Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

In Part 2 of the 2024 Retirement Planning Updates, we touch on some of the new provisions taking effect this year for employer-sponsored retirement plans and IRAs. To download our 2024 Key Financial Figures, please visit: www.choice-wealth.com/2024keyfinancialfigures #financialplanning #retirementplanning #investmentstrategy #businessowner Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement #financialplanning #retirementplanning #investmentstrategy #rothira #401k #thriftsavingsplan DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

The turn of the calendar to 2024 brings with it a number of adjustments to retirement plan contribution limits, as well as a few new provisions from Secure Act 2.0. In this video (part 1), we'll highlight some of the limit changes and their impact. To download our 2024 Key Financial Figures, please visit: www.choice-wealth.com/2024keyfinancialfigures #financialplanning #retirementplanning #investmentstrategy #businessowner Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement #financialplanning #retirementplanning #investmentstrategy #rothira #401k #thriftsavingsplan DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Does your child have earned income? If so, here's why you may want to consider helping them set up and fund a Roth IRA. #financialplanning #retirementplanning #investmentstrategy #rothira #financialliteracy #financialeducation Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, non-profits, and religious organizations. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmgt DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

What's the better business retirement plan for solo business owners - SEP IRA or Solo 401k? #financialplanning #retirementplanning #investmentstrategy #businessowner Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, non-profits, and religious organizations. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmgt DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.