Financially Free

Have you thought about hiring a financial planner?  If so, you may be wondering what you should know about them before you hire them.  In this video Shanna Due, of… Read More

If you have recently started a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going… Read More

Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.… Read More

Are financial planners actually worth it?  Check out this video for some points to consider as you answer this question for yourself!

Questions about investing during an election year? You’re not alone! The 2020 Election has people asking questions about how to position their 401k, IRA, and their overall investment portfolio. I’ll… Read More

Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right?… Read More

Have you been hearing talk about the payroll tax deferral program? All the chatter has some people wondering if it does or doesn’t apply to them. Check out this video… Read More

Are you a YouTuber who’s now making six or seven figures from your YouTube channel? Do you want to invest and grow your YouTube money in a tax free manner?… Read More

Are you tired of carrying credit card debt? Alvin Carlos, CFA, CFP® shares three tips on how you can consolidate your credit card debt and get on a path towards… Read More

Wondering about Restricted Stock Units or RSUs? You’ve come to the right video. Alvin Carlos explains what they are, tax implications and how you can use them best.

    If you have an old 401k because you changed jobs or you’re not fully self-employed, you might have to decide what to do with that 401(k) account you… Read More

Do you wonder why the stock market continues to rise?  Is the stock market overvalued?  Watch here as I discuss two sides of this debate.