By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC As the Thanksgiving holiday approaches, we at Worth Asset Management find ourselves reflecting on the many things we’re thankful for. In a year filled with challenges, changes, and global conflict, it’s important to take a moment to express our gratitude for the aspects of our work that continue… Continue reading VIDEO: Happy Thanksgiving! Here’s What I’m Grateful For in 2023
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Some people prefer to read books and some prefer to watch movies; if you’re the former, then this video is for you! Regardless of which type of person you are, most people can agree that books have the power to shape us and help us change for the… Continue reading VIDEO: The Top 10 Books That Have Shaped Me As a Person and an Investor (Part One)
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC You’re looking forward to a worry-free retirement now more than ever—but is your savings ready to foot the bill? When it comes to retirement savings, both a traditional IRA and a Roth IRA come with a tax benefit, and it’s vital to understand the differences between the two… Continue reading VIDEO: What You Need to Know About Roth IRA Conversions
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC It’s been said that hindsight is 20/20—and money is no exception (or, rather, your money decisions). Have you ever thought back to a major money decision and thought, “If I had only known more, I would have done it differently?” I know I have. Check out this quick… Continue reading VIDEO: What I Wish I Had Known About Money When I Was Younger
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Most people have been dreaming about retirement their entire career. To be able to have more free time, travel the world, spend time with family, or pick up a new hobby is what your golden years are all about. But what does a satisfying retirement look like for… Continue reading VIDEO: 6 Secrets to Prepare for a Happier Retirement
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC It’s no secret that for many Americans, Medicare is a significant part of their healthcare plan in retirement. Despite its importance, many people don’t understand Medicare or the full scope of benefits to which they are entitled. Unfortunately, not having a complete picture of the system and how… Continue reading VIDEO: What You Need to Know About Your Medicare Plan
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC The years leading up to retirement can be exciting but overwhelming. There’s a lot to do to prepare for this next chapter of life, including learning about your Social Security benefits. This video guide can help you understand how your benefits work, how to maximize them, and, most… Continue reading VIDEO: When Should You Collect Your Social Security Benefit?
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC It’s impossible to go through life without making mistakes—they’re just a part of being human. In fact, we often learn from mistakes of the past to make better decisions in the future. However, when it comes to retirement, there are no do-overs. To make sure things go… Continue reading VIDEO: Common Retirement Mistakes and How to Avoid Them
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Traveling, especially with family and friends, is one of my passions outside of financial planning. I have been blessed to travel all over the world, and I look forward to many more trips in the future. Some of my favorite travel experiences include road trips with my… Continue reading VIDEO: Favorite Places I’ve Traveled
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Retirement can seem like this vague event that’s too far off in the future to worry about. You can plan your retirement, save for retirement, and most people even spend their days dreaming about it, but we often don’t pay attention to the nuances of each stage… Continue reading VIDEO: Understanding the Phases of Retirement Planning
