By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC As AI and robo-advisors gain popularity, relying on them for financial decisions might seem convenient. But when you’re faced with complex situations or unpredictable economic shifts, having a trusted financial advisor becomes an invaluable resource. Watch this quick video to learn the benefits to partnering with a… Continue reading VIDEO: Why AI Isn’t the Best Answer for Your Finances
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC If you’ve been exploring financial advisors, you might come across terms that are unfamiliar to you. One important term to focus on is “fee-only.” What exactly does this mean, and why does it matter? In this brief video, we clarify everything you need to understand about fee-only… Continue reading VIDEO: Why You Should Work With a CFP® Professional
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Did you know there’s more to your tax return than meets the eye? It’s actually a goldmine of information that can unlock hidden insights to a successful financial future. Watch this video from Joe Dowdall at Worth Asset Management to learn about the powerful connection between financial… Continue reading VIDEO: Financial Planning and Tax Returns: A Powerful Partnership
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC The transition to retirement is a big life shift that goes beyond simply leaving the workforce. It’s a chapter where you have the opportunity to rediscover your purpose, prioritize your health, and shape a whole new identity. As your daily work routine fades away, you’ll have time… Continue reading VIDEO: Finding Purpose, Health & Identity in Retirement
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC With just 12 months left until your official retirement date, you may feel like you’re in the home stretch. It’s an exciting position to be in, but the last year before retirement is just as important as all the others leading up to it. There are some… Continue reading VIDEO: Countdown to Retirement: 6-Step Checklist if You’re Retiring in 2025
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Last month, I had the pleasure of sharing some amazing books that have influenced me as an investor and a person. If you liked part one of my top 10 list and you’re looking to add even more great books to your reading list, allow me to… Continue reading VIDEO: The Top 10 Books That Have Shaped Me As a Person and an Investor (Part Two)
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 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… 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… 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… Continue reading VIDEO: What I Wish I Had Known About Money When I Was Younger
