• person writing in noteboook

    Achieving Financial Awesomeness Blog

These Four Things Could Surprisingly Kill Your Personal Finances

These Four Things Could Surprisingly Kill Your Finances

We all know the old saying, “What you don’t know can’t hurt you.” But what does that even mean and where the heck did it come from? I can tell you for certain it definitely doesn’t apply to the world of finance.

In my world, what you don’t know can definitely hurt you. And, as bad as this is going to sound, a lot of the biggest banks in the world were built from people “not knowing.” Whether it’s hidden fees, even if they are legal (no offense, Wells Fargo), or paying interest, these seemingly little things can add up to a lot of money over time.

Continue reading

How Do I Invest My Money?

How I Investment My Money

If you had a chance to read my blog from last week, you were enlightened to my worst investment ever. Not exactly a story I like to talk about and, for some reason, I thought I’d just tell the whole world about it—like I mentioned, probably not the best way to attract potential clients as a financial advisor.

Today, however, we’re going to take a look at what I’ve learned over the years and find out exactly how I invest my money for the various goals my wife and I share. While I wish I could tell you I have some kind of crazy system that involves algorithms and lots of other cool sounding stuff, sadly, it’s really not that exciting.

Continue reading

Dumb Expenses You Need to Slash From Your Budget Now

GOBankingRates logo 2014

NextGen Wealth was featured in the GOBankingRates article, "Dumb Expenses You Need to Slash From Your Budget Now". Check out the full article and see my contribution to the "Monthly Subscriptions" section.

View Full Article

Tags:

My Worst Investment Ever

My Worst Investment Ever

We’ve all made bad choices in life when it comes to money and even me, as a financial advisor, falls right into that category as well. Granted, I’ve learned a lot of what to do, but that still doesn’t mean I haven’t made my share of mistakes when it comes to investing.

Everyone has some kind of “worst investment ever” story and that goes for just about every other financial advisor too. Believe it or not, we tend to think we’re really smart and only pick winners when it comes to investments—but, bold brutal truth, we’re not. If your financial advisor is telling you differently, then I’d start looking for another one.

Continue reading

8 Rumors To Ignore If You Actually Want To Retire

forbes

NextGen Wealth was featured in the Forbes article, "8 Rumors To Ignore If You Actually Want To Retire". Check out the full article and see my contribution to item #6 - "I'm going to die young anyway!".

View Full Article

Tags:

Can the Stock Market Just Keep Going Up?

Can the Stock Market Just Keep Going Up

This has to be one of the most common questions I get asked on a daily basis. It doesn’t matter who I’m talking to, inevitably the question comes up. However, if you know me as a financial planner, I am by no means a market prognosticator nor do I profess to be some kind of stock market guru.

Nonetheless, managing my client’s investments is part of my job, so I expect to have these types of questions. Now, whether I answer it in a black and white way is yet to be determined. On the one hand, the stock market has always gone up looking at it long-term, however, over the short-term, the market experiences all kinds of ups and downs.

Continue reading
Tags:

How to Become Your Own Financial Advisor

How to Become Your Own Financial Advisor

Like it seems for just about every service profession today if you want to go the DIY route and figure it out for yourself, just Google it and you’ll be on your way. I swear I think there is a YouTube video for just about every DIY project you’re attempting to do around the house, with some being easier than others.

While it’s not quite that easy when it comes to managing your finances or becoming your own financial advisor, it can still be done. As long as you have the time and willingness to learn, you certainly can go at it yourself. Many people handle their personal finances themselves and do a great job.

Continue reading

The Worst Things About Working with a Financial Advisor

The Worst Things About Working with a Financial Advisor

As much as I try and paint the picture of how awesome it is to work with a financial advisor, there are a few unpleasant things that come with the territory—I know, I know, hard to believe.

We definitely try to make the experience as pleasurable as possible, but sometimes it just isn’t always rainbows and unicorns. We can be a little annoying at times asking for all the information we need. Difficult discussions come with the territory, and critical decisions have to be made about one's financial life—and that means sacrifices might have to be made in order to achieve one's goals.

Continue reading

A Few Things I Don’t Really Like About Being a Financial Advisor

A Few Things I Don't Really Like About Being a Financial Advisor

In my last blog post, we took a look at a few of the reasons why I love my job as a financial advisor. Some of you may have been rolling your eyes about the joys I get to experience every day, but now we get real and look at a few things I’m not exactly a big fan of as a financial planner.

That’s right, it’s not always roses and unicorns every day. Sure, I do love what I do, but there definitely some things I could do without. These are only my views and don’t reflect the views of NextGen Wealth. This is me getting to the down and dirty you probably won’t hear from most advisors.

Continue reading

What I Love About Being a Financial Advisor

What I Love About Being a Financial Advisor

Being in this type of industry can certainly have its ups and downs, but that really can be said for any industry. There are a number of things that are in my control, but then there’s also one big one that I can’t control—the stock market.

Once I learned to focus on the things that I could control with my clients, it certainly made for a more pleasant experience for everyone even though the stock market does like to test our patience every once in a while.

Continue reading

Connect With Us!

This email address is being protected from spambots. You need JavaScript enabled to view it.

NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Legal, privacy, copyright and trademark information
Copyright © 2017 NextGen Wealth. All rights reserved
Web Design and SEO by Igniting Business

Subscribe to our monthly newsletter
"Financial Insights and Delights"

Invalid Input
Invalid Input
Invalid Input