Furstenau’s Financial Health

Ready to retire but not sure what to expect? The first year of retirement can be full of surprises—both exciting and challenging. In this video, we reveal 6 essential tips that nobody really talks about and we'll share 1 powerful BONUS tip.

In this video, we break down the key differences between Roth and Traditional IRAs. Whether you're a first-time investor or looking to optimize your retirement strategy, we’ll cover the benefits, tax advantages, and eligibility requirements of both types of accounts. We hope this helps you better understand which IRA might be best for you and how each can impact your long-term financial goals. Feel free to reach out to us with questions.

Have you ever wondered if there is a "best" day to invest in the stock market? Market timing has always been a hot topic among investors, but is it possible to predict the perfect moment to buy or sell? We’ll dive into this topic throughout the video following the "best" and "worst" days over the last 20 years. Don't miss out—unlock the secrets of timing your investments today!Sources:https://www.macrotrends.net/2324/sp-5... https://www.investopedia.com/terms/a/... https://finance.yahoo.com/quote/%5EGSP...

In this video, we explore the power of small daily savings and how skipping that daily cup of coffee (or snack, soda, etc.) could lead to significant financial growth over time. Have you ever wondered what would happen if you invested the money you spend on coffee each day? We break down the potential gains, from building your savings to growing your investments, and show you how small habits can lead to big financial rewards. Whether you're new to investing or just looking for a little inspiration, this video will motivate you to rethink your daily spending habits and start investing in your future today!1:13- investing your coffee cash ($35/week for 1 year)2:00- 20 years of your coffee cash invested3:12- power of compounding3:47- be purposeful and have a systematic approach to investing3:55- investing coffee cash for 30 years4:28- see how your investment compounds over time5:00- key takeaways

In this video, we dive into the importance of investing in your child’s future and how it can set them up for lifelong success. From education to financial opportunities, learn actionable strategies to help you create a strong foundation for your child’s growth. Whether it’s saving for college, setting up a trust fund, or teaching financial literacy, we’ll guide you through the steps that can empower your child to thrive in the years ahead. 0:36: Things to Consider Saving For 1:28: Nest 529 explained 2:05: Rolling a Nest 529 into a Roth account 2:45: Legacy Planning 3:15: Cashing Out 3:36: UTMA 4:11: Uses for UTMA 5:50: Estate Planning explained 6:30: Action Plan Items

In this video, we’ll walk you through the key options for managing your 401(k) when leaving a job. Whether you're transitioning to a new role, retiring early, or taking a career break, it’s important to make the right decision about your retirement savings. We’ll explain the pros and cons of cashing out, rolling over to an IRA, transferring to your new employer’s plan, and leaving it with your old plan. Don’t let confusion or mistakes cost you in the long run—watch now and learn how to keep your money safe.

Check out how Ryan fights a bear in this podcast. You don't want to miss these details.

Ryan and Andrew are back again to discuss how you can use estate and financial planning together as a powerhouse. Find out more here!

You may not know what happens behind the scenes here. This will give you a little insight to how the process works for the next time you need to call and request funds.

What do you think are the most important things for you to do today? Find out how to identify and tackle those effectively here!