Finance 101: Your Guide to Investing, Financial Planning, Insurance, College Saving, Financial Independence, and Retirement

By Brent Dunn

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Description

Financial Planning, Retirement Planning, Budgeting, Insurance, Early Retirement. Everything that they should have taught you in school about finance.

Episode Date
Index Funds 101: What You Need To Know About Investing In Index Funds
00:16:52
Need a way to passively invest in the market without paying much (if any!) fees? If so, Index Funds are the way to go! In this episode, I go over the basics of Index Funds, such as: -What they are -How their fees work -Why people use them -How they came to be -The difference between Index Funds and Mutual Funds -And more! If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg
Aug 31, 2018
Mutual Funds 101: What You Need To Know About Investing In Mutual Funds
00:26:28
Want to invest but don't know where to start? A mutual fund MIGHT be a good place to start. If you don't know what a mutual fund is or want to know more about how they work, this episode is for you. If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Aug 30, 2018
Early Retirement In The U.S. Vs. Abroad
00:32:04
Do you know how much less money you need for retirement if you retire in Guatemala instead of the U.S.? So many people are working jobs they hate because they need to save a large amount of money for retirement, when if they were to retire abroad, they'd need to save much less. It all comes down to your dreams and goals in life. If your dream is to retire early, then this is the pod for you. Here's the link to the article I read from: http://reachfinancialindependence.com/early-retirement-abroad/ If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101 Soundcloud https://soundcloud.com/brent-wf-dunn
Aug 27, 2018
Opportunity Cost, College, & Crypto
00:32:32
Opportunity Cost = Opportunity Lost What are you giving up with every decision you make? Time, energy, resources? Is there something better you can be doing with that time, energy, and money than what you're doing right now? If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101 Soundcloud https://soundcloud.com/brent-wf-dunn
Aug 27, 2018
The Best Place To Invest Your Money: Yourself
00:17:45
Are YOU investing your money in the right places? Maybe you're investing passively when you should be investing actively. Or perhaps you're investing actively when you can afford to be investing passively. Check out this episode to learn the difference between active and passive investing, and what better suits you. If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Aug 18, 2018
How Stocks Work - 'Buy The Rumor, Sell The News'
00:22:55
While the stock market may seem like a crazy and confusing place, in reality it's very simple. Stocks are bought and sold based on belief that the future price will be either higher, or lower, than it is now. But how can one person think the price is going down while the other thinks it's going up? Check out this episode to find out. You can read the blog post to this episode by going here: https://www.wholesomefinancial-brentdunn.com/blog/how-stocks-work-buy-the-rumor-sell-the-news If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Aug 15, 2018
Are You Paying Too Much For Housing?
00:25:39
Do you know how much is too much when it comes to house payments or rent? Millions of Americans are 'house poor', meaning that they're spending so much money just paying for housing that they don't have much left to spend elsewhere and invest. As a quick rule of thumb, I like to listen to Dave Ramsey when he says that you shouldn't be spending more than 25% of your take home pay on housing. Listen to this episode to learn the other rules of thumb and the 50/30/20 budget rule. If you want to read the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/spend-on-housing If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101 Soundcloud https://soundcloud.com/brent-wf-dunn
Aug 14, 2018
What Is Bitcoin? Intro To Cryptocurrencies: How They Work, What They Are, And How To Use Them
00:35:18
In this special edition of Finance 101, I interview my friend Zach and talk all about Bitcoin and Cryptocurrencies. We dive into what Crypto actually is, what gives it value, why we like it, and why people use it. If you don't know much about Bitcoin or Crypto, or even if you do know a bit, this episode will get your feet wet to the world of digital money. If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101 Soundcloud https://soundcloud.com/brent-wf-dunn
Aug 11, 2018
How To Save Money For Retirement Without Risking It In The Stock Market Webinar
01:30:35
Link to Webinar: https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar This is my webinar on how to use Indexed Universal Life Insurance (IUL) for investing for retirement and other life goals. Many people don't know about the IUL and the safety and security it brings to investing. The IUL is a great way to save money in a safe, simple, affordable, and versatile, way. It is true that you do not have the unlimited potential to earn as much as you can earn in the stock market (though it is possible to do better off than the stock market!). But the IUL isn't meant to bring unlimited upside potential, it is meant to be the secure foundation of a safe and reliable retirement plan. If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This webinar covers the simplest, safest, and most affordable way to invest for retirement. https://www.wholesomefinancial-brentdunn.com/saving-for-retirement-webinar As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/bdunnfinance Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Aug 09, 2018
Your Debt Is An Emergency
00:26:17
In this episode I read a blog post by Mr. Money Mustache titled 'Your Debt Is An Emergency'. To learn more about MMM, check out his website:https://www.mrmoneymustache.com/2012/04/18/news-flash-your-debt-is-an-emergency/ As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Aug 03, 2018
Warren Buffett & Albert Einstein Rules For Investing
00:13:31
In this podcast I talk about Warren Buffett's two rules for investing, and how to combine it with Albert Einstein's comment about compound interest being the 8th Wonder of the World. I will be creating a webinar video soon to talk about how to combine Buffett's Rules with Einstein's remark. It will be posted on my website somewhere and on my Facebook in a few days. As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Aug 03, 2018
How To Pay Off Debt: Debt Snowball Vs. Debt Avalanche
00:15:08
When paying down debt, there are two different strategies you can take: The 'Debt Snowball' or the 'Debt Avalanche'. In this episode, I talk about the advantages and disadvantages of each, and I'll help you decide which strategy is best for you. For the corresponding article for this podcast, check out: https://www.wholesomefinancial-brentdunn.com/blog/how-to-pay-off-debt-debt-snowball-vs-debt-avalanche -Brent Dunn -Financial Planner/Coach As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Aug 01, 2018
Credit Card Hacking: How To Use Credit Cards To Your Advantage
00:15:15
Did you know you can save up to 30% by just using a credit card? In this episode, I talk about credit card hacking and how to use credit cards to your own advantage. If you don't have a Credit Karma account yet, go here to sign up: https://www.creditkarma.com/ To check out the corresponding article to this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/how-to-use-credit-cards-to-your-advantage As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Jul 30, 2018
Why You Don't Want A Big Tax Return Each Year
00:14:30
It's good to get a big tax return from the government each year, right? Nope! Getting a tax return means you lent the government money during the year that should've been in your pocket. This podcast will explain why you don't want a tax return, and how to make sure that you don't get one. To check out the IRS Withholding Calculator, go here: https://www.irs.gov/individuals/irs-withholding-calculator As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Jul 30, 2018
The Tax Torpedo: What Is The Tax Torpedo, And How To Avoid It
00:37:17
What Is The Tax Torpedo? How Does It Work? And What Can You Do To Avoid It? To read the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/the-tax-torpedo-what-it-is-and-how-to-avoid-it To sign up for a 100% FREE 30-Minute Discovery Call where I help answer any financial questions you may have. Go to: https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall There will be no selling, no strings attached, etc. My mission is to help people make the best decisions about their finances that feel right to them. I just want to bring you value so that when you or a friend need a financial planner/coach, I'm the first person you come to. :) If you are newly married or know someone who is, go to my website and download the Free Financial Road-Map For Newly-Weds under 'Free Resources'. It's a guide for specifically newly-weds to help them navigate their finances and make goals as a new couple. Check out my Insta, FB, Twitter, YouTube, etc. and comment on something to say hi! Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Soundcloud https://soundcloud.com/brent-wf-dunn
Jul 28, 2018
How Much Life Insurance Do You Really Need?
00:21:14
How Much Life Insurance Do You Really Need? To check out the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/how-much-life-insurance-do-you-really-need As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email: bdunn@wholesomefinancial.com Website: https://www.wholesomefinancial-brentdunn.com/ FB: https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group: https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance YouTube: https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Linked In www.linkedin.com/in/brentdunn1
Jul 26, 2018
A Penny Saved Is NOT A Penny Earned
00:20:54
Is a penny saved really a penny earned? NO! Check out this episode to find out why. Check out my socials to find out what I'm up to and for more personal finance advice. To read the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/a-penny-saved-is-not-a-penny-earned As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB: https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group: https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance YouTube: https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Linked In www.linkedin.com/in/brentdunn1
Jul 25, 2018
How Do Tax Brackets Work In America?
00:11:05
Judging by how often the term 'How do tax brackets work' is searched on Google each day, I think it's safe to say that there are a lot of people that don't understand how progressive tax brackets work. To read the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/understanding-how-tax-brackets-work As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB: https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group: https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance YouTube: https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Linked In www.linkedin.com/in/brentdunn1
Jul 24, 2018
What Is Dollar Cost Averaging, And Should You Do It?
00:18:27
What is Dollar Cost Averaging, and Should You Do It? In this episode, I talk about what it means to dollar cost average, and how it's different than lump sum investing. I also talk about a study done by Vanguard, which tells us whether dollar cost averaging or lump sum investing works out better(the answer may surprise you!). If you need help deciding whether to dollar cost average or lump sum invest, this episode is for you. To check out the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/what-is-dollar-cost-averaging-and-should-you-do-it As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jul 04, 2018
The 4% Rule - How Much Should You Save For Retirement?
00:12:59
Ever wonder how much you need saved for retirement? The 4% Rule is a great rule of thumb for easily calculating how much you should have saved up for retirement without running out of money. Simply put, you start with the amount of money you plan to spend each year in retirement and multiply it by 25. The number you end up with is a good guide for the amount you should have saved before you retire. To check out the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/the-4-rule-how-much-should-you-save-for-retirement As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jun 27, 2018
How To Know Whether To Pay Off Debt Or Invest
00:19:50
How do you know whether you should focus on paying off debt or investing your money elsewhere? In this episode, I give 3 principles to follow that will help you decide whether paying off debt first or investing is the better choice for your situation. Principle 1 - Pay off high interest debt before investing in anything else. Principle 2 - Do the math. Principle 3 - Do What Makes You Feel Safe If you follow these 3 principles, there is no way to go wrong. To check out the corresponding article for this podcast, go to: https://www.wholesomefinancial-brentdunn.com/blog/how-to-know-whether-to-pay-off-debt-or-invest As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jun 13, 2018
Roth Vs. Traditional Retirement Account. Which Is Better?
00:32:42
Is a Roth account better for you or a Traditional, tax-deferred account? What is the difference between a Roth and Traditional account anyway? In this episode I talk about 7 main things to consider when deciding whether to invest in a Roth account or a Tax Deferred account. 1) Tax Brackets 2) Tax Rates 3) Future Expenses 4) Retirement Planning 5) The Tax Torpedo 6) Required Minimum Distributions 7) Employer 401k Match If you want to read the corresponding article to this podcast, go here: https://www.wholesomefinancial-brentdunn.com/blog/roth-vs-regular-retirement-account-which-is-best-for-you As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Email bdunn@wholesomefinancial.com My Site https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Insta: https://www.instagram.com/bdunnfinance Linked In http://www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2# YouTube https://www.youtube.com/channel/UC8DNH_48pwKWRQ9LdR_6-bg Stitcher https://www.stitcher.com/podcast/finance-101
Jun 06, 2018
5 Ways To Improve Your Credit Score
00:24:13
Does a credit score really matter? And how can you make it better if it does? In this episode, I talk about how much your credit score matter for the big milestones in life such as getting a mortgage, renting a house, getting car and home insurance, and even getting a job. When it comes to increasing your credit score, there are 5 simple things to be aware of. 1) Payment History - pay your bills on time! 2) Credit Utilization - use the least amount of credit that is available to you 3) Length of Credit History - the longer you've had credit lines, the better (also, don't ever close an old card) 4) Credit Mix / Credit Lines - Lenders like to see that you can be responsible with multiple different kinds of credit, such as credit cards, student loans, a mortgage, car loans, etc. (But don't go out and get a loan just to help this score!) 5) New Credit - Applying for a lot of credit cards in the short term will hurt your credit score and decrease your average age of credit, but as long as you are responsible in the long term, it's not a big deal. To read the corresponding article to this podcast, go here: https://www.wholesomefinancial-brentdunn.com/blog/does-your-credit-score-really-matter-and-how-to-increase-it-if-it-does As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jun 04, 2018
Morality Of Money
00:06:15
Is chasing after money a good or a bad thing? Well, it depends what that money is being used for. If it's being used for good, then acquire as much money as you can! But if the money is being used for evil, that is when money can become a problem. It becomes a problem because money is simply a means to an end. It's an amplification of the heart. It is a tool to be used for good or evil, it is not good or evil in and of itself. In this episode, I talk about what the morality of money really is. It isn't immoral to work towards earning a lot of money. The moral dilemma comes when talking about where that money will be used. As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jun 04, 2018
Why You Need A Financial Planner
00:07:24
Why You Need a Financial Planner You go to a dentist to fix your teeth. You go to a mechanic to fix your car. Yet, only ~40% of Americans utilize a financial planner to help them with their finances. In this episode, I explain why having a financial planner is in your best interest. While you're out doing what you're good at in the world, let your financial planner do what they're good at. To read the corresponding article to this podcast, go here: https://www.wholesomefinancial-brentdunn.com/blog/why-you-need-a-financial-plan As a way of getting to know more people and build better relationships, I offer a Free 30-Minute Discovery Call. During this call, I am all your to ask any personal finance questions you may have. If you would like help figuring out where to invest your money or whether to pay down debt or invest for retirement, I would love to help! The reason I do this for free is because I know that if I can bring value to you and we can establish a relationship, I will be the first one you call when you or a friend need help making a financial plan. :) Free 30-Minute Discovery Call https://www.wholesomefinancial-brentdunn.com/free30minutediscoverycall Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jun 01, 2018
Budgeting Made Easy
00:19:35
Who LOVES budgeting?! *crickets* Budgeting can seem restricting. It takes the freedom away from you and how you spend your money. But it doesn't have to be that way. In this episode, I talk about shifting your mindset about budgeting and instead of thinking about it as restrictive, thinking about it as liberation. I talk about 3 main things that you must have in place in order to budget in the best way. 1) Mindset - Discipline = Freedom. If you have the discipline to save money now, you will have freedom down the road in retirement. 2) Map - You need to know where you are and where you want to be if you want to make a meaningful budget. Do you need to save more money in order to be where you want to be in retirement? Less? The same? Knowing where you are and where you want to be is the first step you need to take in order to start creating a purposeful budget. 3) Method - Anti-Budget. The anti-budget is the simplest form of budgeting out there. All you do is take out the money for investing and bills off the top of your paycheck, then spend the rest how you want. With that being said, it is still useful to know how much you are spending in certain areas, so budgeting tools can help. I use Pocket Guard to help me see where my money is going. It can be very helpful taking a step back from the day to day of life and seeing where your money actually went. To read the corresponding article to this podcast, go here: https://www.wholesomefinancial-brentdunn.com/blog/budgeting-made-easy Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jun 01, 2018
Finance 101 Trailer
00:07:21
In this trailer episode for Finance 101, I talk about what this podcast will be about and why I created it. What: This podcast will focus on everything finance. From retirement accounts, taxes, budgeting, and everything in between, I want to help listeners understand more how to handle their own finances. Why: I want to help people. So many people are lost when it comes to finance and preparing for retirement. You don't know what you don't know, and this case seems to be doubly true when it comes to finance. There is so much to learn about this topic, so if you don't spend your time devoted to learning about this topic, you will probably miss some areas in your financial plan that can be improved upon. For instance, what is the tax torpedo and how does it affect your provisional income and the taxation of your Social Security? (We'll talk about that in a later episode) Website: https://www.wholesomefinancial-brentdunn.com/ FB https://www.facebook.com/Bdunnfinance/ FB Finance 101 Group https://www.facebook.com/groups/finance101group/ Twitter: https://twitter.com/Finance101_Blog Blog https://finance101.blog/ Linked In www.linkedin.com/in/brentdunn1 iTunes Podcast: https://itunes.apple.com/us/podcast/finance-101-your-guide-to-investing-financial-planning/id1394097470?mt=2#
Jun 01, 2018