Jeff Rose

In this episode of the Personal Finance Podcast, we're gonna talk to Jeff Rose about the five things you need to invest in to build wealth that isn't stocks, a.k.a the income accelerators.Connect with Jeff: Wealth Hacker Youtube Channel Twitter Jeff's Podcast Jeff's Book Jeff's Blog Good Financial Cents Join Our Newsletter here!Checklist of relevant episodes:  How to Protect Your Wealth and Assets With a Will The Step By Step Framework to Making 6-Figures per Year How to Create a Bulletproof Wealth Protection Plan The 2 Things You Must to Know Before Making an Investment With David Meltzer How to Get Your Financial Life TOGETHER with Haley Sacks A.K.A Mrs. Dow Jones The Wealth Building Fastlane (Wealth Accelerators!)  FREE GUIDES:==============-Check out the free guide on where to put your money in what order! https://www.mastermoney.co/stairway-to-wealth -Here is the free How to Ask for A Raise ebook!https://www.mastermoney.co/get-a-raise-ebook -Get Access to the 75-Day Challenge: https://www.mastermoney.co/75daychallenge  ============= We have a YOUTUBE channel! Check it out here!  Our Latest Videos: How To Grow A Podcast OrganicallyWhat Would Happen If You Maxed Out Your Roth IRA By Age?! (These Results Will Amaze You!)How to Become a Millionaire With a Small Amount of Money (Is it Really This Easy!?)Pre-tax moves for high earners Got questions? Ask me on Instagram Here. @mastermoneyco This is the fastest way to get in touch with me.  ============Sponsors:    Thanks to Policygenius For Sponsoring the show! Check them out a Policygenius.com Thank you to Betterhelp for sponsoring the show! Check them out at http://betterhelp.com/pfp Thanks to Ka’Chava For Sponsoring the show! Go to kachava.com/pfp and get 10% off on your first order.  Thanks to Shopify for Sponsoring the show! Go to shopify.com/pfp and start selling online today. Thanks to Mint Mobile for supporting the show! Cut your phone bill to $15 a month by going to https://mintmobile.com/pfp Thanks to Fundrise for Sponsoring the show! Invest in real estate for as little as $10 by going to fundrise.com/personalfinance  ============ Want to Support the Show? Follow on Spotify or Follow and Leave a 5-Star Review on Apple Podcasts! ============ Check out all the Stuff I Recommend!  USEFUL RESOURCES: Best Place to Open a Roth IRA: https://m1finance.8bxp97.net/5vzD1 My Favorite Free Net Worth and Budget Tool: https://fxo.co/905L Best High Yield Savings Account: https://bit.ly/3HpPjAr  Get a $10 Free Bonus with Acorns: https://bit.ly/3lV0LLE Best Bank and Debit Card for Kids: https://bit.ly/3pJeI09  Get $5 Free Bitcoin at Coinbase: https://bit.ly/3oIQOml Best Credit Building Tool: https://bit.ly/3rmBuwZ  Best Personal Finance Books: https://kit.co/MasterMoney/best-personal-finance-books   ============  DISCLAIMER: I am not a financial adviser. This Podcast is for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am sharing my opinion.  AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. ============  Check us out on social fam!  Twitter Tiktok www.thepersonalfinancepodcast.com www.mastermoney.coLearn more about your ad choices. Visit megaphone.fm/adchoicesLearn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Rose, CFP®, talks about family trusts and whether or not you should set one up. He explores the advantages over a simple will, such as avoiding probate and transferring assets to the trust. Jeff explains the purpose and workings of a family trust, including maintaining control while appointing a trustee. He discusses the benefits of establishing a family trust, like minimizing estate taxes and an affordable online option. Lastly, he highlights the advantages of creating a family trust instead of a will, including immediate activation and protection against contests.

Join Jeff Rose, a financial expert and founder of Good Financial Cents, as he shares essential strategies to navigate layoffs and financial instability. He emphasizes the importance of an emergency fund—aiming for 12 months' worth of savings—and advises against prioritizing debt repayment while unemployed. Rose also encourages budget tightening and exploring career transitions, stressing the power of maintaining an internal locus of control to manage stress and seize future opportunities. Don't miss his tips on leveraging social networks like LinkedIn!

Jeff Rose, Certified Financial Planner™ and author, discusses how to avoid money and marriage problems. Topics include communication, setting financial goals, resolving money issues, separate bank accounts, shame, differing values, and transparency in financial discussions.

Financial advisor Jeff Rose explores the advantages of rolling over a 401(k) into an IRA, including wider investment choices, streamlined financial management, control over retirement income, and flexibility in required minimum distributions.

Jeff Rose, a seasoned financial advisor and blogger at Good Financial Cents, shares his eye-opening experience of losing $5,000 in penny stocks. He discusses how greed and poor advice led to his costly mistake, emphasizing the volatility of over-the-counter markets. Jeff passionately advocates for informed investing, warning against high-risk ventures. He promotes the virtues of adopting long-term, passive investment strategies, such as low-fee index funds, to achieve lasting financial security.

Jeff Rose, a financial advisor and blogger at Good Financial Cents, shares a cautionary tale about losing $5,000 in penny stocks. He recounts the pitfalls of greed and poor advice, highlighting the volatile nature of over-the-counter markets. Rose emphasizes the importance of informed investing and the dangers of chasing quick profits. Instead of high-risk ventures, he advocates for long-term, passive strategies like low-fee index funds, reminding listeners that slow and steady often wins the financial race.

Jeff Rose, an experienced financial advisor, shares a poignant story about failing a client during the tumultuous 2008 market crash. He reflects on the emotional impact of watching a client make a rash decision to liquidate investments at a low point. His insights reveal the vital importance of financial literacy, encouraging listeners to understand market risks rather than blindly following advisors. The conversation underscores accountability in financial decisions and the ongoing lessons learned from professional setbacks.

Jeff Rose, a financial expert, sheds light on umbrella insurance policies, breaking the myth that they are only for the wealthy. He highlights how this type of insurance fills critical gaps left by standard policies. With affordable premiums for extensive coverage, it provides peace of mind against unforeseen liabilities. Rose encourages everyone to assess their personal risks and consider umbrella insurance as a smart addition to their financial planning toolkit.

Financial expert Jeff Rose discusses why annuities might not be the best investment for young people due to limited growth potential and penalties for early withdrawal. He advocates for Roth IRAs and 401(k)s instead, emphasizing their advantages for young investors.