Hear from Thorsten Neumann, CTO of Standard Chartered Ventures, on his outlook for the Financial Services industry in the next 10 years.

Learn more about our banking expertise: https://utm.guru/ueJ34

Personal Capital is a FREE tool to keep you informed about your finances. It can be used to track your net worth over time, plan for a long-term goal (you know, like retirement), and check on your investments. Once you link your accounts to their secure platform, your data is updated automatically in real time. I have personally used Personal Capital for years, and in this review I share some of the benefits and drawbacks that I have found from its different features.

Discounts:
Free $20 to Sign up for Personal Capital   
https://pcap.rocks/jamiebeath

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$15 OFF MINT MOBILE – DISCOUNTED CELL SERVICE ($15 MO*)
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#PersonalCapital #Networth #TheSavingSecret
0:00 Personal Capital Wealth Management Review (Personal Net Worth Snapshot)
1:26 What is Personal Capital?
2:58 Is Personal Capital Safe?
3:46 Net Worth Calculator
4:35 Savings Tools
5:27 Retirement Planner
6:19 Investment Checkup
7:31 Fee Analyzer
8:19 Investment Methodology & Team

If you are new to the channel I am working toward financial independence. On this channel I share some of the insights that I have learned as I have been on this journey and my goal is to help you reach your financial goals and help you be more intentional with your money. I post new videos every Thursday! 

Feel free to check out my other videos for help on your financial journey.

The Saving Secret Hierarchy of Wealth (Become Financially Independent)
https://youtu.be/3AhT4paZPek

What Do You Need? (A Full Budget Review)
https://youtu.be/bY4vWjdHWeI

What Do You Have? (Understanding Your Net Worth)
https://youtu.be/RY6Vp6u1Y4Y

What Do You Make? (Net Pay & Take Home Pay) 
https://youtu.be/56cOJ9C3TmU

Understanding Net Worth and How to Grow It
https://youtu.be/aaug4VfID1c

3 Personal Finance Questions EVERYONE Needs To Know!
https://youtu.be/hTo1mmnhOT8

Why You Should Prioritize Paying Off Your Home (Mortgage Free)
https://youtu.be/ee2mlNVIk_o

Why You Should Stop Investing! (Why Is Saving Better Than Investing?)
https://youtu.be/bnJmKaSv6tE

Top 5 Personal Finance Books (Working Toward Financial Independence)
https://youtu.be/nn4zI5CykUI

Best Bank Accounts of 2020 (Chime Bank, Simple Bank or Ally Bank?)
https://youtu.be/PvyEnxpO9vk

Navigating Your Savings & Checking Accounts To Make Budgeting & Saving Easier
https://youtu.be/q_ZBYXkHj84

CONNECT WITH ME��!

WEBSITE
https://www.TheSavingSecret.com/
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FOLLOW ME ON INSTAGRAM
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JOIN MY FAN FACEBOOK PAGE
 https://www.facebook.com/TheSavingSecret

DISCOUNTS ��:

CHIME – ONLINE BANK  ($50 REFERRAL)
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MINT MOBILE – DISCOUNTED CELL SERVICE ($15 MO*)
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WALMART GROCERY ($10 OFF)
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ABOUT ME ��

I am a husband and father of three who is working toward financial independence. My current goals are to pay off my home by March 2021 and to be financially independent by April 2028.

Outside of time with my family, watching people succeed with money is one of my greatest joys. So many people have challenges with personal finance. I create videos that have a simple, practical approach that anyone can apply to win with money. I have been practicing what I preach in my own personal financial life, and can help you immediately in yours. 

Whether you need help organizing your finances or making progress on the path toward financial independence, retire early (FIRE), I can help you be more intentional with your money. Thanks for subscribing!

Other topics I discuss include:
-Getting out of Debt
-Building Savings (Building an Emergency fund) 
-Budgeting (reducing expenses)
-Saving First
-Saving Everything (Automatic Savings)
-Home Payoff
-Retirement Savings (401k, Roth, HSA)
-Wealth Building
-Financial Independence

DISCLAIMER: I am not a financial adviser. These videos are 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 merely sharing my opinion with no guarantee of gains or losses on investments.

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.

Get A Complimentary Written Financial Plan Here!
https://livinglargeretirement.com/
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Alloy Wealth Management is a wealth management firm serving the Carolinas, which focuses on your needs and values in insurance planning, and retirement planning. We are committed to helping pre-retirees and retirees navigate through complicated future planning decisions. Our team works with you to help create a comprehensive strategy with your goals in mind.
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Contact us!
Facebook: https://www.facebook.com/alloywealthmanagement
Website: https://www.alloywealth.com/
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Alloy Wealth Holdings, LLC is a state registered investment adviser based in South Carolina and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

The concepts of gratitude and Thanksgiving go hand-in-hand. The season is a time to reflect on the sources of joy and hope in our lives, and to look back with gratitude for our many blessings.

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Kim Curtis has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal.

Click on the following links to get offers

Weekly Blog Posts:
https://www.wealthlegacyinstitute.com/blog

WLI Resource Page:
https://www.wealthlegacyinstitute.com/resources/

Retirement Secrets: Keys to Retiring Happy, Healthy & Free
https://www.amazon.com/Retirement-Secrets-Retiring-Happy-Healthy/dp/0991316649

Money Secrets: Keys to Smart Investing
https://www.amazon.com/Money-Secrets-Keys-Smart-Investing/dp/0991316606

Aging Parents Checklist
https://agingparentchecklist.com/

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