Mutual Fund Facts You Should Know
In this video, Rob Auclair explains the ins and outs of mutual funds. He provides specific examples to illustrate important mutual fund factors you should be familiar with as an investor to understand the risk, reward, and rates of return. Topics Discussed: When it’s appropriate to buy mutual funds How mutual funds work Important factors […]
Word of the day: Fearless
In this video, Rob Auclair talks about the tremendous benefits of being fearless and how to become more fearless in your life. Topics Discussed: What it means to be fearless The benefits of fearlessness How to become fearless The opinions voiced in this material are for general information only and are not intended to provide […]
2020-2021 Tax Changes With Tax Expert Greg Porcaro
In this video, Rob Auclair talks to tax expert Greg Porcaro of Otrando, Porcaro, and Associates to find out what you need to know about important 2020 tax changes and what we can look forward to in 2021. Topics Discussed: Who qualifies for the tax deadline extension, why, and what you need to know? […]
Should You Take a Lump Sum or an Annuity?
In this video, Rob Auclair discusses decisions you may face regarding your retirement. If you have a pension, the decision to take either a lump sum payment or an annuity is often a difficult one. If you have a 401(k), your choices may be more limited than you’d like. Topics Discussed: Pension payments vs. lump-sum […]
Word of the Day: Genuine
Are you genuine? Being genuine has many benefits to your life, how others treat and view you, and how you feel about yourself. Authenticity and being true to yourself are great ways to grow your confidence, respect, and relationships. In this video, Rob talks about the topic of genuineness and the benefits that come with […]
Getting Unstuck
Do you feel stuck? Are you prepared mentally and emotionally for retirement? Join Rob and special guest Grace Dulude from The Art & Science of Living Consciously in this enlightening video. Grace is a licensed therapist and offers much insight into preparing mentally and emotionally for life transitions and retirement changes. Topics Discussed: Planning […]
Maximizing Your Social Security
Do you know how you can maximize your social security? Maybe you think it won’t exist by the time you retire or be enough even to matter. The good news is that social security is projected to only go down by 23% after 2034. That still leaves it with 77% funding, which is still a […]
Word of The Day: Flexibility
In this video, Rob talks about how being flexible can improve every aspect of your life–including your finances. Having flexibility can help you escape the financial ruts you find yourself in, and much more. Topics Discussed: What is flexibility The benefits of flexibility How to develop flexibility The opinions voiced in this material are for […]
How to Navigate the Current Housing Market
In this video, Rob sits down with mortgage expert Steve Tetzer of Homestar Mortgage to discuss how to navigate the current housing market. Knowing how your income, assets, and credit work together when it comes to real estate can give you a leg up if you’re looking to buy a home. Topics Discussed: What is […]
Things to Keep in Mind When Making Stock Market Investments
In this video, Rob discusses some things to keep in mind when making stock market investments. Depending on timing alone can be very risky, as you only have a 25% chance of getting out at the right time; and less than 12% likelihood of getting in at the right time. However, by utilizing other principles, […]