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In this video, I discuss how to convert your Traditional IRA to a Roth IRA.   💵 TRY CAPITALIZE! 💵 🌟 https://www.influentialfinance.com/go/capitalize/ 💵 OPEN AN IRA WITH M1 FINANCE 💵 🌟 https://influentialfinance.com/go/m1-finance/   🔗 TRY YNAB AND TAKE CONTROL OF YOUR MONEY 🔗 🌟 https://www.influentialfinance.com/go/ynab/   📕 BOOKS AND GEAR I RECOMMEND 📕 🌟This is my favorite Personal Finance book: https://www.influentialfinance.com/go/favorite-book/ 🌟Listen to this book for FREE when you sign up for a free trial of Audible: https://www.influentialfinance.com/go/audible/ 🌟All of my fav books and gear: https://www.influentialfinance.com/go/kits/   📲 FOLLOW ME! 📲 ⭐️Facebook: https://www.facebook.com/InfluentialFinance/ ⭐️Instagram: https://www.instagram.com/influentialfinance/ ⭐️Tiktok: https://www.tiktok.com/@influentialfinance   ⏰ TIME STAMPS ⏰ 00:00 – Intro 00:30 – Why Consider a Roth IRA? 01:15 – Why Change from Traditional IRA to Roth IRA? 01:49 – How do you Convert a Traditional IRA to a Roth IRA? 03:32 – Can I Convert a 401K/403b to a Roth IRA? 04:27 – Should you Convert your IRA?   🎵 MUSIC USED IN THIS VIDEO 🎵 Song: Ship Wrek & Zookeepers - Ark [NCS Release] Music provided by NoCopyrightSounds Free Download/Stream: http://ncs.io/ark Watch: http://youtu.be/8xlDwukxjnA   #InfluentialFinance #CarlosAguilo #IRA #401K #Retire #Retirement #PersonalFinance About this video (How to Convert a Traditional IRA to a Roth IRA): In this video, I talk about how to convert a traditional IRA to a Roth IRA. Roth IRAs have many tax advantages that may drive you to open an account. However, they are not for everyone. Converting an IRA can leave you with a huge tax liability if not done right, so make sure to speak with a tax professional before converting your IRA to a Roth. 👨🏽‍⚖️ DISCLAIMERS AND DISCLOSURES 👨🏽‍⚖️ This video, and the ideas presented in it, are for educational purposes only and should not be construed as financial or legal advice.   Some of the links in this video description may be affiliate links, not all. Influential Finance is a participant in the Amazon Services LLC Associates Program. This means that if you click on the Amazon links included in this description, I may earn a commission from your purchase.
Have you ever set financial goals and struggled to meet them? In this video, I break down how you can set financial goals the SMART way. Make sure to apply these standards to any financial goal or new year's resolution that you set for yourself. 🎬 WATCH THESE VIDEOS NEXT! 🎬 🌟M1 Finance Review: https://youtu.be/SY3aQW56hN8 🌟Increase Your Credit Score: https://youtu.be/mFo5K2ScAIQ 🔗 START BUDGETING WITH YNAB 🔗 🌟 https://www.influentialfinance.com/go/ynab/   📈 START INVESTING WITH M1 FINANCE 📈 🌟 https://influentialfinance.com/go/m1-finance/   📕 BOOKS AND GEAR I RECOMMEND 📕 🌟This is my favorite Personal Finance book: https://www.influentialfinance.com/go/favorite-book/ 🌟Listen to this book for FREE when you sign up for a free trial of Audible: https://www.influentialfinance.com/go/audible/ 🌟All of my fav books and gear: https://www.influentialfinance.com/go/kits/   📲 FOLLOW ME! 📲 ⭐️Facebook: https://www.facebook.com/InfluentialFinance/ ⭐️Instagram: https://www.instagram.com/influentialfinance/ ⭐️Tiktok: https://www.tiktok.com/@influentialfinance ⏰ TIME STAMPS ⏰ 00:00 - SMART Financial Goals 00:40 - What are SMART Financial Goals? 01:05 - How do SMART Financial Goals Work? 03:52 - Example of a SMART Financial Goal 🎵 MUSIC USED IN THIS VIDEO 🎵 Song: Ship Wrek & Zookeepers - Ark [NCS Release] Music provided by NoCopyrightSounds Free Download/Stream: http://ncs.io/ark Watch: http://youtu.be/8xlDwukxjnA   #InfluentialFinance #CarlosAguilo #PersonalFinance #NewYearsResolutions #SMART #Goal #Goals #GoalSetting About this video (CRUSH Your Money Goals: How to Set Financial New Year's Resolutions): If you’re tired of setting financial goals but never meeting them, it’s time to learn the SMART way. When setting SMART goals, you have to make sure they are Specific, Measurable, Achievable, Realistic, and Timed. 👨🏽‍⚖️ DISCLAIMERS AND DISCLOSURES 👨🏽‍⚖️ This video, and the ideas presented in it, are for educational purposes only and should not be construed as financial or legal advice.   Some of the links in this video description may be affiliate links, not all. Influential Finance is a participant in the Amazon Services LLC Associates Program. This means that if you click on the Amazon links included in this description, I may earn a commission from your purchase.
Student loan payments are starting again! In this video, I tell you everything you need to know to be ready for when payments restart. 🔗 LINKS MENTIONED IN THE VIDEO 🔗 🌟Economic Hardship Deferment - https://studentaid.gov/sites/default/files/EconomicHardshipDeferment.pdf 🌟Unemployment Deferment Form - https://studentaid.gov/sites/default/files/UnemploymentDeferment.pdf 🌟Loan Forgiveness Programs - https://thecollegeinvestor.com/student-loan-forgiveness-programs-by-state/ 💰 REFINANCE YOUR STUDENT LOANS WITH SOFI 💰 🌟https://influentialfinance.com/go/sofi/   💰 TRY YNAB AND TAKE CONTROL OF YOUR MONEY 💰 🌟 https://www.influentialfinance.com/go/ynab/   📕 BOOKS AND GEAR I RECOMMEND 📕 🌟This is my favorite Personal Finance book: https://www.influentialfinance.com/go/favorite-book/ 🌟Listen to this book for FREE when you sign up for a free trial of Audible: https://www.influentialfinance.com/go/audible/ 🌟All of my fav books and gear: https://www.influentialfinance.com/go/kits/   📲 FOLLOW ME! 📲 ⭐️Facebook: https://www.facebook.com/InfluentialFinance/ ⭐️Instagram: https://www.instagram.com/influentialfinance/ ⭐️Tiktok: https://www.tiktok.com/@influentialfinance   ⏰ TIME STAMPS ⏰ 00:00 – Intro 00:38 – Student Loans 01:20 – What to do if you can't afford your student loan payments. 02:44 – How to prepare for student loan payments. 03:37 – Loan Forgiveness Programs 04:23 – Final Tips   🎵 MUSIC USED IN THIS VIDEO 🎵 Song: Ship Wrek & Zookeepers - Ark [NCS Release] Music provided by NoCopyrightSounds Free Download/Stream: http://ncs.io/ark Watch: http://youtu.be/8xlDwukxjnA   #InfluentialFinance #CarlosAguilo #PersonalFinance #Debt #StudentLoans #StudentLoan #StudentDebt #DebtFree About this video (Student Loan Payments are Starting! Here's what to know): Student loans are starting and it is important to know what to do to get ready to start making payments again. Many people can't resume making payments on their student loans because of their financial situation. If this sounds like you, make sure you take action and let your loan servicer know that you won't be able to make payments on your student loans. If you need to defer your student loan payments, I have left two links above that will take you to forms that you can fill out to defer your student loan payments. Make sure you fill those out as early as possible so that you are not stuck with student loan payments you cannot afford. The key to being ready before student loan payments start again is to act early. Make sure you log in to your loan servicers site and ensure you know all the terms of your student loans. Like I said, if you can't make your student loan payments, make sure to speak up and let your loan servicer know! 👨🏽‍⚖️ DISCLAIMERS AND DISCLOSURES 👨🏽‍⚖️ This video, and the ideas presented in it, are for educational purposes only and should not be construed as financial or legal advice.   Some of the links in this video description may be affiliate links, not all. Influential Finance is a participant in the Amazon Services LLC Associates Program. This means that if you click on the Amazon links included in this description, I may earn a commission from your purchase.
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