Podcast Bruce Porter terbaik (2024)

Bruce reviews what to do and not do with your tax refund in 2024. Don't over pay the government, but if you do let's maximize the amt you keep and spend it wisely!Oleh Bruce Porter & Will Worsham

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Do Credit Scores Matter in Retirement? 5:27

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11M ago5:27

5:27

Oleh Bruce Porter & Will Worsham

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3.30 How well do you know these financial terms? 6:06

11M ago6:06

6:06

Bruce Porter explains a few important financial planning keywords that should be on your radar.Oleh Bruce Porter & Will Worsham

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3.29 401k Mistakes Part 1 6:07

1y ago6:07

6:07

Investment Advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety, or lifetime income genera…

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3.28 Tips to Beat The Heat of Inflation 6:29

1+ y ago6:29

6:29

Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by…

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3.27 Estate Planning 101 5:58

1+ y ago5:58

5:58

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1728330 3/23Oleh Bruce Porter & Will Worsham

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3.26 Top Finance Tips for Women 6:28

1+ y ago6:28

6:28

Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by…

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3.25 How the Secure Act 2.0 could affect your Retirement Income 6:38

1+ y ago6:38

6:38

Bruce explains the recent changes to the SECURE Act, passed by Congress in Dec 2022. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1703253 2/23Oleh Bruce Porter & Will Worsham

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3.24 The Resource Center 9:57

1+ y ago9:57

9:57

Bruce Porter discusses his vision for the Resource Center and sound financial thinking.Oleh Bruce Porter & Will Worsham

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3.23 20:00

2y ago20:00

20:00

4 ways to know you're bad with moneyOleh Bruce Porter & Will Worsham

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3.22 Improve Your Financial Health in 2023! 🔥 6:45

2y ago6:45

6:45

Make your financial health a priority this year. Bruce explains why and how on Ozarks Live with Tom Trtan.Oleh Bruce Porter & Will Worsham

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3.22 Easiest Savings Tool 4:23

2y ago4:23

4:23

Listen to Bruce Porter explain one of the easiest savings tools that he recommends all the time.Oleh Bruce Porter & Will Worsham

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3.21 Are You Getting Inheritance Money? 6:06

2y ago6:06

6:06

4 HUGE $$$ MISTAKES YOU DON'T WANT TO MAKE Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. #1505449Oleh Bruce Porter & Will Worsham

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Life Insurance: Do I Need It? 3:45

2y ago3:45

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Life Insurance can be an expense you don't want to pay, let alone think about. In this video Bruce reviews the Why's and How's of Life Insurance. 01479597Oleh Bruce Porter & Will Worsham

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Time to INVEST in Yourself | 2022-2023 Financial Market Tips 💰 4:44

2y ago4:44

4:44

"Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. This video show is intended for informational purposes only. It is not intended to be used as the sole bas…

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A+ Finances: A Beginner's Look at Personal Finance, Debt, Cash Flow, & Investments 5:32

2y ago5:32

5:32

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investmen…

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Get Rich During the 2022 Recession! Expert Investing Tips when the Markets are Low 5:15

2y ago5:15

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This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or…

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STOP WAITING & INVEST NOW! Investment Portfolio Strategy and How to Invest for Retirement. 6:11

2y ago6:11

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Talk about a TOUGH few years 🤪 It may sound crazy, but 2022 and 2023 have AMAZING potential for financial growth. It's all about choosing the right KIND of strategy for your goals. Whether you're just starting your career or ready to cut into some party cake and enjoy your golden years, here's some advice that I really hope you'll consider! My goal…

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Make $350,000 the EASY WAY - Simple Investing Tips for Your 20s - How Time Affects Investments 5:33

2y ago5:33

5:33

You can contact our trusted financial advisors at The Resource Center by calling 417-882-1800, sending an email at info@resourcecenterinc.com, or by filling out a brief contact form at https://www.resourcecenterinc.com/con... Disclaimer: Investing involves risk, including the potential loss of principal. Investment advisory services offered only by…

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3.14 Worst Money Traps 6:35

2+ y ago6:35

6:35

Worst 5 MONEY TRAPS to Avoid during Financial Crisis in 2022 - Save $$$ During a RecessionOleh Bruce Porter & Will Worsham

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3.13 Social Security Taxes (Updated 2022!) - How Combined Income affects Taxation in Retirement 6:10

2+ y ago6:10

6:10

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Our firm is not affiliated with or endorsed …

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3.12 Difference between Taxable, Deferred, & Tax-Free Investments 5:58

2+ y ago5:58

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📈Investment Planning key points: - Make sure your Investment plan includes an educated distribution strategy -As you are investing, understanding what money will and won't be taxable can be very beneficial in the long run.Oleh Bruce Porter & Will Worsham

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3.11 Tax Credits vs Tax Deductions: What to do for 2023! 5:52

2+ y ago5:52

5:52

Oleh Bruce Porter & Will Worsham

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3.10 Roth Vs Traditional 6:42

2+ y ago6:42

6:42

Roth IRA vs. Traditional IRA for Beginners - Roth IRAs explained, Traditional IRA Pros & Cons

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3.9 Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service Rollovers 6:37

2+ y ago6:37

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Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service Rollovers Don't forget to SUBSCRIBE by clicking here: http://www.youtube.com/c/TheResourceC.... Pickup a copy of my book "Finding the courage to retire" https://www.amazon.com/Finding-Courag... GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog…

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3.8 GROWTH vs. VALUE 6:57

2+ y ago6:57

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2022 Investing Guide: GROWTH vs. VALUE - Investing Tips for Young People & Near-Retired Persons This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, …

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3.7 2022 Inflation Crisis EXPLAINED 6:20

2+ y ago6:20

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FIGHTING HIGH INFLATION: 2022 Inflation Crisis EXPLAINED & How Inflation Could Affect Your Retirement 1252538 - 3/22Oleh Bruce Porter & Will Worsham

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3.6 Top 5 Tips For Better Financial Health- PART 2 6:14

2+ y ago6:14

6:14

This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc.is not permitted to offer and no statement made during this show shall constitute tax or leg…

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3.5 Top 5 Tips For Better Financial Health 5:53

2+ y ago5:53

5:53

Eat your salads and take a walk, things we know will benefit our health, but what about your financial health? Hear Bruce's tips in this episode. #financialhealth #financialfreedom #financialliteracy #personalfinance #financialwellness #budgeting #financialeducation #financialindependence #finance #mentalhealth #financialplanning #debtfree #debtfre…

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3.4 Can I Afford To Retire??? 7:16

2+ y ago7:16

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01220686 02/22

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3.3 Where And How To Start? 6:05

2+ y ago6:05

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Bruce Porter talks to Ozarks Live about our monthly Estate Planning Meetings. It's a great place to start, gather information, and get your questions answered. https://www.resourcecenterinc.com/estate-planning/ Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or lega…

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3.2 New Asset Class?? 6:34

3y ago6:34

6:34

Bruce describes why Annuities should be the newest asset class. Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 1154094 - …

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3.1 The ins-n-outs of a Roth IRA. Should I Invest? 6:25

3y ago6:25

6:25

In this segment of Ozarks Live with Joy Robertson and Tom Trtan, Bruce reviews how a Roth IRA works and why you may want to invest in one! www.resourcecenterinc.com Pick up a copy of my book "Finding the courage to retire" Here GET ALL MY LATEST BLOGPOSTS: Here Investing involves risk, including the potential loss of principal. Investment advisory …

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2.41 A Resource For Everyone 6:26

3y ago6:26

6:26

Medicare, Auto Insurance, Financial Advice and Estate Planning are our top departments at The Resouce Center. Watch how we have evolved into 'A Resource For Everyone.' Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM)…

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2.40 Savings Tip- Pay Yourself First 5:45

3y ago5:45

5:45

This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insuran…

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2.39 Low Interest Cash 6:33

3y ago6:33

6:33

Need to pay down debt? Don't forget about the low interest-earning cash in your Life Insurance Policy.Oleh Bruce Porter & Will Worsham

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2.38 Take Control At 59 1/2 6:04

3y ago6:04

6:04

Take control of your 401(k) and protect from a market downturn with an In- Service Rollover. If you are 59 1/2, don't be a passive investor and become a victim of Wall Street! Give me a call today at 417-882-1800. www.resourcecenterinc.com This show is intended for informational purposes only. It is not intended to be used as the sole basis for fin…

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2.37 Stuck In A Sandwich? 6:26

3y ago6:26

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Are you in the phase of life where you are raising kids and taking care of aging parents? According to AARP in 2017, there were 41 million unpaid family caregivers, who provided an estimated 34 billion hours of care- worth $470 billion. GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/ 1050845 - 9/21…

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2.36 Tips on Saving while still using a Credit Cared 16:44

3y ago16:44

16:44

Financial Expert Bruce Porter joins host Will Worsham to discuss recent and upcoming events and how to save money while still using a credit card.Oleh Bruce Porter & Will Worsham

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2.35 Tax Free Inheritance 6:47

3y ago6:47

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Can't qualify for Life Insurance, but you would still like to leave your kids tax-free money? Take a look and give me a call to help. 417-882-1800. Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resou…

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2.34 Current Economic Environment 6:15

3y ago6:15

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Are you reviewing your Retirement Plan with your advisor? With constant tax, pandemic, and market change it's essential to review often to be sure you are aware of any changes that could affect your Retirement plan. Give us a call, we will be happy to talk or give you a second opinion.Oleh Bruce Porter & Will Worsham

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2.33 Taxes and Inflation 15:57

3y ago15:57

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Financial Expert Bruce Porter joins Host Will Worsham to discuss news and financesOleh Bruce Porter & Will Worsham

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2.32 Is Your Retirement Protected From Inflation? 6:53

3y ago6:53

6:53

If you're going to be taking income from your retirement plan factoring in an increase for inflation is crucial to your plan's success. For an independent review of your current financial plan, contact us today. 1029705Oleh Bruce Porter & Will Worsham

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2.31 Why, You May Actually Need Planning! 6:04

3y ago6:04

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Does one of your beneficiaries receive assistance? Listen as Bruce explains on Ozarks Live why you may need a trust to protect their inheritance. 1025060 - 08/21Oleh Bruce Porter & Will Worsham

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2.30 Special Needs Planning 16:02

3y ago16:02

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Financial Expert Bruce Porter joins host Will Worsham to discuss planning for special needs loved ones.Oleh Bruce Porter & Will Worsham

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2.29 Retirement Mis-Steps Part 2 5:44

3y ago5:44

5:44

In part 2 Bruce Porter discusses the other important mistakes to avoid when you are planning your retirement.Oleh Bruce Porter & Will Worsham

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2.28 Retirement Mis-Steps Part 1 4:48

3y ago4:48

4:48

Prepare For A Confident Retirement By Avoiding These Mistakes. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not…

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2.27 Do your kids have a plan? 5:51

3y ago5:51

5:51

Planning for children living without their parents is a daunting thought, but accidents and illness do happen. Many assume their children will be cared for by close family, but if that isn't in writing, they may spend the first few nights with strangers. Courts will have to decide what your wishes are. To learn more visit one of our monthly meeting…

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