Simplify the Money Game

92% of people succeed in investing in the stock market when they have proper asset allocation. Listen as I go through the 9 blocks of being properly allocated with your investment portfolio. People ask me all the time, where should I be investing? What stock should I buy? How should my portfolio be diversified. I will cover strategies on this episode to help you. Remember to always keep in mind, what you are investing for, what is the timeline before you need to start using the money and how much money you are investing to reach the goal! You should listen to episode 12 again to take advantage of IRA season before April 15th. Jump on my website for a great financial house video, www.rodhausmann.com or send me an email on [email protected]     Happy St. Patrick's Day!  

Probably one of the best kept secrets in Tax efficient investing is a Roth IRA. Listen in as I discuss Traditional, Roth, Minor Roth, Back Door Roth, SEP Plans. We cover some of the specifics you need learn about when investing in an IRA. Remember an IRA is a Tax Code not an investment. The key is what you are investing in and then qualifying that investment in one of these IRAs. Reach out to me at [email protected], www.rodhausmann.com to schedule a free consultation to determine what fits best for you and your family. Enjoy your day! Ready, Let's Go!

Everyone wants a successful financial plan, in fact, getting your finances in order is one of the top New Year's resolutions. Today I cover what you need to do to prepare to get your finance's in order to get on the track to becoming financially independent. Listen and then join my Facebook group Simplify the Money game for weekly tips. Feel free to go to www.rodhausmann.com for a financial house video to help you plan for a successful financial year!  

Enjoy creative ways to save, prepare, enjoy the Holiday season without going overboard and getting in Debt!  Visit my Facebook page Simplify the Money Game or go to my website www.rodhausmann.com and click on the financial tips video to learn more. Schedule a free financial game plan with me. Enjoy Thanksgiving Holiday! Rod

Listen to some tips for building, creating, wealth and strategies to transfer wealth. Feel free to contact me, www.rodhausmann.com or [email protected]. Let's build some wealth together! Rod

Generational Wealth Series - What is generational wealth? How do I start to plan for it? What do I have to have in place? Here are some great tips on planning and preparing for creating generational wealth. We will have a series on this topic so listen for the next episode. Reach out to me for any questions or free consultation at www.rodhausmann.com or [email protected]   RLG Ready, Let's Go!  Rod

What is the purpose of life insurance? Do I need life insurance if I am single? How much life insurance do I need? What kind of life insurance? I have all my life insurance on my job, is this okay? These are the questions and answers you will here on this episode. Plus tune in the hear the Money Tip Minute we will include on each episode. If this episode causes questions or concerns or uncertainty, please reach out and schedule a complimentary appointment with me at [email protected] or www.rodhausmann.com . Make it a Great Day!

What is your most important number in financial planning? How do I achieve that number? How do I figure out my Financial independence number? Once I have that number now what? If you want to enjoy your golden years in retirement, then listen to this episode. I would be excited to get together with you and discuss your journey to financial independence! Schedule a free consultation www.rodhausmann.com! Let's get to work and achieve your financial goals! Ready, Let's, Go!!!  Rod

8 Common money Principles I go over with my clients. Obviously there are more but these are so most common principles. What a FIN? LTV? Should I pay extra on my mortgage? Budget? Listen to some of my tips to get on the road to Financial Independence. Jump on my website to watch a 15 minute Build your Financial House tips video. www.rodhausmann.com or email me at [email protected]  Enjoy your Summer. Rod

Parents and Grandparents want to set up Investment accounts for their Children or Grandchildren? Join me as we discuss UGMA/UTMA - Uniform Gift/transfer to Minors Account, Coverdell ESA Education Savings Account, 529 plans, and Roth/Minor Roth IRAs. Most of these accounts can be started as low as $25/$50 a month or $1,000 lump sum. Feel Free to jump on my website www.rodhausmann.com for more information or schedule an appointment with me.