We've had important conversations around our money history and beliefs. But how do we actually merge our finances together? Watch this video to find out! Sid Misra, Certified Financial Planner™ Beacon Financial Group #money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #nuptials --- I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together Schedule an intro call with me: https://go.oncehub.com/SidMisra --- To learn more about me, please visit my website: https://www.sidmisra.net/ ---- Don't forget to subscribe to my channel: https://www.youtube.com/channel/UCZBF ---- I post a lot of educational content on LinkedIn that you won't want to miss out on Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/ ---- Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/ Gautam Misra Beacon Financial Group

Before you get married, you need to have discussions about money and more specifically, how you and your partner view and interact with it. Watch this video to learn how to have these important conversations, which will create transparency around money and your money beliefs! Sid Misra, Certified Financial Planner™ Beacon Financial Group #money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family --- I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together Schedule an intro call with me: https://go.oncehub.com/SidMisra --- To learn more about me, please visit my website: https://www.sidmisra.net/ ---- Don't forget to subscribe to my channel: https://www.youtube.com/channel/UCZBF ---- I post a lot of educational content on LinkedIn that you won't want to miss out on Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/ ---- Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/ Gautam Misra Beacon Financial Group

I recently met with a couple who have a sizeable nest egg. One spouse believes they have enough to retire right now. The other spouse thinks they need to keep working. Who is right? Sid Misra, Certified Financial Planner™ Beacon Financial Group #money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA --- I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together Schedule an intro call with me: https://go.oncehub.com/SidMisra --- To learn more about me, please visit my website: https://www.sidmisra.net/ ---- Don't forget to subscribe to my channel: https://www.youtube.com/channel/UCZBF ---- I post a lot of educational content on LinkedIn that you won't want to miss out on Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/ ---- Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/ Gautam Misra Beacon Financial Group

0:00 - 0:24 Intro 0:24 - 0:52 Question 0:52 - 1:41 Answer for viewers closer to retirement 1:41 - 4:09 Answer for younger viewers - Method 1 4:09 - 6:06 Answer for younger viewers - Method 2 6:07 - 7:29 Remember this important point! 7:30 - 8:01 Outro In my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public. Here is the most recent question I received: “I’m in my early 30s and making decent money. I want to make sure I am setting myself up for success later on in life. How much should I be saving and investing to do this?" Watch this video to find out my answer! Sid Misra, Certified Financial Planner™ Beacon Financial Group #money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA --- I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together Schedule an intro call with me: https://go.oncehub.com/SidMisra --- To learn more about me, please visit my website: https://www.sidmisra.net/ ---- Don't forget to subscribe to my channel: https://www.youtube.com/channel/UCZBF ---- I post a lot of educational content on LinkedIn that you won't want to miss out on Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/ ---- Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/ Gautam Misra Beacon Financial Group

When should I claim Social Security? Before you make a decision, know that Timing is EVERYTHING! Sid Misra, Certified Financial Planner™ Beacon Financial Group #money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA --- I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together Schedule an intro call with me: https://go.oncehub.com/SidMisra --- To learn more about me, please visit my website: https://www.sidmisra.net/ ---- Don't forget to subscribe to my channel: https://www.youtube.com/channel/UCZBF ---- I post a lot of educational content on LinkedIn that you won't want to miss out on Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/ ---- Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/ Gautam Misra Beacon Financial Group

I contribute regularly to my 401k, but how is it invested? Sid Misra, Certified Financial Planner™ Beacon Financial Group #money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA --- I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together Schedule an intro call with me: https://go.oncehub.com/SidMisra --- To learn more about me, please visit my website: https://www.sidmisra.net/ ---- Don't forget to subscribe to my channel: https://www.youtube.com/channel/UCZBF ---- I post a lot of educational content on LinkedIn that you won't want to miss out on Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/ ---- Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/ Gautam Misra Beacon Financial Group