Cardinal Advisors

@CardinalAdvisors - 356 本の動画

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are indepen...

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Taxable, Tax Deferred, Tax Free Retirement Savings 23:22

Taxable, Tax Deferred, Tax Free Retirement Savings

High Income? Different Advice For Medicare 24:03

High Income? Different Advice For Medicare

Do You Have Enough Money to Self-Fund Long-Term Care? 26:40

Do You Have Enough Money to Self-Fund Long-Term Care?

Your Estate Planning Defined 31:16

Your Estate Planning Defined

Financial Asset Classes for Retirement Income 29:19

Financial Asset Classes for Retirement Income

Top IRA Rulings of 2024 22:59

Top IRA Rulings of 2024

Long-Term Care Insurance with Inflation-Cost 27:22

Long-Term Care Insurance with Inflation-Cost

4 Steps to Medicare and Insurance at 65 43:45

4 Steps to Medicare and Insurance at 65

Your Social Security Statement - What to Know? 31:20

Your Social Security Statement - What to Know?

2025 Income Tax and the 7 Money Worries 23:26

2025 Income Tax and the 7 Money Worries

Estate Planning Documents You Must Have 22:51

Estate Planning Documents You Must Have

Guaranteed Retirement Income Increases Retirement Satisfaction 24:42

Guaranteed Retirement Income Increases Retirement Satisfaction

IRA/401k Money Is Different 17:01

IRA/401k Money Is Different

Why Long-Term Care Insurance? 26:07

Why Long-Term Care Insurance?

2025 Medicare Surtax For High Income Retirees IRMAA 19:08

2025 Medicare Surtax For High Income Retirees IRMAA

Social Security Fairness Act - December 2024 16:11

Social Security Fairness Act - December 2024

2025 Tax Planning-Investment Income-3.8% Surtax 12:13

2025 Tax Planning-Investment Income-3.8% Surtax

Estate Planning At 65 Using Life Insurance 16:42

Estate Planning At 65 Using Life Insurance

Inherited IRA? Beneficiary Decisions - Planning 12:19

Inherited IRA? Beneficiary Decisions - Planning

Long-Term Care Insurance - Purchased With IRA Money 22:35

Long-Term Care Insurance - Purchased With IRA Money

Medicare 101 - Sign Up and Insurance 31:59

Medicare 101 - Sign Up and Insurance

Retirement Income Which Lasts A Lifetime 21:52

Retirement Income Which Lasts A Lifetime

Social Security Income Tax - How Does It Work? 16:19

Social Security Income Tax - How Does It Work?

2025 Federal Income Tax - Brackets and Rates 16:39

2025 Federal Income Tax - Brackets and Rates

Federal Estate Tax-2026 Tax Increase/Sunset 18:03

Federal Estate Tax-2026 Tax Increase/Sunset

Hybrid Life/Long Term Care Insurance - IRA Money (TC 4 of 4) 17:01

Hybrid Life/Long Term Care Insurance - IRA Money (TC 4 of 4)

Delay Social Security Filing to 70 - Example (TC 3 of 4) 19:06

Delay Social Security Filing to 70 - Example (TC 3 of 4)

Roth IRA Conversion Up To 24% Tax Bracket (TC 2 of 4) 14:42

Roth IRA Conversion Up To 24% Tax Bracket (TC 2 of 4)

Retirement Income Plan Cash Flow From Age 65-95 (TC 1 of 4) 20:44

Retirement Income Plan Cash Flow From Age 65-95 (TC 1 of 4)

Long-Term Care Insurance - 5 Examples with Rates 35:10

Long-Term Care Insurance - 5 Examples with Rates

Original Medicare vs Medicare Advantage 17:16

Original Medicare vs Medicare Advantage

Social Security Maximization - 2 Examples 19:48

Social Security Maximization - 2 Examples

Capitalize on Low Tax Rates 2024 & 2025 15:35

Capitalize on Low Tax Rates 2024 & 2025

Beneficiary Restricted Payout - Middle Class Trust 19:37

Beneficiary Restricted Payout - Middle Class Trust

Medicare Annual Enrollment Period Oct. 15-Dec. 7th 22:18

Medicare Annual Enrollment Period Oct. 15-Dec. 7th

Guaranteed Income For Life: A License to Spend 19:23

Guaranteed Income For Life: A License to Spend

Can't Get Long-Term Care Insurance Because of Your Health? 22:22

Can't Get Long-Term Care Insurance Because of Your Health?

Medicare Annual Enrollment Oct 15-Dec 7 17:21

Medicare Annual Enrollment Oct 15-Dec 7

Retirement Planning Decisions at 64 ½ 21:38

Retirement Planning Decisions at 64 ½

2024 Tax Planning 18:30

2024 Tax Planning

The Income Tax is the New Estate Tax 27:18

The Income Tax is the New Estate Tax

Annuity Income Rider Explained 20:45

Annuity Income Rider Explained

Charitable Distribution From IRA - No Income Tax 19:26

Charitable Distribution From IRA - No Income Tax

Ed Slott - America’s IRA Expert 37:19

Ed Slott - America’s IRA Expert

Care Manager With Agency Caregiver 13:13

Care Manager With Agency Caregiver

Can You Appeal IRMAA (Medicare Tax)? 19:26

Can You Appeal IRMAA (Medicare Tax)?

Social Security Trustees Report May 6, 2024 19:41

Social Security Trustees Report May 6, 2024

Tax Problems? IRS Enrolled Agent 26:23

Tax Problems? IRS Enrolled Agent

See-Through Trust for IRA Beneficiaries 15:18

See-Through Trust for IRA Beneficiaries

Learn how to maximize a $200,000 Annuity | 10 Years Later see how it can grow! Cardinal Advisors 14:14

Learn how to maximize a $200,000 Annuity | 10 Years Later see how it can grow! Cardinal Advisors

Inherited IRA? Be Smart About Income Tax 20:04

Inherited IRA? Be Smart About Income Tax

Long-Term Care Insurance - Pay For It Yourself? Learn from Cardinal Advisors 33:42

Long-Term Care Insurance - Pay For It Yourself? Learn from Cardinal Advisors

Medicare Knowledge If You’re 65+ 19:20

Medicare Knowledge If You’re 65+

Age For IRA Catch Up, Social Security, Medicare, FRA, RMD, & QCD 18:00

Age For IRA Catch Up, Social Security, Medicare, FRA, RMD, & QCD

2026 Income Tax Increase 23:01

2026 Income Tax Increase

Estate Planning - Irrevocable Life Insurance Trust (ILIT) 14:19

Estate Planning - Irrevocable Life Insurance Trust (ILIT)

Financial Planning and Investment Management.  Learn how Cardinal Advisors can help 17:44

Financial Planning and Investment Management. Learn how Cardinal Advisors can help

Tax Free IRA/401k vs Tax Deferred IRA/401k : Learn the Difference and which one is right for you 16:52

Tax Free IRA/401k vs Tax Deferred IRA/401k : Learn the Difference and which one is right for you

Long-Term Care Annuity $100,000 Single Premium 23:28

Long-Term Care Annuity $100,000 Single Premium

Medicare Tax on High Income - IRMAA 2024 23:30

Medicare Tax on High Income - IRMAA 2024

Delay Social Security? Take It Early? Wait Til 70? 15:49

Delay Social Security? Take It Early? Wait Til 70?

How Much Income Tax Do Retirees Pay? 22:26

How Much Income Tax Do Retirees Pay?

Plan G Medicare Supplement #shorts #medicare #medicaresupplementplang 1:00

Plan G Medicare Supplement #shorts #medicare #medicaresupplementplang

Medicare Supplements Explained #shorts #medicare #medicaresupplement 1:00

Medicare Supplements Explained #shorts #medicare #medicaresupplement

Why Estate Planning? Learn about the Necessity of Estate Planning from Cardinal Advisors 19:29

Why Estate Planning? Learn about the Necessity of Estate Planning from Cardinal Advisors

High Income & Medicare #shorts #medicare #retirementplanning 1:00

High Income & Medicare #shorts #medicare #retirementplanning

Original Medicare or Medicare Advantage? #shorts #medicare #medicareadvantage 1:00

Original Medicare or Medicare Advantage? #shorts #medicare #medicareadvantage

Avoid Medicare Penalties #shorts #medicare #penalties 1:00

Avoid Medicare Penalties #shorts #medicare #penalties

Turn Your IRA/401k Into A Pension Check : Cardinal Advisors Financial Guide 17:03

Turn Your IRA/401k Into A Pension Check : Cardinal Advisors Financial Guide

Sign Up at 65 or Delay Medicare? #shorts #medicare #retirementplanning 0:57

Sign Up at 65 or Delay Medicare? #shorts #medicare #retirementplanning

4 Parts of Medicare #shorts #medicare #retirementplanning 1:00

4 Parts of Medicare #shorts #medicare #retirementplanning

3 Medicare Decisions #shorts #medicare #retirementplanning #socialsecurity 1:00

3 Medicare Decisions #shorts #medicare #retirementplanning #socialsecurity

IRS Wants Their Tax Money | Required Minimum Distributions and your finances with Cardinal Advisors 27:56

IRS Wants Their Tax Money | Required Minimum Distributions and your finances with Cardinal Advisors

7 Worries in Retirement - Tom Griffith #shorts #medicare #financialplanning #retirementplanning 0:43

7 Worries in Retirement - Tom Griffith #shorts #medicare #financialplanning #retirementplanning

7 Worries in Retirement #shorts #retirement #medicare #insurance  #socialsecurityretirement 0:54

7 Worries in Retirement #shorts #retirement #medicare #insurance #socialsecurityretirement

Turning 65? Medicare Sign Questions #shorts #medicare #socialsecurity #retirementplanning 0:51

Turning 65? Medicare Sign Questions #shorts #medicare #socialsecurity #retirementplanning

Turning 65 in 2024 & Enrolling in Medicare? Medicare Sign Up + Social Security Explained 39:06

Turning 65 in 2024 & Enrolling in Medicare? Medicare Sign Up + Social Security Explained

Long-Term Care - Caregiver Story 22:03

Long-Term Care - Caregiver Story

How Does Medicare Part D Work? 21:02

How Does Medicare Part D Work?

Your Social Security Statement 2024 17:29

Your Social Security Statement 2024

2024 Income Tax Brackets, Roth IRA Conversion 18:30

2024 Income Tax Brackets, Roth IRA Conversion

Estate and Inheritance Tax Federal & State 21:13

Estate and Inheritance Tax Federal & State

SPIA-Single Premium Immediate Annuity 16:32

SPIA-Single Premium Immediate Annuity

Inherited IRA? Which Beneficiary Are You? 17:48

Inherited IRA? Which Beneficiary Are You?

Long-Term Care/Life Insurance Purchased with IRA/401k Money 14:18

Long-Term Care/Life Insurance Purchased with IRA/401k Money

Income Tax on Social Security (Re-Upload) 10:32

Income Tax on Social Security (Re-Upload)

Original Medicare + Medigap Plan “G” 23:35

Original Medicare + Medigap Plan “G”

Income Tax on Social Security? 10:23

Income Tax on Social Security?

2024 Retiree Tax Rates, Brackets, Exemptions 24:12

2024 Retiree Tax Rates, Brackets, Exemptions

7 Worries - Retirement Planning 27:55

7 Worries - Retirement Planning

3 Retirement Income Annuities 20:58

3 Retirement Income Annuities

Getting the Money Out of a Roth IRA 15:54

Getting the Money Out of a Roth IRA

Long-Term Care By The Numbers 11:18

Long-Term Care By The Numbers

2024 Medicare Parts A & B Premiums and Deductibles 16:25

2024 Medicare Parts A & B Premiums and Deductibles

Social Security Increases For 2024 16:34

Social Security Increases For 2024

The 2024 Medicare Tax-IRMAA-High Income People 12:59

The 2024 Medicare Tax-IRMAA-High Income People

Tax Proof Your IRA/401k 17:33

Tax Proof Your IRA/401k

Sequence of Returns Risk 11:07

Sequence of Returns Risk

Early Distribution of IRA 401k Balance 19:07

Early Distribution of IRA 401k Balance

Long-Term Care Insurance From Your 401k/IRA 15:33

Long-Term Care Insurance From Your 401k/IRA

動画

課税対象、課税繰り延べ、非課税の退職貯蓄 23:22

課税対象、課税繰り延べ、非課税の退職貯蓄

1053 回視聴 - 3 日前

High Income? Different Advice For Medicare 24:03

High Income? Different Advice For Medicare

852 回視聴 - 4 日前

長期介護に自己資金で対応できるだけの十分な資金がありますか? 26:40

長期介護に自己資金で対応できるだけの十分な資金がありますか?

887 回視聴 - 7 日前

あなたの遺産計画の定義 31:16

あなたの遺産計画の定義

789 回視聴 - 10 日前

退職所得のための金融資産クラス 29:19

退職所得のための金融資産クラス

2468 回視聴 - 2 週間前

2024 年の主要な IRA 判決 22:59

2024 年の主要な IRA 判決

1051 回視聴 - 3 週間前

Long-Term Care Insurance with Inflation-Cost 27:22

Long-Term Care Insurance with Inflation-Cost

889 回視聴 - 1 か月前

4 Steps to Medicare and Insurance at 65 43:45

4 Steps to Medicare and Insurance at 65

827 回視聴 - 1 か月前

Your Social Security Statement - What to Know? 31:20

Your Social Security Statement - What to Know?

3064 回視聴 - 1 か月前

2025 Income Tax and the 7 Money Worries 23:26

2025 Income Tax and the 7 Money Worries

2877 回視聴 - 1 か月前

Estate Planning Documents You Must Have 22:51

Estate Planning Documents You Must Have

1573 回視聴 - 1 か月前

Guaranteed Retirement Income Increases Retirement Satisfaction 24:42

Guaranteed Retirement Income Increases Retirement Satisfaction

2283 回視聴 - 2 か月前