Financially Free

Receive practical tips on how to free yourself from financial stress. Hear the inner thoughts of a financial planner as he encounters various financial situations.

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Blog: How to Rollover an IRA to 401k

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If you have recently started a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going to show you how to move your Rollover or SEP IRA to your 401k.  

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Blog: Financial Advisor: How to Find One You Can Trust!

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Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.  This video explores some of the most reputable sources to use (nationwide) as you search for a financial advisor that fits your needs!

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Blog: Financial Planners: Are they Worth It?

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Are financial planners actually worth it?  Check out this video for some points to consider as you answer this question for yourself!

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Blog: 2020 Election: How Should You Invest?

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Questions about investing during an election year? You’re not alone! The 2020 Election has people asking questions about how to position their 401k, IRA, and their overall investment portfolio. I’ll explore a few thoughts on this here!

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Blog: Should I Buy a Vacation Home?

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Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right? In this video, I’m going to share with you five questions you can ask yourself to help decide whether or not buying a vacation home […]

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Blog: Payroll Tax Deferral Explained!

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Have you been hearing talk about the payroll tax deferral program? All the chatter has some people wondering if it does or doesn’t apply to them. Check out this video to hear some details about the program that you may not know!

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Blog: Tax-Free Investing for YouTubers

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Are you a YouTuber who’s now making six or seven figures from your YouTube channel? Do you want to invest and grow your YouTube money in a tax free manner? If your answer to both is YES, then this video is for you! I’ll give you three options you can use to invest and grow […]

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Blog: Best Way to Consolidate Credit Card Debt

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Are you tired of carrying credit card debt? Alvin Carlos, CFA, CFP® shares three tips on how you can consolidate your credit card debt and get on a path towards being debt-free.

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BLOG: Restricted Stock Units (RSU) Explained

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Wondering about Restricted Stock Units or RSUs? You’ve come to the right video. Alvin Carlos explains what they are, tax implications and how you can use them best.

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BLOG: Rollover IRA: 3 Reasons You Should NOT

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Is rolling over your old 401k to a Rollover IRA really best? If you have an old 401k because you changed jobs or you’re now fully self-employed, the most popular choice is to move your old 401k into a Rollover IRA. You may want to hit pause on that, because it may not be the […]

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