Think Beyond Your Money™

Podcast de Carter Michaelson

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Any financial advisor can help you save for retirement. We provide guidance to align your values and finances; giving you the freedom to think beyond your money. Podcast brought to you by Carter Michaelson, Wealth Advisor with North Oaks Financial Group. My goal is to provide my listeners with practical knowledge and insight about investments and financial planning. When you're educated on opportunities available and aware of risks involved, then you're able to make confident decisions. In financial planning there is no one-size-fits-all solution. YOUR PLAN needs to be personalized for YOU.

Todos los episodios

4 episodios

HSA vs FSA - Which is right for you?

In this episode, I go through some of the key distinctions and features of two of the most popular health expense accounts: Health Savings Account and Flexible Spending Account.

22 de ago de 2022 - 11 min

What to do with an extra $10,000?

What would you do if someone gave you $10,000? In this episode, I break down the ways we can use our resources: 1) sharing 2) spending 3) saving. How can this context be used for reviewing your cash flow?

29 de jul de 2022 - 16 min

Types of investment accounts?

I frequently get asked about the different types of investment accounts. Before discussing the account types themselves, it is important to start with the different tax treatment of those accounts. So, what is the difference between taxable, tax-deferred, and tax-free account types?

7 de jul de 2022 - 9 min

Introduction to Podcast

Carter Michaelson breaks down the reason for starting a Podcast, why he chose this profession, and who is North Oaks Financial Group.

30 de jun de 2022 - 2 min

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Muy buenos Podcasts , entretenido y con historias educativas y divertidas depende de lo que cada uno busque. Yo lo suelo usar en el trabajo ya que estoy muchas horas y necesito cancelar el ruido de al rededor , Auriculares y a disfrutar ..!!

Fantástica aplicación. Yo solo uso los podcast. Por un precio módico los tienes variados y cada vez más.

Me encanta la app, concentra los mejores podcast y bueno ya era ora de pagarles a todos estos creadores de contenido

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