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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
00:42 Stocks
04:50 Bonds
09:18 Gold
11:03 Commodities
14:01 Currencies
16:52 Alternatives
20:31 Annuity
22:15 Outro

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#lionswealth #nathankrampe #risk #riskmanagement

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
00:10 Roth Conversion
01:19 Roth Contribution
05:17 Roth Conversion Calculator
08:37 Goal Planning
09:05 Advanced Planning
13:15 Income Tax
18:34 Breakdown of Assets
27:38 Outro

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#lionswealth #nathankrampe #rothconversion #rothira #roth

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
03:06 Social Security Website
04:13 Social Security Statement
10:47 Social Security Benefits Estimator
20:37 Goal Planner
29:02 Outro

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#lionswealth #nathankrampe #socialsecurity #socialsecuritybenefits #socialsecurityretirement #investmentinsights #investmentportfolio #investments

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
01:33 Permanent and Temporary Life Insurance
03:44 Benefits
06:40 Problems with Commission
08:37 Commission -free - Legacy
09:40 Commission-free - Life Insurance
10:52 Commission-free - Retirement Income
12:13 Commission-free - Wea lth Accumulation
13:02 Outro

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#lionswealth #nathankrampe #lifeinsurance #annuityinvestment #retirement #annuity #annuities

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
01:33 Commission-free Annuities
01:55 History
08:36 Managing Downside Risk
19:32 Outro

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#lionswealth #nathankrampe #annuityinvestment # retirement #annuity #annuities

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
00:47 FTX Cryptocurrency Exchange
01:24 Risk Happen Fast
03:44 High Risk
05:46 Place only amount of money into an investment that you can afford to lose
09:25 Risk can happen to any company
12:42 Risk can happen to anyone
14:17 Know your trendline
16:11 Outro

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#Lionswealth #NathanKrampe #ftx #riskmanagement #risks #ftxcollapse

I bonds are a type of U.S. savings bond designed to protect the value of your cash from inflation. With inflation at four-decade highs, investors are ever more interested in higher-yielding, lower-risk investments, and I bonds fit the bill.

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 Introduction
00:14 Investing into I Bonds
01:43 What are I Bonds?
09:12 Pros of I Bonds
15:22 Cons of I Bonds
20:06 Outro

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#Lionswealth #NathanKrampe #ibonds #ibondsrate

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DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#Lionswealth #NathanKrampe #planning #yearendplanning #yearend #rothconversion #heathcare #taxharvesting

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DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#Lionswealth #NathanKrampe #planning #yearendplanning #yearend #rothconversion #healthcare #taxharvesting

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬

00:00 Introduction
00:20 Elements To Survive in A Rewcession
01:57 Know Where You're At
02:27 LEAD Stage
06:24 Lion's Wealth Economic Activity and Development
09:29 Stress Test
15:42 How To Drive

DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

Frustration is mounting. It's what you do with that frustration that matters

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DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

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📲CONNECT WITH US:
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DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

#Lionswealth #NathanKrampe #retirement #taxes #taxes2022 #taxfreeretirement #lifeinsurance #rothira #hsa

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DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

Here's the full video:
https://www.youtube.com/watch?v=RyxJ2ySCJcI

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DISCLAIMER
**The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date of posting, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.

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Created 1 year, 6 months ago.

14 videos

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