Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Welcome To Our video library
Welcome to the Towerpoint Wealth video library, a centralized destination for insightful financial and wealth management content. Explore this curated collection of educational videos and exclusive insights, designed to empower you on your wealth-building journey. Whether you’re a seasoned investor or just beginning, this video platform offers a diverse range of perspectives and expert advice to enhance your financial knowledge. To stay connected, never miss a beat, and receive notifications regarding newly-released content, subscribe to our YouTube channel today!
Featured Videos
Health Care and Your Retirement
In this exclusive webinar, Towerpoint Wealth President Joseph Eschleman, CIMA®, and Julia Fuentes, Financial Planning & Coaching Strategist at Vanguard, break down everything you need to know about managing health care costs in retirement.
The Year End Tax Surprise You Didn’t See Coming!
As the year comes to a close, many investors are faced with an unexpected challenge: year-end capital gains distributions. These distributions, often triggered by mutual funds and certain ETFs, can result in significant tax liabilities — even if you didn’t sell a single share.
6 Tax Moves You Should Consider For 2025
Taxes are complicated, but preparing for them doesn’t have to be. As we approach 2025, changes like the expiration of the Tax Cuts and Jobs Act and potential shifts in tax laws could have a significant impact on your finances. In this video, we’ll break down 7 key tax traps to watch out for and the strategies you can use to avoid them.
Four Reasons Why Treasury Bills (T-Bills) May Be Better than CDs! | Treasury Bills vs CDs
In this video, we’ll explore what year-end capital gains distributions are, why they occur, and how they can impact your portfolio. We’ll also share actionable strategies that you can use today to minimize these tax surprises and keep more of your hard-earned money invested for growth.
Is 2 Million Enough to Retire? How much do I need to retire? Retirement Plan
In this video we examine two things: When doing your retirement planning, is $2 million enough to retire on? Is retirement at 55 possible? 50? Five specific steps you can take with your retirement planning to retire comfortably with enough money in the bank to be comfortable. Spend some time reflecting: What does retirement at 55 mean to you? At 50? What does “comfortable” mean to you? What does “retirement” mean to you?
Your Real Estate ROI and the Current Sacramento Real Estate Market | Dollars and Sense ABC10
Most investors know, exposure to real estate in a financial portfolio provides opportunities to grow net worth. In America, there are basically two tax systems: one for those in the know, and one for those not in the know. What you don’t know CAN hurt you.Â
A Wealth Management Firm With Heart to Give Your Financial Planning a Fresh Start
How do you choose a wealth management firm from the wide field of wealth management companies and independent wealth advisors? Is integrity important to you? Is keeping your business Sacramento local important to you? Watch this podcast interview with independent financial planner and Sacramento small business owner Towerpoint Wealth President Joseph Eschleman, CIMA® as he appeared on Laurel Sagen and Shasta Escalante’s Heart 2 Biz podcast on 09.23.2021.
What is artificial intelligence? AI Decoded: Unlocking the secrets of artificial intelligence!
In today’s rapidly evolving tech landscape, the AI user experience affects everything we do. At Towerpoint Wealth, we believe that AI is a tool that can enhance efficiency and help solve complex problems. In this webinar, “AI Decoded, Unlocking the Secrets of Artificial Intelligence,” Joseph Eschleman, President of Towerpoint Wealth, is joined by three experts on the AI user experience. Chris Gannatti is the Global Head of Research at Wisdom Tree, Linda Duessel is the Senior Vice President at Federated, and Michael Grant is the CO-CIO at Calamos.
West Sacramento Real Estate Investment Meet Up group recap | 9 tax tips for real estate investors.
Most investors know, exposure to real estate in a financial portfolio provides opportunities to grow net worth. In America, there are basically two tax systems: one for those in the know, and one for those not in the know. What you don’t know CAN hurt you. Towerpoint Wealth Management President Joseph Eschleman and Associate Wealth Advisor Megan M. Miller recently presented "The 9 Tax Planning Secrets Real Estate Investors Wish They Had Known" to the West Sacramento Real Estate Investment Meet Up group. Here is a recap of the presentation, and the nine tax tips for real estate investors.
The First Annual Alternative Investments Forum | Towerpoint Wealth Webinar
For virtually all investors, 2022 has been a challenging and frustrating year. Persistently high inflation has resulted in an environment of quickly rising interest rates, leading to a “double-whammy” of twin selloffs across both stocks and bonds. After increasing more than 31% in 2019, 18% in 2020, and 28% last year, the S&P 500, an often-cited proxy for the stock market, has declined more than 20% year-to-date in 2022 (as of 9.23.2022). And to make matters worse, the bond market, as measured by the Bloomberg U.S. Aggregate Bond Index, has suffered through declines not experienced in more than 50 years. Put differently, investing in conventional stock and bond asset classes has not worked very well so far in 2022.
Is Cryptocurrency the Future? How to Invest In Cryptocurrency?
If you have been curious about cryptocurrency investing, watch our webinar for clearer answers to these two questions: “How to invest in cryptocurrency?” and “Is Cryptocurrency the Future? Bitcoin and Ethereum are two of the most popular of the more than 4,000 different cryptocurrencies in existence as of January, 2021. “Crypto” has exploded in popularity over the past year, and has emerged not only a new asset class, but also as an alternative store of value – some call it “digital gold.” The United States government has dramatically increased the money supply since the beginning of the COVID-19 pandemic last March, which has led to a decrease in the value of the U.S. dollar and has stoked fears of inflation.
20 Investing Mistakes To Avoid (Towerpoint Wealth Special Series), Part 1
Minimizing common investing mistakes is hugely important to building and protecting your wealth and net worth. Do you know what the 20 most common investing mistakes are? In this video series, we highlight all 20 of these common mistakes that interfere with getting your money’s best performance, so you can avoid them in the future. In this video we discuss 5 of the most common mistakes.
20 Investing Mistakes To Avoid (Towerpoint Wealth Special Series), Part 2
Like taking a penalty in hockey or a personal foul in basketball, building and protecting net worth requires careful consideration, discipline, guts, strategic planning, and sometimes even a little luck. This is part 2 of our series on the 20 most common investing mistakes to avoid, where we focus, primarily, on risk.
20 Investing Mistakes To Avoid (Towerpoint Wealth Special Series), Part 3
Committing common investing mistakes can interfere with getting your money’s best performance. Here are five investing mistakes we know we shouldn’t make, but sometimes do anyway. This video is part 3 of our 4-part series on the 20 most common investing mistakes.
20 Investing Mistakes To Avoid (Towerpoint Wealth Special Series), Part 4
In this series of short videos, Joseph Eschleman, President of Towerpoint Wealth, an independent Wealth-Management firm located in the heart of downtown Sacramento identifies the 20 biggest investing mistakes people make. This is part 4 of the series.
As the year comes to a close, many investors are faced with an unexpected challenge: year-end capital gains distributions. These distributions, often triggered by mutual funds and certain ETFs, can result in significant tax liabilities — even if you didn’t sell a single share.
Taxes are complicated, but preparing for them doesn’t have to be. As we approach 2025, changes like the expiration of the Tax Cuts and Jobs Act and potential shifts in tax laws could have a significant impact on your finances. In this video, we’ll break down 7 key tax traps to watch out for and the strategies you can use to avoid them.
In this video, we’ll explore what year-end capital gains distributions are, why they occur, and how they can impact your portfolio. We’ll also share actionable strategies that you can use today to minimize these tax surprises and keep more of your hard-earned money invested for growth.
In today’s rapidly evolving tech landscape, the AI user experience affects everything we do. At Towerpoint Wealth, we believe that AI is a tool that can enhance efficiency and help solve complex problems. In this webinar, “AI Decoded, Unlocking the Secrets of Artificial Intelligence,” Joseph Eschleman, President of Towerpoint Wealth, is joined by three experts on the AI user experience. Chris Gannatti is the Global Head of Research at Wisdom Tree, Linda Duessel is the Senior Vice President at Federated, and Michael Grant is the CO-CIO at Calamos.
Minimizing common investing mistakes is hugely important to building and protecting your wealth and net worth. Do you know what the 20 most common investing mistakes are? In this video series, we highlight all 20 of these common mistakes that interfere with getting your money’s best performance, so you can avoid them in the future. In this video we discuss 5 of the most common mistakes.
In this video we examine two things: When doing your retirement planning, is $2 million enough to retire on? Is retirement at 55 possible? 50? Five specific steps you can take with your retirement planning to retire comfortably with enough money in the bank to be comfortable. Spend some time reflecting: What does retirement at 55 mean to you? At 50? What does “comfortable” mean to you? What does “retirement” mean to you?
Most investors know, exposure to real estate in a financial portfolio provides opportunities to grow net worth. In America, there are basically two tax systems: one for those in the know, and one for those not in the know. What you don’t know CAN hurt you. Towerpoint Wealth Management President Joseph Eschleman and Associate Wealth Advisor Megan M. Miller recently presented "The 9 Tax Planning Secrets Real Estate Investors Wish They Had Known" to the West Sacramento Real Estate Investment Meet Up group. Here is a recap of the presentation, and the nine tax tips for real estate investors.
Like taking a penalty in hockey or a personal foul in basketball, building and protecting net worth requires careful consideration, discipline, guts, strategic planning, and sometimes even a little luck. This is part 2 of our series on the 20 most common investing mistakes to avoid, where we focus, primarily, on risk.
Most investors know, exposure to real estate in a financial portfolio provides opportunities to grow net worth. In America, there are basically two tax systems: one for those in the know, and one for those not in the know. What you don’t know CAN hurt you. Towerpoint Wealth Management President Joseph Eschleman and Associate Wealth Advisor Megan M. Miller recently presented "The 9 Tax Planning Secrets Real Estate Investors Wish They Had Known" to the West Sacramento Real Estate Investment Meet Up group. Here is a recap of the presentation, and the nine tax tips for real estate investors.
For virtually all investors, 2022 has been a challenging and frustrating year. Persistently high inflation has resulted in an environment of quickly rising interest rates, leading to a “double-whammy” of twin selloffs across both stocks and bonds. After increasing more than 31% in 2019, 18% in 2020, and 28% last year, the S&P 500, an often-cited proxy for the stock market, has declined more than 20% year-to-date in 2022 (as of 9.23.2022). And to make matters worse, the bond market, as measured by the Bloomberg U.S. Aggregate Bond Index, has suffered through declines not experienced in more than 50 years. Put differently, investing in conventional stock and bond asset classes has not worked very well so far in 2022.
Committing common investing mistakes can interfere with getting your money’s best performance. Here are five investing mistakes we know we shouldn’t make, but sometimes do anyway. This video is part 3 of our 4-part series on the 20 most common investing mistakes.
How do you choose a wealth management firm from the wide field of wealth management companies and independent wealth advisors? Is integrity important to you? Is keeping your business Sacramento local important to you? Watch this podcast interview with independent financial planner and Sacramento small business owner Towerpoint Wealth President Joseph Eschleman, CIMA® as he appeared on Laurel Sagen and Shasta Escalante’s Heart 2 Biz podcast on 09.23.2021.
If you have been curious about cryptocurrency investing, watch our webinar for clearer answers to these two questions: “How to invest in cryptocurrency?” and “Is Cryptocurrency the Future? Bitcoin and Ethereum are two of the most popular of the more than 4,000 different cryptocurrencies in existence as of January, 2021. “Crypto” has exploded in popularity over the past year, and has emerged not only a new asset class, but also as an alternative store of value – some call it “digital gold.” The United States government has dramatically increased the money supply since the beginning of the COVID-19 pandemic last March, which has led to a decrease in the value of the U.S. dollar and has stoked fears of inflation.
In this series of short videos, Joseph Eschleman, President of Towerpoint Wealth, an independent Wealth-Management firm located in the heart of downtown Sacramento identifies the 20 biggest investing mistakes people make. This is part 4 of the series.
