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YouTube Channel

YouTube Channel Towerpoint Wealth Sacramento Financial Advisor

Towerpoint Wealth Events and
Sacramento Wealth Management
Messages and Tips

Is 2 Million Enough to Retire?

Retirement planning strategies – June 5, 2023

Welcome Megan M. Miller, EA

Newest Member of Towerpoint Wealth | Associate Wealth Advisor  – January 5, 2023

Economy in Recession?

Five specific strategies to help you recession proof your portfolio – November 30, 2022

Towerpoint Wealth’s 5 Year Anniversary Picnic

5 Year Anniversary Picnic at Sutter Health Park Home of The Sacramento Rivercats – August 23, 2023

Maximize stock compensation

Does your RSU selling strategy grow net worth? – Oct 7, 2022

Cryptocurrency future

Why Crypto is Here to Stay and Not Going Away | Decentralized finance – September 12, 2022

What is the Definition of a Fiduciary

What is a fiduciary financial advisor, why should you care?June 27, 2022

The Russia/Ukraine Crisis

An Important Message From Towerpoint Wealth  – March 3, 2022

On Edge?

How is War in Ukraine and Rampant Inflation an Opportunity for Investors?  – February 25, 2022

Long Term Investing Strategies for Long Term Investors

Are You REALLY a Long Term Investor? – October 26, 2021

A Wealth Management Firm With Heart

Give Your Financial Planning a Fresh Start – October 7, 2021

Are Federal Income Tax Increases Looming?

Bipartisan Infrastructure Bill Summary – October 1, 2021

Social Security Benefits!

When Should You Take Them? Social Security Explained – July 30, 2021

How to Build Wealth Better Under the SECURE Act 2.0!

How to Build Wealth Better Under the SECURE Act 2.0! – June 29, 2021

Is Cryptocurrency the Future?

Is Cryptocurrency the Future? – June 25, 2021

ESG, Sustainable, and Responsible Investing

ESG, Sustainable, and Responsible Investing – April 21, 2021

The American Rescue Plan

The American Rescue Plan – April 09, 2021

WHITE HOT Residential (Sacramento Real Estate Market!)

WHITE HOT Residential (Sacramento Real Estate Market! – April 01, 2021

“The GameStop Hurricane – Who Cares??!!”

The GameStop Hurricane – Who Cares??!!

“The Secret to Building Tax-Free Wealth”

Tax- Free Wealth – The Secret to Building Tax-Free Wealth

“The Great Disconnect” – In the Economy

Sacramento Wealth Management – The Great Disconnect

“Dominance of Tech Stocks (so far) in 2020”

A Message to Our Towerpoint Wealth Family

“It Hurts and It’s Temporary”

A Message to Our Towerpoint Wealth Family

Black Diamond

Black Diamond investor experience video tutorial.

Towerpoint’s Tips – Episode 1

December 31, 2019 – Towerpoint’s Tips – Episode 1

Three tips to help build and protect your net worth.

Health + Wealth: The Ultimate Wellness Prescription

October 2, 2019 – Health + Wealth: The Ultimate Wellness Prescription

WATCH Lunch and Learn
Educational workshop

January 18, 2018 – Residential Real Estate Investing

December 13, 2017 – Year-End Tax Savings Tips

November 8, 2017 – Reducing Investment Expenses

TPW’s One Minute Tax Tips and
Sacramento Wealth Management
Messages and Tips

Six Questions to Ask of a Prospective New Financial Advisor

Six Questions to Ask of a Prospective New Financial Advisor – May 10, 2022

Choosing Who Will Inherit Your Retirement Accounts

Maximize the money your 401k and IRA beneficiaries inherit – April 19, 2022

Restricted Stock Units

Restricted Stock Units – April 28, 2021

Trading vs. Investing

Trading vs. Investing – April 15, 2021

The Arrival of Coinbase

Coinbase – April 15, 2021

Home Office Deductions

Home Office Deductions – April 02, 2021

401k Loans

401k Loans – April 01, 2021

Dollar Cost Averaging | Stock Market Pullback

Dollar Cost Averaging | Stock Market Pullback – March 23, 2021

Student Debt | Tackle it Now!

Student Debt | Tackle it Now! – March 5, 2021

Rental Passive Activity Losses

Rental Passive Activity Losses – March 1, 2021

Funding a “Backdoor” Roth IRA

Funding a “Backdoor” Roth IRA – February 16, 2021

Cryptocurrency – Wait, I Have to Pay Taxes??!!

Cryptocurrency – Wait, I Have to Pay Taxes??!! – February 8, 2021

Suitability vs. Fiduciary

Suitability vs Fiduciary – February 8, 2021

Rich vs Wealthy

Sacramento Wealth Management” – February 1, 2021

Sacramento Estate Planning

Sacramento Estate Planning” – January 25, 2021

“Coffee At Home” – Your 2021 Financial Goals

“Coffee At Home” – January 19, 2021

Retirement Account Rollovers

Retirement Account Rollovers – January 5, 2021

“Encouragement” – Your 2021 Financial Goals

“Encouragement” – Your 2021 Financial Goals – December 29, 2020

Life Insurance

Life Insurance – December 17, 2020

Donor Advised Funds (DAF)

Sacramento Wealth Advisor – One Minute Tax Tips – Donor Advised Funds (DAF) – November 30, 2020

Roth IRA conversions

Sacramento Wealth Advisor – One Minute Tax Tips – Roth IRA conversions – November 20, 2020 

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