YouTube Channel

Towerpoint Wealth Events and
Sacramento Wealth Management
Messages and Tips

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

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

Six Questions to Ask of a Prospective New Financial Advisor

Six Questions to Ask of a Prospective New Financial Advisor – February 25, 2021

Choosing Who Will Inherit Your Retirement Accounts

Choosing Who Will Inherit Your Retirement Accounts – February 15, 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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