Financial Tips

✅Understanding Statement Values for Market-Linked Products from InspereX 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠Confused about the values you see on your market-linked product statement? In this video, we break down exactly what those numbers represent and how they’re calculated — using insights from InspereX. 📈 Great for clients and advisors alike. Clear, simple, and essential for smart investing. 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner #InspereX #MarketLinkedProducts #InvestmentEducation #FinancialLiteracy

✅Helping Teachers Plan: Tools, Tips & Inspiration for Classroom Success 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner #InspereX #MarketLinkedProducts #InvestmentEducation #FinancialLiteracy

✅Making the Most of Your IRA: Smart Strategies for Growth & Security 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠Learn about your IRA and how to make the most of it. 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner #InspereX #MarketLinkedProducts #InvestmentEducation #FinancialLiteracy #financialplanning #lifeplanning #love #knowledge #weareone #information #SimplifiedWealthManagement #PlanWithBob #WealthPlanningByBobChitrathorn #knowledgeisgreat

✅Medicare 30 Sec Clip: Quick Guide to Coverage, Benefits & Savings 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠Info about Medicare 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner #InspereX #MarketLinkedProducts #InvestmentEducation #FinancialLiteracy

✅How a Financial Professional May Be Your Valuable Business Advisor 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are “bandonneurs” (a French word for “jack of all trades”) who may successfully wear many hats, but trying a DIY strategy for your financial planning may be a challenge even for the most diligent entrepreneurs. 💠Consider why a financial professional might be of value in assisting you with steering your business toward long-term effectiveness. 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner #InspereX #MarketLinkedProducts #InvestmentEducation #FinancialLiteracy #coronacalifornia #financialadvisor #financialadvice #smallbusiness #entrepreneur #financialplanning

✅Medicare Made Simple: Understand Coverage, Benefits & Smart Choices 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner #InspereX #MarketLinkedProducts #InvestmentEducation #FinancialLiteracy #coronacalifornia #financialadvisor #financialadvice #smallbusiness #entrepreneur #financialplanning

✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠Most people looking forward to retirement anticipate years of relaxation and fulfillment after decades of hard work. But the reality of retirement is often far different. For many people, retirement may bring financial stress, uncertainty, and the fear of outliving their savings. It’s crucial to understand the current state of retirement preparedness to secure your own comfortable future. Here are some tips from our financial advisor. 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner #InspereX #MarketLinkedProducts #InvestmentEducation #FinancialLiteracy #coronacalifornia #financialadvisor #financialadvice #smallbusiness #entrepreneur #financialplanning #corona #coronacalifornia #retirementplanning #retirementplan #retirement #financialadvisor #financialadvice #financialplanning

✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠Both “YOLO” (you only live once) and “FOMO” (fear of missing out) mentalities tend to be prevalent among Gen Z and Millennials. These generations came of age during the Internet era, and many find themselves comparing their own blooper reels to others’ highlights. 💠While YOLO and FOMO could spur you to live life to the fullest, these philosophies don’t always have a good influence on your finances. Prioritizing short-term gratification over long-term stability may leave you playing catch-up with more financially responsible and conservative investing peers. This is, ironically, just what YOLO and FOMO intend to avoid. 💠Here is an explanation from our financial advisor of how YOLO and FOMO mentalities might influence financial decisions and some tips on managing the potential negative impact of these philosophies while still making the most of every day. 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner

✅Retirement Plan Detectives by FMG 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠Some ideas on how to track down old retirement plans. 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner

✅Work Place Retirement Plans Managed 🙏🙏 Watch The Video & Don’t Forget to Like, Comment, Subscribe, & Share 🧡 💠How to get your work place plans managed and working for you! 🔶 WATCH MORE EPISODES ✅Understanding Statement Values for Market-Linked Products from InspereX 👉https://youtu.be/hsGpUeQbMNI ✅Prepare or Beware: The Dangers of Retirement Planning Procrastination 👉https://youtu.be/ktLDe48ZpwI ✅How a Financial Professional May Be Your Valuable Business Advisor 👉https://youtu.be/ahsDO2-_VaA ✅YOLO and FOMO: Gen Z’s and Millennials’ Financial Decision-Making 👉https://youtu.be/9Bq7iV1c8dM ✅APRROVEDFDIC Insurance Video LPL Tracking423649 1 👉https://youtu.be/0Faof5PiImk ✅Account View Investor Overview Video TN#495651 👉https://youtu.be/2Zk5Z5YFU3w ✅Work Place Retirement Plans Managed 👉https://youtu.be/19wsrddo-rA ✅For more information👇👇 ✅Website 👉planwithbob.com ✅Facebook 👉facebook.com/planwithbob ✅LinkedIn 👉linkedin.com/in/bobchitrathorn ✅Twitter 👉twitter.com/PlanWithBob ✅FINRA 👉finra.org ✅SIPC 👉sipc.org #BobChitrathorn #PersonalizedRetirementPlanning #PersonalizedWealthPlanning #RetirementWealthManagement #UnderstandingStatementValues #StatementValuesForMarketLinked #AssetProtectionPlanning #EstateConservationPlanning #FinancialAdvisorServices #FinancialPlanningTips #MarketLinkedProductsFromInspereX #InvestmentPortfolioManagement #LegacyWealthPlanning #StatementValuesForMarket #RetirementInvestmentPlanning #PlanningByBobChitrathorn #CEO #Owner

A long term care alternative. Prepaying for future hours.

Bob talks about tactics that could potentially help you maximize your social security income at retirement.