Tom Poltersdorf Jr, CFP®
5.7K subscribers
19:22
How Much Can I Spend in Retirement With a $2M Portfolio?
Tom Poltersdorf Jr, CFP®
37 views • 9 hours ago
10:29
I'm 60 with $1.4M and a Pension. Can I Retire Without Getting Crushed by Taxes?
Tom Poltersdorf Jr, CFP®
69 views • 9 days ago
13:58
Should You Do a Roth Conversion in Retirement? (Don’t Get This Wrong)
Tom Poltersdorf Jr, CFP®
221 views • 3 weeks ago
8:47
How Much of Your Social Security Gets Taxed? (0% to 85% Explained)
Tom Poltersdorf Jr, CFP®
109 views • 4 weeks ago
12:22
Which Retirement Accounts Should You Withdraw From First?
Tom Poltersdorf Jr, CFP®
29K views • 1 month ago
16:57
The 3 Biggest Tax Mistakes Every Retiree Makes in Retirement (Real Examples)
Tom Poltersdorf Jr, CFP®
2.8K views • 1 month ago
11:36
Why Looking Poor is Important to Live a Rich Life in Retirement
Tom Poltersdorf Jr, CFP®
402 views • 1 month ago
8:59
This Retirement Mistake Could Cost You EVERYTHING
Tom Poltersdorf Jr, CFP®
86 views • 1 month ago
13:36
8 Retirement Planning Mistakes I See People Make in Their 50s
Tom Poltersdorf Jr, CFP®
284 views • 2 months ago
37:24
I Built 4 Retirement Plans to Show You What Actually Works
Tom Poltersdorf Jr, CFP®
376 views • 2 months ago
9:16
The 5 Biggest Regrets Business Owners Have After Retiring
Tom Poltersdorf Jr, CFP®
74 views • 2 months ago
10:34
7 Questions to Know if You Should Sell Your Business and Retire
Tom Poltersdorf Jr, CFP®
87 views • 2 months ago
9:53
Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar
Tom Poltersdorf Jr, CFP®
46 views • 2 months ago
12:22
How I Helped This Business Owner Retire with $1.4M (Case Study)
Tom Poltersdorf Jr, CFP®
58 views • 3 months ago
11:53
Business Owner Retired at 60 with $850k and Regretted It. Here's Why.
Tom Poltersdorf Jr, CFP®
55 views • 3 months ago
19:19
How Business Owners Can Retire with No Savings – Top 12 Recommendations
Tom Poltersdorf Jr, CFP®
554 views • 3 months ago
3:25
Stocks Are Falling. Here's Why I’m Not Worried...
Tom Poltersdorf Jr, CFP®
649 views • 3 months ago
10:07
Don't Regret Retirement (5 Keys to Personal Readiness)
Tom Poltersdorf Jr, CFP®
283 views • 4 months ago
7:02
When to Sell Your Business for the Biggest Payout (The Freedom Point)
Tom Poltersdorf Jr, CFP®
67 views • 4 months ago
28:37
Selling Your Business To Retire? (You MUST Watch This First)
Tom Poltersdorf Jr, CFP®
195 views • 5 months ago
12:01
Can We Retire at 64 with $500k? Here's the Case Study...
Tom Poltersdorf Jr, CFP®
1K views • 5 months ago
7:11
Live Tax-Free on $126k Using This Simple Account (Not a Roth IRA)
Tom Poltersdorf Jr, CFP®
1K views • 5 months ago
8:06
You Don't Need $1M To Retire: Here's Why
Tom Poltersdorf Jr, CFP®
10K views • 6 months ago
7:36
3 Roth IRA Benefits Nobody Talks About
Tom Poltersdorf Jr, CFP®
2.1K views • 6 months ago
7:34
5 Income Sources The IRS Can't Tax
Tom Poltersdorf Jr, CFP®
2.6K views • 6 months ago
11:19
Why It FEELS Like Everyone Has More Money Than You
Tom Poltersdorf Jr, CFP®
1.1K views • 6 months ago
15:46
How To Save Money For Your Kids (529 College Savings Plan, UTMA / UGMA, Custodial Roth IRA)
Tom Poltersdorf Jr, CFP®
1.3K views • 7 months ago
8:52
Trump Won. What’s Next For Your Investments? A CFP Explains
Tom Poltersdorf Jr, CFP®
1.4K views • 7 months ago
8:01
How To Make $3k per Month Investing In Dividend Stocks
Tom Poltersdorf Jr, CFP®
2.4K views • 7 months ago
12:37
The Simple Plan That Can Transform Your Finances
Tom Poltersdorf Jr, CFP®
581 views • 7 months ago
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