Money Talk with Yu, hosted by Jerry Yu

This is a Classic Rewind. On today’s Money Talk with Yu, Doug and Jerry discuss: The sandwich – what do we mean by that? The fact that there is more to prepare for the future other than for college and retirement…what else is there? Keeping documents up to date. What documents are we referring to? What programs can help you keep your plans in place?  Key Takeaways: When creating a financial p...

This is a Classic Rewind episode. On today’s Money Talk with Yu, Jerry discusses Which choice is better, a Mercedes or a Jet? Why? As it relates to investing, why does time make a difference? What is the difference as it pertains to investing in short, medium, and long-term legacy, and why do they actually matter? What risks do people take when thinking in the wrong terms? Key Takeaways: By treati...

This is a Classic Rewind episode. On today’s Money Talk with Yu, Jerry discusses: Understanding the intricacies of 401k plans and the significance of company matching contributions The benefits of maximizing 401k contributions and how the employer matching process works, alongside the vesting period Dispelling common myths about 401(k)s that may affect investment decisions and strategies Exploring...

This is a Classic Rewind Episode. On today’s Money Talk with Yu, Doug and Jerry discuss: What types of insurance are available and what should one choose? Life insurance can be seen as a legacy builder. But why is it more than that? Can you share how you would help someone determine the best type of insurance for them? Life insurance is more like a Swiss army knife Key Takeaways: Life insurance se...

This is a classic rewind episode. On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: Define “ruining” as it relates to paying for college? What are the limitations to the 529 plans out here…start with what a 529 is, please. Can you talk about the Chinese versus American grandpa solutions for college? Purchase life insurance versus putting money in a 529…what is your advice?  ...

Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning and maximize your savings. About Jeff Hockett: Je...

This is a classic rewind episode. On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●      With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again? ●      Why do you feel it is important to have a family money doctor? ●      What components are need...

Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil? About Jamie Lima: Jamie Lima, the founder of Alle...

Discover the secrets to protecting and preserving your wealth as host Jerry Yu interviews Kerry Lutz, founder of the Financial Survival Network. With insights from renowned financial experts, learn how to navigate the tumultuous financial landscape, but be prepared for a shocking twist that leaves you questioning everything you thought you knew. About Kerry Lutz: Kerry Lutz has a background in Aus...

In a world where business and faith often seem at odds, one entrepreneur's journey takes an unexpected turn. Rylee Meek's path to success reveals a powerful truth about the fusion of passion and profit. But as he discovered, financial success alone did not lead to fulfillment. What pivotal moment led Rylee to shape a new approach, one that seamlessly integrates faith and business? About Rylee Meek...

Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financial Planner and author of "The Mindful Money Mentali...

Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and turns that led to his success and the unique approach...

Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down. About Nycole Freer: Serving young entrepreneurs, families, women, and children for over a decade as a...

In the world of finance, one man dared to challenge the status quo and bridge the gap between accountants and small business owners. Ryan Kimler, a seasoned finance expert, discovered the untapped potential hiding within financial reports. Little did he know, his journey would take an unexpected turn. Join us as we uncover the twist that changed the game for business owners, leaving one burning qu...

Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu In the midst of success, a startling truth emerged. Jedidiah Collins, a former NFL player, found himself facing a daunting reality as he transitioned from the gridiron to the realm of financial literacy. His journey of self-discovery unveils a crucial twist that will leave you reeling. Curious to know how this unexpected t...

Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffective approach and discover how aligning your values...

Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam D. Koós, President and Senior Financial Adviser,...

Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and reveal the truth behind holistic financial planning. St...

This is a classic rewind episode with John Browning. In the world of finance, consistency is key. Join us as industry veteran John Browning reveals the importance of consistent financial strategies for long-term success. But what happens when the unexpected occurs and the foundation begins to crumble? Find out in this gripping trailer that will leave you on the edge of your seat, craving answers t...

This is a classic rewind episode with Peter Lazaroff. If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are const...

This is a classic re wind  of  the  episode with  Lawrence Sprung. Join financial guru Lawrence Sprung as he challenges the money mindset, aiming to infuse joy into financial planning while confronting the conflict between present enjoyment and future goals. About Lawrence Sprung: Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc., the au...

Discover the surprising connection between personal well-being and financial success for entrepreneurs with this unexpected twist. You won't believe how Aaron Marcum's journey from financial success to true thriving will transform your approach to entrepreneurship. And the key to unlocking this transformation lies in a powerful framework rooted in positive psychology principles. Stay tuned! About...

Do you want to help your international clients achieve enhanced outcomes through personalized international tax planning? I've got the solution to help you do just that. Let's dive in and make your clients' financial planning truly personalized across borders. About Emma Hall: Emma Hall is a Chartered Financial Planner and Fellow of the Personal Finance Society. With a career spanning 17 years, Em...

Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend of personal values and professional expertise. Bor...

Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down. About Nycole Freer: Serving young entrepreneurs, families, women, and children for over a decade as a...