Retirement Planning - Money Not Math

Actionable items to implement in our lives to feel better and be happier. Money Not Math 76, Clip 5 with Tate Sorvig. 1) Awareness- have the courage to question what is going on in your body. 2) Routines-exercise 3) Posture- do you have a neutral spine? 4) Breathing exercises. 5) Go outside, go outside, go outside, and go outside. It is okay to be uncomfortable, in fact that is how we learn. YouTu...

The five blue zones that lead us to live happier and longer lives. Money Not Math 76, clip 4 with Tate Sorvig 1) The depths of your relationships 2) Your Mindset 3) Proper sleep 4) Nutrition 5) Exercise/movement They are counter to our daily lives in America, so we must intentionally focus on them to live long, healthy, and happy lives. COVID19 exposed many of us and our unhealthy habits. How many...

How do we lean into our fight or flight responses to take the first step towards improving our financial, mental, or physical health? Money Not Math 76, Clip 3 with Tate Sorvig Let’s avoid our limiting beliefs together. If we avoid our challenges in life, we are creating more pain for ourselves. If we lean into our challenges to take a step towards improvement, what is the worst that can happen? A...

Will the stock market continue to rise, or will there be another correction soon? Will potential tax changes wipe out your gains? Money Not Math 77 What happens to your retirement income plan if the markets go down and/or taxes go up? YouTube link to the video, https://youtu.be/YJzaYn88Xbc *** Correction--> In the video I said, "If income taxes double to 48% on average. $1.628M in tax deferred...

The mental health benefits of being physically active and exercising. Money Not Math 76, clip 2 with Tate Sorvig. The reliefs that exercising can have on depression, allowing us to feel better about ourselves and live healthier lives. Plus, some healthy breathing exercising and recommendations to help with depression, anxiety and getting better sleep. The more we can take control of our mental sta...

The Wealth of Health and Tate’s favorite ways to get exercise outside of organized exercises or routines. Money Not Math 76, Clip 1 with Tate Sorvig. The key to living a health life= healthy routines. What routines are you using to live a healthy and happy life? Did you know your ability to digest food is affected by the quality of your sleep? YouTube: https://youtu.be/53gp0Mj7_G0 Here is the link...

Obeying our natural laws to take more control of our lives. Money Not Math 76 with Tate Sorvig The video quality was not great, but the information is phenomenal. I highly recommend this video if you are interested in taking more control of your physical, mental, and/or financial life. Do not worry, I know it is long so I will cut it up and release the clips in the coming days. If you received val...

Cash Value Life Insurance Can Provide A Safe Harbor in Today's Economic Storm. Money Not Math 75. Why we do what we do is more important that what we do. So, even though it pains me to talk about a specific “what” or tool that is used in planning. I believe this conversation is a valuable one for people who value liquidity, use and control of their money when planning for their future. No product,...

Common advanced planning strategies for business owners to save money in taxes and reward their employees. Money Not Math 74 Do you like simple? Do you like to be in control? Do you like tax deductions? Do you like to reward your employees? If you answered yes to any of those questions, there may be a perfect option available for you. YouTube: https://youtu.be/oyow2F26Ybo

The top three things a business owner should do when it comes to their bookkeeping from Jared May. Money Not Math 73 1) Keep your business expenses separate from your personal expenses. 2) Do your bank reconciliations monthly. 3) Spend time each week on your books. Thank you Jared YouTube: https://youtu.be/wV6HcikdJ0o

What is Tate's definition of being successful? The best ways to contact him. Money Not Math 72 Clip 7 The death bed test is a great idea. Eat your da** vegetables. Have quality relationships and surround yourself with good people. YouTube https://youtu.be/scYnjqK39t8 You can contact Tate or learn more about his business at https://www.cfgreatnorth.com/ , https://www.facebook.com/crossfitgreatnorth...

What lessons has Tate learned through his experiences? Money Not Math 72 Clip 6 Bookkeeping is a must for a business owner. Jared May, have you read the book “Profit First”? What lesson would Tate teach his younger self right out of school? DESERVE IT! YouTube https://youtu.be/dSXQ5FS-nJk

How and WHY Tate started his business, CrossFit Great North. Money Not Math 72 Clip 5 Congratulations on 5 years in business Tate. Even if you did forget. Tate loves sharing his freedom with other people. YouTube https://youtu.be/TotdHO81KNA

Who does Tate Sorvig and CrossFit Great North bring the most value to? Money Not Math 72 Clip 4 Do you want more freedom in your life? YouTube https://youtu.be/02FZg8ByOio

How do you separate motivating people through fear vs. inspiring them to be healthy? Money Not Math 72 Clip 3 with Tate Sorvig Do you lean into your fear or sedate yourself to avoid it? Do you know your why? YouTube https://youtu.be/NP2RogYMD8E

Could CrossFit Great North help you find freedom through your health and fitness? Money Not Math 72 Clip 2 with Tate Sorvig YouTube https://youtu.be/XE4LSdERKEw

Who is Tate Sorvig? Money Not Math 72 Clip 1 with Tate Sorvig- CrossFit Great North Get to know Tate Sorvig, the owner of CrossFit Great North in this clip of our full conversation from 5/6/20. YouTube: https://youtu.be/rxGfSDPHmHA

Deserve It! Money Not Math 72 full conversation with Tate Sorvig- CrossFit Great North Get to know Tate Sorvig as a person, what he does for business, who he does it for, and most importantly why he does it, in this awesome conversation I was fortunate to have with him. YouTube: https://youtu.be/64UNbrbZETw Please let us know if you have questions. You can contact Tate or learn more about his busi...

How a 403(b) and 401(k) are different from each other and different then a retirement plan. Money Not Math 71. Are you aware of the differences between 403(b)s, 401(k)s and the other options available to grow and protect your wealth for your financial future? Are you comfortable with giving away control of your financial future to the government and stock market? Do the rules surrounding these so-...

Keeping perspective when it comes to your financial planning and stock market volatility. Money Not Math 70 Would it be valuable to have your wealth growing and protected in a way that will not cost you money the next time the market corrects? Would it be valuable to have your wealth growing and protected in a way where you don’t have to be stressed out about a stock market correction when you are...

2 mistakes you could make today that will threaten your retirement savings tomorrow. Money Not Math 69 There are two types of savers, which one do you want to be? Have you considered all of your options and the potential negative effects before taking a loan from your 401k? YouTube: https://youtu.be/wJT9CulKez4 https://www.businessinsider.com/personal-finance/mistakes-threatening-retirement-saving...

Are you protecting your most valuable asset? Money Not Math 67 with Ross Welte Our perception becomes our reality. Planning is a process, not a product. It is all about education. Our goal is to provide quality enough education to empower people to make confident decisions for their financial future. There is no such thing as a good team without both quality offense and defensive planning. YouTube...

Why do we save money in the first place? What is the value of money to you? Money Not Math 66 with Ross Welte- Clip 3 YouTube https://youtu.be/t4byEQrDFYU

Are you aware of the value of your compounding curve? Are you keeping your money on your compounding curve or taking it off more than necessary? Money Not Math 66 with Ross Welte- Clip 2

Have you considered the difference between actual vs. average rate of return when planning for your financial future? Money Not Math 66 with Ross Welte- Clip 1 YouTube https://youtu.be/nPyn-CrJcJQ