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October 29, 2025

OFFICIAL

IN FOCUS – The Retirement Readiness Gap

Dina moderates a discussion between a personal finance advisor and a policy director on aging about why most people aren’t […]

October 29, 2025

OFFICIAL

AI Financial Financing

Tony is joined by Alexander Harmsen AI Financial Advisor and CEO of Portfolio Pilot for a discussion on the future […]

October 29, 2025

OFFICIAL

CWBA Finance 102 – Expert Tips for Effective Financial Planning & Generational Wealth

Recorded live via Zoom on March 14, 2024 By popular request, the CWBA is offering a free three-part financial wellness […]

October 29, 2025

OFFICIAL

The Fearless Advisor: Personal Finance Society

In this groundbreaking interactive keynote, Leon McQuade unveils the transformative power of artificial intelligence in personal finance and beyond. Through […]

October 29, 2025

OFFICIAL

(4) Your-Financial-Plan

Step 4 of the TMC Financial Goals videos

The Best Financial Strategies by Income: $50K, $100K, $150K+

In this video, I go over the best financial strategies for people who make $50k, $100k, or $150k and up. I hope you enjoy 🙂

HENRY Finance Guide: https://www.reddit.com/r/HENRYfinance/comments/1fc8btk/the_henry_playbook_v2_9824_need_all_yalls_thoughts/

Mega Backdoor Roth: https://avieradvisors.com/how-does-the-amazon-mega-backdoor-roth-conversion-work/

Backdoor Roth IRA vs. Mega Backdoor Roth: 2026 Guide for High-Net-Worth Business Owners

Backdoor Roth IRA:
https://www.fidelity.com/learning-center/personal-finance/backdoor-roth-ira

17 Backdoor Roth IRA Mistakes to Avoid

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WHO AM I?
Hello 👋 I’m Humphrey, I used to be a financial advisor, worked in gaming/tech, and started my own eCommerce business. I make practical, rational content on investing, personal finance, the news, and much more with a data-backed approach. My goal is to help you with financial literacy and creating wealth.

PS: I am no longer a current Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel!

SOCIALS:
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⏱️ Timestamps:
0:00 – Start Here
0:36 – $50k
5:00 – $100k
11:13 – $150k-$200k+

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