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Baobab Wealth Videos

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Baobab Wealth Management – Financial and Retirement Income Planning
Watch as Jimmy describes...
  • His Practice
  • What inspired him to become a financial advisor
  • His investment values
  • Why you should hire a fiduciary financial advisor
Financial Independence and Retirement Planning Explainer
Learn in this video...
  • Steps to take to achieve your financial goals, including financial independence
  • Why working with a fiduciary is important
  • What Baobab Can do to help you
  • How working with an advisor who loves what he does can benefit you
What is Baobab & How it Relates to Financial Planning
Learn in this video...
  • What the Baobab tree is
  • What Baobab tree means to Jimmy
  • How the Baobab relates to investments
  • Why our company is named after the Baobab tree
Understanding the Sequence of Returns
Learn in this video...
  • What sequence of returns risk is
  • Why this risk is so important to understand, especially if you are within 10 years of retirement or recently retired.
  • How the sequence of returns affects how long your assets will last
  • How you can learn to reduce or eliminate sequence of returns risk
How to Keep Your US Number While Living or Traveling Abroad
Watch as Jimmy describes...
  • The benefits of VOIP services while travelling or living abroad
What is the 3 Bucket Strategy?
Watch as Jimmy describes...
  • What the 3 bucket strategy is
  • How to protect your assets and retirement income using the 3 bucket strategy
  • What types of investments to use in each bucket
  • How this strategy reduces the sequence of returns risk
What Percentage Of Your Yearly Budget Should Be Spent On Vacation And Travel?
Watch as Jimmy describes...
  • What the real cost of travel is
  • How to budget for vacation and travel
Avoid losing up to 30%+ of YOUR MONEY - 401K Early Withdrawals Explained
Watch as Jimmy describes...
  • What the true cost of withdrawing your 401(k) money early is
  • How to avoid taxes and penalties
Retiring Before Age 65? Look out for the Biggest Expense! (Spoiler: Healthcare)
Watch as Jimmy describes...
  • Estimated healthcare costs in retirement
  • The reality about Medicare
  • How to avoid pricey surprises
How to Defuse Your Ticking Tax Time Bomb
Learn in this video...
  • An overview of a tax time bomb waiting for you
  • How to defuse the bomb and avoid paying extra taxes
  • How to start developing a comprehensive financial plan
Two Ways to Fund a ROTH IRA
Learn in this video...
  • The ROTH IRA restrictions
  • How to fund a ROTH IRA even if you make too much money
  • An overview of the back-door strategy
  • An overview of the 401(k) Roth option
Divorce the IRS Book Trailer
Watch as Jimmy describes...
  • The topic of his book, Divorce the IRS & why he decided to write it
An Introduction to Riskalyze
Learn in this video...
  • Why people might sabotage their own investing
  • What is Riskalyze and how do you find your personal risk number
  • Why the old way of stereotyping investors by age doesn’t work any longer
  • How to be a fearless investor
Should You Invest in Real Estate or the Stock Market?
Learn in this video...
  • Should you invest into Real Estate or the Stock market?
  • Long term performance for each asset class.
  • Why investing in the stock market is easier than real estate investing
  • Things to consider when investing in real estate or the stock market
  • Different options for real estate investing
  • How real estate investing can be part of your diversified investment portfolio
A Look at MoneyGuide Pro
Learn in this video...
  • Why everyone deserves a quality financial plan
  • How Money Guide Pro is different than other financial planning software
  • Why you should separate your financial goals into Needs, Wants and Wishes
  • How the financial planning process works
  • How Money Guide Pro can help you
  • Short tour of the software and how it works
  • How you will have online access to your completed plan
The Cost of Delaying Your Retirement
Learn in this video...
  • Why delaying your investments can hurt your retirement wealth
  • What the cost of delay can be in several scenarios
  • Why paying off credit card debt first may not always be the best route
Recession and Staying Invested (Covid 19)
Learn in this video...
  • The biggest mistake investors make
  • How emotions affect our investment decisions
  • Who to listen to for financial advice
The Value of Goals-Based Financial Planning
Learn in this video...
  • What a cash flow advisor is
  • What a goals-based advisor is
  • What type of advisor is best for you
Closing the Gender Pay Gap with Smart Investments
Watch as Jimmy describes...
  • What the gender pay gap is
  • How big a gap is it?
  • What the gender pay gap may mean for a woman’s retirement savings
  • An entirely new way to close the gender pay gap if you don’t get a raise or make as much money as men do for the same job
  • Why this is such an important issue today
Life Insurance as an Investment - Is it right for you?
Watch as Jimmy describes...
  • What LIRPs are
  • An overview of one of the most popular LIRPs
  • What the gender pay gap may mean for a woman’s retirement savings
  • Drawbacks of LIRPs
  • When LIRPs might be right for you
How Do I Check My Social Security Account & Statement Online
Watch as Jimmy describes...
  • How to find your social security statement
  • An overview of the information on your statement
  • How social security works
  • The future of the social security program
Dollar Cost Averaging (IN DETAIL)
Watch as Jimmy describes...
  • How dollar cost averaging works in detail
  • An example of dollar cost averaging
  • Common mistakes investors make
Invest in Your Health for Retirement
Did you know there are other things that can boost your happiness in retirement, perhaps even over financial security? Watch our short video to get a glimpse of an investment opportunity now that can help improve your life later.
What is Cross Border financial planning?
Watch as Jimmy describes...
  • What cross border financial planning is
  • What a cross border family looks like
Expat Financial Advice
Watch as Jimmy describes...
  • Why you may feel overwhelmed financially working overseas
  • Why being an expat comes with a myriad of financial risks and concerns
  • What Baobab Can do to help you
  • How working with an advisor that specializes in Expats can benefit you
Do you need to file the FBAR? What happens if you don't file? EXPATS need to see
Watch as Jimmy describes...
  • What the FBAR is
  • Who needs to file the FBAR
  • The most common mistakes when it comes to the FBAR
  • The penalties for a failure to file the FBAR
Can YOU be a millionaire?
It's a common myth among people that millionaires come from rich families or make big incomes. Watch this short video to squash that myth and find out if becoming a millionaire is possible for you!
What's different about a comprehensive financial plan?
All of us have significant expenses to plan for and prioritize. Emergencies, college savings, weddings, taking care of loved ones, paying down debt, and maybe even taking a dream vacation one day? All these goals are competing for limited resources at different times in our lives. How does anyone choose? Watch our short video to find out.
Dividends Don't Add Value to Your Portfolio
Dividend-paying stocks have long been loved by investors and are often a staple of a retirement income plan. But how do they really work and are dividends all they are thought to be? Watch our short video to find out.

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