See The Forest Through the Trees

See The Forest Through the Trees

Por: Celestial Wealth Mgmt
Providing the pros and cons of various financial planning and investment strategies to help you optimize your net worth creation.

You can watch the full videos on YouTube @seetheforestthroughthetrees.

Colin Exelby, CFP® owns Celestial Wealth Management, a virtual financial advisory firm, and has over 23 years of experience providing custom financial planning and investment management to his clients.

He brings a wealth of knowledge AND real-world experience to the channel.

Make sure to subscribe to see the newest episodes first.
54 episodios disponibles

Latest episodes of the podcast See The Forest Through the Trees

How to Pay $0 Taxes on a $100k Retirement Income (Easier Than You Think) 12/01/2026
Personal Finance Without the Noise, Fear, or Hype 18/12/2025
Retiring at 62: Smart Move or Costly Mistake? 16/12/2025
Why the Roth Is the Most Powerful Tool for Tax-Free Retirement Income 16/12/2025
What to Do With Your 401(k) at Retirement — 3 Options Explained 12/12/2025
Stop Wasting Thousands in Retirement — The Real Money Leak No One Talks About 10/12/2025
Avoid the Retirement Tax Trap: Find Your Ideal IRA & 401(k) Balance (2026) 05/12/2025
The SECRET Social Security Math Nobody Shows Retirees 21/11/2025
CREATE Tax-Free Income Using The Sweet Spot in the Tax Code 14/11/2025
How Many Americans ACTUALLY Have $1 Million or More? 04/11/2025
Why Retirement Changes Once You Save $2M In Retirement 30/10/2025
The BIGGEST Retirement Myths Told By Finance Gurus 24/10/2025
How to Get Nearly FREE Health Insurance Before Medicare (Even If Subsidies Expire) 17/10/2025
Stop Overpaying on Social Security Taxes — Here’s the Real Strategy 10/10/2025
60 Years Old and Nothing Saved for Retirement - Top 10 Recommendations 23/09/2025
Medicare Advantage Plans LEAVING 2026: 1,000,000+ Seniors Affected 17/09/2025
5 Things to Sell BEFORE Retiring 08/09/2025
Your First Year of Retirement: Expect These 5 Things 04/09/2025
The BEST REASON to Retire As Soon As Possible! 21/08/2025
4 Things you MUST KNOW if You’re Retiring With A Pension 15/08/2025
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