Kevin Lum, CFP®
The New Math on Bonds — Nobody Expected This
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=are-bonds-dead&utm_content=description In this video, I cut through the conflicting headlines about bonds and walk through what's actually changed for retirement portfo...
What 'One More Year' Is Actually Costing You in Retirement
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=the-cost-of-pushing-your-retirement&utm_content=description Try RightCapital - https://foundryfinancial.typeform.com/rightcapital?utm_source=youtube&utm_medium=longform...
Why a Paid-Off Home Might Actually Hurt Your Retirement
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=what-no-one-tells-you-about-retiring-with-a-paid&utm_content=description Try RightCapital - https://foundryfinancial.typeform.com/rightcapital?utm_source=youtube&utm_me...
Congress Saved Social Security in 1983… We Need Help Again
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=Shortform&utm_campaign=debunking-social-security-myths-desc&utm_content=description In this video, I break down the real story behind the headlines claiming Social Security will be cut by 28...
Why Many Millionaires Feel Like They Aren’t Wealthy
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=18%-of-americans-are-millionaires…-but-most-don’t-feel-like-it&utm_content=description RightCapital Link - https://foundryfinancial.typeform.com/rightcapital?utm_source...
“90% of Americans plan to skip the No. 1 piece of Social Security advice”
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=90%-of-americans-plan-to-skip-the-no.-1-piece-of-social-security-advice&utm_content=description In this video, I unpack a CBS News headline claiming that 90% of America...
Fidelity Just Proved Your Retirement Anxiety Has Nothing to Do With Money
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=fidelity-study&utm_term=work-with-us&utm_content=description ✅Fidelity Study ✅ https://foundryfinancial.net/state-of-retirement?utm_source=youtube&utm_medium=longform&u...
Do You REALLY Need Long-Term Care Insurance?
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=do-you-really-need-long-term-care-insurance?-the-data-says…&utm_content=description In this video, I tackle one of the most common fear-driven questions in retirement p...
Dave Ramsey's 8% Withdrawal Rate Fails More Than Half the Time… Do This Instead
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=why-dave-ramsey-recommends-an-8%-withdrawal-rate-in-retirement&utm_content=description In this video, I break down why Dave Ramsey's 8% withdrawal rate recommendation h...
Do You Need a Brokerage Account If You Already Have Retirement Accounts?
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=are-brokerage-accounts-worth-it-if-you-already-have-retirement-accounts&utm_content=description In this video, we discuss whether brokerage accounts are worth opening i...