Streamline Financial - Invidious

Streamline Financial

Streamline Your Retirement by getting these 3 key parts right!
1) Tax-efficient withdrawal planning
2) Investment Planning
3) Tax Reduction Planning

My name is Dave Zoller and I own Streamline Financial along with our team of retirement specialists.
Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.

We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!

Disclosure-Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC.
Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor.
Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

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6:35

The One Cost You Must Cut In Retirement

Streamline Financial

Shared 3 days ago

124K views

12:29

7 Money Goals Everyone Should Hit By 60

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Shared 1 week ago

25K views

1:08:17

Stop Letting Phones Steal Your Days: Joey Odom on Digital Wellness, Time Freedom, and Leadership

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Shared 1 week ago

899 views

9:35

Is Warren Buffett Warning Us About 2025?

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Shared 3 weeks ago

52K views

9:24

DON'T Retire Yet - There's Another Way

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Shared 1 month ago

91K views

6:52

This Will Make Retirement Boring

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Shared 1 month ago

7.5K views

43:31

You Don’t Need Permission: Pam Marmon on Entrepreneurship, Financial Wellness, and World Schooling

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Shared 1 month ago

957 views

29:58

Psychology Expert: 5 Simple Steps To Retire With Confidence

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Shared 1 month ago

11K views

10:33

7 Things To Do Before 2024 Ends

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Shared 1 month ago

33K views

34:08

Burnout, Sabbatical, and Renewed Leadership with Kristen Welch

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Shared 2 months ago

723 views

12:59

How Trump's Presidency Impacts Your Financial Future

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Shared 2 months ago

74K views

5:45

New 401K Rules Coming In 2025

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Shared 2 months ago

9.8K views

38:43

Saying 'Yes' to Change: Kristen Welch's Journey from Blogger to Global Nonprofit Leader

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Shared 2 months ago

756 views

9:54

No Couples Talk About This When Retirement Planning

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Shared 2 months ago

31K views

7:43

IRS Releases New 2025 Tax Brackets + Tax Sunsets

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Shared 2 months ago

300K views

9:35

Successful Retirees Track FOUR Numbers

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Shared 3 months ago

70K views

26:11

Redefining Success: Dave Zoller's Approach to Money and Life

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Shared 3 months ago

1.8K views

21:13

If you're in your 50s or 60s, watch this. Life Lessons from 70-year-olds

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Shared 3 months ago

2.6M views

27:10

Discovering True Wealth: Dave Zoller's Journey Beyond Finances

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Shared 3 months ago

2.8K views

10:15

Ideal Order of Successful Retirement Plans

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Shared 3 months ago

11K views

13:53

Spousal Social Security Explained (w/ Examples)

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Shared 4 months ago

25K views

37:40

How Recognizing Your Strengths Can Transform Your Life with Jackie Glass

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Shared 4 months ago

681 views

16:00

One BAD Decision Ruined His Retirement

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Shared 4 months ago

77K views

37:17

The Intersection of Wellness and Leadership with Jackie Glass

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Shared 4 months ago

696 views

14:21

Why Most Retirees Secretly Struggle

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Shared 4 months ago

246K views

31:46

RETIREMENT EXPERT: They'll Be Caught Off Guard When This Happens In Retirement - Ric Edelman

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Shared 4 months ago

28K views

10:00

The Month You Retire Really Matters

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Shared 5 months ago

545K views

1:07:27

Unlocking Integrity and Generosity: A Journey with John Blumberg

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Shared 5 months ago

508 views

10:13

2025 Social Security Increase

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Shared 5 months ago

166K views

5:31

Don't Let This Happen In Retirement

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Shared 5 months ago

7.9K views

6:28

When To Start Collecting Social Security Benefits

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Shared 6 months ago

26K views

10:04

Common Withdrawal Mistakes Retirees Make

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Shared 6 months ago

14K views

8:35

Vanguard Predicts It Won't Be As Good Moving Forward

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Shared 6 months ago

26K views

54:24

The Journey of Reinvention: Mikey Taylor's Path from Pro Skateboarding to Real Estate

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Shared 6 months ago

757 views

8:34

He Never Expected THIS Problem In Retirement

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Shared 6 months ago

14K views

12:18

9 Things to STOP DOING After 55 To Enjoy Life More

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Shared 6 months ago

1M views

11:55

4 Reasons To Do ROTH Conversions If You Have A Pension

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Shared 7 months ago

26K views

14:14

4 Uncomfortable Retirement Truths You Need To Hear

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Shared 7 months ago

108K views

50:30

Leadership, Transitions and Legacy Impact w/ Bill Holbrook

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Shared 7 months ago

575 views

9:59

They Retired 10 Years Early Due To 3 Things

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Shared 7 months ago

112K views

13:42

I Retired With Millions BUT Made 6 BIG Mistakes

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Shared 7 months ago

11K views

26:08

7 Investments That Will REDUCE Your Taxes Immediately

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Shared 7 months ago

26K views

9:53

RETIREMENT EXPERT : 5 VITAL Steps Needed To Retire

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Shared 8 months ago

8.5K views

5:15

Why is Vanguard Selling Your Retirement Plan ?

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Shared 8 months ago

9.6K views

48:20

From the UFC Octagon to Entrepreneurship w/ Ricardo Lamas

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Shared 8 months ago

384 views

25:17

How Do Business Owners Invest After The Sale ? High Net Worth Wealth Management

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Shared 8 months ago

782 views

8:35

Can I Eliminate Taxes Using These Strategies? Retirement Planning

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Shared 8 months ago

1.3K views

5:09

He Retired At The Top Of His Career

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Shared 8 months ago

5.3K views

8:50

New Bill To Make Social Security TAX FREE | You Earned it, You Keep It

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Shared 9 months ago

499K views

10:12

How To Pay $0 Tax On A Big Retirement Income

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Shared 9 months ago

91K views

15:39

They're Predicting A BIG Stock Market Crash

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Shared 9 months ago

29K views

56:24

Navigating Life's Purpose & Investments w/ Brian Portnoy

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Shared 9 months ago

1.3K views

6:13

Early Retirement With The Rule of 55

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Shared 9 months ago

30K views

5:04

CFP® Explains: When to Rebalance in Retirement?

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Shared 9 months ago

2.4K views

13:39

Client Example: It Saved Over $1M in Taxes In Retirement

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Shared 10 months ago

4.1K views

12:08

Upgrade Retirement Without Spending More Money

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Shared 10 months ago

9.8K views

11:41

This One-Page Retirement Plan Can Change Your Retirement

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Shared 10 months ago

25K views

11:28

5 BIG Retirement Regrets

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Shared 10 months ago

392K views

15:16

Here's How The Rich Invest Their Money - High Net Worth Wealth Management

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Shared 10 months ago

33K views

6:19

5 Retirement Rule Changes for 2024

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Shared 11 months ago

22K views