See the Forest Through the Trees - Invidious

See the Forest Through the Trees

This channel provides the pros and cons of various financial planning and investment strategies to help you optimize your net worth creation. 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 videos first.

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16:21

Trump & Musk's NEW PLAN: Impact On Your Social Security

See the Forest Through the Trees

Shared 5 days ago

871K views

16:29

Ideal Time to Claim Social Security: Age 62 vs. 70

See the Forest Through the Trees

Shared 1 week ago

11K views

13:11

The Savings Dilemma: The Secret Struggle of Most Retirees

See the Forest Through the Trees

Shared 2 weeks ago

137K views

6:19

Social Security 2025: 5 Changes to Look Out For

See the Forest Through the Trees

Shared 3 weeks ago

1.2K views

10:55

Retire ASAP If You Answer YES to These 6 Questions

See the Forest Through the Trees

Shared 1 month ago

5.6K views

9:45

Retired At 55?? This is What Happens to Your Social Security

See the Forest Through the Trees

Shared 1 month ago

7.4K views

11:19

Financial Planner Explains: Everyday Money Habits That Keep You Poor

See the Forest Through the Trees

Shared 1 month ago

727 views

12:36

The #1 American WEALTH TRAP No One Is Talking About

See the Forest Through the Trees

Shared 1 month ago

2.7K views

17:06

Trump’s Tariff Plan: Will it SAVE or WRECK the Economy?

See the Forest Through the Trees

Shared 2 months ago

26K views

14:00

9 Essential Financial Moves to Make Before Year-End 2024

See the Forest Through the Trees

Shared 2 months ago

569 views

9:46

Why Your Net Worth EXPLODES After 100k: And How to Get There FAST!

See the Forest Through the Trees

Shared 2 months ago

1.5K views

12:56

The REAL Reasons Disney Vacations Are So Expensive

See the Forest Through the Trees

Shared 3 months ago

169 views

5:01

Retirement Spending: What You Should Know

See the Forest Through the Trees

Shared 3 months ago

278 views

5:17

What Happens to Leftover 529 Funds? CERTIFIED FINANCIAL PLANNER Explains Your Options

See the Forest Through the Trees

Shared 3 months ago

546 views

7:39

401k Balances Near Record Highs! 3 Tips to Increase your 401k Value

See the Forest Through the Trees

Shared 4 months ago

753 views

28:25

The Holy Grail of Investing? Private Equity on the Blockchain...

See the Forest Through the Trees

Shared 4 months ago

235 views

9:08

Managing Bank Accounts as a Couple: The Optimal Structure

See the Forest Through the Trees

Shared 6 months ago

849 views

13:51

Masterworks Art Investment: Process Explained by CERTIFIED FINANCIAL PLANNER™

See the Forest Through the Trees

Shared 7 months ago

770 views

10:13

Roth IRA: The Two 5-Year Rules You NEED to Know (Don't Lose Your Money!)

See the Forest Through the Trees

Shared 8 months ago

1.8K views

13:23

Do This Every Time You Get Paid. Payday Routine from CERTIFIED FINANCIAL PLANNER™ Part 2

See the Forest Through the Trees

Shared 9 months ago

2.5K views

18:20

Do This Every Time You Get Paid. Payday Routine from CERTIFIED FINANCIAL PLANNER™ Part 1

See the Forest Through the Trees

Shared 9 months ago

7K views

11:03

GOLD Prices Explode to New Heights

See the Forest Through the Trees

Shared 10 months ago

266 views

13:08

Top Tax Breaks & Tax Deductions for 2023 and 2024 Taxes Explained

See the Forest Through the Trees

Shared 10 months ago

5K views

5:53

What's the REAL Cost of Chasing the American Dream?

See the Forest Through the Trees

Shared 11 months ago

601 views

8:27

How to Become Wealthy in 4 Steps

See the Forest Through the Trees

Shared 1 year ago

499 views

7:29

Popular Real Estate Myths Exposed #realestatemyths

See the Forest Through the Trees

Shared 1 year ago

281 views

9:25

Avoid These Money Mistakes Before 50

See the Forest Through the Trees

Shared 1 year ago

1.3K views

4:48

What Age Do We Make the Smartest Financial Decisions?

See the Forest Through the Trees

Shared 1 year ago

537 views

5:35

Inherited IRA Gotchas: 7 Rules to Avoid Financial Disaster!

See the Forest Through the Trees

Shared 1 year ago

12K views

7:20

#1 Reason People Don't Have an HSA Yet (Health Savings Accounts)

See the Forest Through the Trees

Shared 1 year ago

2.4K views

6:43

Big Tech Investments in Nuclear Energy are about to Change it FOREVER.

See the Forest Through the Trees

Shared 1 year ago

667 views

6:12

Year-End Financial Checklist: Retirement Account Edition 2023

See the Forest Through the Trees

Shared 1 year ago

282 views

6:41

Unlocking the Secrets of the Core-Satellite Investment Strategy

See the Forest Through the Trees

Shared 1 year ago

2.4K views

8:06

Insider Look: Reasons Behind Upcoming Fed Interest Rate Cut

See the Forest Through the Trees

Shared 1 year ago

1.3K views

11:17

Mark Cuban's Personal Finance Secrets Exposed! Top 15 Tips!

See the Forest Through the Trees

Shared 1 year ago

1.2K views

5:49

Pros and Cons of In-Service 401(k) Rollover

See the Forest Through the Trees

Shared 1 year ago

1.9K views

7:47

Homeowners Insurance: Don't Make This Costly Mistake

See the Forest Through the Trees

Shared 1 year ago

836 views

6:45

Hidden Risks of Index Funds: Could We Lose Diversification in the Pursuit of Passive Investing?

See the Forest Through the Trees

Shared 1 year ago

1.6K views

7:01

High Yield Savings vs. Bank CDs vs. Treasury Bonds: Which One is Better for You?

See the Forest Through the Trees

Shared 1 year ago

52K views

11:13

Is a $1 Million Nest Egg Enough?

See the Forest Through the Trees

Shared 1 year ago

10K views

4:28

Opening Ali’s First Bank Account | How Much Should Your Child Save?

See the Forest Through the Trees

Shared 1 year ago

2K views

19:45

New 401K, IRA, 529 Rules & Benefits You Need to Know in 2023

See the Forest Through the Trees

Shared 1 year ago

2.1K views

14:07

The FIRE Movement is One of the DUMBEST Mistakes You Can Make!

See the Forest Through the Trees

Shared 1 year ago

22K views

8:08

Pros and Cons of High Yield Savings Accounts - You Won't Believe What We Found!

See the Forest Through the Trees

Shared 1 year ago

199K views

5:26

Will Roth IRA Withdrawals Be Taxed in the Future?

See the Forest Through the Trees

Shared 2 years ago

1.3K views

6:25

Why Everyone Expects a 2023 Recession

See the Forest Through the Trees

Shared 2 years ago

254 views

10:55

10 Mistakes to Avoid When Hiring a Financial Advisor... You Will Not Believe #6

See the Forest Through the Trees

Shared 2 years ago

422 views

1:13:27

Say Goodbye to Taxes in Retirement - The Ultimate Guide for 100% Tax-Free Income!

See the Forest Through the Trees

Shared 2 years ago

25K views

7:47

10 Financial Planning Moves to Make BEFORE 2025

See the Forest Through the Trees

Shared 2 years ago

2.2K views

8:56

You Don't Need a Financial Advisor...Here's Why

See the Forest Through the Trees

Shared 2 years ago

1.4K views

10:49

Don't Make These Roth IRA Conversion Mistakes ❌

See the Forest Through the Trees

Shared 2 years ago

1.9K views

13:40

Should I Invest in Stocks Now?

See the Forest Through the Trees

Shared 2 years ago

566 views

13:12

FINANCIALLY Caring for Aging Parents and Kids at the Same Time? Step-by-Step Guide

See the Forest Through the Trees

Shared 2 years ago

156 views

10:56

Everything You Need to Know About MarylandSaves

See the Forest Through the Trees

Shared 2 years ago

592 views

49:38

Bear Market Investing Strategies

See the Forest Through the Trees

Shared 2 years ago

258 views

12:41

Simple Secrets You Must Know to Protect Your Wealth

See the Forest Through the Trees

Shared 2 years ago

728 views

13:02

The IRS Is Watching: Practical Tips for Avoiding an Audit

See the Forest Through the Trees

Shared 2 years ago

1.3K views

10:00

Inflation Reduction Act : All You Need to Know in Ten Minutes

See the Forest Through the Trees

Shared 2 years ago

4.8K views

11:12

401k Loans Explained (You Should Take them More Often Than You May Think)

See the Forest Through the Trees

Shared 2 years ago

71K views

10:00

The Ultimate Emergency Fund Upgrade: a Next Level Strategy. Ready to Level Up Your Emergency Fund?

See the Forest Through the Trees

Shared 2 years ago

886 views