David Caviness, CFP® — Caviness Wealth Management
82 subscribers
4:03
Is it Worth it to Hire a Financial Advisor?
David Caviness, CFP® — Caviness Wealth Management
337 views • 4 days ago
3:26
When Should I Update My Will, Trust, Estate Plan, and Beneficiaries? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
5 views • 6 days ago
3:35
How Do You Help Your Clients? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
14 views • 9 days ago
5:09
I'm Afraid to Invest Because the Stock Market Might Crash? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
555 views • 2 weeks ago
3:52
Are We Spending Too Much Money? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
39 views • 2 weeks ago
3:29
Teachers: Will Your TRS Be Enough? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
44 views • 3 weeks ago
2:53
Where Do We Start to Get Our Finances in Order? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
31 views • 1 month ago
3:44
Should I Buy or Rent a House? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
21 views • 1 month ago
3:04
Will I Receive an Inheritance?
David Caviness, CFP® — Caviness Wealth Management
412 views • 1 month ago
3:04
Why Should I Hire a Financial Advisor? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
69 views • 1 month ago
3:42
Roth or Traditional IRA & 401k: Which is Right For Me? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
91 views • 1 month ago
2:54
IRA Contributions: Am I Investing Enough and in the Right Accounts? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
45 views • 1 month ago
2:44
How to Enjoy My Money Today and Not Sacrifice the Future – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
14 views • 1 month ago
3:02
What's My Investing Risk Tolerance? – Ski & Talk
David Caviness, CFP® — Caviness Wealth Management
28 views • 2 months ago
3:21
Should I Have a Long Term Care Plan? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
13 views • 2 months ago
2:53
Does Your Investment Portfolio Have Enough Flexibility?
David Caviness, CFP® — Caviness Wealth Management
74 views • 3 months ago
3:27
When's the Best Time to Invest? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
16 views • 3 months ago
3:38
Should I Be Tax Loss Harvesting? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
20 views • 4 months ago
6:20
How Much Can I Withdraw in Retirement? Reaction to Dave Ramsey: 4% or 8% Rule?
David Caviness, CFP® — Caviness Wealth Management
251 views • 4 months ago
3:10
Should I Move My Cash Into a High Yield Savings Account (HYSA)? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
370 views • 4 months ago
3:00
Is Hiring a Financial Advisor Worth It – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
157 views • 5 months ago
7:53
How Can I Take Control of My Financial Life?
David Caviness, CFP® — Caviness Wealth Management
32 views • 5 months ago
2:10
What's the Hardest Part About Accumulating Wealth? — Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
90 views • 5 months ago
2:43
How Often Should I Review My Portfolio? – Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
14 views • 5 months ago
3:16
How to Minimize My Investment Tax Liability? — Client Conversations
David Caviness, CFP® — Caviness Wealth Management
15 views • 5 months ago
3:07
How to Stay Invested During Stock Market Volatility — Client Conversations
David Caviness, CFP® — Caviness Wealth Management
32 views • 6 months ago
1:50
One of The Biggest Mistakes Investors Make — Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
26 views • 6 months ago
3:25
What's Going on With the Stock Market? — Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
32 views • 6 months ago
5:21
How to Best Fund a 529 Plan?
David Caviness, CFP® — Caviness Wealth Management
9 views • 6 months ago
3:56
What's the Difference Between Saving and Investing? — Walk & Talk
David Caviness, CFP® — Caviness Wealth Management
21 views • 7 months ago
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