Matt Sapaula Experiences Zumba After Financial Segment
At a recent TV appearance providing tips to viewers of WGN’s Morning News, I happened to catch the next segment that had much more fun! Please don’t judge my Zumba moves yet, but the music playing in the background caught my attention and I just HAD to participate!. I was reminded that in the pursuit... Read more »
Happy 236th Marine Corps Birthday: These Colors Never Run
Since graduating high school and enlisting in our beloved United States Marine Corps with fellow high school football stud, Nathan Szubert, I’ve celebrated this birthday more than my own. Reasons why? No clue. The birth of the Marine Corps was on November 10, 1775 in Tun Tavern, Philadelphia, PA. As many Marines, both past and... Read more »
Protect Your Paycheck
One of the first things I learned as a newby in financial planning is addressing risk. Throughout our lives, we have grandiose plans of starting a business, investing to create a large portfolio, buying a home or simply (or not!) getting married and starting a family. For example, in season one of MSN Money’s personal... Read more »
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To Roth IRA or Not to Roth IRA
Traditional IRAs and Roth IRAs are financial vehicles designed for retirement. If you’re not participating in a 401(k) plan at work, you may be enticed to contribute money towards an IRA because it comes with tax deductibility and tax credits based on how you file income taxes. Although the upfront benefits of an IRA are... Read more »
Establishing Your Financial Priorities - The Invested Life Season 2 Episode 4
After a big loss in the Tech Bubble making Tom shy away from the stock market, I felt it best to introduce Tom to Gregory White, an Adjunct Professor at the Kellogg School of Management at Northwestern University. While Gregory takes notes, he helps Tom understand the concern he has for his family’s welfare in... Read more »
Getting the Most From Your Financial Coach
Do you cherish the typical experience when visiting a doctor? You sit in a waiting room long past your appointment time. A nurse eventually takes your vital signs as you explain the reasons for your visit. In your best words, you explain your discomfort. Your doctor comes in, briefed by the nurse and their assessment. ... Read more »
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Winning the Money Game - The Invested Life Season 2 Episode 3
In this episode, I draw an analogy of winning the money game with my favorite sport…football! I explain that in order to win the money game, you have to think of your financial strategies like building a championship football team. With Tom’s current investments in real estate, I make an analogy that this is like... Read more »
Financial Field Trip - The Invested Life Season 2 Episode 2
In the last episode, Tom admitted his fear of re-engaging in investing. After all, who wouldn’t be afraid of the stock market after losing $500k in a day? (Or worse, telling everyone of your friends that the stock market is bad, bad, bad!) In this episode, Tom faces his fear head-on. This time though, he... Read more »
Life Insurance: You Don't Have to Die Anymore to Benefit
Do you have to die to reap a return on your life insurance policy? If you do have a life insurance policy, do you think you are worth more today, dead than alive? Well, I’m not sure how your family would appreciate the answer to the last one but in today’s modern economy, life insurance... Read more »
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Life Insurance: Is Term Insurance a Financial Necessity?
How do you know what life insurance does and how important it is? During this month of September and Life Insurance Awareness Month, I’ve called upon financial professionals (financial advisors and life insurance agents) in the Chicagoland area whom I’ve come to know through networking and conducting financial literacy events to discuss life insurance planning... Read more »
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