Learn valuable wealth-building education with your family in the comfort of your own home that will have an impact for years to come.
The Questions & Answers
Question #1
How much do you need in retirement assets to create an income of $80,000 per year after tax?
Answer: 2.13 million
Question #2
What is the age you can receive Medicare?
Answer: Age 65
Question #3
When is the earliest you can start taking Social Security?
Answer: Age 62
Question #4
At what age do you have to start taking money out of your 401k or IRA accounts? These are called RMDs(Required Minimum Distributions).
Answer: Age 72
Question #5
What do you think is the average cost of Long-Term Care per year assuming you need in-home care?
Answer: $82,940
Question #6
What is an ETF?
Answer: An Exchange-Traded Fund
Question #7
The Latte Effect. If you invested the $5.50 you pay for a Starbucks Latte instead of purchasing a Latte every day, assuming you could earn 10% every year, how much money would you have 25 years from now?
Answer: 194,500
Question #8
What is a pension income most similar to?
Answer: An annuity
Does Your Portfolio Fit You?
Ambiguous terms such as "conservative" or "moderately-aggressive" cause confusion in the investment arena. That is why we use Riskalzye™ by Nitrogen Wealth, because generalizing client risk tolerance doesn't work. Investors view risk through their own, unique lens to gauge risk and return tradeoffs.
The Risk Number® is an objective, mathematical approach to removing subjectivity by quantifying the risk of investors and portfolios. The Risk Number is calculated based on downside risk. On a scale from 1 to 99, the greater the potential loss, the greater the Risk Number.
Watch the Video Below To Learn More:
“An investment in knowledge always pays the best interest.”
— Benjamin Franklin
Investment Principles
Watch the video below of Brian Muller, Founder, and Senior Wealth Advisor discussing the 9 Investment Principles of Momentous Wealth Advisors:
Momentous Wealth Advisors is a member of the
Stock Investing
When it comes to investing in individual stocks, discipline is key. We use an advanced screening process called The Momentous P.R.U.D.E.N.T Process™ to identify focus stocks to add to our client’s portfolios. It starts with an underutilized principle called “The Rule of 40.”
What Makes Momentous Wealth Advisors Different?
Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.
The Momentous Wealth Difference by Brian Muller, Founder and Senior Wealth Advisor
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.
We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.
XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures: