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Finance Speaks Kyle Sadler YouTube Channel

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You prepare for vacation, you prepare for disasters, you prepare for your future BUT do you prepare for a medical emergency? Where are you going and what are you doing when a medical emergency arises?
For some the thought of college is daunting. Finances, grades, extracurricular activities - it's exhausting! In this 2 part video series, we take a look at how to get your children ready for college.
For some the thought of college is daunting. Finances, grades, extracurricular activities - it's exhausting! In this 2 part video series, we take a look at how to get your children ready for college financially.
As the title states, this video is about the financial steps that should be taken before a divorce happens. I know it is not a fun topic but it is an important one. No one wants to get caught off guard financially as they are moving into this new period of their life.
Medicare is so confusing! A, B, C, D...what does it all mean? This video breaks down what each part of Medicare does and aims to help you get a little less confused.
Have you ever wondered how your health habits might be affecting your hard earned dollar? Find out on this weeks episode of Finance Speaks.
There is always something that comes up that you did not budget for and you have to get it taken care of. That's where having an emergency fund comes in handy but how much should you have in it? Where should you put it? Those questions and more are answered in this weeks video.
Married women, do you know the one thing you should do before you retire? Find out in this weeks video!
How has the first quarter of 2019 gone in the market? What does the rest of the year look like? Watch this weeks video as I review the first 3 months and what to potentially expect.
In this weeks video, I wanted to answer a question I received via email and I knew that she was not the only one with this question. How do you know when it is the right time to retire with a pension system?
Investments can be confusing! Qualified, Roth, IRA, Mutual Fund...what does it all mean?!?! This week's video aims to help you get a better understanding of the different investment types.
How do you select a Financial Advisor? You are trusting this person with your future. This video covers some good points on what to look for when you are looking for a Financial Advisor.
You are ready to retire but have you thought about the expenses that will change once you enter retirement? This week's video touches on the different expenses that may go up and those that may go down during retirement.
Find out who won the 2019 Precept Wealth Management Community Outreach Scholarship. Head over to our scholarship page to see the information for requirements so you can start volunteering now and apply in 2020. 
This weeks video goes through the 10 common mistakes that retirees make. You do not want to make these mistakes so give the video a watch and make sure you are prepared for what is to come.

Strategic and tactical sound like they would be similar but that is far from the truth. These are two ways of investing that have been debated on which is better for years. This weeks video breaks down the differences between the two and helps you see which is the best for your circumstances.
After Houston was hit with Hurricane Harvey, you heard lots of stories about the shady contractors stealing money and running. Here are 3 things you must do when you are hiring a contractor and they may just keep you from getting taken advantage of.
There is always a reason that someone cannot start investing for retirement and it is usually the lack of extra money. With these 10 money saving tips, I hope that we can help you start to save.
This video was created for the Atascocita Fire Department, but it can be utilized for any governmental entities 457 Deferred Compensation Plan.
This installment of Finance Speaks discusses why you need a written retirement plan and why it is important to have one.
2018 has ended, 2019 has begun. We are all hoping that this year will be better on our investments. I made this video so we can take a look at past performance in the stock market and what the past performance may mean as we venture into this new year.
You see what I did there? I think that may be my next book - kidding - sort of. Seriously though, winning the lottery can change your life and these are some tips on how to navigate that big new world of wealth. In this special edition, I am joined by Chris Hensley, a fellow financial advisor and the host of the podcast Money Matters.
After 2 of our clients were exposed to a scam targeting time share owners, we felt it necessary to do a video in efforts to reduce more being caught in the scammers' web. One scammer took $85,000. The other got lucky and we were able to identify the scam before she could be taken advantage of.
We received this question regarding "rolling over" someone's previous employer's 401k into their current employer's 457 plan. Is this allowed? What should the person be aware of any penalties or restrictions? What should they know before doing this rollover?

Your Employer Sponsored Plan Series

This video is the first in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan.
This video is the second in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the why you should contribute to an employer sponsored plan.
This video is the third in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan.
This video is the fourth in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan.
This video is the fifth in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan.
Finance Speaks Kyle Sadler YouTube Channel
I'm Retired Financial Book

Purchase Kyle's Best-Selling Book

Presenting 99 fresh ideas to keep you active and engaged, "I’m Retired… Now What?" is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.

Contact Us

Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338


Office: (281) 973-9290
Fax: (281) 973-9602
Email: info@preceptwealthwm.com

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Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, Cambridge and Precept Wealth Management are not affiliated.

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