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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18:05

Are You Making this EXPENSIVE RMD Mistake? 84% Of Retirees Are!

See the Forest Through the Trees

Shared 2 weeks ago

1.4K views

13:05

Using a Hidden Formula to Maximize Your Social Security Benefits

See the Forest Through the Trees

Shared 3 weeks ago

1K views

9:39

No Taxes on Social Security? What Trump’s Plan Means for Americans

See the Forest Through the Trees

Shared 1 month ago

48K views

16:06

How Much of Your Social Security Income Will Be Taxed... A Second Time?

See the Forest Through the Trees

Shared 1 month ago

18K views

18:20

Did Elon Musk Discover the BIGGEST Financial Fraud in History?

See the Forest Through the Trees

Shared 1 month ago

376K views

12:24

The Financial Troubles of Gen X - Here's How to Fix it

See the Forest Through the Trees

Shared 1 month ago

5K views

15:03

IRS Releases NEW 2025 IRS Tax Brackets - What You Need to Know

See the Forest Through the Trees

Shared 1 month ago

15K views

15:56

Financial Planner REACTS To Dave Ramsey’s Social Security Advice

See the Forest Through the Trees

Shared 1 month ago

57K views

11:37

5 High-Yield Savings Mistakes I Made (So You Don't Have To!)

See the Forest Through the Trees

Shared 1 month ago

10K views

14:34

7 GREAT REASONS to File for Social Security at Age 62

See the Forest Through the Trees

Shared 3 months ago

1M views

16:21

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

See the Forest Through the Trees

Shared 3 months ago

1.8M views

16:29

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

See the Forest Through the Trees

Shared 3 months ago

55K views

13:11

The Savings Dilemma: The Secret Struggle of Most Retirees

See the Forest Through the Trees

Shared 3 months ago

167K views

6:19

Social Security 2025: 5 Changes to Look Out For

See the Forest Through the Trees

Shared 3 months ago

2.7K views

10:55

Retire ASAP If You Answer YES to These 6 Questions

See the Forest Through the Trees

Shared 4 months ago

11K views

9:45

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

See the Forest Through the Trees

Shared 4 months ago

8.7K views

11:19

Financial Planner Explains: Everyday Money Habits That Keep You Poor

See the Forest Through the Trees

Shared 4 months ago

910 views

12:36

The #1 American WEALTH TRAP No One Is Talking About

See the Forest Through the Trees

Shared 4 months ago

2.8K views

17:06

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

See the Forest Through the Trees

Shared 5 months ago

26K views

14:00

9 Essential Financial Moves to Make Before Year-End 2024

See the Forest Through the Trees

Shared 5 months ago

656 views

9:46

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

See the Forest Through the Trees

Shared 5 months ago

1.7K views

12:56

The REAL Reasons Disney Vacations Are So Expensive

See the Forest Through the Trees

Shared 6 months ago

198 views

5:01

Retirement Spending: What You Should Know

See the Forest Through the Trees

Shared 6 months ago

447 views

5:17

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

See the Forest Through the Trees

Shared 6 months ago

652 views

7:39

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

See the Forest Through the Trees

Shared 7 months ago

818 views

28:25

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

See the Forest Through the Trees

Shared 7 months ago

298 views

9:08

Managing Bank Accounts as a Couple: The Optimal Structure

See the Forest Through the Trees

Shared 9 months ago

1.3K views

13:51

Masterworks Review: Process Explained By Certified Financial Planner

See the Forest Through the Trees

Shared 10 months ago

1.1K 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 1 year ago

2K 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 1 year ago

2.9K 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 1 year ago

8.1K views

11:03

GOLD Prices Explode to New Heights

See the Forest Through the Trees

Shared 1 year ago

287 views

13:08

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

See the Forest Through the Trees

Shared 1 year ago

5.9K views

5:53

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

See the Forest Through the Trees

Shared 1 year ago

618 views

8:27

How to Become Wealthy in 4 Steps

See the Forest Through the Trees

Shared 1 year ago

519 views

7:29

Popular Real Estate Myths Exposed #realestatemyths

See the Forest Through the Trees

Shared 1 year ago

297 views

9:25

Avoid These Money Mistakes Before 50

See the Forest Through the Trees

Shared 1 year ago

1.5K views

4:48

What Age Do We Make the Smartest Financial Decisions?

See the Forest Through the Trees

Shared 1 year ago

848 views

5:35

Inherited IRA Gotchas: 7 Rules to Avoid Financial Disaster!

See the Forest Through the Trees

Shared 1 year ago

14K 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

2.7K 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

688 views

6:12

Year-End Financial Checklist: Retirement Account Edition 2023

See the Forest Through the Trees

Shared 1 year ago

286 views

6:41

Unlocking the Secrets of the Core-Satellite Investment Strategy

See the Forest Through the Trees

Shared 1 year ago

2.8K 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

2.5K views

7:47

Homeowners Insurance: Don't Make This Costly Mistake

See the Forest Through the Trees

Shared 1 year ago

929 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

2.1K 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

59K views

11:13

Is a $1 Million Nest Egg Enough?

See the Forest Through the Trees

Shared 1 year ago

11K views

4:28

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

See the Forest Through the Trees

Shared 2 years ago

2.1K views

19:45

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

See the Forest Through the Trees

Shared 2 years ago

12K views

14:07

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

See the Forest Through the Trees

Shared 2 years 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 2 years ago

207K views

5:26

Will Roth IRA Withdrawals Be Taxed in the Future?

See the Forest Through the Trees

Shared 2 years ago

1.4K 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

466 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

27K 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

1.6K views