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How to Calculate Your Net Worth

452 views November 1, 2015 2:00

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ChannelYour Money, Your Wealth

Description from the creator

CFP® Joe Anderson takes you through the steps of how to calculate your net worth.

0:13 “Here I have money in a non-qualified account. That could be a brokerage account, mutual bonds, stocks, whatever I have outside of my retirement accounts, jot that down on a piece of paper”

0:23 “Then add up all of your retirement accounts”

0:40 “Wherever you have your cash, you want to make sure you document that”

0:56 “If the market value is x then you take your debt from that and that is going to get you your equity”

Season 2 Episode 12

Aired 3/21/15

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• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV

About this tutorial

Your Money, Your Wealth published this 2:00 video tutorial on November 1, 2015. It has been watched 452 times on YouTube.

Category
Education
Duration
2:00
Published
November 1, 2015
Views
452
Likes
1

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