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ONE-UP FINANCIAL BLOG


How Much Money Do You Need to Retire?
By far the most common question I get is, "Eric, how much do I need to retire?" In this video, I'm going to answer this age-old question...
Aug 31, 20225 min read
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What Does a Recession in 2022 Mean For You?
We've officially hit bear market territory and the risk of a recession is increasing by the day. What does this mean for you and your...
Jul 19, 20224 min read
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Don't Make These Costly Tax Mistakes With Your Investments: Confessions of CPA
It's often difficult to spot a mistake until after it happens. And when it comes to your taxes, sometimes even the slightest oversight...
May 2, 20225 min read
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Where Should I Invest My Savings?
Transcript summarized below: With geopolitical conflicts on the rise, the Fed may reconsider its stance on raising interest rates this...
Mar 15, 20225 min read
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5 Highlights From Schwab's 2022 Stock Market Outlook
Video transcript summarized below: I recently attended Schwab's 2022 Stock Market Outlook and wanted to share 5 key takeaways that...
Feb 15, 20225 min read
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Stock Picking Game Update
Video transcript summarized below: Hello everyone and Happy New Year! I had planned to do an update to the stock picking game but...
Jan 18, 20224 min read
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Why You Should Pay Attention to Capital Gain Distributions
What do you think of when you hear the word "gain?" For the most part, a gain denotes something positive and is generally defined as...
Nov 5, 20215 min read
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12 Potential Tax Changes Investors Should Know in 2021
SUMMARY OF TRANSCRIPT BELOW: House Democrats recently released their American Families Plan which includes major proposed changes to the...
Oct 1, 20214 min read
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Is it Better to Buy or Lease a Car in Retirement?
SUMMARY OF TRANSCRIPT BELOW: With a chip shortage running rampant across the country, new and used cars are seeing an unwelcome surge in...
Sep 10, 20216 min read
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Are We Due For a Stock Market Correction?
Growth stocks are up double digits this year (through Aug. 9th). So are value, mid-caps, small caps and international. Second quarter...
Aug 20, 20215 min read
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3 Strategies to Help You Achieve Your Long-Term Financial Goals
Transcript summarized below: INTRO Want to learn the 3 simple strategies to help you achieve your long-term financial goals? Stick around...
Aug 5, 20214 min read
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5 Signs You May Be With the WRONG Financial Advisor
Transcript summarized below: How do you know when it may be time to change financial advisors? Stick around and let's find out. Hello and...
Jul 8, 20215 min read
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