• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • Share This:
     

    Pop Culture and Money Articles

    Odd Mom Out is Back and more Screwed Up Than Ever

    Odd Mom Out is back and more screwed up than ever Season 3 of the Bravo Series Odd Mom Out opens with a tsunami of financial catastrophes. While the Von Webers aren’t exactly everyday people, we can learn from their …

    Fiduciary Rule Changes Comment and VIDEO

    Fiduciary Rule Changes and How to Protect Your Bottom Line   While Trump has signed an executive order to attempt to rollback the Fiduciary Rule it will be going into effect Friday June 9th. Will the Fiduciary rule help or  pick the …

    Notes on How to be a Financial Grownup

    Notes on a Financial Grownup For this Certified Financial Planner, Bobbi Rebell speaks an important truth – in an age obsessed with youth – in her book How to Be a Financial Grownup.        Simply stated, what I …

    Unusual Tax Strategies You Can Do Now to Save on Your Taxes

    5 Unusual Tax Strategies You Can Do Now to Save on Your Taxes   Unusual Tax Strategies was the topic for the December 2016 KTLA Morning News appearance by Financial Planner LA David Rae.  He was in studio with Jessica Holmes …

    New Modern Retirement Grace and Frankie-Style

    Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …

    DOW 20000 Los Angeles Financial Planner NBC News

    Dow Jones 200000 Los Angeles Fiduciary Certified Financial Planner David Rae dropped by the NBC News Studios in Universal City to sit down with reporter Mekahlo Medina to discuss the Trump Bump and the Dow Jones approaching the big 20,000 …

    Trump Tax Plan and your Wallet Financial Planner LA David Rae

    LA Fiduciary Financial Planner David Rae speaks with NBC News Kim Baldonado to explain what the Trump Tax Plan will mean for your wallet. Included in the Trump Tax Plan are potential changes to tax rates, Social Security, Affordable Care …

    Bravo TV The Newlyweds Erik & Nadine meet with a Financial Planner

    Los Angeles Financial Planner David Rae sits down with Newlyweds Erik & Nadine on Bravo TV’s show Newlyweds the First Year.   No money was harming in the filming of this TV show. More tips for Newlyweds: Newlyweds Financial Talk …

    Golden Girls Financial Issues Spotlight on Women

    Golden Girls Financial Issues Spotlight on Women Golden Girls Retirement Plan, Part 4 Retirement Is a Women’s Issue Pop Quiz: What’s better for your bottom line, a dead spouse or an ex-spouse?   – – – A few weekends ago …

    Golden Girls Blanche Deveraux Retirement Plan Part 3

    By pooling their resources as housemates, Golden Girls’ hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose and Sophia keep on living the good life through retirement. Television’s Golden Girls continue to give us a great run for the money …

    Battle of the Sexes Who is Better with Money?

    Battle of the Sexes asks the age old question Who’s better with Money? Who are better when it comes investing and finances, men or women? The Gender of Money. A:   Depends on the man, depends on the woman . . …

    Flipping Out Baby : Jeff Lewis’s Gaybie is Coming

    Flipping Out Baby: We’re Havin’ a Gaybie Flipping Out Jeff Lewis is having Baby What happens when finances take a front seat for partners Jeff Lewis and Gage Edwards en route to parenthood on Bravo TV’s reality series Flipping Out? …

    The Golden Girls Rose Fights Back : Retirement Plan Part 2

    The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …

    Powerball Winning Numbers Blessing or Curse?

    Powerball has many people dreaming of how they would spend all the Millions or Billions: Will it really make your lives perfect? Mania has set in around the Powerball Winning Numbers.  Just when you thought it was safe to be …

    The Money Ballers Guide to Choosing a Financial Adviser

    The Ballers Guide to Choosing a Fiduciary Financial Adviser.  Here are the 5 questions you need to ask to find the right Fiduciary Financial Planner for you, choose like a Baller. Second in a series. Having concluded its first season …

    Money Ballers 1: Finances “Rock” Solid?

    Money Ballers listen up, Dwayne “The Rock” Johnson and the rest of the cast is back for Ballers on HBO is back for Season 2. Playing Defense on Finance for Those Cursed with Too Much, Too Soon.  Just cause you a …

    Downton Abbey : 4 Financial Lessons

    There are many Financial Lesson in Downton Abbey You love watching Downton Abbey,  did you pick up and of the many financial lessons? Downton Abbey may be part of the “Masterpiece Classics” series on PBS, but some of the financial …

    Trump versus Clinton For the Average American Who Is Your Money On?

    Voting with Your Wallet Is Your Money on Clinton or Trump? Which candidate is better for your budget’s bottom line? A lot about this election is about money….who’s got it, who needs it, how to raise it and how each …

    Hamilton Tickets Broadway? How much would you pay, $42,500?

    Show Me the Hamiltons-  How much would you pay for Hamilton Tickets on Broadway?  Could you imagine spending $42,500 for tickets for anything let alone the phenomenon of Hamilton on Broadway?   How much would you pay for tickets to …

    Are Gays Better With Money?

    “Are Gays better with money” is a question I’m often asked.  To be fair it’s been reported that LGBT people earn more and have less debt than the general population, but does that mean we gays are actually better with …

    © 2017 Financial Planner Los Angeles

    Disclaimers:

    This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.