Gold Medal Waters, Inc.

You’re an entrepreneur/small business owner. You want to make money and keep as much of it as you can. Should you use the Qualified Business Income deduction? Maybe. https://www.goldmedalwaters.com/post/the-qualified-business-income-deduction-is-it-the-best-strategy-for-you

You earn a nice income, you work hard for it, and you don’t want to budget, but you don’t know where your money goes. Are you a HENRY? Find out here… https://www.goldmedalwaters.com/post/are-you-a-henry-high-earner-not-rich-yet

Some people think socially responsible investing means sacrificing returns and makes corporations stray from their business goals, but that’s way off base. We explain. https://www.goldmedalwaters.com/post/the-many-approaches-to-responsible-investing

Now that Bitcoin ETFs are a reality, the investment landscape is shifting. How can investors navigate this new territory?

Should Spot Bitcoin ETFs be Part of Mainstream Investment Portfolios? The SEC has authorized exchange-traded funds. Delve into the new offerings and understand the role that they could play in portfolios.

Bitcoin ETFs are here. What does this mean for investors looking for diversification? Find out in our latest post: https://www.goldmedalwaters.com/post/should-spot-bitcoin-etfs-be-part-of-mainstream-investment-portfolios

Rental properties, large business expenses, a home office, and big charitable deductions may not indicate tax issues, but they could still raise red flags with the IRS. Read more… http://ow.ly/OKUP50OcWa5

When Ben Franklin noted, “instead of filling a vacuum, it makes one’” he was talking about money. If wealth is your goal, you may find that the more you have, the more you want. https://www.goldmedalwaters.com/post/are-you-wealthy-the-true-measure-of-wealth-is-changing

We're proud to announce our feature in ColoradoBiz Magazine, where we unravel the potential implications of SEC-approved Bitcoin ETFs. Join the conversation on how this shapes the future of investing.

Bitcoin Exchange Traded Funds (ETFs) Are Now Allowed to Trade on U.S. Stock Market - ColoradoBiz Magazine The SEC’s decision to allow Bitcoin EFCs to trade on the stock market has moved Bitcoin into the mainstream as an investment option. Here's how.

Big news: The SEC has approved Bitcoin ETFs, opening up new investment opportunities. Wondering how to incorporate Bitcoin into your portfolio? We've got insights: https://www.goldmedalwaters.com/post/should-spot-bitcoin-etfs-be-part-of-mainstream-investment-portfolios.

Are you ready for a job transition? It's time to take control of your financial future. Our guide walks you through essential considerations and offers expert advice for each scenario. Don't wait; equip yourself with knowledge today.

Leaving Your Job? Next Stop... | Gold Medal Waters Whether you are switching to a higher-paying role or facing layoffs, our comprehensive guide ensures you're equipped for any transition. Get personalized strategies, investment advice, budget tips, & insurance considerations to safeguard your future.

The exception proves the rule, right? That adage fits when you’re leaving a job and deciding whether to move your 401(k) plan assets. There’s a general rule and a few exceptions.

Moving to a New Job – What to do with 401(k) Assets Accepting a new job is exciting. It’s also stressful, no matter how junior or senior you are in a company or organization. Even doctors, lawyers, and CPAs moving to a different medical, legal, or accounting practice face that stress – forming relationships with new colleagues, establishing new r...

Is it better to be content or driven to pursue new goals? Can we have both? And what does this all have to do with money and financial planning?

To those who have wondered, "What would I do if I won the lottery?" Dear reader,This message is an "open" letter to a broad audience, yet it is deeply personal. I sincerely believe that if you are willing to think about what I will discuss here, it could motivate you to change your life—or, more accurately, how you think about living it. I hope that grabs your att...

Early retirement could be a great move for physicians who are burned out. It takes a LOT of planning, and success involves looking toward something, not running away.

Doctors: Ready, Aim, …Retire Early? You may have come across articles about the FIRE movement, which refers to “Financial Independence, Retire Early.” These articles often display photos of a not-yet-retirement-age couple (mid-40s? Maybe even late-30s?) on a white sand beach, in a majestic mountain range, or engaged in some other ...

You earn a high income (that’s great), you want a nice lifestyle (we get it), you have FOMO when colleagues buy high-end things (uh-oh). You might be a HENRY.

Are You a HENRY (High Earner, Not Rich Yet)? You’re a High Earner (but you’re) Not Rich Yet? If that description fits, you could call yourself a HENRY. The acronym was created in a Fortune magazine article in 2003; twenty years later, it is still relevant. Hence, HENRYs earn a significant income and could become wealthier than most people....

If you might retire in the next three years or so, do you know how to live off your savings and stay socially connected to protect your health? Don’t just “wing it.”

Creating a Retirement Glidepath: Investment Issues and More When retirement is starting to appear on your radar screen, it might be time for a glidepath to smoothly adjust your investments.

Considering parting ways with your financial advisor? Before making a decision, it's crucial to understand the reasons behind your dissatisfaction. Our recent blog post provides valuable insights to help you make an informed choice.

When (And How) To Fire Your Financial Advisor Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only reveal to a spouse, partner, or best friend, or maybe no one. These include family problems, feelings about money, and life ambitions (and sometimes even secret acco...

Comparing investment returns from “socially responsible,” “ESG,” or “sustainable” funds is like trying to compare shoes without knowing which size fits you best.

The Many Approaches to Responsible Investing You’ve heard about responsible investing, “green” funds and ESG and you’re wondering if it’s right for you, but what does it really mean?

Whichever year-end holidays you celebrate, or even if “bah-humbug” is more your style, review our Year-End Financial Checklist now while there’s still time.

12 Things to Put on Your Year-end Financial Checklist Don’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders – you’ll be glad you did.

Today we are reflecting on 2023 with gratitude! From skijoring with chocolate labs to homeschooling adventures and giant tortoises, our team cherishes the moments of joy and growth. As we approach the new year, we're thankful for your trust and look forward to embracing the possibilities together. Wishing you a joyous holiday season and a wonderful New Year!

Ahh, the holidays. Pine-scented everything, gathering with friends and family and reviewing important year-end financial stuff. Our checklist helps with that last one!

12 Things to Put on Your Year-end Financial Checklist Don’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders – you’ll be glad you did.

A wise old CPA once said, “owing taxes isn’t bad – it shows you made good money.” Here are 13 red flags that can make the IRS think you disagree with that CPA.

Is Your Tax Return a Red Flag? Top 13 IRS Audit Triggers Your tax return may include certain things that are red flags to the IRS and can increase your chance of being audited.

Job transitions demand smart financial choices. Don't let the emotional impact overshadow your financial well-being. Our comprehensive guide offers tailored strategies for every scenario. Download now and secure your future.

Leaving Your Job? Next Stop... | Gold Medal Waters Whether you are switching to a higher-paying role or facing layoffs, our comprehensive guide ensures you're equipped for any transition. Get personalized strategies, investment advice, budget tips, & insurance considerations to safeguard your future.

Ever pondered the idea of hitting the jackpot in life? Many of us have already done so, but we might be missing the true purpose of our wealth. Explore the significance of identifying your 'red marble' and how financial advisors can steer you towards a life filled with meaningful aspirations. Read the eye-opening article here.

Winning the Lottery of Life: Redefining Wealth and Happiness With Financial Planning - ColoradoBiz Magazine Learn how financial advisors can help you unlock life's true aspirations and embarck on a journey from riches to a well-lived life.

Would owning a vacation home be fun for the whole family? Would a vacation home be a good investment? Could/should you make this dream a reality? Learn more…

Should You Buy a Vacation Home? The thought has probably crossed your mind… You’re just ending (another) great stay at your favorite ski resort, or you visited that town on the coast that you both love, or you spent a week in the mountains doing some hiking, fishing, and catching up on your reading. You pick up one of the loca...

When you move to a new job, you take everything from your old job, right? Not necessarily. You might leave your 401(k) assets or move them elsewhere.

Moving to a New Job – What to do with 401(k) Assets Accepting a new job is exciting. It’s also stressful, no matter how junior or senior you are in a company or organization. Even doctors, lawyers, and CPAs moving to a different medical, legal, or accounting practice face that stress – forming relationships with new colleagues, establishing new r...

Does it motivate you to focus on ways your life is less than you think it “should” be? Probably not. Instead, this article suggests looking back at things you’ve done that have borne fruit.

A Healthier Way to Look at Your Financial Future: Measure Backward Looking at where you are now compared to where you were five years ago can give you a more realistic, and optimistic, financial outlook.

A prescription for physician burnout: a packed schedule, a hard-driving work culture, EHR-related demands, and patients who don’t get better. What’s the antidote?

Why physician burnout hits some doctors harder than others Physician specialty, gender and sexual orientation are just some of the factors that help shape the experience of burnout. Learn more with the AMA.

We're thrilled to be featured in ColoradoBiz Magazine ! 🎉 Dive into this thought-provoking article about redefining wealth and happiness. Discover the importance of your 'red marble' and the role of financial advisors in helping you achieve your life's dreams.

Winning the Lottery of Life: Redefining Wealth and Happiness With Financial Planning - ColoradoBiz Magazine Learn how financial advisors can help you unlock life's true aspirations and embarck on a journey from riches to a well-lived life.

The answer to “When will I retire?” always seems too vague until it isn’t. If “maybe three years from now” is possible, you need a glidepath for your investments and life.

Creating a Retirement Glidepath: Investment Issues and More When retirement is starting to appear on your radar screen, it might be time for a glidepath to smoothly adjust your investments.

You won the lottery–will you change your life? If you have some wealth and a solid financial plan, you don't need lottery winnings to bring more value into your life.

To those who have wondered, "What would I do if I won the lottery?" An open letter from the president of Gold Medal Waters Financial Advisors about the difference between value and money.