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Archive by author: Dave Koppenheffer, CFP®Return

Dave Koppenheffer is a graduate of Barton College and joined DHG Wealth Advisors in Greenville, SC as an Associate Advisor in 2016. He began his career as a writer and analyst for The Motley Fool. Dave specialized in financials with a focus on income investing, insurance companies, and Real Estate Investment Trusts.

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This Should Be Your Money Goal for 2021 with Morgan Housel
Have you ever heard of the platonic dish? It's the idea that there is only one perfect way to make a meal. That idea has faded in the food industry -- it's the reason we have a seemingly infinite variety of options at the grocery store and the "have it your way" mentality of many restaurants -- but it has been slow to catch on in personal finance.
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3 Reasons to Consider a Roth Conversion
Much like rockin' a rhyme, great planning strategies need to be right on time... and that's tricky. Roth conversions may offer significant long-term tax benefits, but not for everyone and not all the time. Join Sarah and Dave as the dive into three reasons to consider Roth conversions.
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What is a Roth Conversion?

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What is a Roth Conversion?
Roth conversions can offer significant long-term tax benefits. Join Sarah & Dave as they explore the basics of how this planning strategy works, the potential benefits, and the important tradeoffs to consider when deciding if this strategy is right for you.
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What is Enough? Lessons in Gratitude
As you take time today to give thanks for all that you have, we wanted to share a special video that asks the question: “what is enough?” DHG Wealth Advisors is joined by author Morgan Housel to discuss how our expectations influence our sense of well-being, how to get the goal post to stop moving and why even some billionaires don’t feel rich.
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Planning Strategies 2020: Suspension of RMDs
If you typically have a required minimum distribution, that could be because you were over the age of 70 ½ in 2019 and own an IRA or retirement plan, or you inherited a retirement account in 2019 or earlier, in either case, the CAREs Act provides the opportunity to skip that distribution for 2020.
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Planning Strategies 2020: Returning CAREs Act Retirement Distribution
Continuing with our deeper dive on planning strategies for year-end 2020, today we'll discuss the ability for “qualified individuals” to return a distribution from their IRA or retirement plan.
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Planning Strategies for 2020: CAREs Act Retirement Account Distribution
As part of the CARES Act, which was passed by congress in late March, “qualified individuals” may withdraw up to $100,000 from retirement accounts without the normal 10% early withdrawal penalty. The window to take a distribution and avoid the penalty ends December 31st, 2020.
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Which U.S. Presidents Had Negative Stock Market Returns?
Did you know that since 1929 only 3 presidents have presided over negative stock market returns during their term in office? In our latest video DHG Wealth Advisors is joined by Christian Newton, a Vice President with Dimensional Fund Advisors, to explore these three presidents and what we can learn from their stories.
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DHGWA Podcast Episode 13: Morgan Housel & The Psychology of Money Part II
In this latest episode, DHGWA is joined (for part II) by the author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel. Together we dive into how to save like a pessimist and invest like an optimist, why being wealthy and feeling wealthy aren't the same thing, and Morgan's thoughts on the COVID-19 pandemic.
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DHGWA Podcast Episode 12: Morgan Housel & The Psychology of Money Part I
In our latest episode, DHGWA is joined by the author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel. Together we discuss Morgan's background as a columnist for The Motley Fool and Wall Street Journal as well as the central theme of his book: "Investing is not the study of finance. It's the study of how we behave with money."
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