Rob Bacharach, CFP®

Hi, I'm Rob. And it's my goal to help you make the most with your money. Tune in for Tax Strategies, Retirement, Investment Decisions, Debt Reduction, Savings, Roth IRAs, Real Estate strategies, and more.

Why listen? I do this for a living. Meaning I put my money where my mouth is. So, if my guidance doesn't work for people, I'm in trouble. I'm a CERTIFIED FINANCIAL PLANNER™ and I'm sharing with you the exact same retirement planning, taxing saving, and investment strategies that I provide to our clients year-round.

Welcome!


Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Links’ section. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

How Social Security Is Taxed? Mistake Causing So Much Tax on Social Security!
How Social Security Is Taxed? Mistake Causing So Much Tax on Social Security!
6 Strategies To Reduce Your Tax Liability IMMEDIATELY! IRS Wants You To Save Tax
6 Strategies To Reduce Your Tax Liability IMMEDIATELY! IRS Wants You To Save Tax
Traditional or ROTH? How Can You Save More? #retirement #investing #retirees
Traditional or ROTH? How Can You Save More? #retirement #investing #retirees
5 Things To Do To Retire at 55, From The Eyes of a Retirement Advisor
5 Things To Do To Retire at 55, From The Eyes of a Retirement Advisor
Your Pension Changes Everything. Scrap Traditional Retirement Plans.
Your Pension Changes Everything. Scrap Traditional Retirement Plans.
My Advice To You As A Retirement Advisor For Social Security
My Advice To You As A Retirement Advisor For Social Security
Crypto & Big Banks? What's going on? Why are Banks making a U-Turn on Crypto? GENUIS ACT #crypto
Crypto & Big Banks? What's going on? Why are Banks making a U-Turn on Crypto? GENUIS ACT #crypto
Saving For Your Kids? Free $1000 Handcuffs Called Trump Accounts
Saving For Your Kids? Free $1000 Handcuffs Called Trump Accounts
5 Assets You Should NEVER Put in Your Trust
5 Assets You Should NEVER Put in Your Trust
6 HSA Hacks For EARLY RETIREMENT That Your Advisor DIDN'T TELL YOU
6 HSA Hacks For EARLY RETIREMENT That Your Advisor DIDN'T TELL YOU
The 4% Rule isn't what you think it is. Find out why. Explained by a CFP.
The 4% Rule isn't what you think it is. Find out why. Explained by a CFP.
Your Old Life Insurance Policy: 5 Facts Your Advisor Didn't Tell You. Watch Before Cashing In.
Your Old Life Insurance Policy: 5 Facts Your Advisor Didn't Tell You. Watch Before Cashing In.
NEW TAX BILL PASSED BY CONGRESS. How it could impact your finances.
NEW TAX BILL PASSED BY CONGRESS. How it could impact your finances.
Yes. It is possible to pay 0% Tax on Your Capital Gains. But it takes careful planning.
Yes. It is possible to pay 0% Tax on Your Capital Gains. But it takes careful planning.
Stop Saving While You're Still Working.
Stop Saving While You're Still Working.
I stopped worrying about the next stock market crash once I learned this.
I stopped worrying about the next stock market crash once I learned this.
New TAX Bill Impacts on Your Retirement. Explained by a financial planner.
New TAX Bill Impacts on Your Retirement. Explained by a financial planner.
Trump's NEW Tax Bill. APPROVED. Will your taxes be higher or lower?
Trump's NEW Tax Bill. APPROVED. Will your taxes be higher or lower?
How much should you put down on your investment property? The bank won't tell you this.
How much should you put down on your investment property? The bank won't tell you this.
The IRS forces you to withdraw from retirement accounts. Learn what it means.
The IRS forces you to withdraw from retirement accounts. Learn what it means.
Caused by Roth Conversions. Watch this video BEFORE converting your IRA to Roth.
Caused by Roth Conversions. Watch this video BEFORE converting your IRA to Roth.
Because your attorney didn't tell you to do this. Avoid these mistakes NOW. Before it's too late.
Because your attorney didn't tell you to do this. Avoid these mistakes NOW. Before it's too late.
Required Minimum Distributions. Be prepared to avoid extra taxes and penalties. Explained by a CFP
Required Minimum Distributions. Be prepared to avoid extra taxes and penalties. Explained by a CFP
Most retirees DON'T KNOW this withdrawal strategy exists.
Most retirees DON'T KNOW this withdrawal strategy exists.
The $500,000 Tax Exclusion (Primary Residence Rule). Watch this before selling your home.
The $500,000 Tax Exclusion (Primary Residence Rule). Watch this before selling your home.
Recession ≠ Stock Market Crash | 10 Surprising Facts You Need to Know
Recession ≠ Stock Market Crash | 10 Surprising Facts You Need to Know
Trump says NO tax on social security. How it impacts you.
Trump says NO tax on social security. How it impacts you.
Trump Tariffs. Trade War. What does it mean for your money?
Trump Tariffs. Trade War. What does it mean for your money?
Avoid this surprise tax bill. Paying taxes on social security income HURTS.
Avoid this surprise tax bill. Paying taxes on social security income HURTS.
0% Tax in retirement? Yes, it is possible. Follow these steps.
0% Tax in retirement? Yes, it is possible. Follow these steps.