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Schedule Client Onboarding
Integration: MaxMyInterest
Integration: rebel Fjord
Value-Added: Tax Preparation
Value-Added: Estate Planning
Value-Added: Everplans
Affinity Partners
Instructional Videos
Account Actions
About Us
Team
The rebel Difference
Investment Philosophy
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Upcoming Webinar
Investing in Your Values Without the Backlash
ESG, DEI, and the New Culture Wars. You still care. So do we. Let’s make an impact without getting labeled.
09/10/2025
1:00 pm
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10
SEP
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Seconds
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Why rebel Financial? An inside story
rF Biz: Save you a Boat-load
Estate Plan: Missing the Opp for a real legacy
Futurist: A future of abundance & why America doesn’t want it
Inflation? What inflation? We beat that, right?
University: 403b & 457 Advanced Strategies
FP: You’ve saved a lot, are you ready to use it?
10 things rebel does different
rF Biz: So you’ll just walk away?
Can a Financial Advisor be your career coach?
Futurist: Embracing disruption
The NetWorth Way: Quit hiring people to screw you over
Investing in Your Values Without the Backlash
ESG, DEI, and the New Culture Wars. You still care. So do we. Let’s make an impact without getting labeled.
09/10/2025
1:00 pm
SIGN UP
10
SEP
Do I Have to Be Laissez-Faire to Succeed in a Capitalist World?
Rethinking success: balancing personal ambition with collective responsibility.
09/24/2025
1:00 pm
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24
SEP
Digital Assets Done Right: How to Invest in Crypto Responsibly
From Bitcoin to blockchain funds—build a strategy that fits your values, goals, and risk tolerance.
10/08/2025
1:00 pm
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08
OCT
I Missed Out on AI and NVIDIA. What’s Next?
FOMO meets foresight—how to catch the next wave without wiping out. Webinar Description:
10/22/2025
1:00 pm
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22
OCT
I Have No Money, But I Want To: How to Start Building Wealth from Scratch
No silver bullets. Just a real plan that works if you do.
11/12/2025
1:00 pm
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12
NOV
The Conscientious Investor’s Guide to What We’re Grateful For
Why trust, fairness, and shared progress matter more than ever in our financial future.
11/26/2025
1:00 pm
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26
NOV
I’m a Christian, Can and Should I Invest Per My Beliefs?
Faith-based investing without fear, guilt, or compromise.
12/17/2025
1:00 pm
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17
DEC
A New Year’s Resolution for Greater Wealth
Small steps. Big results. Let’s make this your most prosperous year yet.
01/07/2026
1:00 pm
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07
JAN
UBI: What It Is and Why It Might Be the Future
Preparing for a world where work changes—but dignity and opportunity still matter.
01/21/2026
1:00 pm
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21
JAN
The Economics of Humanoid Robotics
From sci-fi to payroll: why robots may soon be cheaper, and smarter, than humans.
02/04/2026
1:00 pm
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04
FEB
Proxy Voting and You: How rF Cares and AI Can Help You Change the World
You own the companies so why aren’t you steering them? Let’s fix that.
02/18/2026
1:00 pm
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18
FEB
Want to catch up on webinars you missed?
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Introducing Planck Portfolios: Wealthy Portfolio Management for the Rest of Us
Fractional shares, AI insights, and elite strategy, now available without elite money.
WATCH NOW
20
AUG
Protecting Your Identity, Accounts & Digital Life
How to take control of your cybersecurity and digital footprint
WATCH NOW
30
JUL
Start your company's 401k Today!
Finding a low-cost provider + using tax credits to make it a "No-Brainer"
WATCH NOW
16
JUL
The nuts and bolts of an Investment analysis
What a good "2nd Opinion" looks like
WATCH NOW
02
JUL
How To Start A Business
You've got a great idea, now what?
WATCH NOW
18
JUN
Smarter Money: Using AI to Build Wealth, Security & Peace of Mind
Unlocking the Power of Artificial Intelligence for Better Financial Decisions
WATCH NOW
11
JUN
Federal Retirement System Planning
An important, time-sensitive decision often botched.
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04
JUN
Last Call for Green Energy Incentives: Act Before They Disappear
How to Secure Solar, Wind & Energy-Efficient Tax Breaks Before They’re Gone
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28
MAY
State Pension Or Pension Alt (ARP/ORP)
An important, time-sensitive decision often botched.
WATCH NOW
21
MAY
Investing in Crypto
WATCH NOW
07
MAY
Upcoming Tax Cuts
Just for the wealthy or do you get a cut?
WATCH NOW
30
APR
What Is Tax Planning
A new, modern take featuring Holistiplan and TaxStatus
WATCH NOW
23
APR
Tariffs, Tax Cuts, Recession, and Inflation: Where are we now?
An Expert Breakdown of Today’s Economic Headwinds and Market Trends
WATCH NOW
16
APR
Quit Hiring People To Screw You Over
Recognizing Conflicts and Aligning Advisors with Your Goals
WATCH NOW
09
APR
Embracing Disruption
How to Thrive in a World of Rapid Change
WATCH NOW
02
APR
Can a Financial Advisor be your career coach?
Beyond Investments: How a Financial Advisor Can Guide Your Career and Wealth
WATCH NOW
26
MAR
So You'll Just Walk Away?
Beyond the Exit: Turning Your Business Legacy into Lasting Value
WATCH NOW
19
MAR
10 Things rebel Does Different
Beyond the Standard: 10 Ways rebel Financial Puts You First
WATCH NOW
12
MAR
Income Planning: You've saved a lot, are you ready to use it?
Turning Savings into Security: Smart Strategies for Retirement Withdrawals
WATCH NOW
05
MAR
403b & 457 Advanced Strategies & Investment Management
WATCH NOW
26
FEB
Inflation: Is It Really Behind Us?
Why Inflation Could Resurge and How to Safeguard Your Finances
WATCH NOW
19
FEB
A Future of Abundance: Why America Resists the Change
The Intersection of Work Ethic, Social Mobility, and Universal Basic Income
WATCH NOW
12
FEB
Creating a True Legacy: Beyond Basic Estate Planning
How to Leave More Than Wealth—Crafting Meaningful Experiences for Future Generations
WATCH NOW
05
FEB
You Could Save a Boatload: Simplifying Financial Services for Your Business
Where Are the Business Advisors? How rebel Financial Is Building a Smarter, More Efficient System
WATCH NOW
29
JAN
Why Choose rebel Financial? An Inside Look at Our Mission and Values
Breaking Away from Wall Street: The Case for a Values-Driven Small
WATCH NOW
15
JAN
FP: Accelerate Taxes?!?
Why Paying More Taxes Now Could Be the Smartest Move for Your Future
WATCH NOW
08
JAN
Maximizing Your University Retirement
Strategies for OPERS, STRS, ARP, and Beyond
WATCH NOW
23
DEC
Diversifying Beyond the Illusion
Uncovering Hidden Dangers in Over-Concentration in the S&P 500
WATCH NOW
11
DEC
Inflation, Election, Crypto, & Tax Changes: A Timely Primer
A Timely Primer
WATCH NOW
27
NOV
Crypto Curious?
Okay, maybe it is not a fad
WATCH NOW
14
NOV
Up Next:
Introducing Planck Portfolios: Wealthy Portfolio Management for the Rest of Us
Fractional shares, AI insights, and elite strategy, now available without elite money.
08/20/2025
1:00 pm
SIGN UP
20
AUG
Investing in Your Values Without the Backlash
ESG, DEI, and the New Culture Wars. You still care. So do we. Let’s make an impact without getting labeled.
09/10/2025
1:00 pm
SIGN UP
10
SEP
Do I Have to Be Laissez-Faire to Succeed in a Capitalist World?
Rethinking success: balancing personal ambition with collective responsibility.
09/24/2025
1:00 pm
SIGN UP
24
SEP
Digital Assets Done Right: How to Invest in Crypto Responsibly
From Bitcoin to blockchain funds—build a strategy that fits your values, goals, and risk tolerance.
10/08/2025
1:00 pm
SIGN UP
08
OCT
I Missed Out on AI and NVIDIA. What’s Next?
FOMO meets foresight—how to catch the next wave without wiping out. Webinar Description:
10/22/2025
1:00 pm
SIGN UP
22
OCT
I Have No Money, But I Want To: How to Start Building Wealth from Scratch
No silver bullets. Just a real plan that works if you do.
11/12/2025
1:00 pm
SIGN UP
12
NOV
The Conscientious Investor’s Guide to What We’re Grateful For
Why trust, fairness, and shared progress matter more than ever in our financial future.
11/26/2025
1:00 pm
SIGN UP
26
NOV
I’m a Christian, Can and Should I Invest Per My Beliefs?
Faith-based investing without fear, guilt, or compromise.
12/17/2025
1:00 pm
SIGN UP
17
DEC
A New Year’s Resolution for Greater Wealth
Small steps. Big results. Let’s make this your most prosperous year yet.
01/07/2026
1:00 pm
SIGN UP
07
JAN
UBI: What It Is and Why It Might Be the Future
Preparing for a world where work changes—but dignity and opportunity still matter.
01/21/2026
1:00 pm
SIGN UP
21
JAN
The Economics of Humanoid Robotics
From sci-fi to payroll: why robots may soon be cheaper, and smarter, than humans.
02/04/2026
1:00 pm
SIGN UP
04
FEB
Proxy Voting and You: How rF Cares and AI Can Help You Change the World
You own the companies so why aren’t you steering them? Let’s fix that.
02/18/2026
1:00 pm
SIGN UP
18
FEB
Want to catch up on webinars you missed?
Click on one to get started!
Protecting Your Identity, Accounts & Digital Life
How to take control of your cybersecurity and digital footprint
WATCH NOW
30
JUL
Start your company's 401k Today!
Finding a low-cost provider + using tax credits to make it a "No-Brainer"
WATCH NOW
16
JUL
The nuts and bolts of an Investment analysis
What a good "2nd Opinion" looks like
WATCH NOW
02
JUL
How To Start A Business
You've got a great idea, now what?
WATCH NOW
18
JUN
Smarter Money: Using AI to Build Wealth, Security & Peace of Mind
Unlocking the Power of Artificial Intelligence for Better Financial Decisions
WATCH NOW
11
JUN
Federal Retirement System Planning
An important, time-sensitive decision often botched.
WATCH NOW
04
JUN
State Pension Or Pension Alt (ARP/ORP)
An important, time-sensitive decision often botched.
WATCH NOW
21
MAY
Investing in Crypto
WATCH NOW
07
MAY
Upcoming Tax Cuts
Just for the wealthy or do you get a cut?
WATCH NOW
30
APR
What Is Tax Planning
A new, modern take featuring Holistiplan and TaxStatus
WATCH NOW
23
APR
Tariffs, Tax Cuts, Recession, and Inflation: Where are we now?
An Expert Breakdown of Today’s Economic Headwinds and Market Trends
WATCH NOW
16
APR
Quit Hiring People To Screw You Over
Recognizing Conflicts and Aligning Advisors with Your Goals
WATCH NOW
09
APR
Embracing Disruption
How to Thrive in a World of Rapid Change
WATCH NOW
02
APR
Can a Financial Advisor be your career coach?
Beyond Investments: How a Financial Advisor Can Guide Your Career and Wealth
WATCH NOW
26
MAR
So You'll Just Walk Away?
Beyond the Exit: Turning Your Business Legacy into Lasting Value
WATCH NOW
19
MAR
10 Things rebel Does Different
Beyond the Standard: 10 Ways rebel Financial Puts You First
WATCH NOW
12
MAR
Income Planning: You've saved a lot, are you ready to use it?
Turning Savings into Security: Smart Strategies for Retirement Withdrawals
WATCH NOW
05
MAR
403b & 457 Advanced Strategies & Investment Management
WATCH NOW
26
FEB
Inflation: Is It Really Behind Us?
Why Inflation Could Resurge and How to Safeguard Your Finances
WATCH NOW
19
FEB
A Future of Abundance: Why America Resists the Change
The Intersection of Work Ethic, Social Mobility, and Universal Basic Income
WATCH NOW
12
FEB
Creating a True Legacy: Beyond Basic Estate Planning
How to Leave More Than Wealth—Crafting Meaningful Experiences for Future Generations
WATCH NOW
05
FEB
You Could Save a Boatload: Simplifying Financial Services for Your Business
Where Are the Business Advisors? How rebel Financial Is Building a Smarter, More Efficient System
WATCH NOW
29
JAN
Why Choose rebel Financial? An Inside Look at Our Mission and Values
Breaking Away from Wall Street: The Case for a Values-Driven Small
WATCH NOW
15
JAN
FP: Accelerate Taxes?!?
Why Paying More Taxes Now Could Be the Smartest Move for Your Future
WATCH NOW
08
JAN
Maximizing Your University Retirement
Strategies for OPERS, STRS, ARP, and Beyond
WATCH NOW
23
DEC
Diversifying Beyond the Illusion
Uncovering Hidden Dangers in Over-Concentration in the S&P 500
WATCH NOW
11
DEC
Inflation, Election, Crypto, & Tax Changes: A Timely Primer
A Timely Primer
WATCH NOW
27
NOV
Crypto Curious?
Okay, maybe it is not a fad
WATCH NOW
14
NOV
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