All Media List

Robby Lewis - Maximizing Charitable Giving: Donating Directly from Your Brokerage Account | Gerber Kawasaki

This gifting season, GK Financial Advisor, Robby Lewis explains how donating to charities through your brokerage account offers tax efficient advantages that many people don’t utilize.

Robby Lewis - FIRE Savings | Gerber Kawasaki

Early retirement is not easy, however, if you stay dedicated to an intense saving plan it can still be possible. GK Financial Advisor Robby Lewis explains how the FIRE Movement is helping people retire in their thirties and forties.

Robby Lewis - Vacation Spending | Gerber Kawasaki

Going on vacation without a budget is a recipe for disaster. Discover practical tips from GK Financial Advisor Robby Lewis in his latest article on how to enjoy a relaxing trip without putting a major strain on your wallet.

Robby Lewis - Use Financial Biases To Your Advantage! | Gerber Kawasaki

No one is above financial biases. However, the best way to limit their impact on your decision making is to recognize them head-on. This week, GK Financial Advisor Robby Lewis explores three cognitive biases that you should be aware of.

Robby Lewis - Turning Tax Season into Retirement Season | Gerber Kawasaki

Are you wondering the most effective way to maximize your tax return. Check in with GK Financial Advisor Robby Lewis to find out the benefits of using your return to fund your IRA.

Robby Lewis - SEP IRA's | Gerber Kawasaki

As Tax Season approaches, have you considered the benefits of using a SEP IRA? Check in with GK Financial Advisor Robby Lewis to find out how entrepreneurs utilize the SEP IRA to plan for their retirement.

Robby Lewis - Important Tax Tips | Gerber Kawasaki

Are you read for Tax Season? Here are some tips from GK Financial Advisor Robby Lewis on how to maximize your savings. And don’t forget, GK’s Tax Team is here to support you leading up to April.

What You Need To Know About Student Loans

The biggest changes in student loan history happened in 2022. It’s more important now than ever to understand the impacts these changes have had on individual borrowers and the overall economy. There are two main types of student loans – Private & Federal. The unfortunate reality is that many high school students dreaming of attending college in California have no clue what they are doing when someone tells them they should take out student loans. Financial education is key when planning for your future. Let’s break it down!

Expert Advice: Finding The Right Credit Card

So you are starting your wealth building journey and feel that it is time for a credit card. Credit cards are great when they're used correctly. Financial Advisor Robby Lewis shares his tips for choosing a card and what to look out for.