Glenn Financial

06/08/2026

Unexpected windfalls don't allow for planning. Switch steps one and three: park, plan, then place. This ensures you have a framework for any windfall, expected or not.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

06/06/2026

Multimillion-dollar windfalls can vanish quickly, not due to markets or taxes, but from hasty decisions. Remember, the money is yours. Take time to plan before acting impulsively, protecting it from your celebratory self.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

06/05/2026

After knowing what NOT to do, what's the next step? Use the 4 Ps framework: Plan, Process, Park, and Place. This strategy is effective for expected windfalls and can be adjusted for unexpected ones.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

06/04/2026

A conversation I had in my office with a young couple last month sparked the idea for this video.

What would you do with a large sum of money?
Check out the vid!

Large Financial Windfall - What Do I Do With The Check??
https://youtu.be/5URcJZKQbl8

Kyle Glenn Todd Glenn

🗓️ Ready to talk through your own situation?Schedule a free call w...

06/04/2026

New Video Out Now!

Decisions made in the first 90 days of a windfall can dramatically shape the next 20-30 years. Most people mishandle windfalls by treating all types the same. There are expected windfalls (like retirement payouts) and unexpected ones (like a business offer or legal settlement). Each requires a different approach to avoid overconfidence or rash decisions.
The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

05/28/2026

Tax planning before selling your business is crucial. Pulling the right levers beforehand gives you options; waiting until after the sale closes means those options disappear forever. Sell for $4 million and expect a tax bill of $800k to over $1 million if you haven't planned.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

05/28/2026

Business owners! If your plan is to one day sell your business - this video will be super helpful!

Your retirement, tax and exit are not three separate plans - they need to be one.

Learn how and why to integrate them!

https://youtu.be/EkKCGtagGK4

🗓️ Ready to talk through your own situation?Schedule a free call with Kyle: https://calendly.com/kyle-glenn-finan...🔔 New here? Subscribe for weekly videos...

05/28/2026

When selling your business or planning for retirement, ask yourself: 1. How much income do you truly *need* to sustain your lifestyle? 2. What will your tax situation look like after turning off business-owner levers? 3. What do you want your remaining assets to achieve? Addressing these, alongside a tax plan, turns a projection into a solid retirement plan.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.