Videos

What They Don’t Tell You About Roth Conversions (And What You Must Do)

Transcript: Are you making costly mistakes with Roth conversions? While Roth conversions are one of the most...

Understanding the Monte Carlo Calculator in Retirement Planning

Discover why Monte Carlo calculators only tell part of your retirement story. Learn strategies you can control...

Do NOT Make These 8 Investment Mistakes

Are hidden investing mistakes draining your retirement? Discover 8 costly errors that could sabotage your future—and how...

Will My Beneficiaries Get Taxed on Their Inheritance?

TRANSCRIPTION: Are you accidentally screwed over your beneficiaries? You might say you want to leave them as...

5 Essential Steps for Inheriting a Non-Spouse IRA

Inheriting a retirement account can be a financial blessing, but if you don’t follow the IRS rules,...

Tax-Free Roth? Not Always...

Discover the hidden Roth IRA withdrawal sequence that could trigger unexpected taxes on your "tax-free" retirement funds.

Avoiding Financial Advisor Pitfalls: 6 Critical Red Flags

Are you risking your financial future with the wrong advisor? Discover 6 critical warning signs that could...

Did You Know You Can Use Your Tax Refund to Fund an IRA?

Did you know that you can use your tax refund to directly fund an IRA, including up...

Top 5 Financial Mistakes to Avoid During Divorce

Divorce is hard enough, but making the wrong financial moves can make it even worse. Hi, I’m...

What Dates You Need to Know for Taxes in 2025

2020 is in the rear view mirror. Now it’s time to take control of your 2025 tax...

Can Sue Afford to Retire with $800,000 Saved? Let’s Find Out!

Today we have an example from prospective client Stu. Stu says, I have $800,000 days up. Can...

Smart Strategies to Avoid Taxes in Retirement

There’s a misconception that once you retire, your taxes will go down, but often it’s the opposite....

Start the Year Strong: Essential Financial Resources

Kick off the new year with tools to organize and optimize your finances. Gain access to our exclusive financial resources bundle, designed to help you take control of your retirement journey, by signing up below.

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