Videos

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....

Estate Planning: Preserving and Growing Your Legacy

DISCLAIMER: The numbers mentioned in this video were accurate for 2024. For 2025, the estate and gift...

Which Retirement Plan Gives You More Money & Less Stress?

Learn about Simple IRA, SEP IRA, and 401k options to empower your employees and enhance your tax...

Avoid IRS Penalties: How to Make Quarterly Estimated Tax Payments

Discover how to avoid costly IRS penalties by understanding the crucial difference between tax withholding and quarterly...

Navigating Early Retirement: Strategies and Considerations

Retiring early can be the best or worst single decision of your life. Leaving work to live...

How to Minimize Taxes on Your Portfolio

Gross returns in your portfolio are irrelevant. What matters is returns net of taxes. Hi, I’m Hunter...

Top 7 Downsides of Retirement & How to Avoid Them

Retirement, for most people, is a phenomenal life event and I certainly don’t want you to be...

How to Plan a Happy and Stress-Free Retirement

TRANSCRIPT: Retirement should be a wonderful reward at the end of your working years, but for many,...

5 Retirement Rules of Thumb You Should Avoid

Learn why following common retirement rules of thumb like saving 10x your income, the 4% rule, and...

How to Help Maximize Your Investment Returns: Insights from Morningstar

Learn how timing affects returns and why a simple, disciplined investment approach can lead to better long-term...

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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