Videos

Freedom or Regret? How Your Financial Choices Shape Your Legacy

TRANSCRIPT: Calculating your financial plan and your financial needs lies at the interception of calculating and calibrating...

Buffered ETFs: Smart Protection or Limiting Your Upside?

Transcript: Are you worried about market losses but don’t want to miss out on potential gains? A...

Shadow Taxes Exposed: Help Protect Your Retirement

Transcript: Have you ever thought about shadow taxes? Most people focus on income taxes, but forget about...

Do You Need a Financial Advisor?

Discover the three types of financial guidance, key questions to ask, and red flags to watch for...

Should You Take a Pension Lump Sum? A Financial Advisor's Perspective

Discover the crucial decision factors between taking your pension as a lump sum or annuity - and...

Retired? Avoid Unexpected Medicare IRMAA Penalties

Transcript: Retiring, you could be hit with a surprise penalty, possibly thousands of dollars in Medicare surcharges....

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.

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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