Educational Videos

You don’t often hear this from a financial planner, but sometimes the right move isn’t to save more, it’s to live more.In this video, I share a real life case of a couple who had already won the savings game. They were on track to have nearly two million dollars by retirement and wanted to Learn More

If you’re about a year away from retirement, one of the biggest questions on your mind is probably, “Do I have enough saved?”In this video, I walk through an example of someone retiring at 65 who wants to spend $8,000 per month in retirement. You’ll see how Social Security fits in, what kind of portfolio Learn More

Retiring at 62 with $1,000,000 isn’t a simple yes or no. It depends on how you spend, how you’ll cover healthcare before Medicare, and how your plan holds up if markets stumble. In this video, I walk through two real case studies, Dana and Michael, who each had around $1M but very different lifestyles and Learn More

After working with over a hundred retirees, I’ve noticed a consistent pattern. The biggest regrets people share aren’t about investments, account balances, or tax brackets. They’re about the things money can’t buy back: time, health, energy, and missed experiences. Again and again, I hear the same three words: “I wish I had…”In this video, I Learn More

You have probably heard the rule of thumb that you need $1 million to retire. The problem is, that number is both too simple and often misleading. Depending on your lifestyle, income needs, taxes, and healthcare costs, $1 million could be far more than you will ever need or it could fall short.In this video, Learn More

A JP Morgan Chase study found that 84% of retirees only take their Required Minimum Distributions (RMDs) and it’s quietly costing them. While it seems smart to “just follow the IRS rules,” it often results in:Less money to spend in your best yearsHigher taxes and Medicare penalties laterReduced control over your retirement incomeIn this video, Learn More

Many retirees look back on their first few years of retirement with one common feeling: regret over certain big purchases. In this video, I share the top 5 retirement money mistakes I’ve seen retirees make, and how you can avoid them.I’ll share some real stories and possible alternatives to some of the most common financial Learn More

If you’re married and approaching retirement, deciding when to claim Social Security isn’t just about you. It’s about your entire household. The timing of your benefits can have a major impact on your lifetime income, taxes, and survivor benefits.In this video, we’ll walk through: Key factors to consider before claiming Social Security How spousal and Learn More

Planning for retirement is about more than just saving money. It’s about protecting your hard-earned nest egg from risks that could jeopardize your financial future. In this video, we break down the six critical risks every retiree should know about:Sequence of Returns Risk: How market downturns early in retirement can impact your savings.Withdrawal Rate Risk: Learn More

Roth conversions can be one of the smartest retirement planning moves, but only if you do them right.  In this video, I uncover the 5 most common Roth conversion mistakes that can quietly derail your financial future, including: Converting too much at once Ignoring the impact on Medicare premiums Not considering Social Security timing Not knowing when you Learn More