Educational Videos

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

Retiring with a pension? Your retirement landscape is entirely different — and that’s both a massive opportunity and a planning challenge. In this video, I break down exactly how having a pension transforms your financial strategy, including how much you need to save, how to invest, and when you can retire.Most retirement plans are built Learn More

There has been a lot of buzz around the new bill signed on July 4, 2025, with claims that Social Security benefits are no longer taxed. But is that really true? This video breaks down what the bill actually changes, including a new temporary deduction for seniors 65 and older (and when it starts phasing Learn More

In this episode, we bust four major financial myths that could be hurting your retirement plan. From the truth about market cycles and the 4 percent withdrawal rule to unexpected tax surprises in retirement and the possible need for life insurance later in life, we break it all down with practical advice and real world Learn More

After speaking with hundreds of retirees, I’ve discovered something surprising: anxiety about retirement isn’t just about money — it’s about mindset. Whether you’ve saved $300,000 or $3 million, the fear, uncertainty, and regret often stem from long-held beliefs that simply aren’t true.In this video, I break down the three biggest lies people believe about retirement Learn More

Even if you’re still a several years away from having to take Required Minimum Distributions (RMDs), the best time to plan for them is now.In this video, we walk through three proactive strategies you can start planning for now to help reduce the future impact of RMDs and potentially lower your lifetime tax bill.Take Distributions Before Learn More