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
Educational Videos
Information and resources designed to help you plan, prepare and thrive in retirement.
Check Latest Videos
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
In this video, I break down how I helped one couple retire comfortably with $600,000 in savings. You often hear that you need a million, two million, or some other arbitrary number to retire—but that idea can be misleading.The truth is, there is no one-size-fits-all number. Every situation is different, and every person has a Learn More
If you’re in your late 50s or early 60s and wondering whether to retire around age 60 or keep working until 65, you’re not alone.In this video, I break down the real trade-offs—financial, emotional, and lifestyle—and share the story of a couple facing the same decision.I cover key topics like healthcare, Social Security timing, and Learn More
Whether you’ve saved $1 million or not, deciding when to claim Social Security is one of the most important retirement choices you’ll face.In this video, I walk through a real life example to break down the key factors in claiming Social Security early versus delaying. The insights apply to almost anyone nearing retirement, no matter Learn More
When is the best time to do a Roth conversion? In this video, we cover 5 smart times to consider converting to a Roth IRA, including during market downturns, in years with lower income, and in the gap between retirement and required minimum distributions. It’s important to plan now to help lower your taxes in the Learn More
If you’re over 60 and still working full time, there’s a good chance you’ve already reached financial freedom—but just don’t know it yet. In this video, we uncover reasons people delay retirement and share the real story of someone who broke free from the cycle of “just a few more year years.”Learn what questions you should Learn More
Taxes don’t disappear in retirement. In fact, understanding tax implications can be even more important when you’re retired.In this video, we talk through 4 tax questions you should ask your financial advisor before retiring, including:How will my tax situation change once I retire?Are there strategies to reduce my tax liability in retirement?Should I consider a Learn More
Before you retire, there are very specific questions you should ask your advisor. In this video we talk through those questions, which, when answered, can give you a much clearer picture as to whether you are really ready to retire. Those questions are: Am I financially ready to retire? What income sources will I rely on Learn More
Let’s address the number one fear of most retirees: running out of money. One way to make your nest egg last longer… figure out how to keep all of it in your pocket, as opposed to sharing it with the government. In this video, we discuss how converting your tax deferred accounts to Roth accounts can Learn More
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages]