September 16, 2023
The 7 Money Mistakes That Will Ruin Your Marriage in Retirement
In this video, Anthony shares 7 money mistakes to avoid in marriage and retirement planning tips he has learned over the years.
September 9, 2023
Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs
Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs. 3 options for what to do with your RMD's.
August 31, 2023
Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid
Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid. Timing of taking social security, spouse considerations.
August 24, 2023
5 Actions You Need To Take 5 Years Before Retirement
5 Actions You Need To Take 5 Years Before Retirement. Consumer debt, tax planning, medicare premiums, income gap, and investment alignment.
August 17, 2023
Is Semi-Retirement Financially Viable? 3 Key Factors to Consider
Is Semi-Retirement Financially Viable? 3 Key Factors to Consider 1. Income needs? 2. Years of part-time work 3. Living expenses
August 10, 2023
Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo
Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo. RV, vacation home, open checkbook, larger home, and expensive car
August 3, 2023
Early Retirement: 4 Common Mistakes
Early Retirement: 4 Common Mistakes: Healthcare gap, income gap, inflation, and losing purpose in retirement.
July 27, 2023
Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!)
Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!). RMD and IRMAA bracket considerations and more.
July 20, 2023
Gold Rush: Why Investing in Gold is Misunderstood
Gold Rush: Why Investing in Gold is Misunderstood
July 13, 2023
Thrive! (Not just survive) Retirement: 3 Things to Do
Thrive! (Not just survive) Retirement: 3 Things to Do: Stick to your financial plan, stay on track, and focus on tax savings
July 11, 2023
Second Quarter 2023 Investment Market Review
Take a look at our second quarter 2023 Investment Market Review. Download our free PDF.
July 6, 2023
Retire Right Now: 3 Compelling Reasons You Should Retire ASAP
Retire Right Now: 3 Compelling Reasons You Should Retire ASAP: Financially ready, time is a resource, and health in retirement.
How Much Do I Need to Retire?
Get your free retirement readiness report to find out!
Is your family set up to succeed or fail?
6 Keys To Create An Impactful Legacy