Should I pay off my mortgage or invest?

Should I Pay Off My Mortgage or Invest?

We get the question all the time: Should I pay off my mortgage or keep the money invested? We had a client pay off a 2.8% fixed rate mortgage… and they loved…

early retirement roth conversions

Early Retirement Roth Conversions (CASE STUDY)

In this video, Matt goes through a case study around the pros and cons of Roth conversions for early retirement.

financial plan income

Financial Plan Income Case Study

When they came to see us they had $2.3 million and wanted to know what was financially possible for them to really thrive in retirement and fulfill some of the…

Early Retirement Income Strategies

Early Retirement Income Strategies

In this video, Matt goes through an early retirement case study with a couple that that plans to retire in their late fifties.

Retirement Income Strategies

The average retirement income. We will show you the numbers so you can see how you stack up.

early retirement income

This Will Change The Way You Plan Your Early Retirement Income

In this video, Matt walks through strategies for both enhancing early retirement income as well as enhancing your "return on life."

Optimizing Portfolio: S&P 500 and International Stocks

We are frequently asked is “Is the S&P all I need to retire?” Let's address this question by going through 53 years worth of data, plus why the stakes are…

2024 election and stock market

How the 2024 Election Will Impact Your Investments

How will the 2024 election impact your investments? What does that data say? Is this time different?  In this video, Anthony and Alex discuss the potential…

Happy retirement

Want a Happy Retirement? Spend Your Money On This! (Harvard Study)

In this video, Matt goes through a research backed approach to retirement spending that is designed to give you the happiest retirement imaginable!

taxable account benefits

Pay No Taxes In Early Retirement (taxable account benefits)

In this video, Matt highlights key taxable account benefits and explains why he believes it's the ultimate choice for your early retirement savings.

Regret-Free Retirement

Embark on a transformative journey towards a regret-free retirement. Uncover the wisdom derived from the poignant observations of palliative care workers,…

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