S&P 500 Retirement Income

Alex dives into the potential pitfalls of relying solely on the S&P 500 for income in retirement. Learn how diversification across various asset classes can…


Retirement Income Strategy: Framework for Success

Alex dives into retirement income strategy that go beyond the traditional 4% rule. Discover how optimizing your income sources can lead to substantial tax…


I’m 60 With $1.6 Million How Much Can I Spend If I Retire?

In this video, Matt goes through another case study of what a single individual can expect to spend if they retire at 60 and follow a dynamic distribution…


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…


How Much Do I Need to Retire?

Get your free retirement readiness report to find out!

GET MY FREE REPORT

Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy