March 23, 2024
How to Minimize Capital Gains Taxes
Discover effective strategies for minimizing capital gains taxes and maximizing your wealth. From understanding tax rates to implementing tax gain harvesting…
March 16, 2024
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…
March 9, 2024
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…
February 17, 2024
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…
February 10, 2024
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…
February 3, 2024
Retirement Income Strategies
The average retirement income. We will show you the numbers so you can see how you stack up.
January 27, 2024
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…
January 20, 2024
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…
January 6, 2024
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,…
December 30, 2023
Save Your Retirement Plan With This Proven 3-Step System (2024)
Have you been delaying your retirement planning? In this weeks video, Anthony Saffer goes through how to effectively save your retirement using a proven 3-step…
December 23, 2023
Should I work one more year? And does it matter? A framework to retire ASAP
Our expert framework delves into the 'work one more year' dilemma, providing insights and solutions for a secure retirement.
December 4, 2023
Navigating Challenges of Social Security Benefits
Discover the intricacies of Social Security benefits and how their purchasing power is evolving over time. Uncover the challenges retirees face, from…
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