Retirement Recap.

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…

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

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…

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…

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

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…

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

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

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

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…

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…