December 19, 2022
How to Address The Endless Pursuit of Money (2 Solutions)
In this video, we’ll discuss why addressing this question…
December 15, 2022
Retirees: Take Advantage of Donor Advised Funds for Tax-Advantaged Giving!
In this video, we will show you the advantages donor…
December 12, 2022
Lower RMD in 2023? 3 Things Retirees Can Do
Will your required minimum distribution from your IRA be…
December 8, 2022
The Truth About Paying Off Your Mortgage Before You Retire (2023)
The truth about paying off your mortgage before you retire…
December 1, 2022
STOP Timing the Stock Market – 5 Better Solutions for Retirees
In this video, we discuss why retirees should stop timing…
November 28, 2022
How Retirees Can Benefit From Dynamic Financial Planning (with real examples!)
In this video, we walk through a case study of how a…
November 24, 2022
Should I Collect Social Security and Invest it? (Before Social Security Runs Out)
Should I collect social security and invest? Today we…
November 21, 2022
Should Retirees Sell Stocks and Move to High-Interest Savings? (2022 Stock Market)
Should retirees sell stocks and move money into safe,…
November 17, 2022
How to Avoid Capital Gain Distributions – The ETF Secret
Today we discuss how to avoid capital gain distributions…
November 14, 2022
10 Years Out From Retirement (Do These Three Things!)
10 Years Out From Retirement? After helping hundreds of…