How Much Does It Cost To Retire?
https://vimeo.com/829116239?share=copy We are often asked, how much do I need to have saved up by the time I retire? This question really depends on how much your retirement is expected…
https://vimeo.com/829116239?share=copy We are often asked, how much do I need to have saved up by the time I retire? This question really depends on how much your retirement is expected…
https://vimeo.com/829117826?share=copy This is our fifth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
https://vimeo.com/830597464?share=copy Hello from Louisville, KY at the Advisor Group’s NXT Conference. Jeremiah Thompson and I have been here at this amazing three-day conference focusing on the future of the financial…
https://vimeo.com/813277054 It’s not uncommon for people to say, “I live paycheck to paycheck” and naturally assume this means they are struggling to make ends meet. While this may be the…
https://vimeo.com/804634561 We want to share a quick tip about “types of accounts” and “types of investments”. People often get confused by account types and investment types. Stocks, mutual funds, IRAs,…
https://vimeo.com/813319188 People often talk about the cost of working with a financial advisor, but rarely think about the cost of NOT working with one. There is a quote that says,…
https://vimeo.com/817302997 In today’s vlog, I will be discussing the SECURE Act 2.0: eliminate Required Minimum Distributions (RMD) for Roth accounts within employer retirement plans such as 401(k) and 403(b). This…
https://vimeo.com/816977032 Quarterly Market Insights: Q1 2023 Hello everyone, we would like to share some market insights about the past quarter. During the first quarter of this year, stocks within US…
https://vimeo.com/804631151 Hello everyone, we would like to remind all of you that everything you see on social media regarding finances, investments, advices, insurances, etc. does not mean it is…
https://vimeo.com/804625324 In today’s vlog, I will be discussing the SECURE Act 2.0: Expanded Roth Contributions. This is our third vlog about the changes within the SECURE Act 2.0 which became…