Financial Education Video Library

 January 2025

Discover the countless benefits of Rothdiscover the countless benefits of Roth accounts, regardless of your age, financial situation, or background.  accounts, regardless of your age, financial situation, or background. 

Don't let confusing tax rules eat away at your nest egg!  Watch and gain a deep understanding of the unique tax landscape that applies to retirees.

In today's landscape of rising interest rates and volatilemarkets, understanding tax efficiency in retirement is more crucial than ever. Watch and uncover the most effective strategies for minimizing your tax burdenin retirement.

In a world of economic uncertainty and market volatility, finding safe havens for your hard-earned money can feel like searching for buried treasure without a map. This class will be your compass, guiding you through the choppy waters of today's financial markets to discover secure investment opportunities that can weather any storm. 

Preparing for Retirement: Essential Strategies for a Smooth Transition

Are you within a decade of retirement or just starting your golden years? Don't miss our essential class, "Preparing for Retirement: Essential Strategies for a Smooth Transition." In this engaging session, we'll uncover the shifting landscape of retirement and equip you with the tools to navigate these changes confidently. 

One of the most popular questions we come across when helping our prospects and clients is "how do I build an income plan to last me throughout my retirement?". There are many factors to take into consideration when you approach this stage of life. Scott will walk you through the best ways to prepare an efficient and effective income plan that will help with your peace of mind throughout retirement.

Are you prepared for the rising costs of long-term care? In this informative session, we dive deep into the essentials of planning for long-term care expenses—an increasingly important topic as the baby boomer generation ages.

We all want to make sure we live comfortably and securely in retirement, but how can we do that? Scott will walk you through the steps you can take and what to keep in mind as you grow your financial portfolio and start to (or continue to) plan for retirement.

Are you in the market for a financial advisor? Do you know what type of advisor you are looking for? In this class, Scott walks through the different types of advisors and what to look for in each type. Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought.

Annuities can be a complex financial discussion. Which should you choose and why? In this popular class you will learn about the different types of annuities and how financial professionals like Scott, recommend using these in your retirement and financial plans.

Dive deep into the critical topic of Required Minimum Distributions (RMDs), as we reveal the latest rules, strategies, and common pitfalls that everyone approaching retirement needs to know. Whether planning for your own financial future or hoping to avoid costly mistakes, you will gain unbiased, educational insights as Scott brings real-world experience and a passion for helping people thrive through informed decision-making. 

Are you ready to secure your financial legacy and protect your loved ones from the complexities and high costs of the unknown? Our Essential Estate Planning class is designed to demystify the process, proving that securing your future is much simpler than you think. You’ll learn practical strategies for maintaining control of your assets, ensuring a quick and cost-effective transfer of your estate, and avoiding the pitfalls of probate, which can consume up to 10% of a gross estate. We'll break down the key differences between a will-based plan and a trust-based plan, and show you simple, powerful tools like beneficiary designations (TOD/POD) to ensure your wishes are carried out and your heirs are protected. Register now to gain the clarity and confidence to finally put your essential legal documents in place.