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.

This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class.