Timely Topics

WHAT ARE SMA'S?

April 2024

Watch the full video

CUSTODIAL ROTH IRA'S

March 2024

Watch the full video

4 EXPENSES OFTEN OVERLOOKED IN RETIREMENT
January 2024

Watch the full video

CHANGING JOBS

November 2023

Watch the full video

WHAT TO DO AFTER DIVORCE?

October 2023

Watch the full video

ARE YOU ON THE RIGHT PATH?

August 2023

Watch the full video

BULL/BEAR MARKET

May 2023

Watch the full video

COST OF WAITING

April 2023

Watch the full video

SECURE ACT 2.0

March 2023

Watch the full video

QCD

December 2022

Watch the full video

ROTH IRA

December 2022

Watch the full video

GENERAL DURABLE POWER OF ATTORNEY
November 2022

Watch the full video

ASSET ALLOCATION

November 2022

Watch the full video

GPM

November 2022

Watch the full video

PAY DOWN DEBT OR SAVE FOR RETIREMENT
October 2022

Watch the full video

4 PERCENT RULE

October 2022

Watch the full video

SECOND OPINION

September 2022

Watch the full video

ROTH IRA CONVERSION

September 2022

Watch the full video

WHAT DOES FINANCIAL INDEPENDENCE MEAN TO YOU?
June 2022

Watch the full video

INFLATION DOESN'T RETIRE WHEN YOU DO
June 2022

Watch the full video