Media

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Videos

What exactly is comprehensive retirement planning?

Is it possible to have a tax-free retirement?

What exactly is a fiduciary, and why is it important?

CPA? CFP? Your retirement plan – do you need both?

The SECURE Act was a game changer. What should retirees do now?

What is tax diversification? Why is it important in retirement?

What is tax diversification? Why is it important in retirement?

What does it mean to OPTIMIZE my Social Security benefits?

What should I do in this rising interest rate environment?

What does it mean to prepare for all four seasons of taxation?

No one likes to pay taxes. What advice can you give me about taxes while planning for retirement?

Podcasts

The State of the US Economy As We Enter the 4th Quarter of 2023

Waiting for the Other Shoe To Drop on Interest Rate Increases

What Holistic Financial Planning Really Looks Like

How the “Rubber Meets The Road” in Retirement

How Your Federal Taxes are going up now without new legislation

US Investors Need to Hedge Their Bets in this Current Economy

The Feds Raised Interest Rates Again – Now What?

Understanding the Debt Crisis & Why There Is So Much Fear on Wall Street

Why the “Inflation Reduction Act” is really an oxymoron

How to separate Wall Street from the rest of the economy