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Say Goodbye to the Social Security Penalty: Big 2025 Tax Cut for State and Local Employees!

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No longer the 4% rule.

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4 Retirement numbers successful retirees know

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3 accounts high-income earners may not want to max out.

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Six Key Habits of Successful Retirees

01:58

Subscribe to stay up to date with timely financial advice.

04:59

The Month you Retire Matters

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Uncover the hidden fees in your investments.

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Truth: You want to pay MORE taxes in 2024.

05:44

Maximize your pension using life insurance

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Buffered ETFs, Structured Notes, and Indexed Annuities explained.

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You're not covered. The Truth about your LTD.

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Retire Earlier: The Pension Hack

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The truth about advisor fees: How Much Should You Pay?

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Real esate, lower taxes and cash value life insurance.

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The TRUTH about taxes. How to avoid a massive tax bill.

07:54

The one FATAL flaw in most retirement income plans.

03:38

What High Income Earners get WRONG about tax free savings

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Why new clients may be ahead but feel #LeftBehind

06:09

Follow this easy 3 step process to build your OWN financial plan.

08:00

Why I disagree with this "rule of thumb" from Fidelity.

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Your money and your health have a huge, and similar, impact on your life.

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Your 401k (and probably IRA) could be in big trouble with this common #investment

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Keys To Building A Financial Plan!

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Military and First Responder Program

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AVOID A Costly Mistake With Your Money!

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How To Calculate and MAXIMIZE Your Retirement

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How to MAXIMIZE your cash flow in retirement

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De-Risk your Retirement: How to choose a financial advisor?

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Retire with More Confidence, and More Money

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How to generate Passive Income (the secret sauce)

07:03

Wonder why your "diversified" portfolio got killed?

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Don't miss out on timely financial planning advice.

07:13

The TRUTH about this guaranteed 11% investment.

07:57

Retire on time by eliminating these 3 threats to your #retirement.

08:29

This investment never loses, only wins, and you DON'T own it.

05:24

The TRUTH about the biggest threat to your investments. Put on your tinfoil hat!

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Your portfolio is NOT "diversified". The TRUTH about your investments.

07:00

3 ways to invest to ALWAYS BE RIGHT

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Don't make these 3 retirement mistakes.

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The TRUTH about getting financial help from the internet

26:23

Free legal opinions! Wills, trusts, and estates.

02:06

Roth Conversion and Tax Consequences

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What does the financial planning process look like (and what does it cost?!?)

29:39

FULL LTC planning webinar: 30 minutes will stop you from wasting your $$$

10:54

Long term care PART 3: Example strategies to address this financial threat

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Long term care PART 2: Avoid a costly mistake

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Long term care PART 1: What it costs

07:47

You control how much $ you will pay in taxes, don't make an expensive mistake!