Videos

How can you create tax-free income in retirement? In this video, you’ll learn exactly why having the right account is integral to optimizing your tax-free income. Interested In Working With Me? Apply...

When does it make sense to hire a financial planner (and does it even make sense)? It depends on many factors and in this video you'll learn whether or not it makes sense for you to hire a financial p...

I’m not talking about rent, utilities, gas, insurance, taxes, retirement contributions. What amount of money do you spend on things you enjoy the most in life?

Most people don't know what it costs to retire because they don't know where to start. So, how much does it cost to retire? There are many factors when considering retirement, and even more with an ...

Taking a basic example of two people, should you save or should you invest right now? With current market conditions, it can seem scary to invest. I'd invite you to think about your goals when conside...

What expenses do you have today that won't be there in retirement?

How can you optimize your income in retirement? Should you follow the 4% rule? How can you make the most of your money throughout retirement? In this video, you'll learn the strategies to optimize you...

The point of these videos is to simply learn and start thinking about preparing for retirement. What better way to learn than to hear from different perspectives? When should you start planning for r...