Thursday, June 30, 2022 What Do You Really Spend on YOU?

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?

Friday, June 24, 2022 How Much Does It Cost To Retire? Use This Strategy To Determine Your Retirement Expenses

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 ...

Thursday, June 23, 2022 Should I Save or Invest Right Now?

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...

Thursday, June 23, 2022 Retirement Expenses Explained

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

Wednesday, June 22, 2022 How To Optimize Income Throughout 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...

Tuesday, June 14, 2022 Guessing How Much Strangers Are Investing In Los Angeles, CA

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...

Monday, May 23, 2022 Guessing Strangers Income in Beverly Hills, California

I'm guessing strangers income in Beverly Hills, California. How much do people make? How much do people have invested? Do they have a Roth IRA? In this video, you'll hear from complete strangers as ...

Thursday, April 28, 2022 10 Steps To Prepare For Retirement

Retiring can feel overwhelming at times when it comes to investing, taxes, Social Security, etc. In this video, you'll learn the ten steps to prepare for retirement. Interested In Working With Us? A...

Monday, April 25, 2022 How Much is Enough In Retirement To Ensure You Never Run Out Of Money?

How much is enough in retirement to ensure you never run out of money? Well, "enough" is different for everyone. In this video, you'll learn how much you can withdraw in retirement to ensure you never...

Friday, April 15, 2022 How To Invest To Outpace Inflation

Inflation is at a record high of 40 years. How can you invest to outpace inflation. In this video, you'll learn the tips to outpace inflation. Interested In Working With Us? Apply Here: https://form....

Wednesday, April 13, 2022 A Complete Guide To Required Minimum Distributions

How can you best navigate Required Minimum Distributions? RMDs or Required Minimum Distributions will often cause you to take more funds out than you need to and can subject you to additional taxes. ...

Thursday, March 31, 2022 5 Key Considerations To Retire Early

How much does it cost to retire? In this video, you'll learn the five major factors to understand how you can create your secure retirement. Timestamps 00:00 - Introduction 1:20 - The big question 1:...