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Videos & Resources

Check out our latest informative videos and presentations on all things financial.

Explore our extensive collection of informative videos and resources covering a wide range of financial topics. Here are just a few examples:

1. How to Bake a Pie-R-A:
– Learn about the unique tax advantages of Roth IRAs compared to traditional IRAs.

2. Bull and Bear Go To Market:
– Discover the difference between bull and bear markets and gain insights into market trends.

3. Preparation is the Key to Retirement:
– Explore simple yet powerful ideas that can make a significant impact on your retirement savings over time.

4. Retirement Accounts When You Change Your Job:
– Understand the considerations and options for handling your retirement accounts when transitioning to a new job.

5. Timing Your Retirement:
– Gain valuable insights into the importance of timing your retirement and how it can impact your overall retirement strategy.

6. What You Need to Know About Social Security:
– Get clarity on rumors and concerns surrounding Social Security benefits and their sustainability.

…and more!

Feel free to browse through all of our available videos to find the information that resonates with your financial goals and helps you make more informed decisions.