More and more people are ready to retire so it’s not uncommon for someone to ask us if they can retire next year. That’s not...
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BROWSE VIDEOS BY TOPIC... Social Security 401k Retirement
Should I contribute to my 401k or Roth 401k in my 60s?
In this video, we will discuss whether it’s better to contribute to a traditional 401k or a Roth 401k when you’re in your 60s by...
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Will my taxes be higher or lower in retirement?
In this video, we’ll help you get a better idea of how you can determine whether your taxes will be higher or lower in retirement....
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Should I Claim Social Security at Age 67 or 70? 3 Cases Age 67 May Be Better!
Should I claim Social Security at age 67 or 70? This is a discussion we have with clients all the time and it’s critical because...
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How to get more tax-free money and income for retirement
Without that steady income stream from work, people most commonly rely on their investments. Depending on where you’ve been saving, your money will likely come...
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4 Tips Get the Most Out or Your 401k Plan & Maximize Your 401k Money
Your 401k is likely your biggest savings tool for retirement and depending on how you manage it could be the difference in retiring early, retiring...
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Can I work and Collect Social Security at the same time? What are the rules? Are there deductions?
Today we’re going to talk all about the rules around working and collecting Social Security. Everything you need to know will be laid out in...
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3 Important Gaps to Fill to be Ready for Retirement!
Before you retire, there are three important gaps that you need to have filled to help you enjoy retirement and live with confidence.
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Does it make sense to convert my 401k & IRA to a Roth IRA while still working?
The decisions you make today could potentially save or cost you hundreds or thousands of dollars in retirement and a Roth conversion is one of...
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Will Social Security Run Out? When Should I File for Social Security Benefits?
Is Social Security running out of money? Should you go ahead and claim your benefits as soon as you’re eligible just in case it runs...
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I’m 62 Years Old With $1.7 Million in 401k and IRAs. How Do I Pay Fewer Taxes in Retirement?
June 19, 2023
In this video, we’re going to talk about factors to consider and strategies to utilize to lower the amount of tax you’re going to owe so that you can keep more of your hard-earned money in your pocket. No one wants to give more to the IRS than they have to and we’re going to talk about ways to do that.
Retirement Withdrawal Strategy – Which Account to Pull From First
June 12, 2023
Which account should you take your money from first when you retire? That’s a question we get all the time when meeting with new people, and depending on what you do, it could either save you or cost you thousands of dollars in retirement income in taxes.
5 Things To Do When Retiring Within 5 Years!
June 5, 2023
You’re coming down the final stretch and retirement is quickly approaching. What you do over the next few years could make or break your retirement. Without taking the necessary action to secure your financial future, it could be the difference between enjoying your retirement or having to cut your lifestyle.
What Should I Do With My 401k When I Retire?
May 22, 2023
You’ve been saving into your 401k throughout your working years and now the time has come to retire. This 401k account will likely be your most valuable asset and you’ll soon be cutting checks out of that 401k to create income.
3 Mistakes to Avoid Planning for Retirement as a Couple
May 8, 2023
Today we want to share with you three common mistakes to avoid as a married couple planning for retirement.
5 Social Security Myths to Know Before Filing
April 26, 2023
In This Video: Before you can make the best decision about when to claim your Social Security benefits, you need to be aware of these
When to Take Social Security – 3 Uncommon Factors to Consider
April 10, 2023
In This Video: Social Security will be a big piece of the retirement income puzzle for most Americans, but they don’t always give it as
Retirement Planning Assumptions to Avoid
March 15, 2023
In This Video: We often hear people make assumptions about retirement that they end up building a plan around but making a mistake with healthcare,
How to Reduce Income Taxes in 2023
February 13, 2023
In This Video: In this video, we’re going to talk about three ways to potentially reduce your income taxes in 2023. These strategies could potentially
Am I ready to retire? 10 Point Retirement Checklist
January 25, 2023
In This Video: Everyone wants to know when they will be able to retire. If it’s not the first question we get, it’s very soon