Financial Videos

As a financial advisor, our videos are about sharing knowledge and tips to help you retire with confidence and peace of mind to a life YOU love.

Education is vital for financial planning success, and we like to share our knowledge through videos.

Whether you feel confident you are on track financially or just starting to think about your financial future, our videos are designed to be relevant and informative for everyone.

10 Best Financial Books Video

Reading the best financial books can do wonders for your net worth and financial confidence. Here are 10 of my favorite books that stand the test of time.

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Retirement Spending In Your Golden Years

Retirement spending can be a challenge. Within your budget, your retirement funds should be spent on experiences that you enjoy.

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Target Date Retirement Funds

A target-date retirement fund is an investment option that simplifies retirement planning. It automatically adjusts the asset allocation based on the target retirement date.

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5 Strategies to Boost Your Retirement Savings

In this video, I will share five strategies to boost your retirement savings. Be sure to consider whether these strategies support your own specific financial goals.

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4 Retirement Risks

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Here's a look at four common retirement risks and how to address them.

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ETFs vs Mutual Funds Video

Are you wondering what the differences are between ETFs and Mutual Funds? And which one is best for you? In this video, I will explain what ETFs and Mutual Funds are, then give you some tips to help you understand which one might be best for your situation.

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10 Questions to Ask a Financial Advisor

In this video, I will give you 10 great questions to ask in your first meeting with a financial advisor before you make the big decision to work with them.

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Understanding Health Care in Retirement

For many people in retirement, navigating the maze of health insurance options can be overwhelming. In this video I talk about how Medicare works - and your coverage options for filling in the gaps for retirement planning.

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How Women Can Overcome Obstacles to Retirement

Women face unique obstacles to retirement. One of the best ways to overcome these obstacles is to save as much as possible as early as possible. Women should also plan how they will cover long-term care needs, for example purchasing long-term care insurance or self-funding through portfolio assets or home equity.

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Successful Investment Principles

Successful Investment Principles include focusing on what you can control, putting time on your side, not trying to time the markets, tuning out the noise and avoiding emotional rollercoasters, and understanding all forms of risk.

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