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Recent Videos
Video Title
Predictions
Published
Status
Three simple levers can reduce future RMD stress...
1 day ago
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Three simple levers can reduce future RMD stress...
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1 day ago
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I’ve Never Seen So Many Retirees Make This Same Mistake
3 days ago
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I’ve Never Seen So Many Retirees Make This Same Mistake
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3 days ago
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How many non-work friends do you have?
3 days ago
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How many non-work friends do you have?
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3 days ago
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Smart planning today could mean more tax-free income later.
5 days ago
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Smart planning today could mean more tax-free income later.
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5 days ago
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Blind ranking retirement accounts.
1 week ago
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Blind ranking retirement accounts.
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1 week ago
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What's your Tuesday plan?
1 week ago
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What's your Tuesday plan?
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1 week ago
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This Is What a $10M Retirement Actually Looks Like
1 week ago
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This Is What a $10M Retirement Actually Looks Like
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1 week ago
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01 03 26 JRF JC GV5 BJ11 44RF SHRT
1 week ago
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01 03 26 JRF JC GV5 BJ11 44RF SHRT
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1 week ago
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What percentage are you holding in cash right now?
1 week ago
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What percentage are you holding in cash right now?
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1 week ago
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Culture starts with clarity...
2 weeks ago
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Culture starts with clarity...
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2 weeks ago
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Retiring After 65? The Rules Change (Hint: You Can Spend More)
2 weeks ago
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Retiring After 65? The Rules Change (Hint: You Can Spend More)
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2 weeks ago
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The #1 regret of the dying? Living the life others expected instead of the one they wanted
2 weeks ago
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The #1 regret of the dying? Living the life others expected instead of the one they wanted
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2 weeks ago
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The best approach is usually the simplest one.
2 weeks ago
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The best approach is usually the simplest one.
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2 weeks ago
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18 Months Into Retirement, This is What Surprised Me Most | Retirement Reality
3 weeks ago
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18 Months Into Retirement, This is What Surprised Me Most | Retirement Reality
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3 weeks ago
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Most people ask where to pull from, but the better question is...
3 weeks ago
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Most people ask where to pull from, but the better question is...
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3 weeks ago
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If you want to care for your family, don’t leave them guessing.
3 weeks ago
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If you want to care for your family, don’t leave them guessing.
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3 weeks ago
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Here's the Most Unethical Thing Advisors Do
3 weeks ago
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Here's the Most Unethical Thing Advisors Do
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3 weeks ago
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What can't wait until 75?
3 weeks ago
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What can't wait until 75?
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3 weeks ago
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What age are you planning to file for YOUR social security?
3 weeks ago
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What age are you planning to file for YOUR social security?
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3 weeks ago
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The Hardest Year of Retirement: What No One Warned Me About | Retirement Reality
4 weeks ago
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The Hardest Year of Retirement: What No One Warned Me About | Retirement Reality
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4 weeks ago
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There’s an opportunity cost to spending down your investments to delay social security.
4 weeks ago
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There’s an opportunity cost to spending down your investments to delay social security.
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4 weeks ago
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Retirement advice for singles NEEDS to be different than advice for married couples
4 weeks ago
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Retirement advice for singles NEEDS to be different than advice for married couples
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4 weeks ago
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HSAs are incredible, unless they’re not the right fit.
4 weeks ago
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HSAs are incredible, unless they’re not the right fit.
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4 weeks ago
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The Hidden Cost of Roth Conversions Avoiding Surprise Medicare Charges
1 month ago
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The Hidden Cost of Roth Conversions Avoiding Surprise Medicare Charges
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1 month ago
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Blind ranking retirement purchases…
1 month ago
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Blind ranking retirement purchases…
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1 month ago
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Root started with one realization...
1 month ago
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Root started with one realization...
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1 month ago
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Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality
1 month ago
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Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality
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1 month ago
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The backdoor Roth strategy explained
1 month ago
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The backdoor Roth strategy explained
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1 month ago
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Social Security at 62 can be smart, but not for everyone.
1 month ago
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Social Security at 62 can be smart, but not for everyone.
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1 month ago
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Most Retirement Advice Fails Singles (Here’s What to Do Instead)
1 month ago
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Most Retirement Advice Fails Singles (Here’s What to Do Instead)
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1 month ago
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This isn’t about bashing advisors… this is about protecting your future.
1 month ago
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This isn’t about bashing advisors… this is about protecting your future.
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1 month ago
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The penny beats the million, if it doubles.
1 month ago
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The penny beats the million, if it doubles.
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1 month ago
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Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
1 month ago
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Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
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1 month ago
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Blind ranking retirement tax strategies.
1 month ago
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Blind ranking retirement tax strategies.
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1 month ago
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Don’t Wait Until 70 for Social Security Unless You Hear This First
1 month ago
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Don’t Wait Until 70 for Social Security Unless You Hear This First
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1 month ago
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What you do with your 401k at retirement matters more than most people realize.
1 month ago
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What you do with your 401k at retirement matters more than most people realize.
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1 month ago
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Are you maximizing your HSA?
1 month ago
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Are you maximizing your HSA?
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1 month ago
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Early Retirement at 51: How He Turned an Unexpected Ending into a New Beginning | Retirement Reality
1 month ago
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Early Retirement at 51: How He Turned an Unexpected Ending into a New Beginning | Retirement Reality
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1 month ago
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Most retirees don't realize they have MORE tax planning opportunities after retirement than before!
1 month ago
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Most retirees don't realize they have MORE tax planning opportunities after retirement than before!
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1 month ago
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Paying 0% in taxes sounds too good to be true, but it’s possible.
1 month ago
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Paying 0% in taxes sounds too good to be true, but it’s possible.
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1 month ago
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Retiring With a Pension? Here’s How It Changes Everything About Your Retirement Math
1 month ago
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Retiring With a Pension? Here’s How It Changes Everything About Your Retirement Math
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1 month ago
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Which one of these are you capitalizing on?
1 month ago
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Which one of these are you capitalizing on?
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1 month ago
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You don’t need a million dollars to retire, you need a plan that fits your life.
1 month ago
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You don’t need a million dollars to retire, you need a plan that fits your life.
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1 month ago
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Why He Walked Away From Work at 57 — and Never Looked Back | Retirement Reality
1 month ago
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Why He Walked Away From Work at 57 — and Never Looked Back | Retirement Reality
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1 month ago
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Retiree Reveals What It’s Really Like
1 month ago
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Retiree Reveals What It’s Really Like
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1 month ago
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When should you file for Social Security? Probably not when you think.
1 month ago
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When should you file for Social Security? Probably not when you think.
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1 month ago
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Inside a Retiree’s Life: The Reality
1 month ago
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Inside a Retiree’s Life: The Reality
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1 month ago
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The Secret Cost of Claiming Social Security Too Early (or Too Late)
1 month ago
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The Secret Cost of Claiming Social Security Too Early (or Too Late)
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1 month ago
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Are you guilty of any of these mistakes?
1 month ago
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Are you guilty of any of these mistakes?
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1 month ago
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Is it time for you to get a Financial Advisor?
2 months ago
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Is it time for you to get a Financial Advisor?
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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Retiree Reveals What It’s Really Like
2 months ago
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Retiree Reveals What It’s Really Like
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2 months ago
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What Retirement Is Actually Like
2 months ago
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What Retirement Is Actually Like
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2 months ago
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Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality
2 months ago
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Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality
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2 months ago
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Most people start retirement planning by asking, “How much do I need?” But that’s the wrong question
2 months ago
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Most people start retirement planning by asking, “How much do I need?” But that’s the wrong question
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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Retiree Reveals What It’s Really Like
2 months ago
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Retiree Reveals What It’s Really Like
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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POV: Retiree Shares Truth About Leaving Work
2 months ago
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POV: Retiree Shares Truth About Leaving Work
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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How to Maximize Social Security Spousal Benefits (Even if You Collect Your Benefit Early)
2 months ago
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How to Maximize Social Security Spousal Benefits (Even if You Collect Your Benefit Early)
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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POV: Retiree Shares Truth About Leaving Work
2 months ago
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POV: Retiree Shares Truth About Leaving Work
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2 months ago
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Retiree Reveals What It’s Really Like
2 months ago
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Retiree Reveals What It’s Really Like
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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Focus on what you put in, not what you get out.
2 months ago
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Focus on what you put in, not what you get out.
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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Financial planning isn’t an engineering problem.
2 months ago
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Financial planning isn’t an engineering problem.
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2 months ago
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How do you minimize future regrets?
2 months ago
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How do you minimize future regrets?
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2 months ago
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No one knows what the next 10 years will look like.
2 months ago
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No one knows what the next 10 years will look like.
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2 months ago
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Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?)
2 months ago
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Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?)
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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When culture and trust align, excellence happens naturally.
2 months ago
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When culture and trust align, excellence happens naturally.
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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POV: Retiree Shares Truth About Leaving Work
2 months ago
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POV: Retiree Shares Truth About Leaving Work
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2 months ago
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The best advice often sounds cliché, until it’s true for you!
2 months ago
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The best advice often sounds cliché, until it’s true for you!
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2 months ago
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Retiree Reveals What It’s Really Like
2 months ago
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Retiree Reveals What It’s Really Like
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2 months ago
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What Retirement Is Actually Like
2 months ago
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What Retirement Is Actually Like
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2 months ago
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Your investment statement doesn’t tell the whole story.
2 months ago
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Your investment statement doesn’t tell the whole story.
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2 months ago
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The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity | Retirement Reality
2 months ago
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The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity | Retirement Reality
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2 months ago
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POV: Retiree Shares Truth About Leaving Work
2 months ago
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POV: Retiree Shares Truth About Leaving Work
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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Start with what matters most.
2 months ago
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Start with what matters most.
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2 months ago
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What Retirement Is Actually Like
2 months ago
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What Retirement Is Actually Like
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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Some people never spend their wealth!
2 months ago
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Some people never spend their wealth!
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2 months ago
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Retiree Reveals What It’s Really Like
2 months ago
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Retiree Reveals What It’s Really Like
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2 months ago
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What Retirement Is Actually Like
2 months ago
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What Retirement Is Actually Like
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2 months ago
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You fear running out of money in retirement, but...
2 months ago
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You fear running out of money in retirement, but...
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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Inside a Retiree’s Life: The Reality
2 months ago
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Inside a Retiree’s Life: The Reality
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2 months ago
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You’re not alone if you’re worried about outliving your money!
2 months ago
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You’re not alone if you’re worried about outliving your money!
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2 months ago
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Retirement Income Strategy Explained — How to Pay Yourself for Life
2 months ago
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Retirement Income Strategy Explained — How to Pay Yourself for Life
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2 months ago
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What Retirement Is Actually Like
2 months ago
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What Retirement Is Actually Like
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2 months ago
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The Truth About Retirement No One Tells You
2 months ago
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The Truth About Retirement No One Tells You
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2 months ago
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Uncovering the root of your retirement fears!
2 months ago
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Uncovering the root of your retirement fears!
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2 months ago
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Retiree Reveals What It’s Really Like
2 months ago
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Retiree Reveals What It’s Really Like
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2 months ago
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Early Retiree Shares Why He Retired Early
2 months ago
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Early Retiree Shares Why He Retired Early
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2 months ago
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Beyond financial wealth: what else matters in life?
2 months ago
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Beyond financial wealth: what else matters in life?
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2 months ago
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Early Retiree Shares Truth About Retiring Early
2 months ago
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Early Retiree Shares Truth About Retiring Early
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2 months ago
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Early Retiree Shares the Key to Retiring Early
2 months ago
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Early Retiree Shares the Key to Retiring Early
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2 months ago
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Are you ready for the biggest transition of your life?
2 months ago
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Are you ready for the biggest transition of your life?
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2 months ago
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Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
2 months ago
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Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
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2 months ago
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Early Retiree Shares Truth About Retiring Early
2 months ago
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Early Retiree Shares Truth About Retiring Early
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2 months ago
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Early Retiree Shares Why He Retired Early
2 months ago
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Early Retiree Shares Why He Retired Early
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2 months ago
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Retirement doesn’t have to be a finish line, you can test the waters without quitting for good!
2 months ago
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Retirement doesn’t have to be a finish line, you can test the waters without quitting for good!
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2 months ago
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Early Retiree Shares Truth About Retiring Early
2 months ago
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Early Retiree Shares Truth About Retiring Early
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2 months ago
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Early Retiree Shares How He Retired Early
2 months ago
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Early Retiree Shares How He Retired Early
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2 months ago
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Ask yourself this: Could you actually retire today?
2 months ago
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Ask yourself this: Could you actually retire today?
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2 months ago
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Early Retiree Shares Why He Retired Early
2 months ago
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Early Retiree Shares Why He Retired Early
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2 months ago
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Early Retiree Shares the Key to Retiring Early
2 months ago
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Early Retiree Shares the Key to Retiring Early
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2 months ago
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Early Retiree Shares Truth About Retiring Early
2 months ago
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Early Retiree Shares Truth About Retiring Early
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2 months ago
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3 Investments That Should Never Go In Your Retirement Portfolio
2 months ago
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3 Investments That Should Never Go In Your Retirement Portfolio
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2 months ago
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Early Retiree Shares the Key to Retiring Early
2 months ago
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Early Retiree Shares the Key to Retiring Early
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2 months ago
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Early Retiree Shares Truth About Retiring Early
2 months ago
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Early Retiree Shares Truth About Retiring Early
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2 months ago
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Early Retiree Shares Truth About Retiring Early
2 months ago
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Early Retiree Shares Truth About Retiring Early
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2 months ago
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Early Retiree Shares Tips on How to Retire Early
2 months ago
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Early Retiree Shares Tips on How to Retire Early
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2 months ago
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Early Retiree Shares Tips on How to Retire Early
2 months ago
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Early Retiree Shares Tips on How to Retire Early
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2 months ago
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Wealth Isn’t Just About Money. It’s About Time!
2 months ago
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Wealth Isn’t Just About Money. It’s About Time!
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2 months ago
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This Retirement Math Might Change Your Timeline (Case Study)
2 months ago
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This Retirement Math Might Change Your Timeline (Case Study)
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2 months ago
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Early Retiree Shares How He Retired Early
2 months ago
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Early Retiree Shares How He Retired Early
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2 months ago
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Early Retiree Shares Truth About Retiring Early
2 months ago
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Early Retiree Shares Truth About Retiring Early
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2 months ago
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Early Retiree Shares Why He Retired Early
2 months ago
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Early Retiree Shares Why He Retired Early
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2 months ago
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10 Ways Retirement Has Completely Changed in 30 Years
3 months ago
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10 Ways Retirement Has Completely Changed in 30 Years
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3 months ago
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Will 85-year-old you be proud of what you did today?
3 months ago
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Will 85-year-old you be proud of what you did today?
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3 months ago
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More money won’t fix lost time.
3 months ago
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More money won’t fix lost time.
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3 months ago
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Don’t say “I’m retiring” unless your numbers say you can.
3 months ago
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Don’t say “I’m retiring” unless your numbers say you can.
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3 months ago
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Being loyal to your job doesn’t guarantee job security!
3 months ago
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Being loyal to your job doesn’t guarantee job security!
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3 months ago
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$10M+ Net Worth Case Study: What to Do First
3 months ago
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$10M+ Net Worth Case Study: What to Do First
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3 months ago
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Money is the tool, not the goal!
3 months ago
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Money is the tool, not the goal!
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3 months ago
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Can your spouse explain your financial plan in 10 seconds?
3 months ago
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Can your spouse explain your financial plan in 10 seconds?
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3 months ago
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You can track your net worth to the dollar. But what about your peace of mind?
3 months ago
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You can track your net worth to the dollar. But what about your peace of mind?
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3 months ago
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The harsh truth: money saved doesn’t matter if you don’t live long enough to use it.
3 months ago
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The harsh truth: money saved doesn’t matter if you don’t live long enough to use it.
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3 months ago
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The 3 Worst Retirement Mistakes I See All the Time
3 months ago
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The 3 Worst Retirement Mistakes I See All the Time
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3 months ago
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No one regrets spending money on what matters!
3 months ago
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No one regrets spending money on what matters!
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3 months ago
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The BEST Retirement Advice (From 909 Real Retirees)
3 months ago
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The BEST Retirement Advice (From 909 Real Retirees)
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3 months ago
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5 Signs You Should Fire Your Financial Advisor
3 months ago
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5 Signs You Should Fire Your Financial Advisor
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3 months ago
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How I Got to Throw the First Pitch for the Padres
3 months ago
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How I Got to Throw the First Pitch for the Padres
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