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Recent Videos
Video Title
Predictions
Published
Status
The Hidden Cost Of Delaying Social Security (Nobody Tells You This)
4 days ago
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The Hidden Cost Of Delaying Social Security (Nobody Tells You This)
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4 days ago
Pending
Once They Understand THIS, All Retirees Pay Less in Healthcare
1 week ago
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Once They Understand THIS, All Retirees Pay Less in Healthcare
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1 week ago
Pending
3 Shocking Spending Truths From 280,000 Retirees
2 weeks ago
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3 Shocking Spending Truths From 280,000 Retirees
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2 weeks ago
Pending
59 With $2.8M And Still Not Retired? Watch This
3 weeks ago
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59 With $2.8M And Still Not Retired? Watch This
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3 weeks ago
Pending
Once Retirees Watch This, They Realise RMDs Are Easy
1 month ago
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Once Retirees Watch This, They Realise RMDs Are Easy
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1 month ago
Pending
Retiring at 60? How $2M Turns Into $4M Without Working
1 month ago
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Retiring at 60? How $2M Turns Into $4M Without Working
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1 month ago
Pending
What 750 Retirees Regret Most About Working Past 60
1 month ago
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What 750 Retirees Regret Most About Working Past 60
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1 month ago
Pending
I’m 55 With $1.5M in a 401(k): Can I Retire Early With Just That?
1 month ago
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I’m 55 With $1.5M in a 401(k): Can I Retire Early With Just That?
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1 month ago
Pending
If You Are THIS Retiree, You Are 5x Richer Than You Think
1 month ago
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If You Are THIS Retiree, You Are 5x Richer Than You Think
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1 month ago
Pending
How Smart Retirees STOP Worrying About Investing
2 months ago
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How Smart Retirees STOP Worrying About Investing
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2 months ago
Pending
You Will Never Retire Happy, Until You Learn This
2 months ago
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You Will Never Retire Happy, Until You Learn This
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2 months ago
Pending
If You Are THIS Retiree, You Are 5x Richer Than You Think
2 months ago
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If You Are THIS Retiree, You Are 5x Richer Than You Think
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2 months ago
Pending
I'm 57 With $5M Saved. Can I Retire Now & Spend $15k/Month?
2 months ago
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I'm 57 With $5M Saved. Can I Retire Now & Spend $15k/Month?
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2 months ago
Pending
If You Are These 5 Types of Retiree, You Are Richer Than You Think
2 months ago
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If You Are These 5 Types of Retiree, You Are Richer Than You Think
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2 months ago
Pending
Beautiful Bill Explained: Avoid Costly Giving Mistakes in 2026
3 months ago
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Beautiful Bill Explained: Avoid Costly Giving Mistakes in 2026
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3 months ago
Pending
Advisor Explains: The Right Way to Teach Kids About Money
3 months ago
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Advisor Explains: The Right Way to Teach Kids About Money
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3 months ago
Pending
Harsh Reality - 401k Withdrawals Are Not What You Think
3 months ago
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Harsh Reality - 401k Withdrawals Are Not What You Think
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3 months ago
Pending
If You Notice THIS, You Can Retire Earlier Than You Think
3 months ago
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If You Notice THIS, You Can Retire Earlier Than You Think
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3 months ago
Pending
Everything To Know About Retirement Taxes at 60 (before it's late)
4 months ago
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Everything To Know About Retirement Taxes at 60 (before it's late)
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4 months ago
Pending
4 Reasons to Retire at 62 With $1.5M or Less
4 months ago
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4 Reasons to Retire at 62 With $1.5M or Less
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4 months ago
Pending
Stop Ignoring Your Pension. Do This Instead (Real Math)
4 months ago
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Stop Ignoring Your Pension. Do This Instead (Real Math)
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4 months ago
Pending
Retire with $750k? The Roth Trap You Didn’t See Coming
4 months ago
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Retire with $750k? The Roth Trap You Didn’t See Coming
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4 months ago
Pending
The ROTH Conversion Lies That Retirees Believe (And What To Do Instead)
5 months ago
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The ROTH Conversion Lies That Retirees Believe (And What To Do Instead)
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5 months ago
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This ONE shift will transform your retirement
5 months ago
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This ONE shift will transform your retirement
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5 months ago
Pending
Why Retiring Early Gave Me My Life Back
5 months ago
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Why Retiring Early Gave Me My Life Back
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5 months ago
Pending
This ONE Trick Can Save Retirees Thousands in Taxes
5 months ago
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This ONE Trick Can Save Retirees Thousands in Taxes
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5 months ago
Pending
The Scariest Retirement Regrets You’ll Never Hear
5 months ago
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The Scariest Retirement Regrets You’ll Never Hear
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5 months ago
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7 Retirement Lies The Top 1% Don’t Want You To Hear
6 months ago
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7 Retirement Lies The Top 1% Don’t Want You To Hear
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6 months ago
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How to Retire So Quickly It Feels Illegal
6 months ago
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How to Retire So Quickly It Feels Illegal
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6 months ago
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8 Simple Habits That Will Completely Change Your Retirement
6 months ago
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8 Simple Habits That Will Completely Change Your Retirement
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6 months ago
Pending
The Surprising Reality Of How Much You Need To Retire In 2025
6 months ago
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The Surprising Reality Of How Much You Need To Retire In 2025
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6 months ago
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After 6 Months, This Retiree’s Plan Completely Collapsed. Here's Why...
7 months ago
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After 6 Months, This Retiree’s Plan Completely Collapsed. Here's Why...
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7 months ago
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5 Things EVERY Retiree Wishes They Knew Before They Retired
7 months ago
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5 Things EVERY Retiree Wishes They Knew Before They Retired
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7 months ago
Pending
If I Started Retirement Again, I’d Spend Completely Differently
7 months ago
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If I Started Retirement Again, I’d Spend Completely Differently
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7 months ago
Pending
Your Retirement Portfolio Is Lying To You… Here’s Why
7 months ago
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Your Retirement Portfolio Is Lying To You… Here’s Why
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7 months ago
Pending
I am 60 with $1,500,000. Can I Retire Now AND Spend $10k A Month?
8 months ago
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I am 60 with $1,500,000. Can I Retire Now AND Spend $10k A Month?
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8 months ago
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7 Assets You'll NEVER Regret Buying in Retirement...
8 months ago
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7 Assets You'll NEVER Regret Buying in Retirement...
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8 months ago
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The Social Security Iceberg: Why You're Claiming Wrong in 2025
8 months ago
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The Social Security Iceberg: Why You're Claiming Wrong in 2025
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8 months ago
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Why Maxing out Your 401(k) Is Worse Than You Think...
8 months ago
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Why Maxing out Your 401(k) Is Worse Than You Think...
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8 months ago
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Dividends vs Annuities: Are You REALLY Ready For Retirement?
9 months ago
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Dividends vs Annuities: Are You REALLY Ready For Retirement?
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9 months ago
Pending
Why The First 5 Years of Retirement Changes Everything
9 months ago
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Why The First 5 Years of Retirement Changes Everything
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9 months ago
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Once I Show Retirees This Data They No Longer Worry About Investing
9 months ago
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Once I Show Retirees This Data They No Longer Worry About Investing
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9 months ago
Pending
We Are 63 With $4,100,000 in Savings. How Much Can We Spend In Retirement?
9 months ago
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We Are 63 With $4,100,000 in Savings. How Much Can We Spend In Retirement?
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9 months ago
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3 HUGE Opportunities Most Retirees Miss
9 months ago
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3 HUGE Opportunities Most Retirees Miss
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9 months ago
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What 12 Years of Being An Advisor Finally Taught Me About Retirement
10 months ago
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What 12 Years of Being An Advisor Finally Taught Me About Retirement
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10 months ago
Pending
The Cost of Letting Go, Why Retirement After 60 Is SO Hard
10 months ago
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The Cost of Letting Go, Why Retirement After 60 Is SO Hard
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10 months ago
Pending
Why Everything in Retirement Changes If You Have a Pension
10 months ago
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Why Everything in Retirement Changes If You Have a Pension
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10 months ago
Pending
What Life With A $3.5M Retirement Portfolio Looks Like
10 months ago
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What Life With A $3.5M Retirement Portfolio Looks Like
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10 months ago
Pending
I'm a Retirement Advisor. Here's 3 Regrets Rich Retirees Have At 63
11 months ago
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I'm a Retirement Advisor. Here's 3 Regrets Rich Retirees Have At 63
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11 months ago
Pending
I Spoke To 100s of Retirees: Here's What Most Advisors Get Wrong
11 months ago
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I Spoke To 100s of Retirees: Here's What Most Advisors Get Wrong
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11 months ago
Pending
Average Retirement Savings By Age 55/60/65 - Where Are You?
11 months ago
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Average Retirement Savings By Age 55/60/65 - Where Are You?
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11 months ago
Pending
Harsh Truth: You Are Saving For Retirement ALL WRONG...
11 months ago
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Harsh Truth: You Are Saving For Retirement ALL WRONG...
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11 months ago
Pending
Fidelity Is Wrong! Use This Savings Rule Instead
12 months ago
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Fidelity Is Wrong! Use This Savings Rule Instead
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12 months ago
Pending
Retirement Expert Explains: 5 Signs You're Not Ready To Retire
1 year ago
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Retirement Expert Explains: 5 Signs You're Not Ready To Retire
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1 year ago
Pending
Watch This Video Before You Die
1 year ago
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Watch This Video Before You Die
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1 year ago
Pending
If I Inherit A House, Will I Pay Tax?
1 year ago
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If I Inherit A House, Will I Pay Tax?
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1 year ago
Pending
Do You Owe TAXES When You Inherit An Annuity?
1 year ago
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Do You Owe TAXES When You Inherit An Annuity?
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1 year ago
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I'm 61 With $1.8M. Should I Avoid ROTH Conversions?
1 year ago
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I'm 61 With $1.8M. Should I Avoid ROTH Conversions?
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1 year ago
Pending
What's YOUR Money Story?
1 year ago
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What's YOUR Money Story?
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1 year ago
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All About The Florida 529 Plan!
1 year ago
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All About The Florida 529 Plan!
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1 year ago
Pending
Do You Owe TAXES When You Inherit a Bank or Brokerage Account?
1 year ago
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Do You Owe TAXES When You Inherit a Bank or Brokerage Account?
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1 year ago
Pending
The Retirement Payday Routine: How The Rich Pay Themselves
1 year ago
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The Retirement Payday Routine: How The Rich Pay Themselves
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1 year ago
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Answer These 3 Questions To Maximise Your Social Security
1 year ago
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Answer These 3 Questions To Maximise Your Social Security
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1 year ago
Pending
3 Uncomfortable Retirement Truths NO ONE Talks About
1 year ago
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3 Uncomfortable Retirement Truths NO ONE Talks About
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1 year ago
Pending
I'm 56 With $750,000 In Savings. How Do I Retire Today?
1 year ago
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I'm 56 With $750,000 In Savings. How Do I Retire Today?
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1 year ago
Pending
WATCH OUT For These Medicare TRICKS This Fall!
1 year ago
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WATCH OUT For These Medicare TRICKS This Fall!
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1 year ago
Pending
The WORST Retirement Lies Told By Finance Gurus
1 year ago
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The WORST Retirement Lies Told By Finance Gurus
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1 year ago
Pending
Florida Prepaid VS Florida 529 Plan (Which one wins?)
1 year ago
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Florida Prepaid VS Florida 529 Plan (Which one wins?)
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1 year ago
Pending
How Does Retirement Change Once You Save $300k/$650k/$2M?
1 year ago
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How Does Retirement Change Once You Save $300k/$650k/$2M?
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1 year ago
Pending
I'm 60 With $600k In Savings. How Do I Retire Before 62?
1 year ago
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I'm 60 With $600k In Savings. How Do I Retire Before 62?
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1 year ago
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Are You Behind? How To Get Ahead of 99% Of Retirees
1 year ago
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Are You Behind? How To Get Ahead of 99% Of Retirees
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1 year ago
Pending
Can I Contribute To My HSA When I Turn 65?
1 year ago
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Can I Contribute To My HSA When I Turn 65?
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1 year ago
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You’re literally burning your retirement savings (and you don’t even know it)
1 year ago
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You’re literally burning your retirement savings (and you don’t even know it)
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1 year ago
Pending
Harsh Truth: Retiring Early Is WORSE Than You Think
1 year ago
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Harsh Truth: Retiring Early Is WORSE Than You Think
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1 year ago
Pending
Is Florida Prepaid Worth It?
1 year ago
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Is Florida Prepaid Worth It?
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1 year ago
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3 Ridiculously Good Reasons To Retire As Soon As Possible
1 year ago
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3 Ridiculously Good Reasons To Retire As Soon As Possible
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1 year ago
Pending
3 Tax-Friendly Ways To Donate
1 year ago
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3 Tax-Friendly Ways To Donate
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1 year ago
Pending
I’m 60 with $1M. Should I Claim Social Security at 62?
1 year ago
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I’m 60 with $1M. Should I Claim Social Security at 62?
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1 year ago
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What Happens When You Inherit an IRA?
1 year ago
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What Happens When You Inherit an IRA?
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1 year ago
Pending
What Happens To My Social Security If I Work Part-Time?
1 year ago
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What Happens To My Social Security If I Work Part-Time?
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1 year ago
Pending
The Magic of the 5 Years BEFORE Retirement (Double your savings!)
1 year ago
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The Magic of the 5 Years BEFORE Retirement (Double your savings!)
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1 year ago
Pending
We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?
1 year ago
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We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?
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1 year ago
Pending
How to pay $0 in tax on a high income (NO Roth conversions needed!)
1 year ago
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How to pay $0 in tax on a high income (NO Roth conversions needed!)
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1 year ago
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Why you need a CERTIFIED FINANCIAL PLANNER™
1 year ago
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Why you need a CERTIFIED FINANCIAL PLANNER™
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1 year ago
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The 8 MOST Common Investment Mistakes (and how to fix them!)
1 year ago
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The 8 MOST Common Investment Mistakes (and how to fix them!)
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1 year ago
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MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)
1 year ago
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MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)
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1 year ago
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Secure Act 2.0: NEW Rules for 2024
1 year ago
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Secure Act 2.0: NEW Rules for 2024
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1 year ago
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3 Early Retirement MYTHS! (And one powerful suggestion)
1 year ago
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3 Early Retirement MYTHS! (And one powerful suggestion)
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1 year ago
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Why YOU Need a Health Savings Account (Save tax 3 ways!)
1 year ago
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Why YOU Need a Health Savings Account (Save tax 3 ways!)
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1 year ago
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The 5 BIGGEST Mistakes Keeping You From Retiring
1 year ago
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The 5 BIGGEST Mistakes Keeping You From Retiring
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1 year ago
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CFP® Answers: Will you be able to rely on Social Security at retirement?
1 year ago
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CFP® Answers: Will you be able to rely on Social Security at retirement?
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1 year ago
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CFP® Answers: Can You Retire with $500,000?
1 year ago
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CFP® Answers: Can You Retire with $500,000?
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1 year ago
Pending
Do YOU Need Long-Term Care Insurance?
1 year ago
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Do YOU Need Long-Term Care Insurance?
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1 year ago
Pending
Why This Election Year Is Different
1 year ago
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Why This Election Year Is Different
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1 year ago
Pending
CFP® Answers: Can You Retire with $750,000?
1 year ago
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CFP® Answers: Can You Retire with $750,000?
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1 year ago
Pending
CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!
1 year ago
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CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!
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1 year ago
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CFP® Reveals: The 5 BIGGEST Expenses in Retirement
1 year ago
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CFP® Reveals: The 5 BIGGEST Expenses in Retirement
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1 year ago
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CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!
1 year ago
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CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!
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1 year ago
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CFP® Defines: The Ideal Spending Plan
1 year ago
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CFP® Defines: The Ideal Spending Plan
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1 year ago
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CFP® Explains: My FAVORITE Fixed Annuity
1 year ago
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CFP® Explains: My FAVORITE Fixed Annuity
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1 year ago
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CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...
1 year ago
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CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...
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1 year ago
Pending
How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory
1 year ago
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How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory
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1 year ago
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CFP® Defines: Important Tax Changes for 2024
1 year ago
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CFP® Defines: Important Tax Changes for 2024
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1 year ago
Pending
Joining Medicare this year? Watch THIS!
1 year ago
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Joining Medicare this year? Watch THIS!
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1 year ago
Pending
CFP® Answers: Do You Have A Ticking TAX Time Bomb?
1 year ago
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CFP® Answers: Do You Have A Ticking TAX Time Bomb?
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1 year ago
Pending
CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory
1 year ago
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CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory
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1 year ago
Pending
Attention Stay-At-Home Parent, You CAN Save For Retirement! | Julia Lembcke, CFP®
1 year ago
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Attention Stay-At-Home Parent, You CAN Save For Retirement! | Julia Lembcke, CFP®
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1 year ago
Pending
CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®
1 year ago
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CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®
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1 year ago
Pending
CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory
2 years ago
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CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory
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2 years ago
Pending
How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory
2 years ago
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How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory
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2 years ago
Pending
Destination Retirement Course: Income Planning for Retirement | URS Advisory, Florida
2 years ago
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Destination Retirement Course: Income Planning for Retirement | URS Advisory, Florida
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2 years ago
Pending
2023 Year-End Financial Planning Tips | Julia Lembcke, CFP | URS Advisory
2 years ago
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2023 Year-End Financial Planning Tips | Julia Lembcke, CFP | URS Advisory
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2 years ago
Pending
Major Update on Able Accounts | Age of Eligibility Extended to 46! | URS Advisory
2 years ago
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Major Update on Able Accounts | Age of Eligibility Extended to 46! | URS Advisory
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2 years ago
Pending
What is an ABLE account? | Corrine Poor, URS Advisory
2 years ago
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What is an ABLE account? | Corrine Poor, URS Advisory
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2 years ago
Pending
Medigap vs. Medicare Advantage | Julia Lembcke, President and Managing Director, URS Advisory
2 years ago
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Medigap vs. Medicare Advantage | Julia Lembcke, President and Managing Director, URS Advisory
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2 years ago
Pending
Which Medicare Plan is Right for You? | Julia Lembcke, President and Managing Director, URS Advisory
2 years ago
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Which Medicare Plan is Right for You? | Julia Lembcke, President and Managing Director, URS Advisory
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2 years ago
Pending
The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory
2 years ago
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The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory
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2 years ago
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Medicare Increases for 2024 | URS Advisory
2 years ago
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Medicare Increases for 2024 | URS Advisory
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2 years ago
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4 Parts of Medicare...and what they cover! | URS Advisory
2 years ago
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4 Parts of Medicare...and what they cover! | URS Advisory
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2 years ago
Pending
Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory
2 years ago
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Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory
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2 years ago
Pending
4 Steps to Secure an Early Retirement | Julia Lembcke, CFP® | URS Advisory
2 years ago
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4 Steps to Secure an Early Retirement | Julia Lembcke, CFP® | URS Advisory
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2 years ago
Pending
Favorite Savings Account HSA | URS Advisory
2 years ago
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Favorite Savings Account HSA | URS Advisory
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2 years ago
Pending
Financial Planning to Secure Your Future | Julia Lembcke, Managing Director and Head Planner
2 years ago
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Financial Planning to Secure Your Future | Julia Lembcke, Managing Director and Head Planner
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2 years ago
Pending