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Recent Videos
Video Title
Predictions
Published
Status
Your Taxes Might Be HIGHER in Retirement
1 week ago
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Your Taxes Might Be HIGHER in Retirement
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1 week ago
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The ‘Easy Button’ Tax Plan Retirees Should Question
2 weeks ago
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The ‘Easy Button’ Tax Plan Retirees Should Question
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2 weeks ago
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Why Retirees Feel Stuck
2 weeks ago
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Why Retirees Feel Stuck
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2 weeks ago
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Why Your Advisor Keeps Saying “Ask Your Tax Guy"
1 month ago
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Why Your Advisor Keeps Saying “Ask Your Tax Guy"
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1 month ago
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The Tax Mistake 90% of Retirees Miss
1 month ago
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The Tax Mistake 90% of Retirees Miss
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1 month ago
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Will Social Security Disappear?
1 month ago
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Will Social Security Disappear?
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1 month ago
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🚨 Retirees are missing this HUGE financial blind spot!
1 month ago
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🚨 Retirees are missing this HUGE financial blind spot!
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1 month ago
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Social Security Will NOT Go Broke and Here's Why - Ep 48
1 month ago
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Social Security Will NOT Go Broke and Here's Why - Ep 48
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1 month ago
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Your 401(k) Is a Ticking Tax Time Bomb
2 months ago
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Your 401(k) Is a Ticking Tax Time Bomb
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2 months ago
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Franchising in Retirement with Special Guest Cliff Nonnenmacher - Ep 47
2 months ago
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Franchising in Retirement with Special Guest Cliff Nonnenmacher - Ep 47
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2 months ago
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65 Years Old? You Will See 2 or 3 Market Crashes in Retirement
2 months ago
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65 Years Old? You Will See 2 or 3 Market Crashes in Retirement
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2 months ago
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The 1929 Mistake Retirees Are Making Again
2 months ago
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The 1929 Mistake Retirees Are Making Again
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2 months ago
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Retirement Isn’t About Returns
2 months ago
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Retirement Isn’t About Returns
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2 months ago
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Retirees: Are you making this 1929 Mistake?
2 months ago
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Retirees: Are you making this 1929 Mistake?
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2 months ago
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From Booms to Bubbles: What Retirees Should Know About Today’s Market - Ep 46
2 months ago
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From Booms to Bubbles: What Retirees Should Know About Today’s Market - Ep 46
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2 months ago
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Cybersecurity For Retirees: Simple Steps To Stay Safe Online - Ep 45
2 months ago
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Cybersecurity For Retirees: Simple Steps To Stay Safe Online - Ep 45
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2 months ago
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Re-release: Ready for Retirement - The AIM System - Ep 44
3 months ago
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Re-release: Ready for Retirement - The AIM System - Ep 44
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3 months ago
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The Trust Betrayal — Retirement Account Emptied Twice
3 months ago
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The Trust Betrayal — Retirement Account Emptied Twice
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3 months ago
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Two Financially Dangerous Spouses
3 months ago
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Two Financially Dangerous Spouses
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3 months ago
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Financial Blind Spots in Marriage: Don’t Let This Happen to You - Ep 43
3 months ago
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Financial Blind Spots in Marriage: Don’t Let This Happen to You - Ep 43
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3 months ago
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Retirement Trends, Lottery Question, and a Peek Behind the Curtain - Ep 42
4 months ago
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Retirement Trends, Lottery Question, and a Peek Behind the Curtain - Ep 42
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4 months ago
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The Most Important (and Scariest) Part of Retirement
4 months ago
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The Most Important (and Scariest) Part of Retirement
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4 months ago
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The Art of Spending Down: 3 Retirement Hacks to Boost Income & Cut Taxes - Ep 41
4 months ago
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The Art of Spending Down: 3 Retirement Hacks to Boost Income & Cut Taxes - Ep 41
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4 months ago
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Avoiding the Retirement Planning Void: The CPA, The Advisor & The Chaos - Ep 40
5 months ago
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Avoiding the Retirement Planning Void: The CPA, The Advisor & The Chaos - Ep 40
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5 months ago
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College Planning Secrets with Expert Paul Compeau, CFP® - Ep 39
5 months ago
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College Planning Secrets with Expert Paul Compeau, CFP® - Ep 39
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5 months ago
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The Big Beautiful Bill: What It Really Means for Retirees - Ep 38
6 months ago
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The Big Beautiful Bill: What It Really Means for Retirees - Ep 38
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6 months ago
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The Retirement Planning Void
6 months ago
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The Retirement Planning Void
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6 months ago
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The Hidden Roth Conversion Window
6 months ago
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The Hidden Roth Conversion Window
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6 months ago
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Retirement Taxes w/out a Roth Conversion
6 months ago
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Retirement Taxes w/out a Roth Conversion
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6 months ago
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How Roth Created $1m+ for 60's Couple
6 months ago
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How Roth Created $1m+ for 60's Couple
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6 months ago
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Cut Taxes In Retirement!
6 months ago
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Cut Taxes In Retirement!
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6 months ago
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60 - 70 + Large 401k / IRA? Tax Idea!
6 months ago
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60 - 70 + Large 401k / IRA? Tax Idea!
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6 months ago
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Your Top Questions About Roth Conversions - Answered! - Ep 37
6 months ago
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Your Top Questions About Roth Conversions - Answered! - Ep 37
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6 months ago
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🚨 Hidden Roth Conversion Window Revealed (Ages 60–67 Must Watch!)
6 months ago
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🚨 Hidden Roth Conversion Window Revealed (Ages 60–67 Must Watch!)
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6 months ago
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2025 Hidden Roth Conversion Window for Ages 60–67 – Don’t Miss This
6 months ago
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2025 Hidden Roth Conversion Window for Ages 60–67 – Don’t Miss This
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6 months ago
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The Hidden Roth Conversion Window
6 months ago
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The Hidden Roth Conversion Window
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6 months ago
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Visualizing the Power of the Roth Conversion
6 months ago
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Visualizing the Power of the Roth Conversion
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6 months ago
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Roth Conversions - The Hidden Benefit
6 months ago
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Roth Conversions - The Hidden Benefit
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6 months ago
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Roth Conversions – Best Explanation You’ve Ever Heard
6 months ago
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Roth Conversions – Best Explanation You’ve Ever Heard
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6 months ago
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The Tax Reality that Retiree’s Don’t Realize
7 months ago
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The Tax Reality that Retiree’s Don’t Realize
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7 months ago
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Unlocking the Hidden Roth Conversion Window
7 months ago
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Unlocking the Hidden Roth Conversion Window
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7 months ago
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The IRS is Coming for Your 401(k) & IRA... Unless You Do This - Ep 36
7 months ago
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The IRS is Coming for Your 401(k) & IRA... Unless You Do This - Ep 36
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7 months ago
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Diversification Wins. Every Time.
7 months ago
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Diversification Wins. Every Time.
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7 months ago
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Company Loyalty ≠ Smart Investing
7 months ago
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Company Loyalty ≠ Smart Investing
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7 months ago
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Emotions + Investing = Disaster
7 months ago
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Emotions + Investing = Disaster
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7 months ago
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The Retirement Strategy That Just Works
7 months ago
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The Retirement Strategy That Just Works
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7 months ago
Pending
Discover Your Perfect Retirement Mix: More Than Just Investments
7 months ago
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Discover Your Perfect Retirement Mix: More Than Just Investments
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7 months ago
Pending
Roth Conversions Are About to Change FOREVER
7 months ago
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Roth Conversions Are About to Change FOREVER
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7 months ago
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Is Your Portfolio Built for Retirement? Ask Yourself These 4 Key Questions - Ep 35
7 months ago
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Is Your Portfolio Built for Retirement? Ask Yourself These 4 Key Questions - Ep 35
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7 months ago
Pending
Securing Your Legacy - Estate Planning Essentials - Ep 34
8 months ago
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Securing Your Legacy - Estate Planning Essentials - Ep 34
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8 months ago
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Will Tariffs Wreck Your Retirement? Here’s the Truth Retirees Need to Know
8 months ago
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Will Tariffs Wreck Your Retirement? Here’s the Truth Retirees Need to Know
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8 months ago
Pending
Tech-Savvy Retirement: How Technology Can Improve Your Life - Ep 33
8 months ago
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Tech-Savvy Retirement: How Technology Can Improve Your Life - Ep 33
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8 months ago
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The First 5 Years of Retirement: Avoiding These Common Pitfalls - Ep 32
9 months ago
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The First 5 Years of Retirement: Avoiding These Common Pitfalls - Ep 32
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9 months ago
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Tariffs, Trade Wars & $3,000 iPhones: Is Your Retirement Ready?
9 months ago
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Tariffs, Trade Wars & $3,000 iPhones: Is Your Retirement Ready?
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9 months ago
Pending
The #1 Thing Million-Dollar Retirees Get Wrong
9 months ago
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The #1 Thing Million-Dollar Retirees Get Wrong
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9 months ago
Pending
Weathering Market Storms: The Essentials of a Secure Retirement Portfolio
9 months ago
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Weathering Market Storms: The Essentials of a Secure Retirement Portfolio
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9 months ago
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Should You Pull Out or Stay Invested in a Down Market?
9 months ago
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Should You Pull Out or Stay Invested in a Down Market?
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9 months ago
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The Market Dropped—Smart Moves to Protect Your Future
9 months ago
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The Market Dropped—Smart Moves to Protect Your Future
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9 months ago
Pending
Life Settlements: Getting Value From Your Unwanted Life Insurance Policy with Rob Haynie
9 months ago
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Life Settlements: Getting Value From Your Unwanted Life Insurance Policy with Rob Haynie
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9 months ago
Pending
This Cost Him $250,000 in Retirement – Don’t Make the Same Mistake!
10 months ago
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This Cost Him $250,000 in Retirement – Don’t Make the Same Mistake!
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10 months ago
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Do You Really Need a Financial Advisor? - Ep 29
10 months ago
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Do You Really Need a Financial Advisor? - Ep 29
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10 months ago
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Social Security 2.0 vs. Annuities Clearing up the Confusion - Ep 28
10 months ago
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Social Security 2.0 vs. Annuities Clearing up the Confusion - Ep 28
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10 months ago
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This Retirement Advice Will Change Your Relationship With Money Forever
11 months ago
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This Retirement Advice Will Change Your Relationship With Money Forever
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11 months ago
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The Surprising Reason Most Advisor Retirement Plans Fail...
11 months ago
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The Surprising Reason Most Advisor Retirement Plans Fail...
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11 months ago
Pending
Musk Retreats, Levi's Heir Steps In, 2025 Investing Woes - Ep 27
11 months ago
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Musk Retreats, Levi's Heir Steps In, 2025 Investing Woes - Ep 27
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11 months ago
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How To Avoid The 401k Crisis Your Advisor Isn't Telling You
11 months ago
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How To Avoid The 401k Crisis Your Advisor Isn't Telling You
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11 months ago
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You’ll Retire Richer Than You Think I Why So Many Retirees Retire Too Late
12 months ago
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You’ll Retire Richer Than You Think I Why So Many Retirees Retire Too Late
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12 months ago
Pending
What 2025 Is Going To Mean For Your Retirement - Ep 26
1 year ago
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What 2025 Is Going To Mean For Your Retirement - Ep 26
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1 year ago
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The Savings Lie All Retirees NEED To Avoid In 2025
1 year ago
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The Savings Lie All Retirees NEED To Avoid In 2025
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1 year ago
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Could Taxes Really Go Up 33%? A Look at History and What's Ahead
1 year ago
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Could Taxes Really Go Up 33%? A Look at History and What's Ahead
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1 year ago
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Are Your Investments Ready for Retirement?
1 year ago
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Are Your Investments Ready for Retirement?
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1 year ago
Pending
We're 61 With $1,700,000. Why Can't We Retire?
1 year ago
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We're 61 With $1,700,000. Why Can't We Retire?
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1 year ago
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From 40% to Freedom: A Retirement Rescue Story
1 year ago
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From 40% to Freedom: A Retirement Rescue Story
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1 year ago
Pending
Stop Contributing To Your 401k - Ep 25
1 year ago
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Stop Contributing To Your 401k - Ep 25
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1 year ago
Pending
$1.7 Million May Not Be Enough To Retire
1 year ago
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$1.7 Million May Not Be Enough To Retire
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1 year ago
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Uncovering the Truth: When Your Retirement Plan Falls Short - Ep 24
1 year ago
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Uncovering the Truth: When Your Retirement Plan Falls Short - Ep 24
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1 year ago
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The Courage to Speak: Expressing Feelings Before It's Too Late
1 year ago
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The Courage to Speak: Expressing Feelings Before It's Too Late
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1 year ago
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Should You Retire? Breaking Free from Work and Embracing What's Next
1 year ago
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Should You Retire? Breaking Free from Work and Embracing What's Next
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1 year ago
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Retirement: The Next Chapter of Happiness
1 year ago
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Retirement: The Next Chapter of Happiness
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1 year ago
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Retirement Is About Life, Not Just Numbers
1 year ago
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Retirement Is About Life, Not Just Numbers
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1 year ago
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Living True to Yourself: Lessons from Life's Final Reflections
1 year ago
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Living True to Yourself: Lessons from Life's Final Reflections
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1 year ago
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Top 5 Regrets of The Dying - Ep 23
1 year ago
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Top 5 Regrets of The Dying - Ep 23
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1 year ago
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Finding Peace, Wonder, and Connection in Nature
1 year ago
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Finding Peace, Wonder, and Connection in Nature
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1 year ago
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Remembering Annuals vs. Perennials
1 year ago
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Remembering Annuals vs. Perennials
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1 year ago
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Why You Should Leave Fallen Leaves in Your Yard: A Gift from Nature
1 year ago
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Why You Should Leave Fallen Leaves in Your Yard: A Gift from Nature
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1 year ago
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Finding peace and awe in nature and gardening.
1 year ago
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Finding peace and awe in nature and gardening.
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1 year ago
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Your Retirement, Your Next Adventure
1 year ago
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Your Retirement, Your Next Adventure
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1 year ago
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Nature's Path to Happiness with Joe Gardener - Ep 22
1 year ago
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Nature's Path to Happiness with Joe Gardener - Ep 22
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1 year ago
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Why Social Interaction is Key to a Happy Retirement #secureyourretirement
1 year ago
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Why Social Interaction is Key to a Happy Retirement #secureyourretirement
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1 year ago
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Why It’s Hard to Let Go, Even When You’re Ready
1 year ago
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Why It’s Hard to Let Go, Even When You’re Ready
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1 year ago
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Ready to Retire? Why Leaving Work Isn’t as Simple as It Seems
1 year ago
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Ready to Retire? Why Leaving Work Isn’t as Simple as It Seems
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1 year ago
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Guardrails for Retirement: Handling Black Swan Events with Confidence
1 year ago
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Guardrails for Retirement: Handling Black Swan Events with Confidence
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1 year ago
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Happy Retirement Comes Down To 5 Things - Ep 21
1 year ago
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Happy Retirement Comes Down To 5 Things - Ep 21
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1 year ago
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Why the Strategy Visit is the Game-Changer for Retirement Planning
1 year ago
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Why the Strategy Visit is the Game-Changer for Retirement Planning
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1 year ago
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Follow Your Gut In Retirement Planning
1 year ago
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Follow Your Gut In Retirement Planning
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1 year ago
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Achieving Zero Taxes on Social Security: A Retirement Game-Changer
1 year ago
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Achieving Zero Taxes on Social Security: A Retirement Game-Changer
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1 year ago
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Discover the AIM Retirement System Part 2 - Ep 20
1 year ago
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Discover the AIM Retirement System Part 2 - Ep 20
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1 year ago
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Worried About the Next Big Political Shift or Unpredictable Market Crash?
1 year ago
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Worried About the Next Big Political Shift or Unpredictable Market Crash?
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1 year ago
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From Nerves to Confidence: How Retirees Navigate the AIM Retirement Process
1 year ago
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From Nerves to Confidence: How Retirees Navigate the AIM Retirement Process
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1 year ago
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Virtual Retirement Planning: Efficient, Effective, and Here to Stay
1 year ago
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Virtual Retirement Planning: Efficient, Effective, and Here to Stay
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1 year ago
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1st Visit: Uncovering Your True Retirement Dreams
1 year ago
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1st Visit: Uncovering Your True Retirement Dreams
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1 year ago
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Discover the AIM Retirement System Part 1 - Ep 19
1 year ago
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Discover the AIM Retirement System Part 1 - Ep 19
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1 year ago
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When Travel Itineraries Go Too Far
1 year ago
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When Travel Itineraries Go Too Far
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1 year ago
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No Room For Travel Agents with Airlines
1 year ago
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No Room For Travel Agents with Airlines
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1 year ago
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The #1 Thing to Look at When Planning Your Retirement?
1 year ago
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The #1 Thing to Look at When Planning Your Retirement?
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1 year ago
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The Importance of Knowing Your Expenses for Retirement!
1 year ago
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The Importance of Knowing Your Expenses for Retirement!
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1 year ago
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Planning Your Bucket List Trip: Interview with Chris Christensen - Ep 18
1 year ago
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Planning Your Bucket List Trip: Interview with Chris Christensen - Ep 18
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1 year ago
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Roth IRA Rules for Inherited Accounts
1 year ago
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Roth IRA Rules for Inherited Accounts
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1 year ago
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The Viral Roth Conversion Story: Why Ignoring Taxes Could Cost You Big!
1 year ago
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The Viral Roth Conversion Story: Why Ignoring Taxes Could Cost You Big!
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1 year ago
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Importance of expenses in retirement planning
1 year ago
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Importance of expenses in retirement planning
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1 year ago
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Retire Now, Spend Now: The Right Mindset for Enjoying Your Golden Years
1 year ago
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Retire Now, Spend Now: The Right Mindset for Enjoying Your Golden Years
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1 year ago
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Credit Card Debt Soars: What Does It Mean for Our Economy?
1 year ago
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Credit Card Debt Soars: What Does It Mean for Our Economy?
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1 year ago
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Mastering Roth Conversions: Strategies to Maximize Your Tax Savings
1 year ago
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Mastering Roth Conversions: Strategies to Maximize Your Tax Savings
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1 year ago
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Understanding Expenses In Retirement - Ep 17
1 year ago
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Understanding Expenses In Retirement - Ep 17
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1 year ago
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Is a Roth Conversion Right for You? Find Out in 15 Minutes!
1 year ago
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Is a Roth Conversion Right for You? Find Out in 15 Minutes!
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1 year ago
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Why Roth Conversions Could Be on Borrowed Time: Act Before 2026!
1 year ago
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Why Roth Conversions Could Be on Borrowed Time: Act Before 2026!
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1 year ago
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Don't Start a Roth Conversion Without This Crucial Step!
1 year ago
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Don't Start a Roth Conversion Without This Crucial Step!
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1 year ago
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Roth Conversions: The Critical Steps Before You Dive In
1 year ago
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Roth Conversions: The Critical Steps Before You Dive In
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1 year ago
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Million Dollar Savings: The Power of Roth Conversions
1 year ago
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Million Dollar Savings: The Power of Roth Conversions
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1 year ago
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Why the Clock’s Ticking on Roth Conversions
1 year ago
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Why the Clock’s Ticking on Roth Conversions
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1 year ago
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Will Uncle Sam Take Away Roth Conversions?
1 year ago
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Will Uncle Sam Take Away Roth Conversions?
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1 year ago
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Unlocking Generational Wealth: Roth Conversions Part 3 - Ep 16
1 year ago
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Unlocking Generational Wealth: Roth Conversions Part 3 - Ep 16
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1 year ago
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Jim's Journey: The Million-Dollar Impact of a Roth Conversion
1 year ago
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Jim's Journey: The Million-Dollar Impact of a Roth Conversion
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1 year ago
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Why Your Savings Could Be a Tax Time Bomb
1 year ago
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Why Your Savings Could Be a Tax Time Bomb
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1 year ago
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When a $1 Million 401k Isn’t Really $1 Million
1 year ago
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When a $1 Million 401k Isn’t Really $1 Million
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1 year ago
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Why Your Advisor Should Be Talking About Roth Conversions
1 year ago
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Why Your Advisor Should Be Talking About Roth Conversions
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1 year ago
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How Roth Conversions Turned $2.1 Million into $3 Million of Tax-Free Wealth
1 year ago
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How Roth Conversions Turned $2.1 Million into $3 Million of Tax-Free Wealth
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1 year ago
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Why Roth Conversions Are a Game Changer for Your IRA or 401k
1 year ago
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Why Roth Conversions Are a Game Changer for Your IRA or 401k
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1 year ago
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Unlocking Generational Wealth: Roth Conversions Part 2 - Ep 15
1 year ago
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Unlocking Generational Wealth: Roth Conversions Part 2 - Ep 15
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1 year ago
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Why Ignoring Roth Conversions Is Almost Malpractice
1 year ago
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Why Ignoring Roth Conversions Is Almost Malpractice
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1 year ago
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Henry vs. Jack: The Roth Conversion Difference
1 year ago
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Henry vs. Jack: The Roth Conversion Difference
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1 year ago
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The Best Roth Conversion Ever: Real-Life Client Success Story
1 year ago
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The Best Roth Conversion Ever: Real-Life Client Success Story
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1 year ago
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Why Your Roth Conversion Needs a CPA: The Smart Way to Secure Your Wealth
1 year ago
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Why Your Roth Conversion Needs a CPA: The Smart Way to Secure Your Wealth
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1 year ago
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Unlocking Wealth: How Roth Conversions Can Benefit Your Family's Future
1 year ago
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Unlocking Wealth: How Roth Conversions Can Benefit Your Family's Future
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1 year ago
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Why Roth Conversions Are a Game-Changer for Your Retirement Savings
1 year ago
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Why Roth Conversions Are a Game-Changer for Your Retirement Savings
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