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Recent Videos
Video Title
Predictions
Published
Status
Why the Bucket System makes NO Sense (And How to Fix It) #retirementplanning #retirementincome
6 days ago
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Why the Bucket System makes NO Sense (And How to Fix It) #retirementplanning #retirementincome
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6 days ago
Pending
The Next Step in the Gold Market
1 week ago
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The Next Step in the Gold Market
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1 week ago
Pending
Better Than the 4% Withdrawal Rate in Retirement #retirementincome #financialplanning #money
2 weeks ago
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Better Than the 4% Withdrawal Rate in Retirement #retirementincome #financialplanning #money
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2 weeks ago
Pending
The USEFUL 2026 Tax Brackets #taxesinretirement #taxplanningstrategies #retirementincome #2026taxes
4 weeks ago
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The USEFUL 2026 Tax Brackets #taxesinretirement #taxplanningstrategies #retirementincome #2026taxes
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4 weeks ago
Pending
Do You Want to Be Rich in Retirement? #retirementgoals #retirementtips #retirementincome
1 month ago
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Do You Want to Be Rich in Retirement? #retirementgoals #retirementtips #retirementincome
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1 month ago
Pending
Common Sense Estate Planning #retirement #retirementplanning #estateplanning #probate #beneficiary
1 month ago
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Common Sense Estate Planning #retirement #retirementplanning #estateplanning #probate #beneficiary
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1 month ago
Pending
Volatility in Perspective #retirementincome #retirementplanning #retirementstrategy #retirewell
1 month ago
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Volatility in Perspective #retirementincome #retirementplanning #retirementstrategy #retirewell
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1 month ago
Pending
I Hate Annuities and You Should Too! #annuities #annuityinvestment #annuity #retirementplanning
2 months ago
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I Hate Annuities and You Should Too! #annuities #annuityinvestment #annuity #retirementplanning
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2 months ago
Pending
Why is our channel called Planning Before Investing? #trustedadvisor #planningforretirement
2 months ago
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Why is our channel called Planning Before Investing? #trustedadvisor #planningforretirement
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2 months ago
Pending
Create Your Own Pension #financialplanning #retirementplanning #retirementincome #investing
2 months ago
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Create Your Own Pension #financialplanning #retirementplanning #retirementincome #investing
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2 months ago
Pending
Do You Know the Four Ways to Invest in Gold? #goldinvesting #goldinvestment #investingingold
2 months ago
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Do You Know the Four Ways to Invest in Gold? #goldinvesting #goldinvestment #investingingold
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2 months ago
Pending
Three Types of Income in Retirement #retirementplanning #retirementincome #retirementsavings
3 months ago
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Three Types of Income in Retirement #retirementplanning #retirementincome #retirementsavings
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3 months ago
Pending
Is the BRICS Alliance Breaking the Dollar? #Gold #dedollarization #investingforretirement
3 months ago
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Is the BRICS Alliance Breaking the Dollar? #Gold #dedollarization #investingforretirement
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3 months ago
Pending
Can You Earn Interest on Gold? #goldinvesting #GoldYield #investing
3 months ago
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Can You Earn Interest on Gold? #goldinvesting #GoldYield #investing
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3 months ago
Pending
5 Things to Do Before Your Retirement Ends in Ruin #retirementplanning #investingforretirement
3 months ago
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5 Things to Do Before Your Retirement Ends in Ruin #retirementplanning #investingforretirement
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3 months ago
Pending
Changes at the FED #investing #goldinvesting #financialplanning #retirementplanning#retirementincome
4 months ago
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Changes at the FED #investing #goldinvesting #financialplanning #retirementplanning#retirementincome
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4 months ago
Pending
Do You Have Gold in Your Portfolio? #investing #gold #portfoliodiversification #financialplanning
4 months ago
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Do You Have Gold in Your Portfolio? #investing #gold #portfoliodiversification #financialplanning
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4 months ago
Pending
Why ROTH Conversions are Now Harder #retirement #taxesinretirement #preparingforretirement
4 months ago
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Why ROTH Conversions are Now Harder #retirement #taxesinretirement #preparingforretirement
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4 months ago
Pending
Why do we have to tiptoe around the ANNUITY word? #investmentstrategy #retirementplanning
4 months ago
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Why do we have to tiptoe around the ANNUITY word? #investmentstrategy #retirementplanning
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4 months ago
Pending
Dramatic Rise in Scams Why Fraud Is Worse Than Ever #retirementplanning #financialmanagement #money
4 months ago
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Dramatic Rise in Scams Why Fraud Is Worse Than Ever #retirementplanning #financialmanagement #money
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4 months ago
Pending
Master the THREE Tax Classes #taxesinretirement #retirementplanning #taxplanning
4 months ago
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Master the THREE Tax Classes #taxesinretirement #retirementplanning #taxplanning
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4 months ago
Pending
Uncovering the Confusion about the Big Beautiful Bill #retirementplanning #financialmanagement
5 months ago
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Uncovering the Confusion about the Big Beautiful Bill #retirementplanning #financialmanagement
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5 months ago
Pending
Updated Estate Taxes: What YOU Need to Know in 2025 #estateplanning #retirementplanning #finaces
5 months ago
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Updated Estate Taxes: What YOU Need to Know in 2025 #estateplanning #retirementplanning #finaces
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5 months ago
Pending
Get Out of Your Own Way! Unlock the Secrets to Thriving in Retirement #retirementplanning #investing
5 months ago
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Get Out of Your Own Way! Unlock the Secrets to Thriving in Retirement #retirementplanning #investing
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5 months ago
Pending
Unlocking Social Security: Insider Advice for Retirees Series #socialsecurity #retirement #medicare
5 months ago
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Unlocking Social Security: Insider Advice for Retirees Series #socialsecurity #retirement #medicare
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5 months ago
Pending
Tax Changes You Need to Know About #taxesinretirement #retirementplanning #BigBeautifulBill#Taxes
5 months ago
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Tax Changes You Need to Know About #taxesinretirement #retirementplanning #BigBeautifulBill#Taxes
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5 months ago
Pending
Addressing Your Long Term Care Plan #retirementplanning #longtermcare #longtermcareinsurance
6 months ago
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Addressing Your Long Term Care Plan #retirementplanning #longtermcare #longtermcareinsurance
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6 months ago
Pending
New FREE ZOOM Class Schedule! #financialeducation #retirementplanning #financialplanning#retirement
6 months ago
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New FREE ZOOM Class Schedule! #financialeducation #retirementplanning #financialplanning#retirement
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6 months ago
Pending
What's with the Stigma around Annuities? #annuity #investing #retirementplanning #annuities
6 months ago
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What's with the Stigma around Annuities? #annuity #investing #retirementplanning #annuities
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6 months ago
Pending
Minimize the Impact of Leaving IRA Savings to Heirs #retirementplanning #estateplanning#taxplanning
6 months ago
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Minimize the Impact of Leaving IRA Savings to Heirs #retirementplanning #estateplanning#taxplanning
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6 months ago
Pending
Combating the Fear of Running out of Money #retirement #retirementplanning #moneymanagement
7 months ago
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Combating the Fear of Running out of Money #retirement #retirementplanning #moneymanagement
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7 months ago
Pending
3 ESSENTIAL Tax Strategies for Retirees #taxinretirement #retirementplanning #taxplanningstrategies
7 months ago
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3 ESSENTIAL Tax Strategies for Retirees #taxinretirement #retirementplanning #taxplanningstrategies
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7 months ago
Pending
June 2025 Classes #financialeducation
7 months ago
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June 2025 Classes #financialeducation
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7 months ago
Pending
Investing in Bond Funds #investing #financialmanagement #bonds #money #financialeducation
7 months ago
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Investing in Bond Funds #investing #financialmanagement #bonds #money #financialeducation
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7 months ago
Pending
What’s the difference between a CD and a MYGA? #investing #financialmanagement #retirementplanning
7 months ago
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What’s the difference between a CD and a MYGA? #investing #financialmanagement #retirementplanning
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7 months ago
Pending
The Superior Way to Invest in Gold #goldinvesting #financialplanning #diversifyyourportfolio #gold
8 months ago
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The Superior Way to Invest in Gold #goldinvesting #financialplanning #diversifyyourportfolio #gold
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8 months ago
Pending
GoldRush Yield Fund Introduction Video
8 months ago
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GoldRush Yield Fund Introduction Video
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8 months ago
Pending
Email and Scams Targeting Retirees #retirementplanning #retirement #artificialintelligence
8 months ago
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Email and Scams Targeting Retirees #retirementplanning #retirement #artificialintelligence
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8 months ago
Pending
Fixed Indexed Annuity Real Returns
8 months ago
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Fixed Indexed Annuity Real Returns
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8 months ago
Pending
Nervous About the Market Pullback? #stockmarket #financialplanning #retirementplanning #investing
8 months ago
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Nervous About the Market Pullback? #stockmarket #financialplanning #retirementplanning #investing
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8 months ago
Pending
Who Should Own Gold #goldinvesting #financialeducation #investing #financialplanning #gold
9 months ago
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Who Should Own Gold #goldinvesting #financialeducation #investing #financialplanning #gold
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9 months ago
Pending
Tax-Free Long Term Gaines #financialeducation #TaxFree #capitalgainstaxdeferral #capitalgains
9 months ago
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Tax-Free Long Term Gaines #financialeducation #TaxFree #capitalgainstaxdeferral #capitalgains
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9 months ago
Pending
The Practical Way to Spend Your Savings in Retirement #retirementplanning #retirementincome
9 months ago
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The Practical Way to Spend Your Savings in Retirement #retirementplanning #retirementincome
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9 months ago
Pending
April 2025 FREE Classes: Navigating Safe Investments in Today's Market #financialeducation
9 months ago
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April 2025 FREE Classes: Navigating Safe Investments in Today's Market #financialeducation
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9 months ago
Pending
Who's Buying All this Gold? #investing #financialplanning #goldinvesting
9 months ago
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Who's Buying All this Gold? #investing #financialplanning #goldinvesting
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9 months ago
Pending
How to Use an Annuity Properly #annuity #financialplanning #investing #diversifyyourportfolio
10 months ago
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How to Use an Annuity Properly #annuity #financialplanning #investing #diversifyyourportfolio
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10 months ago
Pending
What a $1,000 investment is worth after 10 years #investing #financialeducation #financialtips
10 months ago
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What a $1,000 investment is worth after 10 years #investing #financialeducation #financialtips
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10 months ago
Pending
March 2025 Classes #financialplanning #financialeducation #financialliteracy #taxesinretirement
10 months ago
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March 2025 Classes #financialplanning #financialeducation #financialliteracy #taxesinretirement
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10 months ago
Pending
The Holy Grail of Investing #investing
10 months ago
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The Holy Grail of Investing #investing
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10 months ago
Pending
The Death of Diversification Why Bonds are Failing You
10 months ago
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The Death of Diversification Why Bonds are Failing You
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10 months ago
Pending
Beware of the Magnificent Seven #diversifyyourportfolio #magnificentseven #investingsimplified
11 months ago
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Beware of the Magnificent Seven #diversifyyourportfolio #magnificentseven #investingsimplified
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11 months ago
Pending
Don't let taxes eat into your retirement savings!
11 months ago
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Don't let taxes eat into your retirement savings!
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11 months ago
Pending
Diversify with Gold #diversifyyourportfolio #investing #personalfinance #financialeducation
11 months ago
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Diversify with Gold #diversifyyourportfolio #investing #personalfinance #financialeducation
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11 months ago
Pending
Six Reasons Gold is a Better Investment than Cryptocurrency
11 months ago
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Six Reasons Gold is a Better Investment than Cryptocurrency
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11 months ago
Pending
Gold's Value May Surprise You! #investing #gold #financialplanning #retirementplanning
1 year ago
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Gold's Value May Surprise You! #investing #gold #financialplanning #retirementplanning
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1 year ago
Pending
2025 New Classes and Schedule!
1 year ago
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2025 New Classes and Schedule!
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1 year ago
Pending
2025 Tax Brackets #taxesinretirement #retirementplanning #taxbrackets
1 year ago
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2025 Tax Brackets #taxesinretirement #retirementplanning #taxbrackets
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1 year ago
Pending
CPA Corner Arizona Tax Credit for Charitable and School Contributions
1 year ago
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CPA Corner Arizona Tax Credit for Charitable and School Contributions
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1 year ago
Pending
2025 New Contributions and Rules! #retirementplanning #retirementfund #retirementpreparation
1 year ago
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2025 New Contributions and Rules! #retirementplanning #retirementfund #retirementpreparation
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1 year ago
Pending
Investing as an Accredited Investor #PrivateInvestments #WealthBuilding #FinancialFreedom
1 year ago
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Investing as an Accredited Investor #PrivateInvestments #WealthBuilding #FinancialFreedom
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1 year ago
Pending
Super Catch Up Contributions Start in 2025 #401k #retirementfund #retirementplanning #401kplan
1 year ago
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Super Catch Up Contributions Start in 2025 #401k #retirementfund #retirementplanning #401kplan
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1 year ago
Pending
CPA Corner: Healthcare and Education Reconciliation Act
1 year ago
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CPA Corner: Healthcare and Education Reconciliation Act
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1 year ago
Pending
Will your RMD force you into higher taxation? #taxesinretirement
1 year ago
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Will your RMD force you into higher taxation? #taxesinretirement
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1 year ago
Pending
Dividends vs Capital Gains #retirementplanning #financialeducation
1 year ago
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Dividends vs Capital Gains #retirementplanning #financialeducation
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1 year ago
Pending
The Most Important Letter You May Ever Write #medicare #estateplanning planning
1 year ago
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The Most Important Letter You May Ever Write #medicare #estateplanning planning
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1 year ago
Pending
Understanding Required Minimum Distributions November 2024 Classes
1 year ago
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Understanding Required Minimum Distributions November 2024 Classes
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1 year ago
Pending
What to Expect from Medicare #medicare #retirementplanning
1 year ago
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What to Expect from Medicare #medicare #retirementplanning
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1 year ago
Pending
6 Ways Your Charity Donations Could Go Wrong #financialplanning #retirementplanning
1 year ago
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6 Ways Your Charity Donations Could Go Wrong #financialplanning #retirementplanning
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1 year ago
Pending
3 Important Considerations for Rental Properties
1 year ago
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3 Important Considerations for Rental Properties
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1 year ago
Pending
The Good, the Bad and the Ugly of SMA's
1 year ago
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The Good, the Bad and the Ugly of SMA's
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1 year ago
Pending
Take the Stress Out of Moving Your Parents into Long Term Care
1 year ago
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Take the Stress Out of Moving Your Parents into Long Term Care
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1 year ago
Pending
October 2024 Classes
1 year ago
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October 2024 Classes
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1 year ago
Pending
Breaking the Piggy Bank: 4 Retirement Spending Fears and How to Conquer Them
1 year ago
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Breaking the Piggy Bank: 4 Retirement Spending Fears and How to Conquer Them
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1 year ago
Pending
Be Masterfully Inactive (Mastering Inactive Market Investing Strategies)
1 year ago
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Be Masterfully Inactive (Mastering Inactive Market Investing Strategies)
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1 year ago
Pending
Five Steps to Retire on 500k #secureyourretirement #financialplanning #retirementplanning
1 year ago
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Five Steps to Retire on 500k #secureyourretirement #financialplanning #retirementplanning
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1 year ago
Pending
Essential Estate Planning September 2024 Class Schedule #estateplanning #retirementplanning
1 year ago
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Essential Estate Planning September 2024 Class Schedule #estateplanning #retirementplanning
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1 year ago
Pending
Annuity Investments Set Records and Here's Why
1 year ago
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Annuity Investments Set Records and Here's Why
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1 year ago
Pending
The Long Term Care Crisis #financialplanning #secureyourretirement #retirementwisdom
1 year ago
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The Long Term Care Crisis #financialplanning #secureyourretirement #retirementwisdom
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1 year ago
Pending
Wild Week Ends Unchanged
1 year ago
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Wild Week Ends Unchanged
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1 year ago
Pending
Retirees and Pre Retirees struggle to address inflation
1 year ago
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Retirees and Pre Retirees struggle to address inflation
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1 year ago
Pending
Seven Estate Planning Mistakes You Can’t Afford To Make!
1 year ago
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Seven Estate Planning Mistakes You Can’t Afford To Make!
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1 year ago
Pending
Estate Tax Strategies to Consider Before 2026 (Married Edition)
1 year ago
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Estate Tax Strategies to Consider Before 2026 (Married Edition)
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1 year ago
Pending
Do You have a PLAN as You Age?
1 year ago
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Do You have a PLAN as You Age?
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1 year ago
Pending
6 Reasons You Don’t Need a Revocable Trust
1 year ago
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6 Reasons You Don’t Need a Revocable Trust
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1 year ago
Pending
Is Dave Crazy?
1 year ago
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Is Dave Crazy?
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1 year ago
Pending
July 2024 Classes
1 year ago
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July 2024 Classes
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1 year ago
Pending
Determining Which Annuity is Right for YOU!
1 year ago
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Determining Which Annuity is Right for YOU!
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1 year ago
Pending
12 Things that Lead to Problems in Retirement
1 year ago
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12 Things that Lead to Problems in Retirement
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1 year ago
Pending
Greyson's Weekly Market Update: Jobs Report Surprises Wall Street
1 year ago
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Greyson's Weekly Market Update: Jobs Report Surprises Wall Street
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1 year ago
Pending
Estate Planning: Named as an Executor of a Trust?
1 year ago
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Estate Planning: Named as an Executor of a Trust?
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1 year ago
Pending
WARNING: Can AI Get You AUDITED by the IRS???
1 year ago
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WARNING: Can AI Get You AUDITED by the IRS???
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1 year ago
Pending
June 2024 Classes - PAYING FOR LONG TERM CARE #financialmanagement #retirementfund #longtermcare
1 year ago
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June 2024 Classes - PAYING FOR LONG TERM CARE #financialmanagement #retirementfund #longtermcare
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1 year ago
Pending
Should I Give My Home to My Heirs Before I Die?
1 year ago
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Should I Give My Home to My Heirs Before I Die?
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1 year ago
Pending
5 Spring Cleaning Essentials for Retirees
1 year ago
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5 Spring Cleaning Essentials for Retirees
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1 year ago
Pending
Annuities Upgrade Your Old Annuities NOW
1 year ago
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Annuities Upgrade Your Old Annuities NOW
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1 year ago
Pending
State of Social Security
1 year ago
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State of Social Security
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1 year ago
Pending
How Can I Help?
1 year ago
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How Can I Help?
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1 year ago
Pending
When to Pull Back Risk
1 year ago
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When to Pull Back Risk
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1 year ago
Pending
Keep Sight of Your Big Picture
1 year ago
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Keep Sight of Your Big Picture
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1 year ago
Pending
3 Types of Risk You Should Align
1 year ago
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3 Types of Risk You Should Align
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1 year ago
Pending
May 2024 Live ZOOM Classes #retirementeducation #investing #wealthmanagement #financialplanning
1 year ago
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May 2024 Live ZOOM Classes #retirementeducation #investing #wealthmanagement #financialplanning
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1 year ago
Pending
Top 10 Strategies to Minimize Taxes in Retirement
1 year ago
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Top 10 Strategies to Minimize Taxes in Retirement
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1 year ago
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Top 5 Ways to Build Wealth in Retirement
1 year ago
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Top 5 Ways to Build Wealth in Retirement
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1 year ago
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Creating Guaranteed Income
1 year ago
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Creating Guaranteed Income
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1 year ago
Pending
Why are Annuities SO Attractive Right Now?
1 year ago
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Why are Annuities SO Attractive Right Now?
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1 year ago
Pending
The Simple Secret to a Comfortable Retirement
1 year ago
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The Simple Secret to a Comfortable Retirement
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1 year ago
Pending
Can I Retire?
1 year ago
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Can I Retire?
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1 year ago
Pending
Are Health Saving Accounts the Answer to Rising Costs?
1 year ago
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Are Health Saving Accounts the Answer to Rising Costs?
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1 year ago
Pending
10 Things that will Blow Up Your Retirement
1 year ago
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10 Things that will Blow Up Your Retirement
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1 year ago
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5 Steps to a Successful Handoff to Your Heirs
1 year ago
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5 Steps to a Successful Handoff to Your Heirs
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1 year ago
Pending
Trapped in Medicare Advantage
1 year ago
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Trapped in Medicare Advantage
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1 year ago
Pending
Can Debt Actually SAVE Your Retirement?
1 year ago
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Can Debt Actually SAVE Your Retirement?
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1 year ago
Pending
3 Things That Annoy Me About the Financial Advisory World
1 year ago
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3 Things That Annoy Me About the Financial Advisory World
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1 year ago
Pending
The Tale of Two Brothers - How Retirement Can Differ For Each Person
1 year ago
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The Tale of Two Brothers - How Retirement Can Differ For Each Person
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1 year ago
Pending
Here's What to Know about the 2024 IRMAA
1 year ago
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Here's What to Know about the 2024 IRMAA
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1 year ago
Pending
Do You Know The 11 Types of Income the IRS Doesn't Tax?
1 year ago
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Do You Know The 11 Types of Income the IRS Doesn't Tax?
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1 year ago
Pending
Tax Strategies in Retirement
1 year ago
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Tax Strategies in Retirement
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1 year ago
Pending
These Are Retirees Biggest Purchase Regrets!
1 year ago
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These Are Retirees Biggest Purchase Regrets!
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1 year ago
Pending
State Wealth Taxes | Do You Know How This Applies to You?
1 year ago
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State Wealth Taxes | Do You Know How This Applies to You?
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1 year ago
Pending
Greyson's Market Update: Government Spending is Red Hot
1 year ago
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Greyson's Market Update: Government Spending is Red Hot
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1 year ago
Pending
The 5 Biggest Regrets From Retirees
1 year ago
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The 5 Biggest Regrets From Retirees
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1 year ago
Pending
Take Charge of Your Taxes #retirementplanning #taxplanning #wealthbuilding
1 year ago
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Take Charge of Your Taxes #retirementplanning #taxplanning #wealthbuilding
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1 year ago
Pending
I Love Getting a Tax Refund, But You Shouldn't. Here's Why
1 year ago
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8 Things You Must Financially Accomplish in Your 70's
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Preparing for the Passing of a Spouse (Part Two)
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Should I Buy the Market Dip? | Planning Before Investing
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