Your Retirement Education Corner

My goal is to help as many people as possible navigate their financial lives with confidence. Financial education has always been a passion of mine, which is why I write my blog and create content for my YouTube channel. I’d love for you to read and watch. It's a great way to get to know me.

The Most Meaningful Gift You Can Leave Behind: Why Every Family Needs a Legacy Letter

A legacy letter isn’t about what you leave behind—it’s about why. In this short video, we explore how a simple, heartfelt letter can share your values, stories, and hopes with the people you love most.

The Most Meaningful Gift You Can Leave Behind: Why Every Family Needs a Legacy Letter

A legacy letter isn’t about what you leave behind—it’s about why. In this short video, we explore how a simple, heartfelt letter can share your values, stories, and hopes with the people you love most.

How to Become a Strategic Philanthropist: Give Smarter, Not Just More

Charitable giving is about more than generosity—it’s about impact. This video breaks down smart, tax-efficient ways to give, including appreciated stock, Donor Advised Funds, QCDs, and legacy planning, so you can support the causes you care about and create lasting impact.

15 Year-End Tax Moves Every High-Income W2 Earner Should Know

In this video, I cover 15 tax strategies to help high-income W-2 earners reduce taxes before December 31. From maximizing your 401(k) and using a Backdoor Roth IRA to charitable giving and tax-loss harvesting, these are the moves to review now to keep more of your money working for you.

Save Like a Pro: A Financial Advisor’s Guide to Smarter Saving

Want to know how wealth is really built? In this video, I break down key insights from The Algebra of Wealth by Scott Galloway, focusing on economic security and smart saving strategies. Learn how consistent habits, the right savings sequence, and understanding capitalism can help you work toward financial independence—no luck required.

Money, Legacy, and Peace of Mind: The 5 Common Estate Planning Mistakes (and How to Avoid Them)

In this candid conversation with Estate Planner, Renee Harvey, we break down the five biggest mistakes people make when planning their estates — and how to avoid them.

Is a Roth Conversion Right for You? The Crucial Factors to Consider

Thinking about a Roth conversion? In this video, we break down what a Roth conversion is, why people consider it, and the key factors to weigh before making the move. From tax brackets and timing to the 5-year rules, you’ll learn the pros, cons, and common pitfalls so you can decide if a Roth conversion makes sense for your retirement strategy.

Don't Wait: Learn To Build Your Retirement Paycheck Now!

Retirement isn’t just about saving—it’s about creating a reliable paycheck. In this video, we break down the five key things to plan for so your income lasts and supports the lifestyle you want in retirement.

Think You Are Ready to Retire? Retirement Math EXPOSED

Wondering if you’re truly on track for retirement? This video breaks down the key retirement math—how much you need, what you’ve saved, and whether it all adds up—so you can confidently answer the question: Will I have enough?

No More Paychecks? Here’s How to Still Get Paid in Retirement!

Your paycheck may stop in retirement—but your income plan shouldn’t. This video breaks down what you need to know to create reliable retirement income, including where your income will come from, and how to make your money last.

Retirees: STOP Overpaying Taxes! These 6 Tips Will Save You Thousands

Are you paying more in taxes than you should in retirement? In this video, I break down 6 smart tax strategies retirees can use to reduce taxes, keep more of their income, and potentially save thousands each year. If you want your retirement dollars to go further, this is a must-watch.