Your Retirement Education Corner

Are you saving too much for retirement? In this video, we break down The Over-Saver’s Dilemma—why extreme saving can lead to higher taxes, missed life experiences, and unnecessary stress. Learn how to spot oversaving, avoid retirement tax traps like RMDs, and find the right balance between enjoying life now and planning wisely for the future. This is about smart, intentional saving that truly supports the life you want—today and tomorrow.

Don’t claim Social Security before watching this. You can take Medicare at 65 and delay Social Security — but hidden rules can trigger penalties, surprise bills, IRRMA surcharges, and even HSA issues. In this video, we explain the key differences between claiming at 62, 67, or 70 and how smart timing can increase your lifetime income by hundreds of thousands of dollars.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.