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Personal Finance
VIDEO
High Income But Can't Get Ahead? Watch this

If you feel like you're earning a good income, but you can't seem to get ahead financially, then this video is for you. We're going to go through 10 tips to help high earners get the most out of their money.

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Personal Finance
VIDEO
BEST College Savings Strategy: 529 vs. Roth IRA vs. Brokerage (2024)

Today, we're talking about college savings and specifically what account you should use if you're planning to save for college. And I think the correct approach here is not as obvious as it may seem.

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Retirement
VIDEO
How To Pay $0 Taxes on $125k Retirement Income (Without using a Roth)

In this video, I'll show you how a couple who is making $125,000 in income before retiring and paying over $20,000 in taxes can generate the same level of income in retirement, but owe $0 in taxes. And they're going to do this without drawing any money from a Roth IRA.

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Retirement
VIDEO
How You Can Retire Early (Starting with $0)

I'm going to walk through the factors that will determine how soon you can retire. What you'll find is that the math behind early retirement is surprisingly simple. However, there are other factors that can come into play, which can help you get to retirement sooner than the math may suggest.

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Investing
VIDEO
Ideal Order of Investing for High Income Earners

If you earn a high income and want to get your money working for you, then this video is for you. We're going to talk through which accounts you should contribute to first so you can stop treading water and start growing your net worth.

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Personal Finance
VIDEO
High-Deductible HSA vs PPO Health Insurance | How to choose?

When it's time to select a health insurance plan, the choices can be overwhelming. As a financial advisor, the two most common options I see are the high deductible plan and the PPO plan. In this video, we're going to break down the key elements to consider when evaluating each of these plans, including why the most cost effective option may not be

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Personal Finance
VIDEO
Mint.com is CLOSING | The BEST budgeting app alternative for 2024

As a financial planner, I can tell you that managing your cash flow is the most important part of financial security and independence. So if you've been using Mint, or if you're just starting your search for a budgeting app today, this video is for you. Because we're going to talk about the best budgeting app to help you manage your incoming

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Investing
VIDEO
The BEST Investment You Can Make In 2024

What is the absolute best investment you could make in 2024? That's what we're talking about in today's video. I'm going to walk through the numbers and show you why one investment in particular stands out for its potential to make you wealthy. And stick around until the end because I'm going to walk through a case study showing just how valuable

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Retirement
VIDEO
Retiring Before 65? Know Your Healthcare Options To Minimize Costs

You want to retire before age 65? Then you need a plan for healthcare before Medicare starts. This is a really important consideration because it will be the biggest expense for many early retirees.We're going to go over the options, the costs, and some major cost-saving strategies you can implement so that health insurance is not the hurdle

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Retirement
VIDEO
The Terrible Truth About the 4% Rule (And A Better Strategy)

Relying on the 4% rule to determine when you can retire could be a disaster. In this video, I'm going to tell you four issues with this common retirement rule of thumb and a better strategy that could help you retire sooner and create more income for yourself in retirement.

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