Videos

Filter Video by:
How Social Security Fits into Your Retirement Plan

Videos

How Social Security Fits into Your Retirement Plan

There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar

Read More
The #1 Question I’m Asked About Stocks Right Now

Videos

The #1 Question I’m Asked About Stocks Right Now

In this week’s video: Quote of the Week about logic. Financial Tip of the Week: The #1 Question I’m Asked About Stocks

Read More
Elon Musk: Today’s Super Genius Visionary

Videos

Elon Musk: Today’s Super Genius Visionary

In this week’s video: Quote of the Week from Will Kellogg, “Invest in people.”

Read More
BONDS: What You Don’t Know Can Hurt You

Videos

BONDS: What You Don’t Know Can Hurt You

In this week’s video: Quote of the Week: What you don’t know can’t hurt you, or can it? Financial Tip of the Week on the Bond Market.

Read More
Roth Planning Opportunities in 2020

Videos

Roth Planning Opportunities in 2020

Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article

Read More
Is Your Advisor a Fiduciary?

Videos

Is Your Advisor a Fiduciary?

In this week’s video: Quote of the Week from Investopedia Financial Tip of the Week – What is a fiduciary? Is your advisor a fiduciary?

Read More
RMD Planning in 2020 After the CARES and SECURE Acts

Videos

RMD Planning in 2020 After the CARES and SECURE Acts

Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

Read More
Warren Buffet and Elon Musk: Follow These Leaders

Videos

Warren Buffet and Elon Musk: Follow These Leaders

In this week’s video: What is leadership? Financial Tip of the Week: Follow The Money

Read More
The Market Downturn: Why Stocks Keep Going Up

Videos

The Market Downturn: Why Stocks Keep Going Up

In this week’s video: Quote of the week Chris talks about Influence

Read More
Quarterly Market Outlook: Q2 2020

Videos

Quarterly Market Outlook: Q2 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Read More