Video Gallery
Here’s Why Retiring This Year Could Be The Worst Mistake You Make
May 18, 2026
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Retiring this year may not be the best choice, even if you’ve reached full Social Security age. In this video,
The Truth About the 4% Rule (Most Get This Wrong)
May 18, 2026
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The 4% rule has long been a standard guideline for retirement withdrawals, but research shows it may not be the
Why 45% of ‘Good’ Retirement Plans Fail
May 11, 2026
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Nearly half of seemingly “good” retirement plans risk failure, and in this video, we break down the three biggest mistakes
My Clients Made These 3 Changes at Age 50 To Retire Happy
May 11, 2026
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At age 50, making the right adjustments can dramatically improve your chances of a happy retirement. In this video, we
Here’s Why Your Retirement Plan Isn’t Ready for 2025 (Blame These 3 Expenses)
May 4, 2026
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Many retirees enter 2025 without realizing how three common expenses can quietly derail even the most carefully planned retirement
I am 61 with $4,100,000. What Account Do I Withdraw From First?
May 4, 2026
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Planning withdrawals from a $4.1 million retirement portfolio at 61 requires more than just following generic rules. In this video,