Welcome to our video page!

Our videos offer insights and advice for achieving financials goals. We discuss topics such as retirement planning, investment strategies, and tax tips. Through practical advice and actionable insights, we hope to help you achieve your financial objectives.

Below, you will find a wide range of videos, many of which can also be listened to as podcasts on Spotify and Apple Podcasts.

From Tax Prep to Tax Strategy: How to Make Taxes Work for You All Year

2025 in Review and What to Know Heading Into 2026

From Tax Strategy to Industry Shifts: The Real Work (and World) of Financial Planning

Market Gurus, Bold Predictions, and the Truth About Timing the Market

Understanding the 2026 401(k) Rule Changes: What Savers Need to Know

Year-End Giving Strategies:Tax-Smart & Impactful joined by Christian LeFer from Instant Nonprofit

The Complexity of Wealth: Why Ongoing Planning Matters More as You Grow

Caring for Aging Parents: The Real Costs | Featuring Jimmy Rios from Rios Business Advisors

The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready

Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal Society

Liquidity Lessons from Colleges | Investing Insights & Organic Lawn Care w/ Matt Stout

Millennials and Money: Why Financial Anxiety Still Lingers Then Joined by Anne Lester

Breaking Down the One Big Beautiful Bill Act: What You Need to Know

Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable Mediation

What You Need to Know About the 2025 Changes to Inherited IRA Rules