Video Library
Pre-recorded videos on a variety of topics: as little or as much as you want to learn, at your own pace.
Retirement Planning
Risk Tolerance Review
Review your tolerance for risk by considering these five simple questions. The goal is to provide you with an idea about how you should be investing your money that is consistent with your risk tolerance. This should
How much do I need to save?
"How much do I need to save for my retirement?" is one of the most common questions I hear. This will help you determine how much you need to save taking into consideration the impact of inflation between now
Retirement Plan Basics
This covers the basics of all retirement plans. We cover the goals of a plan, the tax benefits and impact, operations, key terms, and the next steps for a new plan participant (employee). All plans are different but th
Videos play on YouTube. Performance figures mentioned in a recording are as of the recording date; current figures and their disclosures are on the Performance page.