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Videos & Presentations

What do you want during retirement?

What do you want during retirement?

What do you want at the end of your work life?

Watch below for a simple strategy from Trey to help you get specific about what your retirement will look like. 

2024 Forecast - January 2024

2024 Forecast - January 2024

The year of 2023 was full of firsts that can make us all curious about what comes next. Tune in and hear from our team of advisors as they share insights and expectations for the year ahead.

You Are Not One Dimensional

You Are Not One Dimensional

You are not one-dimensional. Instead, you have different facets of your life that make you unique.

So, how can you avoid living a one-dimensional life?

Watch below to find out more from Trey.

The Messy Middle

The Messy Middle

Have you ever set a goal? Sure you have. Here's a more specific question. Have you ever set a goal and lost focus on accomplishing that goal…so much so that you abandoned ship along the way?

Watch below to learn more from Alex about how to navigate the messy middle.

Practical Steps to Avoid identity theft

Practical Steps to Avoid identity theft

The phone rings, and you don't recognize the number. What should you do?

You decide to answer, and the person asks for some of your personal information to fix a problem you didn't even know you had. But unfortunately, this can often lead to what nobody wants to go through...identity theft.

Here are four practical steps you can use to avoid identity theft from Trey.

Six Tips to Make You More Productive

Six Tips to Make You More Productive

It's easy to start the day with good intentions and a solid plan… but often, distractions get in the way.

Watch the video to the left for Trey’s six tips to help you win the day. 

Smarter Financial Goals

Smarter Financial Goals

We're all acquainted with SMART goals, but today, let's elevate our goal-setting with SMARTER goals.

Here are some tips from Alex to uncover a more empowered approach to achieving your financial ambitions. 

2023 Half-Time Report

2023 Half-Time Report

Please click on the video link to the left to learn what our advisors have to say about the first half of 2023 and thoughts to consider for the remainder of the year.

Retirement Mistakes You Want to Avoid - May 2023

Retirement Mistakes You Want to Avoid - May 2023

Trey takes a chapter out of Terry's future book and discusses proactive versus reactive retirement planning and managing risk.

Watch the video for three retirement mistakes a proactive plan can help you avoid.

4 Habits of Retired Millionaires - May 2023

4 Habits of Retired Millionaires - May 2023

We love this piece from Alex on the habits of millionaires. If you’ve never read “The Millionaire Next Door”, you should. Remember that a million dollars in 2000 isn’t remotely close to the same as a million dollars in 2023…

Post Separation Financial Challenges - May 2023

Post Separation Financial Challenges - May 2023

Financial planning is key to the long-term financial health of your family. This plan becomes even more critical when dealing with the difficulties of a divorce.

Although there is no way to address the financial concerns of every separation, please watch below for a few guidelines that can be helpful no matter your situation. 

Are You and Your Spouse on the Same Retirement Page? - May 2023

Are You and Your Spouse on the Same Retirement Page? - May 2023

It is to be on the same page with your spouse when it comes to retirement. Retirement is a major transition financially and emotionally. You need to be aligned. Please watch this video to learn more.

Overcoming the Overwhelm of Starting Your Financial Plan - May 2023

Overcoming the Overwhelm of Starting Your Financial Plan - May 2023

It can be tough to take the first step towards accomplishing any task, especially when it comes to organizing our finances.

We can help you overcome the overwhelm by providing steps and guidance on where to start, and how to get your financial house in order. Please watch the brief video below to learn more.

Planning for Long-Term Care - May 2023

Planning for Long-Term Care - May 2023

Thinking about long-term care isn’t something we look forward to. It’s easy to put off to “one day” in the future. Particularly if you’re younger and healthy, long-term care may feel irrelevant. There’s time to think about that later…right?

Whether it is for yourself or a loved one, click below to hear about a few things to consider when thinking about long-term care.

Discussing Finances with Your Aging Parents - May 2023

Discussing Finances with Your Aging Parents - May 2023

How involved should you be, and how early? Every situation is different. The best strategy is to be proactive, establish open conversations with your parents, and keep it simple.

Watch below to learn some essential items to discuss with your parents sooner rather than later.

5 Practical Tips as You Close One Chapter and Open Another - May 2023

5 Practical Tips as You Close One Chapter and Open Another - May 2023

After a long successful career, many ask, “Where did the time go?”

Often a career can feel like a sprint rather than a marathon. During that sprint, your time and energy may not be directed towards preparing for a phase of life that seems so far in the future.

Please click below to hear about 5 practical tips as you close one chapter and open another.

How Do I Get Paid in Retirement?  - February 2023

How Do I Get Paid in Retirement?  - February 2023

Terry Wiles outlines how we can help you establish the income flows you need in retirement while considering tax implications.

General Contractor - October 2022

General Contractor - October 2022

Your financial plan is a living, breathing process. Shouldn’t your plan have a general contractor to manage the moving parts and bring all the pieces together?

Lifestyle Creep - October 2022

Lifestyle Creep - October 2022

Are you, or someone you know, hitting their stride in their career? Then, it may be time to consider the effects of “lifestyle creep.” So, how do we avoid this downfall in our financial plan?

Social Security Decision – October 2022

Social Security Decision – October 2022

Social Security income can be critical to a successful retirement. So, what are some Social Security rules and strategies you should know about when entering retirement?

HSAs – October 2022

HSAs – October 2022

Health Savings Accounts, or HSAs, can be extremely powerful for your financial plan. But how do you know if an HSA is right for you?

Beneficiaries – October 2022

Beneficiaries – October 2022

The legacy you leave behind for your heirs is critically essential. So, do you know how your accounts and assets will be distributed at your death?

Roth 401k – October 2022

Roth 401k – October 2022

Have you ever wondered if a Roth 401k could be right for you? How about the differences between a Roth 401k and a Roth IRA?

2022 Half-Time Report - August 2022 

2022 Half-Time Report - August 2022 

It seems hard to believe that we are at the halfway point of 2022! Watch this video to learn what our advisors have to say about the first half of 2022 and thoughts to consider for the remainder of the year.

2022 Forecast - January 2022

2022 Forecast - January 2022

Our team of advisors outlines some lessons to be learned from the Winter Olympics and what may come in the year ahead.

Quarterly Market Perspective – October 2021

Quarterly Market Perspective – October 2021

Terry Wiles shares his thoughts on the markets as we enter the bewitching month of October!

2021 Half-Time Report – July 2021

2021 Half-Time Report – July 2021

Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2021.

2021 Forecast Past and Present – January 2021

2021 Forecast Past and Present – January 2021

Our team of advisors discuss where we’ve been, where we are now, and where we may be going as we begin 2021.

Healthcare: The Retirement Wildcard Part III – Long Term Care

Healthcare: The Retirement Wildcard Part III – Long Term Care

Alex Greene discusses Long Term Care considerations in retirement.

Healthcare: The Retirement Wildcard Part II - Medicare

Healthcare: The Retirement Wildcard Part II - Medicare

Alex Greene discusses Medicare considerations as you plan for retirement.

Healthcare: The Retirement Wildcard Part I

Healthcare: The Retirement Wildcard Part I

Alex Greene reminds us of the importance of planning for healthcare in retirement.

2020 Half-time Report – July 2020

2020 Half-time Report – July 2020

Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2020.

Being Happy by Making Memories – Spring 2020

Being Happy by Making Memories – Spring 2020

Terry Wiles shares his thoughts on the value of making memories.