Expand Your Circle in Retirement

When people picture retirement, they think of freedom. But what many don’t expect is how quickly their social world shrinks. In today’s video, we are going to talk about how retirement can be a rare opportunity to build a circle that fits who you are now.

Social Media Impact On Your Money Mindset

With the ever increasing amount of influence from the twenty four hour news cycle and social media, there are a variety of viewpoints on how the media, in particular social media like Instagram, Tik Tok, and Facebook influences our society – both good and bad. But in this video, we want to discuss how social media can impact our money mindset.

Five Ways to Protect Seniors From Financial Abuse

With advances in technology and an increase in ne’er do wells on a global scale, it’s more important than ever to help protect your loved ones from financial abuse. In this video, we are going to discuss five ways you can help protect your loved ones from financial abuse.

Misconceptions About Retirement

This video discusses five common financial misconceptions that we often hear about retirement.

Fostering Financial Values In Your Family

Over the next two decades, trillions of dollars are expected to change hands in the “great wealth transfer.” This shift represents a huge opportunity to consider the values you wish to impart on your family’s financial legacy. In this video, we are going to discuss three ways you can foster financial values in your family.

Politics & Your Investments

The importance of keeping politics out of your investment portfolio.

Selecting Charities

In this video we discuss items to consider when identifying the right charities to support.

A.I. Fraud Prevention, Part 1

In the first video of a two-part series, we are going to discuss A.I. fraud, how to spot it, and some best practices to avoid falling prey to it.

Longevity Planning

In this video, we discuss financial risks associated with human longevity.

Decades of Change

In this video, we discuss three significant changes within the world of investing and personal finance and the impact these changes have on the mindset of investors. Two of these changes have created incredible challenges for investors and advisors alike, while one aids in addressing those challenges.

Financial Well-Being: Gratitude

Our previous videos have been focused on the markets, the economy, and the noisy environment we are currently in, which we do not see quieting down any time soon. As a departure from that, we thought it would be enjoyable and prudent to take a look at another facet of financial well-being: gratitude.