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Video Archive

Education is essential when it comes to financial planning!  On a monthly basis, I answer questions regarding financial planning and investment strategies in video format.  One of the benefits of this series is that it gives individuals answers to questions that they didn’t even think to ask.  These videos are available on demand here, on my website, and on my YouTube channel.  You can also submit a question at the bottom of the page that I may cover in a future video!


January 2020 QOM – What is the SECURE Act and how will it affect me?


December 2019 QOM – Owning an Annuity in an IRA


November 2019 QOM – Is Group Life Insurance Enough?


October 2019 QOM – What is a Cash Balance Defined Benefit Plan


August 2019 QOM – How Much Does Medicare Cost?


July 2019 QOM – How is My Debt Handled at Death


June 2019 QOM – How Much Can I Contribute to a 401(k) AND an IRA


May 2019 QOM – How Often to Review Your Estate Plan


April 2019 Question of the Month – How Much Do I Need to Retire?


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