Videos

  • How Much $ To Save?
    3/21/22

    How Much $ To Save?

    Learn how to use a helpful table when determining how much money you should be saving at certain ages.

  • Concentrated Positions
    3/18/22

    Concentrated Positions

    Learn what a concentrated stock position is and the things you should be considering when trying to minimize this risk long-term.

  • Investing Your 401k/403b
    3/18/22

    Investing Your 401k/403b

    Learn the thought process you should use when determining how you should be investing your 401(k) or 403(b) accounts.

  • 401k/403b In-Service W/D's
    3/18/22

    401k/403b In-Service W/D's

    Learn what a 401(k) In-Service Withdrawal really means and whether this is a technique you should be considering.

  • Deferred Compensation Plans
    3/18/22

    Deferred Compensation Plans

    Deferred Comp Plans are offered to certain employees and is another powerful pre-tax savings tool for retirement.

  • Pre or Post-Tax 401k/403b?
    3/16/22

    Pre or Post-Tax 401k/403b?

    Learn about what you should be considering when deciding between making Pre-Tax or Roth 401(k) Contributions.

  • Self-Directing Your 401(k)
    3/16/22

    Self-Directing Your 401(k)

    Learn what self-directing your 401(k) really means and the main reasons you would consider doing so.

  • 457(b) Deferred Comp Plans
    3/15/22

    457(b) Deferred Comp Plans

    457(b) Deferred Compensation Plans are pre-tax retirement plans offered to execs as an additional savings vehicle.

  • Back Door Roth IRAs
    3/15/22

    Back Door Roth IRAs

    What is a Back Door Roth IRA and what is the process you use to contribute into one?