Educational Videos

Our number one priority is to help families achieve financial success. That is why we offer a variety of short educational videos to help you learn about investing, retirement planning, life insurance and so much more! Don't see an answer to your question? Go ahead and submit your question and we would be happy to create a video just for you!
Pay Off Debt or Save for Retirement? Here’s How to Do Both
If you’ve ever wondered whether you should focus on knocking out debt or building up your retirement savings, you’re not alone. It can feel like a constant tug-of-war. In this short video, we explain why it’s rarely an either-or decision. Instead, it’s about making progress on both—while putting more emphasis where it matters most right now. We’ll use a simple, real-life example to show how you can pay down high-interest debt while still letting your retirement savings grow in the background.
The 10-Minute Health Check That Could Protect Your Retirement

Most people think they understand their health insurance… until they actually need it. In this quick video, we walk through one simple step that can help protect your retirement—understanding your deductible and out-of-pocket costs. Because one unexpected health event can throw your financial plan off track if you’re not prepared.

Here’s the good news: it only takes about 10 minutes to get clarity and take control. This week’s simple step: Find your deductible, write it down, and make sure you have a plan for it. It’s a small move—but it can bring a lot more peace of mind. If you enjoy simple, practical tips like this, follow along for more ways to make your financial life feel a little easier.
Plan For the Travel You’ve Been Dreaming About

If you’re like a lot of people we meet, retirement isn’t about sitting still. It’s about finally having the time to see new places, visit the grandkids, or take that big “someday” trip.

In this short video, Bryan walks through a simple way to think about travel in retirement—starting with one trip at a time instead of some scary big number. You’ll see how to turn “I’d love to travel” into an actual line item in your plan, using real‑world dollar amounts you can wrap your head around.

Everyone’s situation is different, but you deserve to know what’s realistic for you. If travel has been on your mind, this is a great place to start.

Turn Your Tax Refund Into a Future‑You Win

If you’re like a lot of people we meet, retirement isn’t about sitting still. It’s about finally having the time to see new places, visit the grandkids, or take that big “someday” trip.

In this short video, Bryan walks through a simple way to think about travel in retirement—starting with one trip at a time instead of some scary big number. You’ll see how to turn “I’d love to travel” into an actual line item in your plan, using real‑world dollar amounts you can wrap your head around.

Everyone’s situation is different, but you deserve to know what’s realistic for you. If travel has been on your mind, this is a great place to start.

Turn Your Tax Refund Into a Future‑You Win

Got a tax refund this year? Before you let it disappear on quick spending, Bryan shares one simple move that can make a big difference down the road.

In this week’s 60‑Second Money Minute, he explains how directing even a small part of your refund into your retirement account can add up over time—and help you build a habit of paying your future self first. It’s an easy, calm‑your‑mind kind of step toward the retirement you actually want.

How Much Should I Have Saved for Retirement? (The Simple Way to Think About It)

We hear this a lot: “How much should I have saved by the time I retire so I don’t run out of money?” The truth is, there isn’t one magic number. It’s really about whether your savings can create enough monthly income to cover your real life.

In this video, Brian walks through a simple way to think about it. For example, if you decide you’ll need about $5,000 a month in retirement, and between Social Security and any pensions you’ve got $3,500 coming in, the real question becomes: can your savings reliably make up that extra $1,500 a month for as long as you need it?

How do I prepare for medical expenses in retirement?

Bryan covers the ins and outs of how to best prepare for your medical expenses during your retirement years.

Should I use an annuity during retirement?

Bryan covers what an annuity is and if you should use one during retirement to help you have the retirement you deserve.

Should I Get Term or Permanent Life Insurance?

Bryan covers what the difference is between Term and Permanent Life Insurance and what option might be better for you.

What will taxes look like for me in retirement?

Bryan covers what taxes may look like for you in retirement and what you can do to alleviate the burden they may cause.

Do I need to rollover my 401(k) when I retire?

Bryan covers if you need to rollover your 401(k) and why it can benefit you during your retirement years.

Does a reverse mortgage make sense for me?

Bryan talks about what a reverse mortgage is and if it makes sense for you to consider it during your retirement.

When should I take my Social Security benefits?

Bryan goes over the best time to take social security and how to get the most out of your social security benefits.

How will inflation affect my retirement?

Bryan talks about how inflation can affect your retirement and how best to combat it to make the most of your money.

How does an annuity provide income?

Bryan talks about how an annuity can provide you income and stability throughout your retirement.

Do I need to enroll in Medicare if I still work?

Bryan talks about enrolling in Medicare and what to do if you are still working past 65.