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!
Turn Your Tax Refund Into a Future‑You Win
Wondering if you’re “on track” financially? You’re not alone—it’s one of the most common questions we hear.
In this video, Bryan shares a simple way to think about your progress without getting stuck on a single number. Instead of chasing a benchmark, it starts with a better question: what do you want your money to do for you? Because retirement (and financial planning in general) isn’t one-size-fits-all. The lifestyle you want plays a big role in what “on track” actually means for you.
If this has been on your mind, it may be time to talk through your numbers with someone who can help you build a plan around your goals.
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.