Video Library

All videos recorded in 2021


What you need to know to make the
most of Social Security

With fewer and fewer companies now offering pension plans, the traditional three-legged retirement income stool is rapidly becoming a thing of the past. That means Social Security planning and optimization are more important than ever.

Here's what you'll learn:

  • Three potential changes — changes that could affect you — to improve the long-term health of Social Security
  • Key issues to help you make an informed decision about the optimal time to take your benefit
  • Taxation considerations and why Social Security planning must be integrated into your retirement planning

Our firm is not affiliated with the U.S. government or any governmental agency.

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Thinking outside the box with
your 401(k)

Most nest eggs today are funded exclusively by employers’ retirement plans. While 401(k)s have several inherent advantages, it’s worth considering how a more diversified approach could pay off in the long run.

Here's what you'll learn:

  • How redirecting a portion of contributions today can help you save big on taxes and fees tomorrow
  • Why Congress’ recent rule changes to IRA inheritance may complicate things for your beneficiaries
  • What Fortune Financial Group founder Chris Scalese calls “the biggest myth to retirement planning”
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Forecasting a potential tax storm ahead of your retirement

For most people, taxes are out of sight and out of mind for 11 months of the year. But if you’re preparing for retirement, you owe it to yourself to familiarize yourself with today’s landscape and explore whether there are ways to save.

Here's what you'll learn:

  • Where taxes are at right now, where we see them going and what you can do right now to potentially ease the burden moving forward
  • Why retirement accounts are often the first place the government looks when it needs to offset debt
  • How the upcoming expiration of tax-friendly legislation could negatively impact your nest egg

Three ways to grab your retirement by the horns

Traffic, weather, politics — there are several aspects of life that simply fall outside the boundaries of our control. While that also rings true of some elements of our retirements, there are many others where we can put ourselves in the driver’s seat.

Here's what you'll learn:

  • Why income planning — one of the most important part of your retirement — is a lot like building a house
  • How taking your Social Security at the right time can be a game changer for your retirement
  • Where fixed investments fit into a diversified retirement strategy

Three keys to de-risking your retirement

With dozens of potential risks poised to challenge our retirement strategies at any given time, navigating your final years in the workforce can often feel like tiptoeing through a minefield. Education could be key to making it through clean to the other side.

Here's what you'll learn:

  • Ways the disappearance of pension programs has destabilized the traditional "three-legged-stool" approach to retirement income
  • Why, without diversification, stock market performance at the time of your retirement could have a devastating effect on your savings
  • How utilizing a tax-deferred approach to saving for retirement could lead to you losing half of your nest egg to Uncle Sam

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today.

Or give us a call at 570.489.4142