How the One Big Beautiful Bill Impacts Retirees
In this video, Drew and Alec talk about the biggest changes in the newly passed One Big Beautiful Bill and how it impacts retirees.
Weathering Market Volatility Within a Retirement Portfolio
In this video, Roger Bair & Jackson Courtney discuss how to manage market volatility within your retirement portfolio
I Have $2 Million Saved. Am I Still on Track to Retire?
In this video, Graham Ewing discusses retirement planning and how to make sure you are on track with your retirement goals.
The Best Tax Hacks for Every Retiree
In this video, Alec Sunners discusses the best tax planning practices for retirees for this year.
The Biggest Retirement Planning Mistakes
In this video, Alec Sunners and Madison Bennett discuss common mistakes people make when planning for retirement.
Tax Tips and Understanding Your Return
In this video, Leo Lavezza and Drew Tignanelli discuss how to review your tax return and helpful last-minute tax tips.
Top 10 Things to Do to Retire in 2025
In this video, Alec Sunners and Graham Ewing discuss the most important issues to think about if you plan on retiring in 2025.
Best Ways Retirees Make Investment Decisions
In this video, Jackson Courtney and Alec Sunners discuss foundations of investing.
Top Tax Moves to Make Before Year-End
In this video, Drew Tignanelli and Alec Sunners discuss tax planning for the end of the year.
Mastering Medicare for a Smooth Retirement
In this video, Roger Bair and Graham Ewing discuss Medicare and how to pick the best option for yourself.