Equivalent Portfolio Value
Going into retirement, you may face the issue of running out of money using traditional withdrawal methods. Watch this video to learn how to speed up …
Archives: Videos
Health & Your Wealth
If you plan on leaving behind a legacy for your loved ones, do you want that money to be lazy or actively grow in value? Watch how Bill and Jill put t…
Health Care
Retirees are constantly caught off-guard assuming Medicare would cover their medical expenses. Instead, it is one of the biggest expenses retirees fac…
Withdrawal Rate
Long lauded as the go-to withdrawal strategy, the 4% Rule simply doesn't cut it in today's investing climate. So what does it take to ensure your nest…
Sequence of Return Risk
A market correction early in retirement can have devastating effects on your portfolio. You may even outlive your money. But there are strategies to g…
Longevity
With retirements becoming longer and longer, it is more and more difficult to plan for them. How long does your money need to last? 20 years? 30 years…
Social Security
Deciding at what age to take social security benefits may be the most important decision you make when it comes to your retirement income. You can tak…
Inflation
What is inflation? What are the causes of it, and how can it be combated? How will inflation's corrosive effects affect your retirement plan and lifes…
Taxes
The American tax code is long, convoluted, and subject to change at any moment. Your retirement plan should be flexible enough to withstand any sudden…