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Retirement, Investing & Estate Planning Videos
Trying to decide when to take Social Security – 62, full retirement age, or 70?
You’ve probably heard “always wait until 70.” For some people, that’s true. For others, it’s absolutely the wrong move. The real answer depends on your unique situation
Dividend Investing: 3 Ways to Win
(Even When Prices Fall)
Dividends = income you can plan. In this video, I show you the 3 ways dividend investors win—even when prices drop—and how to build retirement income you can actually count on.
Avoid Probate: 5 Step Estate Plan
Keep your family out of court, out of the headlines, and in control.
In this video, I show you the simple, 5‑step estate plan to avoid probate, choose Will vs Trust fast, and get your documents funded so they actually work.
Most retirement advice gives you one number: “Just take 4% a year and hope it works.”
Real life is not that simple. Markets go up and down. Inflation changes. Dividends, annuities, Social Security, pensions, and rental income all move differently. The real question is: “How much can I safely spend, and how should my income change when my portfolio changes?”
Fixed annuities get sold every day to people who don’t really understand what they bought.
In this video, I’ll break down the 3 main types of fixed annuities in plain English:
- Multi-Year Guaranteed Annuities (MYGAs) – the “CD alternative”
- Fixed Index Growth Annuities – principal-protected growth
- Fixed Index Income Annuities – lifetime guaranteed income