Financial Videos

We are providing you with professionally produced 5-10 minute videos and 1-2 minute vignettes videos which convey important financial concepts that you need to know, like retirement planning, mortgage strategies, Qualified Plan trade offs, and the power of asset access.  They will undoubtedly stimulate questions.  Send us an Email, or call.

 

Wealth & Wisdom – Money Matrix

 

Wealth & Wisdom – Transfers Of Wealth

 

Wealth & Wisdom – The Next 3000 Days

 

Wealth & Wisdom – An Uneasy Awareness

 

Wealth & Wisdom – Qualified Plans

 

Wealth & Wisdom – The Defining Moment

 

Wealth & Wisdom – The Business of Learning

 

Wealth & Wisdom – Owning a Home

 

Wealth & Wisdom – Taxes

 

Wealth & Wisdom – The Family Legacy

 

Wealth & Wisdom – Misguided Wisdom

 

Wealth & Wisdom – The Thought Process

 

Wealth & Wisdom – Insurance

 

Wealth & Wisdom – The Charitable Legacy

 

College Funding – How Will I Pay For College

 

College Funding – Expected Family Contribution

 

College Funding – Sticker Price

 

College Funding – The Importance of Planning

 

10 Minute Lesson

 

Circle of Wealth

 

Club vs. Swing

 

College Funding

 

Mortgages

 

Personal Economic Model

 

Private Reserve Strategy

 

Qualified Plans

 

Retirement – Are You Ready?

 

Your Bank