Retirement plan
Inflation and Its Impact on Retirement Planning
In this video, Matt Stevenson of Allied Wealth discusses the significant impacts that inflation can have on today’s retirees. Inflation is a dreaded...
Retirement plan
Understanding Net Unrealized Appreciation
Ryan discusses net unrealized appreciation (NUA) using the exxon (xom) 401k plan as an example. Net unrealized appreciation creates substantial tax benefits to...
Investing
Myths And Facts About Investing
In this video, Ryan discusses myths and facts about investing. The impact of emotions, media influence, and our fear of our financial security...
Investing
Myths & Facts about Mutual Funds
In this video, Ryan discusses the truth and facts about mutual funds. There are some key things to know about how mutual funds...
Retirement plan
How to Get a 2nd Mortgage After Retirement
Want to buy a second home for or during retirement? Getting a mortgage after retirement can be a difficult task. In this video,...
Retirement plan
Assessing Your Retirement Savings Plan
Today we will talk about retirement savings plan. Fidelity recently conducted a study on retirement savings and concluded that by age 67, you...
Retirement plan, Taxes
How 7 Types of Retirement Income Get Taxed
Navigating taxation in retirement requires a general understanding of how various accounts are taxed. In this video, Ryan discusses the taxation of the 7...
Investing
The 3 Layers of Investment Portfolio Diversification
Diversification is not just about having a portfolio allocated to various asset classes. There are 3 layers of Investment portfolio diversification. The first...
Healthcare
The 4 Parts of Medicare Explained
Understanding Medicare can be a daunting task. In this Medicare 101 video Ryan Wheless discusses the 4 parts of Medicare. Medicare Part A,...
Taxes
What is Tax diversification and How Does it Work?
In this video Ryan addresses tax diversification. Tax diversification focuses on having different types of accounts. For instance, retirement account money includes 401k,...