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,...
Retirement plan
What Is a Fixed Index Annuity & How Does It Work?
In this video Ryan discusses the fixed index annuity also known as the equity index annuity. A fixed index annuity offers the ability...
Retirement plan
How Do Fixed Annuities Work?
In this video, Ryan discusses the Fixed annuities also known as cd annuities which provide a tax-deferred fixed rate of return with no...
Retirement plan
How Do Immediate Annuities Work?
In this video Ryan discusses about Immediate Annuities and how they can provide a guaranteed lifetime income stream you cannot outlive. Outliving their...
Retirement plan
How do Variable Annuities Work ?
In this video Ryan Discusses Why Ken Fisher hates annuities. Fisher particularly hates Variable Annuities which he believes should not be legal as...
Retirement plan
Financial Comfort in Retirement: Can 1 Million Dollars Make it Possible?
In this Video Ryan is going over a case that sees Tom and Jane at 60 and 62 with a million dollars that...
Retirement plan
How to Build a Diversified Retirement Plan
Matt Stevenson discusses the elements of building a diversified retirement plan. Investments that may fluctuate in value depending on economic or market conditions,...
Retirement plan, Taxes
How 3 Types of Retirement Income Get Taxed
Matt Stevenson discusses the importance of focusing on taxation in 3 types of retirement income. Consideration is given to the future of tax...