Healthcare
The Impact of Medicare IRMAA on Your Premiums
Ryan Wheless discusses the stealth tax, Medicare IRMAA, and how it can impact your Premiums. Medicare IRMAA stands for Income-Related Monthly Adjustment Amount....
Retirement plan
5 Changes in Retirement Over the Past Decades
Ryan Wheless discusses the many changes in retirement of the past versus the retirement of today. Over the past few decades there are...
Taxes
How Inflation Reduction Act Will Increase Taxes in 2023
Ryan Wheless discusses the inflation reduction act and how it will unleash a much tougher IRS. The inflation reduction act gives the IRS...
Retirement plan
Social Security Benefits: When to Start Collecting
Ryan Wheless provides a different take on when it is best to collect social security benefits to capitalize on every dollar you’ve paid...
Investing
How to Beat the 60/40 Portfolio
In this video Ryan discusses how the 60/40 portfolio is dead and how to beat the portfolio and not pay any fees or...
Retirement plan
Taxes on Retirement Plan: How to Successfully Minimize Them
Matt Stevenson and Peter Lott discuss about taxes on retirement. Focus is given to the future of tax rates, how tools such as...
Retirement plan
Creating a Retirement Plan: Key Elements To Consider
Matt Stevenson and Peter Lott discuss essential-key elements to consider when building your appropriate retirement plan to fit your needs. Risk Tolerance, or...
Investing
4 Key Tips to Make Better Investment Decisions
In this video Matt Stevenson talks about 4 Key Tips to Make Better Investment Decisions. It is not possible to accurately predict the...
Investing
5 Common Investing Myths Debunked
Investing can be a daunting and confusing process, especially for those who are new to it. There are countless investing myths and misconceptions...