Educational Videos

Website Blog Images (70)

Essential Financial Literacy Topics to Discuss With Your Children

Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd,...
Steve Young Webinar image

Our Steve Young Event

We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you...
5 money move fro retirees

5 Money Moves for Near Retirees

All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short...
COVID-19 relief bill video thumbnail

COVID-19 Relief Bill

Listen to one of our Wealth Managers, Marcus Anderson, discuss the passing of the 2nd COVID-19 relief bill. He will explain some of the key...
annuity vs. lump sum

Annuity vs. Lump Sum

If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’? ...
AT&T pension

AT&T Pension Plan

Listen to our Wealth Manager and Partner, Scott Meyer discuss the options you may have when it comes to your AT&T Pension plan. Should you...
rollover relief for rmds thumbnail

Rollover Relief for RMDs

Listen to our Wealth Manager, Marcus Anderson, discuss the major changes to the Required Minimum Distribution (RMD). Questions to ask yourself can include: what is...
Health savings account thumbnail

Health Savings Accounts

There are 3 advantages to know and understand your Health Savings Account. These advantages include: triple tax-free, pay for Medicare premiums, and it can help...
Market Video Thumbnail

Are You on the Right Track to Retire?

A very common question we receive is: Do I have enough money or am I on the right track to retire? We are here to...

Schedule a Complimentary Consultation