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Videos and Blogs 

Our educational videos can be watched by clicking on the video, which will take you to YouTube. Check out our YouTube channel to see all our videos. 









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Video: An Introduction to the "4% Rule" for Retirement Portfolio Withdrawals

In this video, I break down the "4% rule", a widely used guideline for retirement spending. The rule suggests withdrawing 4% of your retirement savings annually to ensure your funds last through a 30-year retirement period. Every year after that, your withdrawal amount is adjusted for inflation. I explore its origins, assumptions, and important considerations, offering practical insights to help you make informed decisions about your financial future. This rule of thumb is far from perfect and may not be worth using as anything other than a starting point for your own planning needs. Watch now to learn how the 4% rule can impact your retirement strategy.

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Video: What the Research Says About Retirement Spending

Understanding the average retiree's spending journey and the impact on portfolio withdrawals is a crucial aspect of securing your financial future. There are multiple retirement projection tools out there. Some are good, some not so good. But, they all share one major flaw, which is based on a significant amount of research. Watch to learn more!

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The Last Hike?

What tends to be the market's reaction to a Fed that is on "pause" and eventually cutting interest rates due to a slowing economy?

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Are Loans Against Life Insurance a Good Idea?

Whole and Universal Life Insurance is very confusing. On top of that, people think you can take a loan against the cash value, using the leverage to do other things with the money. Is this is a good idea or too good to be true? Check out this video for our take.

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