Retirement planning videos
Scroll through our list of videos or use the table of contents to jump ahead to the specific topic you’d like to learn more about.
Our newest videos
Happy Hour with Josh – Easter Cocktail 2023
Watch along as Mike Allas, owner of Tannins Wine in Elmhurst, teaches Josh how to craft his new Easter cocktail!
How do Recent Bank Failures Impact Your Portfolio?
Regulators seized Silicon Valley Bank (NASDAQ: SIVB), the nation’s 16th-largest bank. The bank was declared insolvent after it couldn’t satisfy withdrawals by depositors.
Happy Hour with Josh – Scott Smith Super Bowl Cocktail
Watch along as Josh makes his world famous Autumn Old Fashioned! Maple syrup, apple cider, and Bourbon, oh my! And will Dave learn how to properly stir an Old Fashioned?
Income in Retirement videos
Stock Market Volatility – January 24, 2022
After mostly ignoring bad news through the latter part of 2021, the market’s mood has shifted since the start of the new year. Volatility jumped significantly in the past week, sending major indexes into a downward spiral. A combination of factors is fueling the drop, including potential conflict between Russia and Ukraine, actions from the Federal Reserve, and ongoing uncertainty about the U.S. economy.
Social Security With Income
With social security there are different rules from age 62 up until your full retirement age. Knowing which rule applies to you will impact when you can take social security.
When Should You Start Taking Social Security Benefits?
When should you start taking social security benefits? Like everything else, there are multiple variables that come into play before you should make a decision. Age, income, and taxes.
Investments as a Retiree videos
AE Wealth Changes
Inflation is here, and so are government bonds that are popular again. I’m talking specifically about I Bonds. We’ve recorded a quick video to go over what I Bonds are, how they may impact your situation, what you need to know, as well as how you can go about purchasing them if you think it’s right for you.
Social Security With Income
With social security there are different rules from age 62 up until your full retirement age. Knowing which rule applies to you will impact when you can take social security.
When Should You Start Taking Social Security Benefits?
When should you start taking social security benefits? Like everything else, there are multiple variables that come into play before you should make a decision. Age, income, and taxes.
Taxes in Retirement videos
Preparing for a Future with Volatile Markets
Are you prepared for a future of volatile markets? In March ’22, we hosted a client workshop at The Morton Arboretum that focused on market corrections. Despite our clients being assured over and over that they’re well prepared for these corrections, a lot of them admitted that they’re still scared.
Russia, Ukraine, and Your Retirement
Russia, Ukraine, and YOUR retirement. Markets are always volatile in response to a geopolitical event. We’ve seen this before, and while things typically bounce back rather quickly, it’s perfectly O.K. to feel nervous.
Taxes and the IRS in 2022
This year, it’s more important than ever to have some patience as you’re getting ready to prepare your tax return. In this video, I’ve got some key tips to make sure that you have a smooth process so you get your refund as quick as humanly possible.
Protecting Your Assets videos
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Leaving a Legacy videos
Mindset Change – Asset Allocation in Retirement – 07.2021
In your working years, regarding your asset allocation, you were taught to focus almost exclusively on risk. You probably filled out risk evaluation surveys for your 401k and other investments. But there’s a 2nd variable not talked about enough, and that variable is time.
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