Retirement planning videos

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Our newest videos

What's Up! July 2024 poster

What’s Up! – July 2024

Welcome to What’s Up! @FSR Wealth – the one-stop video newsletter that features Josh bringing you all our latest and greatest news along with easy links to sign up for upcoming events.

Income in Retirement videos

Stock Market Volatility - January 24, 2022

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.
WATCH VIDEO Stock Market Volatility – January 24, 2022

Investments as a Retiree videos

Josh holds up the letter from AE Wealth

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.
WATCH VIDEO AE Wealth Changes

Taxes in Retirement videos

Retired woman napping by tent

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.
WATCH VIDEO Taxes and the IRS in 2022

Protecting Your Assets videos

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Leaving a Legacy videos

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