Financial Education Videos
Financial Education
What is the 4% rule?
The 4% rule was developed by William Bengen in 1994. Since then, it has been used by financial professionals to help retirees determine different withdrawal strategies. The way it works is [...]
Stay Invested Long Term
Casey Smith goes over why you should stay invested long term, and discusses a few interesting stats he found in a recent Vanguard report about bear markets vs bull markets. [...]
5 Tax Efficient Withdrawal Strategies
Interested in making more tax efficient withdrawals? Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses 5 different tax efficient withdrawal strategies for retirees. He also explains the importance of analyzing [...]
Roth Conversions in Early Retirement Years
Wondering how to create a tax-free income source in retirement? Roth conversions can be a very powerful tool to utilize for this. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses [...]
Are Annuities a Good Retirement Strategy?
Since times are so uncertain, it may be easy to fall into the trap of an annuity salesperson. They often pitch that annuities are secure and won’t decline in value. [...]
House Passes the Secure Act 2.0
Recently, the U.S. House of Representatives passed the Secure Act 2.0. Are you curious how the new changes to the Secure Act will affect you? Matthews Barnett, CFP®, ChFC®, CLU®, [...]
Lump Sum vs Monthly Pension Payments
When nearing retirement, there are a couple pension payment plans to consider. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses the differences between lump sum and monthly pension payments. While [...]
Changes to the 72t Interest Rates
Are the new changes to the 72t interest rates beneficial to retirees? The short answer is yes. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses what a 72t is, the [...]
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