Financial Education Videos
Financial Education
Mid-Year Financial Planning Checklist
As we are past the halfway mark of 2021, it is an important time to do a mid-year financial planning review and reevaluation of your finances. This can be as [...]
Want to go to space?
SUMMARY: On today's Five in Twenty video, Casey and Matthews tackle five topics in less than twenty minutes! Topics include ending stimulus, buying a new car, home prices, going to [...]
Is Georgia the Best State for Retirement?
SUMMARY: On today's Five in Twenty video, Casey and Brad tackle five topics in less than twenty minutes! Topics include retiring in Georgia, movie theaters, stock market upside, Dollar Tree, [...]
Bitcoin Faces Regulatory Scrutiny
SUMMARY: On today's Five in Twenty video, Casey and Brad tackle five topics in less than twenty minutes! Topics include BrokerCheck, retirement savings, investment returns, S&P 500 beating ESGU, and [...]
Are lumber prices finally falling?
SUMMARY: On today's Five in Twenty video, Casey and Matthews tackle five topics in less than twenty minutes! Topics include the Great Resignation, United buying planes, car dealers, July 4th [...]
Advisor Caught Stealing?
SUMMARY: On today's Five in Twenty video, Casey and Brad tackle five topics in less than twenty minutes! Topics include just like 2000, advisor caught stealing, digital assets, wrong market [...]
Five in Twenty: June 18, 2021
SUMMARY: On today's Five in Twenty video, Casey and Brad tackle five topics in less than twenty minutes! Topics include speculation & investing, Big Tech, trading changes, Boeing vs Airbus, [...]
Five in Twenty: June 11, 2021
SUMMARY: On today's Five in Twenty video, Brad and Matthews tackle five topics in less than twenty minutes! Topics include supersonic travel, capital gains, golf balls, ransomware attacks, and taxes [...]
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