Financial Education Videos
Financial Education
What is a required minimum distribution (RMD)?
Matthews Barnett, CFP®, ChFC®, CLU® explains what a required minimum distribution (RMD) is and when they are required. Matthews Barnett, CFP®, ChFC®, CLU® Financial Planning Specialist
What is a Roth conversion?
Matthews Barnett, CFP®, ChFC®, CLU® explains what a Roth conversion is, and how it might benefit you depending on your income level or tax situation. Matthews Barnett CFP®, ChFC®, CLU® [...]
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 [...]
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