Financial Education Videos
Financial Education
Lump Sum or Pension Annuity?
A question we often get asked from retirees is, "Should I take the lump sum or pension annuity?" Everyone's situation is unique, so it is important to calculate your probability [...]
What is Dollar Cost Averaging?
Unsure what dollar cost averaging is? Watch this video to learn more about this popular investment strategy! It can help you make money in the market regardless of the markets [...]
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 [...]
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