Recordings

Building a Retirement-Ready Portfolio: Balancing Risk, Reward & Market Changes

Learn how to build a portfolio that supports long-term growth and weather changing markets. We’ll cover how to balance risk and reward as retirement approaches.

Decoding Your Retirement Statement: What Really Matters

Your retirement statement holds more insight than just your balance. We’ll help you understand the key numbers and how to use them to track your progress toward retirement goals.

Taxes & Withdrawals: Keeping More of Your Retirement Money

Discover smart strategies to withdraw from your accounts in a tax-efficient way. We’ll explore the order of withdrawals, tax considerations, and how to help your savings last longer.

5 Steps to a Retirement-Ready Budget

Coordinating Social Security with Other Retirement Income

Year-End Financial Planning: Rebalancing, Increased Savings, and Tax Considerations

Countdown to Retirement: Income & Withdrawal Strategies

Healthcare & Retirement: What You Need to Know

Smart Investing: Strategies for Your Retirement Portfolio

Know Your Numbers: Understanding Your Retirement Plan Statement

Live Q&A Recording: August 2025

– What is mega-backdoor Roth, please explain? – How is my personal rate of return calculated?

Withdrawing Wisely: Taking Money from Your Retirement Account

Live Q&A Recording: June 2025

– If there is no employer match, should I still save in my 401(k)? – How do I know if I am ready to retire? – With all the ups and downs in the market lately, should I be changing how my money is invested? …and more!

Social Security & Building a Social Security Bridge

Roth or Pretax: Which Is for Me?

Live Q&A Recording: April 2025

Women, Retirement, and Their Unique Planning Considerations

Retirement 101: Basics for Getting Started and Debunking Common Myths