Investing Strategies

Financial Planning & Advice Recording

Learn about simple and powerful actions that you can take with your investments, such as: • Proper diversification • Simple investing tips • Easy-to-use investment options • Avoiding typical investing pitfalls

Additional Resources

Video intro image graphic about Emotions and Investing. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Emotions & Investing

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Video intro image graphic about A Conversation About Retirement Plan Costs. Video presented by Greg Klein of Hays Financial Group

Recording Resources

A Conversation About Costs

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Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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