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Year-End Savings Topics

Financial Planning & Advice Recording

Holiday spending, last minute tax situations, and getting off on the right foot next year are all themes we cover in this video. Many people assess their finances and retirement savings at the beginning/end of the calendar year. If you are one of them, keep these items in mind.

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Recording Resources

Smart Investing: Strategies for Your Retirement Portfolio

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Recording Resources

Live Q&A Recording: August 2025

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

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Communication Financial Planning & Advice

Speculating Vs. Retirement Investing

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