Videos Covering Financial Planning and Wealth Management Topics
Different Types of Annuities and Where to Buy Them
Confused by annuities? You’re not alone. In this video, we break down the most common types of annuities—SPIA, DIA, MYGA, FIA, and QLAC—and explain when they might make sense in your retirement plan.
The Top 5 Benefits to Investing In Yourself
You’ve spent decades building your career, raising a family, and managing your finances. But now that retirement is near, it’s time to ask: Are you investing in yourself as much as everything…
Why Everyone Isn't Made for Retirement
Is traditional retirement even the right move for you?
In this video, we explore why the classic idea of retiring at age 65 doesn't fit everyone anymore—and why that's perfectly okay. From personal…
Are Annuities Oversold?
Are annuities really worth it, or are they just another overhyped product pushed with fear-based sales tactics? Too often, retirees are sold annuities they don’t fully understand. We’ll help you…
Surprising Social Security Calculation Facts
Most retirees think they understand how their Social Security benefits are calculated… until they look under the hood. From how your 35 highest-earning years are averaged to the surprising impact of…
Final IRS Rules for Inherited IRAs
Receiving an inherited IRA often marks a challenging emotional period and brings complex financial decisions. Recent IRS changes have made navigating inherited IRAs even more critical, particularly…
How Kansas City Seniors Can Save on Property Taxes
If you’re nearing retirement or already enjoying it here in Kansas City, today’s topic is for you. We’re diving into how seniors can save on property taxes with Missouri’s new property tax freeze…
Insights You Can Learn From Your Tax Return
In this video, we explore how your annual tax return can be more than just a set of numbers. Learn how to use the insights from your tax return to build a strategy that reduces your tax bill over…
Will My Pension Reduce My Social Security Benefits?
Are you thinking about retirement? Will you have a pension? If so, this video is for you! Discover how your pension might impact your Social Security benefits.
The Best Time of Year for a Roth IRA Conversion
Are you nearing retirement and wondering about the best time for a Roth IRA conversion? In this video, we break down everything you need to know to save money on taxes and optimize your retirement…
What’s a Health Reimbursement Arrangement (HRA)?
Welcome to an essential guide to Health Reimbursement Arrangements (HRAs), a must-watch for anyone wanting to reduce healthcare costs while maintaining high standards of care. Whether you're an…
A Tour Of The COLLAB Financial Planning Process™
Embark on a journey through our exclusive COLLAB Financial Planning Process™, where we go beyond just creating a plan. Learn how our step-by-step approach ensures your financial future is secure and…
