Sarasota, FL / Bradenton, FL

Video Library


This field is for validation purposes and should be left unchanged.

*Privacy policy: We hate SPAM and promise to keep your email address safe.

Should I Rollover my 401(K)?
Considering a career move and pondering your 401(k) options? Navigating the 401(k) rollover process can be straightforward, yet the choices you face are anything but simple.
401k rollover
Play Video
Direct Indexing: The Next Level of Personalized Investing
Discover how Direct Indexing can transform your investment strategy: customize your portfolio for better tax efficiency and goal alignment.
Play Video
Turning a Windfall into Lifelong Security
Whether it's an inheritance, a lottery win, or a huge bonus, how you handle a windfall in the initial stages is crucial to making sure it lasts.
Play Video
The HSA - A Triple Tax-Advantaged Powerhouse
The list of benefits a Health Savings Account (HSA) provides is extensive, making it one of the most powerful investing tools available - if you qualify.
Play Video
What is an annuity and how can it help your retirement plan?
An annuity is a contract between you and an insurance company that provides a potentially lifelong income stream in retirement.
What is an annuity video
Play Video
Is F.I.R.E. Right for you?
Do you dream of retiring early? Enthusiasts of the FIRE movement (Financial Independence, Retire Early) are encouraging more and more people to achieve their dream of retiring before the commonly accepted retirement age.
Early retiree watching his portfolio falter due to early retirement.
Play Video