Financial Planning Videos

Our goal is to provide you with all the information you need to make the most important decisions about managing wealth in your retirement, in formats that are easy to understand. Browse our library of financial planning videos on topics including retirement investment, asset management, and strategic wealth management.

If you have any questions, please contact our independent investment advisors online or by calling 303-741-9882.

Monthly Financial Insights

The Power of a Trust; November 2017

In this month’s episode of Monthly Financial Insights Sam discusses recent economic and market headlines and shares some educational pointers on trust accounts.

What is a Fiduciary?; October 2017

In this month’s episode of Monthly Financial Insights Sam Dechtman discusses recent economic and market headlines and what it means to be held to a fiduciary standard.

Elder Care; September 2017

In this month’s episode of Monthly Financial Insights Sam discusses recent economic and market headlines and shares a few essential tips on elder care.

Insurance; August 2017

In this month’s episode of Monthly Financial Insights Sam discusses recent economic and market headlines and shares a few essential tips on insurance planning.

Retirement Education; July 2017

In this month’s episode of Monthly Financial Insights Jordan discusses recent economic and market headlines and shares a few essential tips on retirement.

Asset Allocation; June 2017

In this month’s episode of Monthly Financial Insights Jordan discusses recent economic and market headlines and shares a few essential tips on asset allocation.

Healthcare Planning; May 2017

In this month’s episode of Monthly Financial Insights Jordan discusses recent economic and market headlines and shares a few essential tips for healthcare planning.

How to save for retirement; April 2017

In this month’s episode of Monthly Financial Insights Jordan shares recent economic updates and helpful tips on saving for retirement.

Monthly Financial Insights: Essential Tax Tips for IRAs; March 2017

In this month’s episode of Monthly Financial Insights Jordan shares recent economic updates and goes over a few essential tax tips for IRAs

What is a Fiduciary?

Being a fiduciary is about loyalty, honesty and trust. These are standards we hold ourselves to and we always will.

Retirement Videos

Social Security Seminar

Social Security: A New Dawn, A New Day

What you’ll learn in this video could prevent you from getting cheated out of tens-of-thoudands, if not hundreds-of-thousands of dollars in Social Security benefits.

How to maximiaze your retirement readienss

How to Maximize Your
Retirement Readiness

Learn what you can be doing right now to get ready for retirement.

How To Save For Retirement

Financial security in retirement doesn’t just happen. It takes planning and commitment and -yes – it takes money.

Retirement Income

Most Americans haven’t determined their retirement income needs. Work with us to understand the risk and reward of the tax efficient retirement strategy.

Retirement Education

95% of Americans haven’t saved enough during their 40 years of work to pay for their 20 years of retirement. Let us show you the solution

Financial Planning Videos

Goal Planning

We can work with you to help identify and prioritize what’s most important to you and integrate your future goals into a comprehensive financial plan.

Insurance

Life insurance protects. 70% of those with coverage only have enough to replace 3 1/2 years of income. How protected is your family?

Insurance

Learn how our planning process can help you achieve your important financial goals.

Healthcare Planning

Healthcare expenses are the #1 cause for personal bankruptcy in America. This video stresses why it’s important to plan now for the high cost of healthcare in retirement.

Economic Reality

It’s time to claim your financial independence. This is how you do it.

Trusts

A lot of people think trusts are only for the super-wealthy. Not true. Trust can benefit anyone who want to manage how they leave their money to their family.

Elder Care

If you’re providing care to your parents, you’re not alone. But the challenges of taking care of our aging seniors can be expensive and emotional. Where do you start?

Robo Advisors

There are website that take your information, run it through their calculators and generate automated financial advice. Robo Advisors don’t know your family, history, or personality.

Investment Videos

Asset Allocation

To reduce risk, most smart investors diversify their assets.

Investment Policy Statement

Before you build, you need a blueprint. Learn how an Investment Policy Statement can serve as your financial blueprint.

Business Financial Videos

Business Owner

Business owners are a special breed with unique financial needs.

Business Planning

Business continuity planning is as important for your financial future as running the business is today.

The Power of the Entrepreneur

Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them.