Video Library

These videos are for the retirement-minded. If you’d like to make solid retirement plans, avoid common investment mistakes and make sure you don’t outlive your money, you’ll find these seminars beneficial. Feel free to pass along or recommend these to your friends and others who can benefit. Remember, retirement is going to be long, full of uncertainties, and no one plan fits everyone; thus, planning and professional help is the best prescription for an enjoyable retirement.

		All About Reverse Mortgages   - NEW -   There's one part of the mortgage market that is red hot: Reverse Mortgages. This mortgage is where the bank pays you rather than you paying the bank. In order to qualify you must have equity in your home and must be 62 or older. While a reverse mortgage is ...View a clip of the Video
		Managing Retirement Money Withdrawals   - NEW -   The retirement money in your IRA, 401(k), or other qualified pension account doesn’t all belong to you. You have a partner, the Internal Revenue Service (“IRS”). You must pay your IRS-partner every time you withdraw money, and ...View a clip of the Video
		All About Index Annuities   - NEW -   In the past few months you’ve probably read negative stories about index annuities. Unfortunately, many of these are written to mislead by biased or unknowledgeable authors & contain half-truths and false information. Sadly, much is written by ...View a clip of the Video
		CBS News 60-minutes 401(k) story   - NEW -   The biggest fear for the retirement-minded is running out of money! The fear in now reality due to 401(k) losses with the market meltdown. If your retirement money is in the market – mutual funds or otherwise – this story is for you ...View CBS 60 Minutes Story on 401(k)
		Where You Should Put Your Retirement Money   - NEW -   The results will be articles telling you how much to put in bonds, stock and cash – it seems these are your options. What happened to: Bank CDs, Fixed Annuities ...View a clip of the Video
		Erasing Your Biggest Retirement Worry The biggest worry for many retirees is running out of money! The main reason for running out of money is the need for long term medical care. Erase your worries with ...View a clip of the Video
		Tax-Free Retirement Income & More How would you like to have part of your retirement money turned into a Tax-Free Income? Plus, for the income that can’t be made tax-free, there are ...View a clip of the Video
		You, Retirement & Taxes   - NEW -   Regardless of where you turn there is a tax – income, sales, property, gas, estate, liquor, tobacco, telephone, import, export, capital gains, unemployment, Social Security, Medicare ...View a clip of the Video
		Fixed Annuities: A Good Option for Bad Times Over the past several years fixed annuities has been maligned, slandered and debunked by Wall Street BUT it is now obvious that annuities were the best all along for safety-minded people nearing ... View a clip of the Video
		Hold 'em or Fold 'em: A Retirement Decision The investment news is very bad: extremely volatile stock prices, major corporate failures, federal bail-outs, and panic on Wall Street. Most retirement-minded Americans are...View a clip of the Video
		Understanding Your Mutual Fund Mutual funds are America’s most common investment and also the most misunderstood. Mutual funds have posted great gains in some years AND they’ve also posted big losses in other years. Are they suitable for you? View a clip of the Video
		Wake Up Call for America Are you concerned about the solvency of Social Security and Medicare? Does runaway federal spending concern you? Do you understand how federal deficits, the mismanagement of fiscal policy and bloated government programs will affect ... View a clip of the Video
		Tapping Into Your 401(k) Money Before Retirement Tired of the performance of your 401(k)? Scared stiff a market meltdown will water down your retirement money? ERISA and the IRS allow you to transfer 401(k) money tax free to a safe harbor. Get the details ... View a clip of the Video
		Recession-Proof Your Retirement America is facing troubling economic times. All indicators point toward a full-blown recession and trouble for those in or near retirement. Where should your retirement money be invested? ... view more
		Economic Outlook for Retirement Investing - NEW - Today's economy is of major concern to retirement-minded Americans. The sub-prime credit problems are spilling over into auto debt and credit cards. The Federal Reserve is fighting back with ... View a clip of the Video
		Conflicting Investment Advice: Who Knows Best? Times have changed, have you? Historically, you’ve gotten your investment advice from bankers and brokers – but they’ve changed with the times! There are new sources that ... View a clip of the Video
		WHEN BANK CDS MAKE SENSE Bank CDs are the safest places to keep retirement money. They have been mainstay for many retirement-minded Americans because of the safety, ease of understanding and flexibility of maturities. Unfortunately, most ... View a clip of the Video
		RETIRED: CAN YOU AFFORD THE RISK? Two common investment mistakes retirees make: (a) keeping all money in short-term maturities as if needed this year and (b) unknowingly taking investment risks that are unsuitable. Added to other retirement unknowns, these mistakes could ruin your retirement unless ... View a clip of the Video
		Managing Your retirement Money How you manage your retirement money is the greatest financial decision of your life. Choices are complicated, risks are enormous and mistakes costly. Learn from an unbiased expert how to manage your retirement assets for maximum lifestyle View a clip of the Video
		GUIDE TO SOCIAL SECURITY & A BETTER RETIREMENT - Updated Video - When to start Social Security is an important retirement decision. Starting too soon means more taxes & too late mean fewer benefits. Choosing the right time could mean 20% more retirement income. View a clip of the Video
		Positioning Your Money for Retirement You’ve worked hard to save enough to enjoy your retirement years. You must now position your money for you non-working years to make sure it is invested in suitable places. Get some pointers that will make your job easier View a clip of the Video
		Risk and reward are traveling companions Advertisements and testimonials promising you above-market returns with no risk are everywhere. The immutable law of investing says this is not possible. Learn the details and avoid unsuitable risks View a clip of the Video
		Retirement: Your Greatest Financial Challenges Retirement’s greatest challenge will be making your money last. There’ll be interest rate cycles, bad markets, inflation, taxes, emergencies and broken government promises. You’ve one chance to get retirement right! View a clip of the Video
		Rolling over your retirement money - Updated Video - This straight forward, easy-to-read overview is an excellent road map of what you can do in retirement to lower investment risks, optimize earnings and pay fewer taxes. View a clip of the Video
		Understanding Your Annuity Annuities come in many packages, but they all have in common the feature of tax deferral. While annuities are not for everyone, they do have a place in the financial plans of individuals who View a clip of the Video