Broker Check


The SECURE Act &

What You Need to Know

- Video Series-

Part 4



The SECURE Act &

What You Need to Know

- Video Series-

Part 3



The SECURE Act &

What You Need to Know

- Video Series-

Part 2



The SECURE Act &

What You Need to Know

- Video Series-

Part 1



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 4



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 3



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 2



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 1



Taxes In Retirement - Part 16

- Video Series-

Consider Roth IRA Conversions



Taxes In Retirement - Part 15

- Video Series-

Retirement Tax Planning - What account do you spend first



Taxes In Retirement - Part 14

- Video Series-

Medicare Enrollment - Coverage Gaps and Late Penalties



Taxes In Retirement - Part 12

- Video Series-

Working & Social Security - The Ugly



Taxes In Retirement - Part 11

- Video Series-

Working & Social Security - The bad



Taxes In Retirement - Part 10

- Video Series-

Working & Social Security - The Good



Taxes In Retirement - Part 9

- Video Series-

Different Approaches to Retirement



Taxes In Retirement - Part 8

- Video Series-

The Social Security Tax Torpedo



Taxes In Retirement - Part 7

- Video Series-

Know Your After-Tax Retirement Savings


Taxes In Retirement - Part 6

- Video Series-

Retirement Surprises


Taxes In Retirement - Part 5

- Video Series-

The Four Stages of Retirement



Taxes In Retirement - Part 4

- Video Series-

Developing A Solution


Taxes In Retirement - Part 3

- Video Series-

The Problem

Taxes In Retirement - Part 2

- Video Series-

A New & Complex World

Taxes In Retirement - Part 1

- Video Series-

Do You Know How Your Retirement Will Be Taxed?


4 Pockets of Opportunity

- War On The Stock Market -

March 2020 Update






There is Hope...A Word of Encouragement




The Forest Behind The Trees

March 2020 - War In The Market

- Video Series-

Part 15 of 15




The MACD Strategy: What Didn't Work

March 2020 - War In The Market

- Video Series-

Part 14 of 15




The MACD Strategy

March 2020 - War In The Market

- Video Series-

Part 13 of 15




What Didn't Work: 200 Day MA Strategy & The January Effect

March 2020 - War In The Market

- Video Series-

Part 12 of 15




200 Day MA Strategy & The January Effect

March 2020 - War In The Market

- Video Series-

Part 11 of 15




Famous Market Timers & Frustrations W/ Buy & Hold

March 2020 - War In The Market

- Video Series-

Part 10 of 15




Opportunity Is Knocking

March 2020 - War In The Market

- Video Series-

Part 9 of 15




Dumb Mistakes Smart People Make w/ Investments

March 2020 - War In The Market

- Video Series-

Part 8 of 15




Determining Your Risk Tolerance

March 2020 - War In The Market

- Video Series-

Part 7 of 15




5 Financial Reasons To Be Excited About Corona Virus

March 2020 - War In The Market

- Video Series-

Part 6 of 15