Educational Videos
Comprehensive Videos for Informed Decision-Making
Watch and Learn: Bite-Sized Financial Education
Access a dynamic collection of short, client-friendly videos covering key financial topics—from retirement basics to investment discipline. Perfect for sharing in emails, meetings, or on your website to boost engagement and understanding.
What Does Retirement Really Cost?
Retirement planning isn’t just about saving a certain amount—it’s about building a reliable income, managing risks, and making your money last. In this short video, we explore what today’s retirees need to prepare for, from healthcare costs to inflation and living...
Dynamic Growth Allocation Explainer Video
Market conditions are always shifting—and so should the way your investments are managed. In this short video, you'll learn how one of our investment strategies, the Dynamic Growth Allocation, adjusts its mix of stocks, bonds, and alternatives based on current market...
What is a Market Downturn and How Should Investors Think About It?
It’s easy to feel concerned when you hear headlines about the market being down—especially if you’re retired or planning to retire soon. But short-term downturns don’t always spell long-term trouble. In this quick video, you’ll learn what a market downturn really...
Brought To You By:
Josh Wood
CFP® | MPAS® | CRPS® | ABFP? | APMA®
President – Senior Wealth Advisor