Educational Content

This video explains the importance of utilizing an optimized withdrawal strategy. Most financial planners and planning software default to the conventional withdrawal sequence: Spend taxable

This video highlights two pitfalls I regularly see people falling into during retirement. The first is the Social Security tax torpedo, and the second is

I was honored to speak alongside some industry heavyweights at AAII’s 2021 virtual conference

This video highlights many factors that should be considered (optimized) when making decisions about Roth conversions. This list is not exhaustive, but I believe it

This video highlights what I believe are the three primary investment ingredients used for building portfolios (assets + strategies + products). Understanding this high-level categorization

Some people attribute their tax efficiency to the low-turnover nature of the indices underlying many ETFs. Low turnover is a factor but there is another

Here I discuss financial planning strategies involving asset location (not to be confused with asset allocation). This involves both income and investment-related taxes but is

Here I discuss financial planning strategies for reducing the amount of investment-related taxes one may pay. Investment-related taxes are those which apply to dividends, bond

Here I discuss financial planning strategies for reducing the amount of income tax one may pay on money they earn (spoiler: optimize the use of

This video discusses the various types of financial professionals that would like to help you with purchasing life insurance and annuities.

This video discusses the good, the bad, and the ugly types of financial professionals that would like to ‘help’ you with your investments.

In this video, I talk about my background, my experience, and why I like financial planning.