VIDEOS

I have created videos and placed them on various pages around my website. This page combines them all in one place. The top three videos provide information about me and other financial professionals. The other section of videos address financial planning and investing topics.

Note: I plan to add more videos as time allows. If there is a particular topic you would like me to consider (for a video or research article), then please reach out and let me know.

About Me & Financial Professionals

About Aaron

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

Financial professionals

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

Insurance & annuity professionals

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

Investment & Financial Planning Education

Retirement income

Can you imagine a plan for retirement income you could understand and implement with ease? With total costs of just 0.10% per year? A 30% reduction in investment-related taxes? I first highlight two primary approaches used to generate retirement income and then describe how my hybrid approach can achieve these benefits.

Introduction to income annuities

This is a video capture of my 2021 presentation for the annual AAII (American Association of Individual Investors) investor conference. I first explain the basics of income annuities and then go into more detail about how they are priced and taxed.

Financial planning: Income tax

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 your retirement accounts!). I also wrote an article on this topic with more details.

Financial planning: Investment-related taxes

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 interest, rental income, etc. in taxable accounts. I also wrote an article on this topic with more details.

Financial planning: Asset location

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 important enough to warrant its own video. I also wrote an article on this topic.

Exchange-traded Fund: Tax Efficiency

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 critical driver of ETF tax efficiency: their in-kind creation and redemption process. If you like this topic, you may also want to read this article.

Three Key Investment Ingredients for Portfolios

This video highlights what I believe are the three primary investment ingredients used for building portfolios (assets + strategies + products). Understanding this high-level categorization and how these ingredients differ can make you a better consumer of financial products and services.

Social Security Tax Torpedo & Capital Gains Bump Zone

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 the capital gains bump zone. I include an animated illustration showing how ordinary income and capital gains taxes interact.

Retirement Withdrawal Strategies - Which Accounts and When?

This video explains the importance of utilizing an optimized withdrawal strategy. Most financial planners and planning software default to the conventional withdrawal sequence, but this can result in 10s or 100s of 1000s of dollars being lost to taxes or missed tax deferral opportunities.

Future videos coming!

Email me (aaron.brask@aaronbraskcapital.com) or use my contact form to let me know what topics you would like to see or provide feedback on existing videos.

Future videos coming!

Email me (aaron.brask@aaronbraskcapital.com) or use my contact form to let me know what topics you would like to see or provide feedback on existing videos.

Future videos coming!

Email me (aaron.brask@aaronbraskcapital.com) or use my contact form to let me know what topics you would like to see or provide feedback on existing videos.

More videos to come! Please let me know what topics are important to you.