Health Savings Account – Whiteboard Video

1-Minute Video:  Video Transcript: A Health Savings Account is a personal savings account you can set up to help lower your overall medical costs. An HSA account allows you to set aside pre-tax dollars for covered medical expenses like deductibles, copayments,...

How to Choose Medicare Coverage: 1-Minute Video

Video on YouTube: Video Transcript: Many pre-retirees are uncertain about their choices when it comes to enrolling in Medicare. There are 2 main ways to get your coverage – you can choose the traditional fee-for-service Medicare, known as Original Medicare, or a...

Whiteboard Videos for Medicare – Retirement

1-Minute Video: Video Transcript: Many pre-retirees are uncertain about their choices when it comes to enrolling in Medicare. There are 2 main ways to get your coverage – you can choose the traditional fee-for-service Medicare, known as Original Medicare, or a...

Financial Planner Marketing – Inflation

1-Minute Video on YouTube: Transcript: The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement investment must be at least equal to inflation. Here’s why. Suppose...

Whiteboard Animated Videos for Financial Advisors

1-Minute Video on YouTube: Video Transcript: With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no...