by Grant Ryan | Jan 30, 2024 | Financial Advisors, Video Marketing
Whiteboard Video from YouTube: Tax efficient investing involves strategies to help reduce the impact of taxes. Investments have three tax flavors: taxable, tax-deferred and tax-exempt. Taxable requires gains to be paid as they are earned each year. These include...
by Grant Ryan | Jan 17, 2024 | Financial Advisors, Video Marketing
Whiteboard Animated Video on YouTube: Video Transcript: The huge rise in prices we’re seeing from inflation is causing investors a lot of anxiety. The important thing to understand about inflation is that it’s not the amount in your portfolio that matters, but...
by Grant Ryan | Jan 3, 2024 | Reverse Mortgage, Video Marketing
Educational Video from YouTube: You’re retired – or soon will be – and you’re in the process of planning for the days after you stop working. You’re checking with your financial advisor regularly to make sure your IRA or 401K is performing as you hoped,...
by Grant Ryan | Dec 27, 2023 | Financial Advisors, Video Marketing
Whiteboard Video from YouTube: If you own residential or commercial property, having the right amount of insurance is vital for protecting your investment … and your financial security. Damage caused by weather, or an unexpected lawsuit can cause crippling financial...
by Grant Ryan | Dec 19, 2023 | Medicare, Video Marketing
Video from YouTube: Video Transcript: Medicare Supplement plans – also known as Medigap plans – are designed to cover some of the costs that Original Medicare doesn’t. These costs include things like copayments, coinsurance and deductibles. Some Medigap plans...