Video Archives

In this week’s financial tip of the week, Rick discusses the three things that make a great financial plan: a rock solid estate plan, an excellent risk management plan, and a sound investment plan. W…

This week, Willy discusses 3 items to remember when taking your social security. The consultants at Fisher Wealth Management are financial advisors with LPL Financial.

This week, Rick discusses the top 10 IRA planning mistakes made by investors and how you can avoid making these mistakes. The opinions voiced in this material are for general information only and are…

This week, Rick talks about facing volatility and how investors can stay focused on long term goals. By explaining the big picture for our current economic situation and going off of a theory by Warr…

This week, Willy discusses 3 things to consider as a long-term investor to help deal with emotions during times of market volatility. The opinions voiced in this material are for general information …

This week, Rick discusses volatility in the market and how this can affect a persons emotions when it comes to their investments. The opinions voiced in this material are for general information only…

This week, Rick shares facts about the history of the stock market during election years and helps answer questions about what you can can expect as an investor during this election year. Investing i…

With the end of the year right around the corner, now is a great time to button up your financial life. This week, Rick offers a few tips on things you should pay attention to in order to help you pr…

This week, Willy talks about the potential threats that rising health-care costs have on our assets and retirement income. He then discusses 3 things to remember about long-term care in retirement in…

This week, Rick shares some strategies for taking required minimum distributions and how to preserve as much spending power as possible. Traditional IRA account owners should consider the tax ramific…