Category: Financial Planning

What To Do With Extra Cash

What should you do when life finally starts going well financially… but suddenly every dollar seems to have 5 different jobs?

In this case study, we walk through the story of a young couple who recently found themselves with something many people dream about: consistent extra cash flow.

But along with that opportunity came a wave of competing financial priorities:

• Paying off credit card debt
• Saving for a first home
• Starting a college fund for their child
• Building emergency savings
• Planning for the future without feeling overwhelmed

The truth is, many young couples end up in this exact position. Income rises, stability starts to appear, and suddenly the question becomes: “What do we prioritize first?”

It can feel confusing, emotional, and surprisingly stressful — even when things are objectively improving.

In this video, we break down a practical, straightforward playbook for navigating this exciting but tumultuous stage of life. You’ll learn how to think through competing financial goals, avoid common mistakes, and create a plan that builds long-term stability without sacrificing flexibility today.

If you’ve ever felt stuck between being responsible and trying to actually enjoy the progress you’ve made, this video is for you.

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What To Do During A Sudden Financial Transition

Life can throw some unexpected financial curveballs—like a divorce or the loss of a spouse—but having a simple plan can help you move forward with confidence

In this video, we break it down into 4 easy-to-follow phases:
– Pay the bills
– Confirm your cash flow
– Understand your money
– Adjust, optimize & plan ahead
You don’t need to have everything figured out right away—just take it one step at a time. A little clarity today can make a big difference tomorrow.
👉 Watch now and take your first step toward feeling back in control.

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Why Does Retirement Feel So Scary?

Retirement is supposed to be the reward at the end of a long career… so why does it feel so scary to think about?
In this video, we break down why planning for retirement can feel overwhelming, even when you’ve “done everything right.” It’s easy to picture retirement as simple and stress-free—but once you really start thinking through the details, fear can creep in fast.
We talk about how retirement disrupts the 3 F’s:
• Finances – Will my money actually last?
• Fulfillment – Who am I without my work?
• Familiarity – What happens when my daily routines disappear?
You’ll learn practical ways to get more comfortable estimating your finances so you’re not guessing in the dark, plus mindset shifts that can help you rediscover hobbies, build new routines, and create a retirement that feels meaningful—not scary.
If retirement planning has been sitting in the back of your mind (or keeping you up at night), this video is for you.

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Where Should I Rollover My Old 401k?

This video talks about three options for old 401k rollovers. One – rolling over your old plan into your current employer’s plan. Two – rolling it over into your own IRA. And three, having a financial advisor rollover and manage your old 401k. There are pros and cons to each, but the bottom line is that choosing one of these options is almost always better than leaving it in your old employer’s plan!

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Doing the Math – Traditional vs. Roth 401(k) Contributions

We’re doing lots of math in this video to help you decide whether it makes sense to do traditional 401(k) contributions or Roth 401(k) contributions if that’s an option for you. This video is great for early to mid-career people deciding what to do in their 401(k)’s and is also great for you to share with adult children who are early in their careers. Bottom line – it often makes sense to contribute in both ways to your 401(k); however, your unique circumstances and goals may have you leaning heavily in one direction or the other!

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