Icon-linkedin Icon-facebook Youtube Icon-instagram-1 X-twitter
Client Login
Schedule An Appointment

Category: Financial Planning

Using Real Estate To Help Your Aging Parents

September 14, 2026

How can investment real estate help you support your aging parents while potentially creating financial benefits for your own family?

In this video, Dave explores several ways families may be able to use investment real estate to help reduce their parents’ living expenses while also addressing other family financial needs, including childcare.

The video covers three potential approaches:

• Purchasing an investment property and renting it to parents at or near fair-market rent
• Charging fair-market rent while separately providing financial assistance to parents
• Renting the property to parents at fair-market value while potentially paying them for childcare

Dave also discusses important considerations surrounding fair-market rent, rental property deductions, depreciation, childcare expenses, Social Security taxation, and potential self-employment tax implications.

The goal is to create a potential win-win: helping aging parents with living expenses while benefiting your own household through investment real estate and childcare arrangements.

Notice: These strategies depend heavily on your individual circumstances. This video is for educational purposes and is not official tax advice. Always consult your accountant or qualified tax professional before implementing any strategy.

Read More »

What To Do When You Experience A Financial Setback

August 26, 2026

Financial setbacks happen to everyone. A bad investment, business deal, rental property, or unexpected loss can feel overwhelming—but one setback doesn’t have to define your financial future.

In this video, Dave shares how to put financial losses into perspective, evaluate whether a loss is temporary or permanent, and decide when it makes sense to cut your losses and move on.

Most importantly, setbacks can become some of our greatest learning opportunities.

Learn how to use financial setbacks as opportunities to make better decisions, avoid repeating the same mistakes, and move forward with confidence.

Read More »

What To Do With Extra Cash

May 16, 2026

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.

Read More »

What To Do During A Sudden Financial Transition

April 4, 2026

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.

Read More »

Why Does Retirement Feel So Scary?

February 6, 2026

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.

Read More »

Where Should I Rollover My Old 401k?

February 18, 2025

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!

Read More »

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

January 9, 2025

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!

Read More »

Latest Posts

Categories

Archives