Financial Planning Archives

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.

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!

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!