Video Library
 
Watch these short educational videos about important retirement issues, 401(k)'s, IRAs, Rollovers, and retirement financial planning. Some excellent videos from the Countdown2Retirement video email program are also archived below.
Retirement Issues
Can You Retire Yet?
Do you have enough savings? How much retirement income will you need? Know answers to these questions before you take the leap.
 
Archived Countdown videos
Countdown2Retirement – executive overview
Subscription to this free email video newsletter can give you a substantial advantage in your retirement planning. First video in the series.
 
The Biggest Retirement Question
The biggest retirement question that you haven't thought about is longevity. Figure out how long you might live.
 
Public Enemy Number One of Retirement
Inflation can be the worst enemy of your retirement income. Learn about it and how to protect yourself from this devastating force.
 
The Best Way To Make Money in Retirement...
...is to not lose money. Strange as it may seem, too many people take an unreasonable amount of risk with their IRAs and retirement funds.
 
Not Your Father's Retirement
Today's generation of retirees has invented some very creative ways to retire and still keep the money flowing in.
 
Year-end Checklist Download PDF
This is a good time to review your financial plan, your beneficiaries, your will or trust, and your tax situation. Use this checklist.
 
401(k)s, IRAs, Rollovers
What You Really Need to Know About a Rollover
Here is the essential information that you should know before making any decisions about a rollover or withdrawing from your 401(k) plan.
 
The 6 Most Common Rollover Mistakes
Mistakes happen more often than you might think. The results can be devastating, but knowing what you are doing can help prevent mistakes.
 
Should You Rollover Your 401(k)?
Find out why the rollover strategy is so popular. Weigh the pros and cons before you decide what is best for your situation.
 

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