Videos
Money & Mindset
It Started With a Water Heater
Mike and Jess make over $500,000 a year and have no financial system. This is about the foundation: what it looks like, what it costs you to not have it, and how to build it.
Why You Always Feel Behind (Even When You're Doing Fine)
Over time, our expectations shift based on the environment around us. A home, career, or lifestyle that once felt like stability can start to feel insufficient, simply because the reference point has moved.
The Feeling Behind Every Financial Decision
Most financial advice focuses on numbers: returns, accounts, and strategies. But real financial decisions rarely happen in a spreadsheet.
Top 3 Money Mistakes in Your 20's & 30's
Your 20s and 30s are the decades where small financial decisions can make a huge impact on your future wealth. Partner and Wealth Advisor Shane breaks down the three most common mistakes he sees people make, and how you can avoid them.
Planning & Retirement
Are You Working Longer Than You Need To?
A lot of people delay retirement because of fear, not money. They've just never had someone walk them through what's possible.
How Much Cash Should You Keep in Retirement?
A simple framework for thinking about cash in retirement, and how an income reserve can fit into the plan.
3 Medicare Decisions That Can Cost You Thousands
Medicare can get confusing fast, and if you're getting close to 65, this stuff matters. Here are three Medicare decisions to understand early.
If You Have a Pension, This Changes Retirement
Getting close to retirement usually means facing one big shift: your paycheck is going away. When that happens, the real question becomes what replaces it.
How Social Security Is Taxed (And Why It Changes From Year to Year)
Social Security taxation is one of the most misunderstood parts of retirement planning, and to be fair, it is confusing.
2026 Money Updates You Should Actually Know
It's officially 2026, and a few important financial rules and limits have changed. Here's a quick walk through the ones worth knowing.
I've Saved About $1 Million...Am I Ready to Retire?
As people approach retirement, often around age 60 with roughly $1 million saved, the real question becomes how all the pieces fit together, not whether a single number has been reached.
Save Smart in Your 20's
Most young people are saving in the wrong place without even knowing it. In this video, I break down a simple way to think about where to save in your 20s so your money actually supports your life, not just retirement.
Will Social Security Run Out? The 2025 Reality Check
We've all heard the rumors that Social Security is running out. But how true is that, really?
Investing
What You Need to Know About Dividends
Dividends are one of the most misunderstood concepts in investing.
The Chart Every Investor Should Understand
This video walks through a simple visual often referred to as the asset quilt.
3 Types of Investors (Which One Are You?)
Many people invest without realizing they're playing a completely different game than the person they're comparing themselves to.
Taxes & Giving
Ohio's New Flat Tax in 2026: What It Means for You
Ohio's flat 2.75% income tax takes effect in 2026. The savings land mainly on income above $100,000. Here's what it means for Ohio taxpayers.
Appreciated Stock, DAFs, and QCDs Explained
Most people give to charity the same way their parents did: write a check, send it off, move on. If you've been investing for a while, there's often a smarter way to give the same amount and keep more out of Uncle Sam's hands.
What a Trust Actually Is (And What One Looks Like)
When people hear the word trust, they often assume it's about complicated tax strategies or something only the ultra-wealthy need. In reality, most revocable living trusts are much simpler than that.
Trump Accounts Explained: What Parents Need to Know
You may have heard people talking about “Trump Accounts,” but there's a lot of confusion around what they actually are and how they could relate to families and long-term saving.
When Is a Roth Conversion a Good Idea?
Roth conversions can be a powerful tax planning strategy, but only when the timing is right. Done at the wrong time they can increase your taxes; done at the right time they can save you thousands, sometimes hundreds of thousands of dollars.
