Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.

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Title Date published
16 Roth Mistakes Many People Make (and How to Avoid Them) 2025-10-23
When Should You Update Your Will or Trust? | Estate Planning w/ Jim Burch 2025-10-13
Social Security Tax Explained – How to Do the Math & How It Affects Your Roth Conversions 2025-10-07
The 8 Reasons Why You Should Consider Roth Conversions (Or Not) 2025-10-06
Roth vs Traditional – Where Most People Get the Math Wrong 2025-09-17
The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust 2025-09-15
How the Big Beautiful Bill Changes Social Security Taxes for Seniors (Roth Conversions) 2025-07-15
Which Trust Is Right for You? Revocable vs Irrevocable Explained 2025-07-10
Giving Cash Is The LEAST Effective Way to Donate to Charity 2025-05-27
Are You Prepared For Long Term Care? | Long Term Care 101 2025-05-13
Simple Ways to Reduce Your Taxes Immediately and Save Thousands 2025-05-10
10 Retirement Myths From Canada You May Not Want to Believe 2025-04-29
Questions to Ask a Financial Advisor to Get to the TRUTH 2025-03-22
Why the S&P 500 Index May Not Be Your Benchmark - DIY Investing with Zacc Call 2025-02-23
Stop Losing Money to Taxes When You Understand America's Tax Basics with Zacc Call 2025-02-06
The Important Responsibilities of Successor Trustees, Executors, and Powers of Attorney with Jim Burch 2025-02-04
The Social Security Fairness Act's Impact on Government Workers with Tyler Williamson 2025-01-31
Protect ANY Form of Real Estate You May Own with Jim Burch 2025-01-29
The 7 Prosperity Projects You Can Do to Find Real Financial Freedom with Zacc Call 2025-01-27
How to Avoid the Costly Mistakes of Roth Conversions with Zacc Call 2025-01-25
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