Educational Videos

Here’s a number that should change how you think about retirement: 12. That’s about how long a healthy 60-year-old has before mobility, energy, and independence begin to decline.

🏡💰 Thinking about paying off your mortgage before retirement? Not so fast… Going into retirement debt-free sounds like the dream, but should you tap your retirement savings to make it happen?

When it comes to Medicare, most people focus on coverage… but not enough attention is paid to what you’ll actually pay.

🚨 Social Security is facing a major deadline. A new Trustee's report projects the trust fund could be depleted by 2032… which may mean benefit cuts of up to 22%. 📉 So what does that actually mean for you?

A shocking stat from Think Advisor: 👉 42% of heirs lose their inheritance within just ONE year. The average amount? 💰 $133,000 — gone. So what’s really going on here? And more importantly… how can families avoid it?

It sounds like a smart move: claim your Social Security early, invest the checks, and get ahead. But for many high earners, that strategy can backfire… and cost far more than expected. As Erin Kennedy and I discuss, claiming early and investing the benefit isn’t as simple as it sounds.