facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Educational Videos

The 2 Questions You Need to Answer before You Retire Thumbnail

The 2 Questions You Need to Answer before You Retire

As you get closer to retirement, a lot of questions start popping up, but two stand out as the most important to answer before you hand in your notice. As Dustin with Mundorf Wealth Management explains Erin Kennedy to those two questions are:

Watch Now
What the “Big Beautiful Bill” Could Mean for Your Retirement Thumbnail

What the “Big Beautiful Bill” Could Mean for Your Retirement

Big changes are on the horizon, and they could affect your retirement income, taxes, and estate plan. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down what’s in the new legislation (aka the “big, beautiful bill”) and how retirees can prepare now to take advantage of the benefits or avoid potential pitfalls.

Watch Now
5 Financial Planning Mistakes to Avoid Thumbnail

5 Financial Planning Mistakes to Avoid

According to Bankrate nearly three quarters of U.S. adults report at least one financial regret. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down the top 5 planning mistakes; they are:

Watch Now
The 5 Best Times for a Roth Conversion Thumbnail

The 5 Best Times for a Roth Conversion

Retirees who want to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth IRAs. As Dustin with Mundorf Wealth Management explains to Erin Kennedy identifying those key windows for Roth conversions can lead to significant tax advantages and a bigger nest egg! The top 5 times to consider a conversion are:

Watch Now
The 4 Biggest Financial Myths and the Truth Behind Them Thumbnail

The 4 Biggest Financial Myths and the Truth Behind Them

Some of the most common beliefs about money, retirement, and investing are myths and believing in them can really hurt your financial future. In this video, Dustin with @MundorfWealthManagement and @erinkennedytv break down the biggest financial myths, including:

Watch Now
Text Us a Question Text Us a Question