Educational Videos

Social media platforms like TikTok are changing how people learn about money, but not always for the better.

Turning 59½ can unlock a powerful (and often misunderstood) retirement planning option: the in-service rollover.

Trusts can feel complicated, and for many families, unnecessary. But in the right situation, a trust can be a powerful tool to protect your assets, avoid probate, and keep control in the right hands.

Have you ever wondered if a financial advisor is worth it? A lot of Do-it-yourself investors would rather skip the advisory fee, but that may be a costly decision. In fact, according to Vanguard's "Advisor’s Alpha" study, a good financial advisor can add about 3% in net returns *per year* through behavioral coaching, asset allocation, rebalancing, and tax planning. In this video, Erin Kennedy and I interview Nick Manley with Vanguard to discuss, in detail, the reasons behind that performance gap.

Improving your investment performance doesn’t always mean taking more risk... or chasing the latest trend. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down 4 simple, fundamentals-based ways to improve results without adding complexity.

A new provision in President Trump’s tax bill is getting a lot of attention: a government-funded $1,000 savings account for children, now known as “Trump Accounts.” But as with most things in tax policy, the details matter. In this interview, Dustin with Mundorf Wealth Management and Erin Kennedy break down who's eligible, who can contribute, how these accounts are invested, and much more.