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Educational Videos

Designing a Risk-Managed Portfolio Thumbnail

Designing a Risk-Managed Portfolio

In this video with Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, we take a closer look at how we build each portfolio, and we explain why advanced strategy diversification is so important.

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Conversion as a Gift to Your Beneficiaries  Thumbnail

Conversion as a Gift to Your Beneficiaries

When considering which assets to leave your beneficiaries, there's one asset that's loaded with taxes: IRAs. Inheriting an IRA is very different from inheriting a Roth IRA. In fact, without proper planning, as Dustin with Mundorf Wealth Management explains to Erin Kennedy, the #IRS may end up being your largest beneficiary!

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What Should I do with My Old 401(K)? Thumbnail

What Should I do with My Old 401(K)?

Between 2014 and 2016, 41% of people cashed out at least part of their 401k when leaving a job. And since most people will change jobs several times before retiring, Dustin and Erin are breaking down the best (and worst!) options when it comes to your old 401(k):

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Who Needs an Estate Plan? Thumbnail

Who Needs an Estate Plan?

If you have a family or assets, you need an Estate Plan. In this video, Dustin at Mundorf Wealth, Erin Kennedy, and Mark Perkins discuss what makes up your taxable estate (Hint: it's more than just your home!) and who needs an estate plan.

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3 Retirement Risks that Could Cause You to Run out of Money Thumbnail

3 Retirement Risks that Could Cause You to Run out of Money

You want your retirement to be a fitting reward to a lifetime of hard work. But it's hard to know exactly how much money you'll need to achieve your unique retirement goals, without sacrificing your quality of life. In this video, Dustin and Erin break down the three biggest risks to your retirement nest egg.

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