All Videos

Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!

Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.

Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.

What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.

Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.

Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.

Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.

The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.

Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.

Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?

Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.

When Markets React
When markets shift, experienced investors stick to their strategy.

Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.

A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.

RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?

The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.

Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.

The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?

Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.

The Business Cycle
How will you weather the ups and downs of the business cycle?

The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.

The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.

Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Rightsizing for Retirement
What does your home really cost?

Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?

The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.