Educational Financial Videos | Fontana Financial in Dallas

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Videos

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Video Library

35 Videos

How to Fund Healthcare in Retirement Tax-Free Using an HSA

Maximize Your Roth: How to Decide the Right Conversion Amount

Retire Well: The Power of a Comprehensive Financial Plan

Sell or Rent Your Home? Pros & Cons You Must Know Before Moving!

The Biggest Tax Mistake Early Retirees Make

Strategies to Give to Charity in 2025

One Big Beautiful Tax Bill | 2025 Tax Bill Proposal Update

Should I Make Roth Retirement Contributions

Gifting Strategies to Save on Taxes

Lessons on Life and Investing

Financial Planning Considerations when Inheriting Large Sums of Money

Overcoming Market Downturns

Common Investing Mistakes

Moves to Improve your Credit Score

How to Pay for College with a 529

What is the SECURE Act 10 Year Rule?

What is an HSA?

How Much is Your Cash Costing You?

What is the Augusta Rule?

How Important Are Taxes

What is the 529 to Roth IRA Transfer Rule?

Time Value of Money: Joe Early vs Joe Everybody

Charitable Giving

The Red Book Story

Our Planning Process

Tennis and Financial Planning

Business Owner Tax Strategies

Fitness, Food, and Financial Planning

Estate Planning

Home
Our Process
About Us
Resources
Client Access
Contact Us

Home
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About Us
Resources
Client Access
Contact Us

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