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59 Videos

Financial Planning Strategies for Appreciated Stock

How to Legally Pay $0 in Taxes on $148,400 of Retirement Income (And Why You May Not Want To)

Mega Backdoor Roth 401(k) Explained: How to Potentially Contribute $80,000+ to Your 401(k) in 2026

2026 Charitable Giving Strategies: New Tax Rules, QCDs, DAFs & the One Big Beautiful Bill

Is Social Security Going Bankrupt? What Retirees Need to Know | Cup of Bull Podcast

What Every Business Owner Needs to Know About Their 401k

What to do When the Market Crashes (The Red Dot Rule)

How to Rent Your Home Tax-Free (Augusta Rule Explained)

Trump Accounts Explained: How to Get $1,000 Free (2026 Guide)

5 Questions to Ask your Financial Advisor

Nick Murray’s Last Waltz: Behavioral Investing Lessons Every Investor Needs

2026 Financial Planning: Tax Law Changes, Contribution Limits & What to Do Now

5 Financial Planning Considerations Before Year-End

5 Must-Know Financial Planning Tips for Aging Parents | Estate Plans, Roth Conversions & More

The Hidden Risks of Cash Bonds & Inflation in Financial Planning | What You Need to Know

Is your Business Bus Ready? Financial Planning Tips to Preserve your Legacy

What is a Securities Based Line of Credit? (Explained Simply)

Moving Forward: Financia Planning & Tax Tips After Losing a Spouse

Retirement Planning at 60: Considerations with $3 Million in Investable Assets

10 Tax Deductions Every Business Owner Should Know

How Often Does the Market Drop? Smart Investor Moves During Downturns

Financial Planning Considerations from the One Big Beautiful Tax Bill

Avoid These Tax Surprises in Your Estate Plan

529 Plans Expanded Uses Under New Rules

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
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Resources
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