Videos

In this week’s video, I share a simple retirement checkpoint that compares your total retirement savings to your annual income. While these benchmarks aren’t a guarantee of success and shouldn’t be viewed as a one-size-fits-all target, they can be a helpful starting point for evaluating your progress.

Many of the strategies that help build wealth aren’t necessarily the same strategies that help preserve it. During your working years, the focus is often straight forward: Earn income. Save. Invest. Build wealth. But for many successful families, once they’ve accumulated their nest egg, the questions begin to change.

One of the simplest retirement checkpoints is to compare your total retirement savings to your annual income. Understanding where you stand today is one of the fastest ways to get a clearer picture of your retirement readiness.

One of the more interesting realities affluent families encounter is that tax planning and estate planning don’t always point in the same direction. That may seem surprising because both are trying to improve long-term outcomes. But they’re often solving different problems. Tax planning is usually focused on efficiency. Estate planning is often focused on control, flexibility, family dynamics, and long-term intentions.

Many successful professionals focus on accumulating wealth. But as wealth grows, the question becomes: What are you building toward? Long-term planning is about making sure today’s decisions are aligned with the future you’re trying to create.

An introduction to education planning, exploring how families can think beyond tuition and consider the timing and purpose of financial support.

As families shift from building wealth to thinking about legacy, IRAs take on a new role. Learn why these highly taxed assets are often better suited for charitable giving than for heirs.

A different way to think about Roth IRAs and your family’s long-term legacy.

Asset location is often discussed in terms of tax efficiency—what investments go in which accounts.
But for families who have reached financial independence, asset location can take on a different role.

Learn how intentional planning can help align wealth transfer decisions with your values, focusing on tax-aware strategies and long-term considerations for families.

Learn how asset location—placing investments across account types—may help coordinate tax treatment and improve efficiency across investments.

Explore how 529 plans and available tax credits may work together as part of an education funding strategy within a broader financial plan.

Discover how 529 plans may offer flexibility beyond education savings and could play a role in broader legacy and wealth transfer planning strategies.

Review common 529 planning mistakes and considerations that may help improve education funding strategies and avoid unintended tax or financial aid impacts.

Learn how coordinating asset location with Roth conversion strategies may influence long-term tax efficiency and overall retirement planning outcomes.

Roth conversions can be used not just as a tax-reduction tool for retirement, but as a strategy for legacy & wealth transfer planning.

Understand the basics of Roth conversions and how this strategy may fit into long-term retirement and tax planning considerations.

Get an overview of 2025 market trends and key considerations that may influence investment strategy and long-term financial planning decisions.