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Financial Foundations
A starting point for the next generation: short, plain-English videos covering the building blocks of a healthy financial life, from Roth IRAs and HSAs to Social Security, compounding, and estate-planning basics.
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Showing 53 of 53 videos
Financial Foundations
Saving Sequence: Save, Spend, or Invest?
Understanding Qualified Charitable Distributions (QCDs)
Understanding Donor-Advised Funds
Updates to Catch-Up Contributions in 2026
1Q Market Recap
Navigating the Crypto Market's Current Cycle
The Hidden Inheritance Tax Trap in Pennsylvania (and How to Avoid It)
Will Capital Gains Push You Into a Higher Tax Bracket?
What You Need to Know About Taxes When Selling Your Home
Top 4 Myths About Family Gifting You Should Know
Generational Wealth Planning & Philanthropy
Should You Consider a Revocable Trust to Avoid Probate?
OBBBA's Charitable Planning Changes: New Deductions for Some, Higher Costs for Others
The New $40,000 SALT Deduction: Who Benefits and Who Doesn't Under OBBBA
New Senior Deduction: What You Need to Know About the $12,000 Tax Break
What Do Wealthy Retirees Need to Know About the New Tax Law?
How to Find Unclaimed Money in Your Name
Financial Foundations
Maximizing Social Security: Are You Leaving Money on the Table?
How to Use Trusts to Keep Inheritance in the Family
iPhone Legacy Contacts: The One Setting You Must Update Today
Why Market Downturns Are a Roth Conversion Sweet Spot
Smarter Investing Starts with Better Asset Location
Understanding Probate & Inheritance Tax in Delaware vs. Pennsylvania
Financial Foundations
Tax Brackets Explained. What Is Your True Tax Rate?
How to Pass Wealth Tax-Free: Inheritance Planning with IRD vs. Non-IRD Assets
Financial Foundations
Roth IRA Basics: Contributions vs. Conversions Simplified
How to Save Big with Tax Loss Harvesting
Financial Foundations
Essential Estate Planning Tips You Need to Know
How Cybercriminals Choose Their Targets & How to Protect Yourself
Financial Foundations
The Compounding Effect: How 10 Years of Saving Can Outperform 30 Years
Don't Lose Out: A Simple Step to Potentially Save Millions in Estate Taxes
Sweet 16 Roth IRA: Turn $10k Into $1M Tax Free for your Grandchildren
Unlocking Family Wealth: The Power of Upstream Gifting
Financial Foundations
Prevent Identity Theft: The Benefits of Freezing Your Credit
Turn Your RMDs into Tax Free Donations
Hating the President is NOT an Investment Strategy
Donor Advised Funds
Do you want to earn 7% or 20% per year?
The Cost of Cash
Family Office Coverage: What You Deserve
Financial Foundations
Health Savings Accounts
Rebalancing
Concentration Risk
Tax Planning
Crypto Update
Investments & Market Commentary
2025 Market Recap & 2026 Outlook
Investments & Market Commentary
Q3 Market Recap and a Look Ahead
Investments & Market Commentary
A Mid-Year Look at Markets and the Global Economy
Investments & Market Commentary
Market Volatility in 2025: What Investors Need to Know
Investments & Market Commentary
Trends Shaping Digital Assets & Alternative Investments
Investments & Market Commentary
2024 Stock Market Highlights and Insights for 2025
Investments & Market Commentary
Curious About What Is Happening in the Markets? Watch Our 3Q Market Overview
Investments & Market Commentary
Q2 2024 Quarterly Market Update
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