The Guided Path

Not sure where to look for your financial guidance? You're in the right place. Follow our Guided Path and begin your journey to financial success!

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12 Seasons

The Guided Path

Retirement Income Planning

Season 1
Episode 1
How to Organize Your Retirement Income Without the Overwhelm
Episode 2
Social Security 101: What You Need to Know Before You Retire
Episode 3
Lump Sum or Monthly Pension? What to Consider Before You Decide
Episode 4
Are You Ignoring These 4 Retirement Risks?
Episode 5
Beginner Financial Planning: Emergency Funds, Insurance & Offense Strategy
Episode 6
You're Not Too Late: Income Planning from Ages 40-60

All About that Roth

Season 2
Episode 1
Understanding Roth IRAs: The Same Spendable Myth, Tax Strategy & Key Concepts
Episode 2
8 Advanced Reasons to Roth or Not: RMDs, Inheritance, and Social Security
Episode 3
16 Ways to Roth Wrong: Tax Brackets, Timing Fallacies, and More
Episode 4
How to Do Roth Right: Shoot the Moon, Fill the Brackets, or Walk Away
Episode 5
The Two Five-Year Rules: Avoiding Roth Penalties and Surprises

Social Security

Season 3
Episode 1
Why Social Security Might Matter More Than You Think
Episode 2
The 9 Social Security Rules That Actually Determine Your Benefit
Episode 3
How Spousal Benefits Work in Social Security & How to Optimize Your Strategy
Episode 4
Divorce, Death, and Survivor Benefits Explained
Episode 5
Break-Even Age Explained: When Should You Take Social Security?
Episode 6
Social Security Filing Scenarios Explained

Investment

SEASON 4 - COMING SOON

Taxes

SEASON 5 - COMING SOON

Financial Professionals

SEASON 6 - COMING SOON

Rollovers & Transfers

SEASON 7 - COMING SOON

Estate Planning

SEASON 8 - COMING SOON

Insurance

SEASON 9 - COMING SOON

Business Owners

SEASON 10 - COMING SOON

Charitable Giving

SEASON 11 - COMING SOON

Money & Kids

SEASON 12 - COMING SOON
Financial Education Channel

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MONEY EDUCATION

Clear, practical financial education to help you make confident money decisions — from your first savings account to retirement planning. Let us be your guide!

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Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance