Videos

When markets are up, it’s easy to forget risk. When markets are down, it’s easy to forget patience. Diversification is what keeps you steady in both. Let's break down the main building blocks of a diversified portfolio and how they fit together.

Changing jobs often means leaving an old 401(k) behind. What should you do with it? In this video, Nick explains the main options — from leaving it where it is, to rolling it into an IRA, to moving it to your new employer plan. Each path has pros and cons, and the best choice depends on your goals, costs, and flexibility.

Your 20s and 30s are the decades where small financial decisions can make a huge impact on your future wealth. In this video, Partner & Wealth Advisor, Shane, breaks down the 3 most common mistakes he see's people make—and how you can avoid them.

Taxes play a role in your financial life — but they shouldn’t be the driver of every decision. In this video, Nick explains why letting taxes control your choices can actually hold you back, and how smart planning keeps you in charge. From investment strategies to retirement withdrawals, the goal is simple: make taxes part of your plan, not the plan itself.

When is the right time to give? For many families, the decision comes down to giving with a warm hand (during your lifetime) or a cold hand (after you’re gone). In this video, I share perspectives on both approaches, the tradeoffs to consider, and how to align giving with your values and vision for the future.

Should you pay off your mortgage early or invest instead? It’s one of the most common financial questions families face. In this video, we break down the pros and cons of each path, from the peace of mind that comes with being debt-free to the potential long-term growth of investing. You’ll learn how to weigh interest rates, risk tolerance, and personal goals so you can make a choice that truly fits your life.

In this video, Nick breaks down 3 key options to save for your kids' future...including a deep dive into the 529 plan. We'll cover how a 529 plan works, how to get started with one, and why starting early can make all the difference.

Market downturns are a normal part of investing — but that doesn’t mean they’re easy. In this video, Nick George shares 6 practical things you can control when the market gets messy. From Roth conversions to rebalancing, tax strategies, and even taking a walk — here’s how we can stay focused when everyone else panics.