Educational Videos

Save Smart in Your 20's

Most young people are saving in the wrong place without even knowing it.

In this video, we break down a simple way to think about where to save in your 20s so your money actually supports your life — not just retirement.
401(k), high-yield savings, investment accounts… here’s how they fit together.

3 Types of Investors (Which One Are You?)

Many people invest without realizing they’re playing a completely different game than the person they’re comparing themselves to.

In this video, Nick breaks down 3 types of investors so you can figure out which one you actually are and what it means for your decisions going forward.

Will Social Security Run Out? The 2025 Reality Check

We’ve all heard the rumors — “Social Security is running out.”

But how true is that, really?

In this 2025 reality check, I walk through what’s actually happening with Social Security, how the system is funded, and what it means for your retirement plan.

Stop Letting Taxes Control Your Financial Life

Paying more tax on purpose? 🤯

Sounds crazy, right? But it can be one of the smartest moves I see for families who want to protect their future wealth.

But WHY is it so hard to do in practice??

Top 3 Money Mistakes in your 20's & 30's

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.

Should You Payoff Your Mortgage Early or Invest Instead?

If you’re sitting on a mortgage with a 2–5% interest rate, this is a question worth asking.

In this video, Nick breaks down the key trade-offs between paying it off early vs putting that money to work in the market — and how to decide what’s best for your situation.

How to Start Saving for Your Kids!

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.

Understanding HSA's: A Powerful Financial Tool

If you have access to an HSA (Health Savings Account), you might be sitting on one of the most powerful, flexible tools in personal finance — and not even realize it. In this video, Nick breaks down why HSA’s are so slept on, how the triple tax advantage works, and a few strategies you can use to maximize it.

Six Things We Can Do When The Stock Market Is Down

Market downturns are a normal part of investing — but that doesn’t mean they’re easy. In this video, I’ll share 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.