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My Articles and Videos
I’ve put together a series of articles on financial topics and wealth management to help you feel more confident about your money and retiring.
Whether you're planning for or nearing retirement, thinking about investments, or just looking to make smarter financial decisions, these articles are meant to give you clear and useful insights. I hope you find them helpful as you navigate your financial journey.
Articles
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Social Security Trust Fund Projected to be Depleted by 2033
Social Security Could Be Cut by 23% by 2033
The clock is ticking. Fewer workers, more retirees, and no fix in sight. If you're nearing retirement, now’s the time to plan. Read more to see what you can do today.
The 5 Primary Risks in Retirement Income Planning
When planning for retirement and you fall into my so-called “Retirement Red Zone” (the 5 years before and 5 years after your retirement start date), there are five areas retirees need to think about and protect their assets against.
Videos
Should I consider an IRA Roth Conversion?
Wondering what it means to convert your pre-tax Traditional IRA into a Roth IRA? ​In this video, we’ll explain the key differences between Traditional and Roth IRAs and help you decide if a Roth conversion fits your financial goals.
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If managing taxes better and boosting your retirement strategy sounds appealing, this could be a game-changer. Watch now to learn more!
What type of risks are there in Retirement Income Planning?
Understanding the "Five Primary Risks" in Income Planning is essential for crafting a robust income strategy that will last. In my video, I’ll touch on each risk. Planning for retirement isn't just about saving and withdrawing money, it's about ensuring a steady INCOME throughout retirement while navigating potential pitfalls!"
Do I need Disability Insurance
as a Physician in Residency or Fellowship?
What do I need to know before I enter practice?
Your focus is on building your career, but have you considered protecting your future income? ​In this video, you'll learn why disability insurance is essential for physicians in training and how securing coverage before private practice can unlock valuable discounts and stronger benefits. Watch now to get informed and request your personalized, no-obligation proposal.