Wealth Academy
Welcome to the Wealth Academy. Here we have included a few short videos and some important information for you to get familiar with different financial products and how they work. If you're serious about protecting your wealth and future, watch these videos that explain how.
I Have $500,000 in a 401(k)- Am I Ready to Retire?
Having $500K saved is a great milestone, but is it enough to create the retirement income you need?
In this video, we break down taxes, income, market risk, and strategy so you can better understand what your $500K could actually mean for retirement.
$400,000 In A 401(k) Is Not a Retirement Plan- Here's What Actually Is
Having $400,000 saved is a great start, but a retirement account alone doesn’t create a retirement plan. This video breaks down the difference between saving for retirement and actually planning for income, taxes, market risk, and how your money will support you throughout retirement.
Most People With $500,000 Retire Broke- Here's Why (And How to Fix it)
Having $500K saved for retirement doesn’t automatically mean you’re financially prepared. This video breaks down the common mistakes that can turn a strong savings balance into an uncertain retirement, including taxes, income planning, market risk, and having a strategy for your money.
What To Do With Your 401(k) After Leaving Your Job (Don't Make This Mistake)
Leaving a job can leave you with an important decision: what should you actually do with your old 401(k)?
In this video, we break down the options you may have, the tax considerations to understand, and the common mistakes to avoid when deciding what happens to your retirement savings next.
