Videos

Building wealth is one thing, but ensuring it lasts for future generations requires a strategic plan. In my latest series on generational wealth, I break down the key mistakes many successful professionals and business owners make when passing down their assets—and how to avoid them. From estate planning and tax strategies to trust structures and succession planning, I’ll share actionable steps to help you protect your legacy while minimizing taxes and liability risks. Don’t leave your wealth to chance—start planning now to secure your family's financial future.

What’s the best investment vehicle available to you? It’s probably not what you think. It’s not a Roth IRA, not a traditional IRA—it may be an HSA (Health Savings Account). Many people confuse HSAs with FSAs (Flexible Spending Accounts), but an HSA is a powerful investment account that offers a triple tax advantage: ✅ Tax-free contributions ✅ Tax-free growth ✅ Tax-free withdrawals for qualified medical expenses If you have access to an HSA through your employer or business, you should be taking advantage of it—especially because healthcare costs are one of the biggest expenses in retirement. By saving and investing within an HSA, you’re setting yourself up for tax-free medical spending in the future. Even if you don’t use it for healthcare, after age 65, you can withdraw the funds for any purpose without penalty—just like an IRA or 401(k), but with an upfront tax deduction.

2025 is shaping up to be a year of significant market shifts, with key factors such as rising interest rates, inflation, and evolving policies set to impact investments. In this video, I explore how these changes could influence your portfolio and discuss strategies to diversify beyond traditional stocks and bonds. With artificial intelligence continuing to drive growth and the energy sector poised for expansion, it's crucial to stay informed and prepared. Learn how to position yourself for success in the face of potential market volatility.

I wanted to give you a few tips that you might consider before the end of the year. So the first thing you may want to look to harvest some losses within your portfolio. So this has been a very strong stock market this year. You may have sold some positions at a profit.

You may ask yourself, how can I turn a 529 account that's typically used for college expenses into a Roth IRA account for myself or for my child or for my grandkids or somebody that I care about? There's a way to do it provided that certain provisions are in place.

Forego a tax break today, but imagine watching your $10,000 investment grow to $70,000 – all tax-free when you need it most. With no income limits, even high-earners can benefit. Whether you’re planning for a comfortable retirement or setting aside funds for end-of-life care, the Roth 401k offers flexibility and freedom from future tax burdens.