Financial video library

Get the latest resources on money topics that matter. 

Is Owning Stocks a Risky Way to Invest?

Is Owning Stocks a Risky Way to Invest?

Everyone thinks that owning stocks is a risky way to invest. But have you ever considered what makes them risky? In this week's video, Tom compares the benefits of investing in stocks vs. the risks. While stressing that investors need to understand the difference...

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What Should You Do With Your Old 401(k)?

What Should You Do With Your Old 401(k)?

We know that your old 401(k) account probably isn't top of mind when changing jobs. But don't lose track of it because every dollar counts. Employers and retirement plan providers tend to make your options unclear. So in this week's video, Casey covers 4 different...

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What is Your Retirement Savings Goal?

What is Your Retirement Savings Goal?

In this week's video, Casey discusses how much is enough to live on in retirement. It's important for you to have a personalized retirement goal and not get sucked in to some round number. Casey discusses multiple guidelines we often come across. But there is really...

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The Cost of Long Term Care

The Cost of Long Term Care

One of the biggest risks in retirement is the cost of long term care. Do you buy an insurance policy ahead of time or pay out of pocket when the time comes? In this week's video, Tom discusses this difficult topic and lays out what long term care costs on average. He...

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Why You Should Use ETFs Instead of Mutual Funds

Why You Should Use ETFs Instead of Mutual Funds

In this week's video, Tom talks about the reasons you should use ETFs (exchange traded funds) instead of mutual funds. Lower fees and tax efficiency savings might not seem like a big deal, but these small amounts will add up over time to make a big difference over...

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What to Do if You Owe Taxes?

What to Do if You Owe Taxes?

Nobody likes surprises during tax season, especially if it means you owe taxes. In this week's video, Casey discusses why you might owe money, what you can do about it, and why it might not be a bad thing. While getting a tax refund might feel good, it means you got...

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3 MORE Potential Tax Deductions For NJ Residents

3 MORE Potential Tax Deductions For NJ Residents

In this week's video, Tom discusses 3 more potential tax deductions for New Jersey taxpayers. These new deductions became available under the recently passed New Jersey College Affordability Act. If you have young children, go to a New Jersey state school or have New...

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New Tax Deduction for New Jersey 529 Accounts

New Tax Deduction for New Jersey 529 Accounts

In this week's video, Tom discusses how saving for college in a New Jersey 529 account could provide a new tax deduction for folks. There are requirements that must be met by NJ taxpayers in order to qualify for this deduction. Tom also addresses a common worry we...

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Taking Money From Your 401(k) to Buy a House

Taking Money From Your 401(k) to Buy a House

In this week's video, Tom answers whether or not you should take money from your 401(k) to buy a house. You need to know all of the ramifications of taking a retirement account distribution BEFORE you do anything. Tom walks you through it all while offering up some...

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63% of Investors Reported Making This Mistake

63% of Investors Reported Making This Mistake

How are investors supposed to avoid making financial decisions based on emotion? And if you are not supposed to invest based on how you feel, what are you supposed to base your decisions on? Tom covers this and more in this week's video. He shares research that shows...

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What Does a $1 Million Retirement Look Like?

What Does a $1 Million Retirement Look Like?

In this video, Tom covers what a $1 million retirement might look like. $1 million seems like a lot of money to most people, but is it even enough to maintain your lifestyle in retirement? Tom discusses 4 things folks should do to make sure their $1 million allows...

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How to Avoid Investing with Hindsight Bias

How to Avoid Investing with Hindsight Bias

Investing is so difficult because the future is always uncertain, but everything seems obvious after the fact. This leads investors into a harmful way of looking at the stock market called hindsight bias. In this week's video, Casey examines why investors fall victim...

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The Biggest Obstacles in Retirement

The Biggest Obstacles in Retirement

In this week’s video, Tom covers what individuals think are the biggest obstacles in retirement vs. what advisors think they are. Spoiler alert… there’s a BIG disconnect! He stresses the importance of advisors and clients being on the same page and speaking the same...

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How Often Should Investors Expect All-Time Highs?

How Often Should Investors Expect All-Time Highs?

In this week’s video, Casey discusses how difficult it’s been for investors to manage their expectations after 2021 and 2022. He shares statistics about how long it’s been since the market has made a new all-time high and how that relates to previous years. It’s...

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Taking a Hardship Withdrawal from Your 401(k)

Taking a Hardship Withdrawal from Your 401(k)

In this week’s video, Casey discusses the growing rate of people taking hardship withdrawals from their 401(k) plans. It’s great that folks want to get invested in the market, but it shouldn’t come at the expense of having an emergency fund in a savings account. Tune...

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Why Crypto Investors Buy High and Sell Low

Why Crypto Investors Buy High and Sell Low

In this week’s video Casey examines a study of crypto investors and how they fall victim to buying high and selling low… the opposite of how you want to invest. Cryptocurrencies are a new (unregulated and super risky) area of the market, but, the same old human...

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Can I Owe Capital Gains Tax if I Lose Money?

Can I Owe Capital Gains Tax if I Lose Money?

In this week’s video, Casey discusses what to expect from capital gains distributions in 2022. Investors hate two things: losing money and paying taxes. And some mutual fund investors might be facing both this year. Casey speaks to the importance of owning tax...

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