Financial video library

Get the latest resources on money topics that matter. 

Where Should You Put Short-term Money?

Where Should You Put Short-term Money?

In this week's video, Casey discusses different ideas for where to put your short-term money. We get asked all the time, "I've got this money at the bank earning nothing. What should I do with it?". There are always trade-offs being made when you put your dollars...

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When Do You Want The Best Investment Returns?

When Do You Want The Best Investment Returns?

Everyone wants good investment returns all the time. But if you had to choose, would you want them early on or later down the road? Casey answers this question and more in this week's video. He uses the answer to this question, along with another example, to prove...

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Don’t Worry About Social Security

Don’t Worry About Social Security

"It's not going to be around when I need it" "I'm putting all this money in and probably won't see a nickel of it in 15 years" In this week's video, Tom addresses these worries and discusses how social security is a crucial part of retirement income planning and why...

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2 Different Ways to Spend Money in Retirement

2 Different Ways to Spend Money in Retirement

In this week's video, Casey discusses two competing ideas when it comes to spending in retirement. Should you spend conservatively because of the unknown factors retirees face? OR! Should you spend your hard earned money while you are healthy and can enjoy it most?...

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What Should Investors Do in a Market Like 2022?

What Should Investors Do in a Market Like 2022?

In this week's video Tom lays out what investors should be focusing on in a market like we've seen here in 2022. Warren Buffett said famously that "the stock market is a device for transferring money from the impatient to the patient". Tom discusses how we need to...

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Stock Market Pundits are Like Bad Diet Advice

Stock Market Pundits are Like Bad Diet Advice

In today's information driven world, it's crucial for stock market investors to get the right information and not get sucked into financial entertainment. The stock market pundits will always be telling you TO DO SOMETHING, even when they don't have your best interest...

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Your Odds of Making Money in the Stock Market

Your Odds of Making Money in the Stock Market

What are your odds of making money in the stock market? On a day-to-day basis it's basically a coin flip. But what about over a year? What about over 5 years? What about over 20 years? The longer your time horizon the more history is on your side. Tom breaks it all...

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4 Things Investors Need to Know Right Now

4 Things Investors Need to Know Right Now

In this week's video, Tom discusses 4 things he wishes investors knew about navigating the market here in 2022. When investors are preparing for retirement, it's tempting to want to "turn off the risk" in their accounts. Tom explains why that's not a good idea while...

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3 Reasons Why Long-Term Investors Will Be Okay

3 Reasons Why Long-Term Investors Will Be Okay

Successful long-term investors invest through bear markets and recessions, not around them. In this week's video, Casey walks through our reasons for why we have so much conviction in long-term investing. Enduring short term market pain isn't easy. But if you can...

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How Does the Housing Market Impact Inflation?

How Does the Housing Market Impact Inflation?

Inflation has been one of the hottest topics of 2022 so far. Everyone wants to know when is it going to be controlled? In this week's video, Tom discusses the latest update on a key component of inflation... the housing market. Tune in to hear the latest and find out...

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Are We Actually Heading Toward a Recession?

Are We Actually Heading Toward a Recession?

A lot of people are saying that we are heading toward a recession... but is that what's actually happening? In times like these it's crucial to not let our decision making be driven by the latest headlines. In this week's video Tom discusses signs in the stock market...

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Trust Is Not For Sale

Trust Is Not For Sale

Financial planning is a living, breathing, relationship that's built on trust. Not some stale 30 page document that's going to change in 6 months. In this week's video, Casey speaks to our financial planning process and how it differs from the recent actions of...

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Investing Always Involves Trade-offs

Investing Always Involves Trade-offs

Investing involves trade-offs. You have to risk something in order for the potential gain. There is always something at stake. In this week's video, Casey breakdowns the trade-offs being made when investing in stocks, bonds and cash. You can't just stick your money...

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