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Videos

Steven Neeley | Jan 20, 2026

Why Bonds Can Hurt Retirement Portfolios and What to Use Instead

Retirement
If your retirement plan leans heavily on bonds, this video explains why that strategy may be riskier than you think and what to use instead.
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Steven Neeley | Jan 12, 2026

5 Questions That Reveal If You Are Truly Ready to Retire in 2026

Retirement
Many people retire with enough money but not enough clarity, and these five questions explain why that difference matters.
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Steven Neeley | Dec 17, 2025

The 7 Levels of Wealth in Retirement, From $250K to $30M

Retirement
Most people retire with money but without a plan, and these five questions explain why that mistake is so common.
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Steven Neeley | Dec 10, 2025

Tax Free Retirement Myths That Could Damage Your Financial Plan

Retirement
Discover the three tax gimmicks spreading across social media that could quietly blow up your retirement if you don’t spot them early.
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Steven Neeley | Nov 26, 2025

Why Delaying Retirement Can Increase Your Risk After Age 65

Retirement
Discover the hidden costs of postponing retirement and see why making the move in 2026 might protect more of your best years.
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Steven Neeley | Nov 19, 2025

The Smarter Social Security Strategy Most Retirees Miss at 65

Retirement
If you have been told to wait until 70, this breakdown will show you the tax, portfolio, and longevity factors that can completely change the answer.
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Steven Neeley | Nov 13, 2025

The Hidden $1.7 Million 401(k) Mistake That Can Derail Retirement

Retirement
Discover why two people with the same savings can retire at the same time and end up in completely different financial realities.
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Steven Neeley | Nov 7, 2025

How an $850K Plan Can Outperform a $2M Portfolio in Retirement

Retirement
Everyone chases the $2 million retirement goal, but this video shows why $850K with the right strategy can win the race.
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Steven Neeley | Oct 29, 2025

The One Chart That Helps Retirees Feel Confident About Their Money

Retirement
Discover how to achieve financial freedom by understanding your retirement income needs. Use a simple ratio and a retirement calculator to assess your situation
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Steven Neeley | Oct 21, 2025

The $1.5M Estate Planning Mistake You Can Easily Avoid

Retirement
A simple mistake on a piece of paper can cost your family millions, especially when it comes to estate planning. Learn how to avoid common estate planning
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Steven Neeley | Oct 14, 2025

Trump’s 401(k) Rule Explained: Opportunity or Risk for Retirees?

Retirement
President Trump's decision to allow 401k investment options to include cryptocurrency and alternative assets has stirred debate. Some experts believe this
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Steven Neeley | Oct 8, 2025

6 Hidden Retirement Planning Mistakes That Can Derail Your Future

Retirement
What if the foundation of your retirement plan is weaker than it seems? Discover the six hidden risks that quietly destroy even the best-laid strategies.
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