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Videos

Steven Neeley | Oct 8, 2025

90% of Retirement Plans Have These 6 Flaws. Does Yours?

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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Steven Neeley | Oct 1, 2025

The $10,000/Year Medicare Mistake

Retirement
Smart retirees treat Medicare like part of their financial plan, and in this video you will see how to avoid costly surprises.
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Steven Neeley | Sep 25, 2025

The Roth Conversion Strategy You've Never Heard of

Retirement
A small twist in how you handle a Roth conversion can mean paying less tax today and keeping far more wealth for your future.
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Steven Neeley | Sep 18, 2025

Why Your Retirement Plan Needs this Major Update

Retirement
Most people never test their retirement plan against real-world scenarios, and in this video I’ll show you how to uncover vulnerabilities before it’s too late.
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Steven Neeley | Sep 11, 2025

How to Use Your Pension to Retire Earlier

Retirement
What if your pension could let you retire years earlier than you thought possible?
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Steven Neeley | Sep 4, 2025

Give Me 10 Minutes, I’ll Teach You How to Retire With $500k

Retirement
Learn the proven strategies that make $500,000 last 30+ years so you can retire with confidence.
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Steven Neeley | Aug 27, 2025

What I Wish I Knew Before I Filed for Social Security

Retirement
Before you claim Social Security, find out how timing, taxes, and spousal coordination can make or break your retirement.
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Steven Neeley | Aug 21, 2025

5 Things That Secretly Keep Retirees Poor

Retirement
The biggest threat to your retirement isn’t inflation, it’s these five expensive mistakes almost everyone makes.
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Steven Neeley | Aug 12, 2025

Once I Show Retirees This Tax Plan, They Stop Worrying

Retirement
This one smart move can shrink your tax bill and give you more income certainty in retirement—here’s how it works.
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Steven Neeley | Aug 6, 2025

If You Are Still Working at 65...Do This Immediately

Retirement
Still working at 65? Discover the five crucial steps you need to take right now to avoid costly mistakes and unlock thousands in hidden benefits.
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Steven Neeley | Jul 29, 2025

7 Things I Did to Stop Wasting My 60s

Retirement
Learn the 7 critical steps I took to stop wasting my 60s and retire on my own terms—before it was too late.
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Steven Neeley | Jul 22, 2025

You Need Less Than You Think

Retirement
Can you really retire at 60 with less than $1 million? This video reveals the overlooked strategies that prove it’s not only possible — it might be smarter.
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