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Videos

Steven Neeley | Jul 31, 2024

How to Spot Social Media Investing Scams Before You Lose Money

With the proliferation of online advertising, it's more important than ever to protect yourself against investing scams. In this video, I critique several scam
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Steven Neeley | Jul 24, 2024

3 Smart Strategies to Make Your Retirement Savings Last Longer

Retirement
Longevity Planning
With advances in science, you may live well past 90, meaning your retirement could last decades. In this video, we discuss 3 little-known tactics to extend your
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Steven Neeley | Jul 15, 2024

Why Even Smart Investors Make Costly Financial Mistakes

In this video, we discuss 3 psychological biases that may be hurting your finances.
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Steven Neeley | Jul 9, 2024

4 Smart Risk Management Strategies for Everyday Investors

Have you ever worried that you were taking on too much risk, but weren't sure how to manage it without giving up too much upside? In this video, we discuss 4
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Steven Neeley | Jun 22, 2024

The Best Way to Invest: A Smarter Alternative to Modern Portfolio Theory

Retirement
Harry Markowitz won a Nobel Prize for his contributions to finance and what is referred to as Modern Portfolio Theory and the Optimal Portfolio. In this video
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Steven Neeley | Jun 7, 2024

Turbo Charge Retirement with a Triple Tax-Advantaged HSA

Retirement
When it comes to retirement accounts, most people think of 401(k)s, IRAs and Roth IRAs, yet few people consider using the health savings account as a means of
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Steven Neeley | May 31, 2024

When to Claim Social Security for Maximum Retirement Benefits

Retirement
Conventional wisdom holds that you should wait until age 70 before taking Social Security so that you can maximize benefits, but this could be a big mistake
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Steven Neeley | May 10, 2024

Should You “Sell in May and Go Away”? What the Data Shows

Retirement
We explore the validity of the stock market adage "Sell in May and go away" and explore how best to implement the strategy.
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Steven Neeley | May 10, 2024

How Much Should You Really Save? Grant Cardone vs Dave Ramsey

Retirement
In this video, we discuss the wildly different takes on savings from Grant Cardone and Dave Ramsey. We talk about who is right. Finally, we talk about the 4
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Steven Neeley | May 2, 2024

The Biggest Roth Conversion Mistake Retirees Should Avoid

Retirement
Roth conversions can be a powerful tool to help retirees reduce taxes and increase net worth...If done correctly.
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