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Videos

Steven Neeley | Sep 23, 2024

10 Smart Moves After 62 to Make Retirement More Enjoyable

Retirement
In this video, we cover the 10 things you need to start doing now in order to enjoy retirement more.
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Steven Neeley | Sep 13, 2024

Signs You’re Closer to Retirement Than You Think

Retirement
You might be closer to retirement than you think...
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Steven Neeley | Sep 5, 2024

Why Many People Never Fully Retire

Retirement
Some people find that they are truly never able to retire even if they have the means to do so.
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Steven Neeley | Aug 27, 2024

Why Taxes Increase After 65 and How to Protect Your Retirement Income

Taxes
Retirement
Find out why taxes tend to skyrocket around age 65 and what you can do about it.
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Steven Neeley | Aug 20, 2024

Why Most People Won’t Retire in the Next 5 Years and What to Do About It

Retirement
Why you won't retire in the next 5 years...
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Steven Neeley | Aug 14, 2024

Can You Retire at 62 with $600,000? Here’s What It Takes

Retirement
This video is a case study of an individual with $600,000 and it walks through what they need to do financially to prepare for retirement in 2 years.
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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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