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Videos

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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