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Working Cafe

Video Library

FINANCIAL PLANNING

Our YouTube channel contains has dozens of informational videos on a variety of investment management and financial planning topics. It is designed to deliver relevant information in a concise & easy to understand format. 

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Accessing Funds for Early Retirement Before 59½ - Without Penalty
03:30
Better Alternatives to UTMAs and UGMAs Explained #CustodialAccounts #RothIRA #CollegeSavings
01:12
Financial Planning Is Like a Choose Your Own Adventure Book
01:11
The Only Guarantee I Can Make in Financial Planning
01:16
Avoid Taxes on IRA Withdrawals With This 60-Day Rule
01:10
Retirement Plans for Small Business Owners: What You Should Know
02:35
When Should I Start an ABLE Account?
01:21
ABLE Accounts vs. Special Needs Trusts
01:28
ABLE Account Basics #ABLEtoSave #ABLEaccounts #SpecialNeedsPlanning #ssi #medicaid
01:14
🚨 New 401(k) Super Catch-Up Contribution for Ages 60-63! 🚨
02:19
Tariffs & the Stock Market
01:25
Maximizing 401(k) Contributions Across Multiple Employers
02:46
The Retirement Spending Smile: 3 Stages of Retirement Spending & How to Plan for Them
02:25
Market Correction Coming?
01:58
Maxing Out Your Retirement Contributions in 2025: $61K In Tax-Advantaged Savings
02:47
Being Smart While Giving From Your Heart
03:53
Financial Decisions Based In Love vs Fear
01:28
Financial Decisions Based In Love vs Fear
01:28
What The Election Results Could Mean for Your Money
01:28
Who Does the Stock Market Want to Win the Election?
01:24
How Will the Fed Rate Cuts Impact Me?
05:24
Maybe You Shouldn't Max Out Your 401(k)?
05:00
Volatility Is The Price We Pay For Performance
02:49
What To Do If Underprepared for Retirement
03:33
Using Life Insurance As An Investment Vehicle
02:16
Strategies For Managing Restricted Stock Units (RSUs)
02:36
4 Most Important Variables In Reaching Financial Goals
01:31
Roth 401(k) Employer Matching Contributions
01:23
Questions To Ask Before Entering Any Investment
03:42
Stock Market Seasonality
01:54
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