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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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Planning a Career Pivot, Sabbatical, or Stay-at-Home Season? Here's How To Prepare Financially
03:49
The Best Order to Withdraw Retirement Funds (and Why)
02:55
Accessing Funds for Early Retirement Before 59½ - Without Penalty
03:30
Retirement Plans for Small Business Owners: What You Should Know
02:35
🚨 New 401(k) Super Catch-Up Contribution for Ages 60-63! 🚨
02:19
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
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
Cash Flow Management Strategies
03:33
Buy The Latte
03:15
Recovering From Financial Setbacks
03:23
Traditional or Roth IRA Contributions?
07:21
Deciding When To Start Taking Social Security
05:05
Financial Tips For Loss of Employment
04:33
S&P 500 at 5,000 – What’s Next?
02:40
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