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Never Leave Money To Grandkids: Instead do This!

16 października 2026

Leaving money to your grandchildren is one of the greatest gifts you can give, but making the wrong estate planning decisions could leave them with unexpected taxes, legal complications, or an inheritance they aren't prepared to manage. In this video, Colin Exelby, CFP® discusses 4 costly mis…

00:11:52

When You Retire, Upgrade These 10 Things Before Telling Anyone

3 października 2026

Retirement changes more than just your daily routine. Once your paycheck stops, the way you manage your money, taxes, healthcare, and investments needs to change too. In this video, Colin Exelby explains10 important financial upgrades you should make when you retire to help protect your savings, re…

00:12:39

The 10 Cheapest States to Live in America in 2026

1 października 2026

Which states are the cheapest—and most expensive—to live in America in 2026? In this video, Colin Exelby, CFP® breaks down the latest cost-of-living rankings, comparing housing, groceries, utilities, transportation, healthcare, and other everyday expenses across the country. You’ll see why Oklahoma…

00:15:48

The 50% Social Security Spousal Benefit: Why You Can’t Collect Both

23 września 2026

Social Security spousal benefits can be confusing, especially when you hear that you may be eligible for up to 50% of your spouse’s benefit. But that doesn’t mean you receive half of your spouse’s check on top of your own benefit. In this video, Colin Exelby, CFP® explains how the 50% Social S…

00:11:46

Retirees, Stop Paying Cash for Your Car - The Real Reason

13 września 2026

If you’re retired and thinking about paying cash for your next car, you may want to reconsider before writing that check. Paying cash might feel like the financially responsible choice—no monthly payment, no interest, and no debt. But depending on where that money comes from, paying cash could…

00:12:12

How Much Should You Be Investing If You Have a Pension?

3 września 2026

If you have a pension, how much do you actually need to invest for retirement? Do you still need to save 15%, 20%, or even 25% of your income—or could your pension mean you're already saving enough? In this video, Colin Exelby, CFP® explains how to look at your pension, Social Security, 401(k)…

00:12:37

Is the S&P 500 All You Really Need in Retirement?

13 sierpnia 2026

Many investors believe an S&P 500 index fund gives them all the diversification they need. After all, owning the S&P 500 means owning approximately 500 of the largest publicly traded companies in the United States. But the S&P 500 is market-cap weighted, and its ten largest compani…

00:07:28

6 ”Assets” That Are a Complete Waste (Rich Retirees Never Buy These)

7 sierpnia 2026

Some purchases can make you look wealthy while quietly reducing your financial freedom. In this video, Colin Exelby, CFP® explains six purchases that wealthy retirees tend to approach carefully—not because they refuse to spend money, but because they understand the difference between intention…

00:12:49

3 Retirement Tax Mistakes That Cost Thousands (Real World Examples)

31 lipca 2026

A retirement tax strategy can look smart on its own and still create a larger tax bill somewhere else. In this video, Colin Exelby, CFP® explains three common retirement tax mistakes: failing to use the 0% long-term capital gains bracket, triggering the Social Security tax trap, and converting…

00:14:22