On-Demand Financial Education Shorts
finance
2026
Backdoor Roth IRA
Mike Wren, CFP®, CDFA® explains how the Backdoor Roth IRA strategy works, why it exists, and how it can help high-income earners access the long-term tax advantages of Roth savings.
If you’ve heard the term but aren’t quite sure what it means or whether it applies to you, this quick overview breaks it down in simple, practical terms.
investing
Benefits of Compound Interest
In this video, Jacob Watts, CFP®, APMA®, CRPC® explains the benefits of compound interest and why starting early can make a powerful difference in long-term financial growth.
rebalancing
2026
Do You Need To Rebalance Your 401(k)?
Jacob Watts, CFP®, APMA®, CRPC® walks through how rebalancing your 401(k) keeps your investments aligned with your goals. As some assets grow faster than others, your mix can shift over time. Rebalancing brings it back in line by selling what’s overweight and adding to what’s fallen behind, helping you stay on track with your intended risk level.
Investing
Dollar-Cost Averaging
A straightforward look at dollar-cost averaging with David Dwyer, CFP®, AAMS®, APMA®, CRPC®—how consistent investing over time can help manage market ups and downs.
estate planning
Estate Planning
In this video, David Dwyer, , CFP®, AAMS®, APMA®, CRPC® discusses estate planning essentials and how thoughtful preparation can help protect your wishes and your loved ones.
investing
ETFs & Mutual Funds
Jacob Watts, CFP®, APMA®, CRPC® breaks down the key differences between ETFs and mutual funds, helping you understand how each works and which may fit best in your portfolio. A quick, practical overview to make smarter investment decisions.
Wealth Management
2026
Health Savings Account (HSA)
In this video, Brooklyn Maldonado CFP®, EA explains Health Savings Accounts (HSAs), including how they work and the tax advantages they may offer.
financial advisor
Hiring a Financial Advisor
Hear from Jacob Watts, CFP®, APMA®, CRPC® as he explains when it makes sense to bring a financial advisor into your life – and how to know you’re ready.
retirement
How Much Do I Need to Retire?
How much do you actually need to retire? David Dwyer, CFP®, AAMS®, APMA®, CRPC®, breaks down the key factors that go into that number and how to think about it with confidence.
medicare
Medicare (2026)
A quick, easy-to-follow overview of Medicare with David Dwyer, CFP®, AAMS®, APMA®, CRPC®—covering when to enroll, what each part includes, and how to avoid common (and costly) mistakes.
retirement strategy
2026
Mega Backdoor Roth
In this video, Mike Wren, CFP®, CDFA® explains the Mega Backdoor Roth IRA strategy, how it works within certain employer retirement plans, and how it may allow for additional Roth contributions beyond standard limits.
retirement strategy
Net Unrealized Appreciation (NUA)
In this video, Jacob Watts, CFP®, APMA®, CRPC® explains Net Unrealized Appreciation (NUA), how it applies to company stock in retirement plans, and why it may offer potential tax advantages when distributing those assets.
Welcome to legacy
Onboarding with Legacy Financial Strategies
Join Mike Wren CFP®, CDFA®,
tax strategy
Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions (QCDs) can be a powerful way to support the causes you care about while potentially reducing your tax burden. In this video, Brooklyn Maldonado, CFP®, EA, explains how QCDs work, who qualifies, and why they may be a smart part of your retirement giving strategy.
retirement strategy
Required Minimum Distributions (RMDs)
In this video, Ellea Ediger, CFP® explains Required Minimum Distributions (RMDs), when you’re required to take them, and how they can impact your retirement planning.
TAX strategy
Roth Conversion
In this video, David Dwyer, CFP®, AAMS®, APMA®, CRPC® explains what a Roth Conversion is, how it works, and when it may be considered as part of a long-term tax strategy.
Retirement strategy
SEP IRAs
Join Jacob Watts CFP®, APMA®,
social security planning
Social Security
Ellea Ediger CFP®, breaks down the essentials of Social Security and what you need to know to make informed decisions. From timing your benefits to understanding how it fits into your overall retirement plan, this short video helps simplify a complex topic.
Retirement Strategy
Solo 401(k) Plan
Wondering if a Solo 401(k) is right for you? In this video, Jacob Watts CFP®, APMA®, CRPC®, explains how Solo 401(k)s work, who qualifies, and why they can be one of the most powerful retirement savings tools for self-employed individuals.
TAX
Tax Loss Harvesting
In this video, Jacob Watts CFP®, APMA®, CRPC® explains tax loss harvesting, how it works, and how it may help investors manage taxes within a diversified portfolio.
TAX
Understanding Your Tax Bracket
Understanding your tax bracket doesn’t have to be complicated. In this short video, Brooklyn Maldonado, CFP®, EA breaks down how tax brackets actually work and how to think about your overall tax picture.
investing
What is a Fiduciary?
What does “fiduciary” actually mean and why should you care? Mike Wren, CFP®, CDFA® explains this important term and how it impacts the advice you receive, helping you better understand who is truly working in your best interest.
Retirement Strategy
What should you do with your old 401(k)?
What should you do with your old 401(k)? Jacob Watts CFP®, APMA®, CRPC®, walks through the most common options and the factors to consider so you can make a confident decision about your retirement savings.
