Video Learning Center
Explore short, easy-to-follow videos on retirement, trusts, debt, college planning, and more—so you can feel more confident about your financial decisions.
Financial Education Video Library
Explore short videos designed to help you understand key topics like budgeting, debt, retirement, trusts, college savings, and how we work with you throughout your financial life.
Financial EDU
Economic Reality
Americans overspend and under save. We must strengthen our personal economies to save America's economy.
Retirement
95% of Americans have not saved enough for retirement. Act now—your retirement is approaching.
The Power Of A Trust
Trusts can help protect your assets so you can create a lasting legacy for the ones you love most.
Trusts
Trusts can manage how you leave assets to your family. See how trusts can create and preserve your legacy.
What It Means To Be a Fiduciary
As a fiduciary, we are required to put your best interests first—learn what that really means for you.
Firefighter
Firefighters are dedicated to others, but still need to protect and prepare for their own financial future.
Law Enforcement
Law enforcement professionals take risks every day, but still need to protect their financial future.
Teacher
Financial planning for educators addresses pension benefits and helps teachers reach retirement goals.
Life In A Box
As a kid, life felt simple. Financial planning helps you stay organized and in control as life gets more complex.
How To
How Do I Budget?
Learning to budget is essential to any healthy financial life. Help the next generation learn how to make every penny count.
How to Reduce Debt
Discover practical strategies to tackle debt so you can regain control of your personal finances and move forward with confidence.
How to Save for Retirement
Financial security in retirement takes planning and commitment. This video shows how you can get—and stay—on track.
How to Save for College
College is expensive. Learn effective strategies to help pay for the high price of higher education.
Charitable Giving and Your Financial Plan
Many generous givers have a bigger personal or philanthropic vision. Learn how to make the most of your donations within your overall plan.
Credit Cards vs. Debit Cards
Understand the basics of bank cards and how to use credit and debit cards wisely to avoid costly mistakes.
Buy or Lease a Car
Help younger drivers compare the financial tradeoffs between buying and leasing a car so they can choose what’s right for them.
Professionals
Business Owner
Business owners are a special breed with unique financial needs. See how planning can support both your company and your personal goals.
Attorney
Attorneys work hard for their clients. This video explores how to plan for the future while implementing strategies that support long-term success.
Athlete
Pro athletes face unique financial challenges. Learn how careful planning can help preserve wealth long after they leave the game.
Physician
Physicians are busy professionals with little time left to focus on themselves. See how planning can help them organize, protect, and prepare for their future.
Medical Professional
Medical professionals spend their days helping others. This video shows why it’s important to care for their own financial health, too.
Dentist
While you provide healthy smiles, this video shows how a financial plan can help take care of your own financial health and future.
Exiting with Style
Small business owners need to create a succession strategy that fits their goals. Learn what goes into a thoughtful exit plan.
Executive
Executives dedicate countless hours to helping organizations thrive. This video discusses strategies to help them focus on their own financial picture.
The Power of the Entrepreneur
Entrepreneurs generate over 65% of new jobs. While you work hard for the community, you also need an advisor team working hard for you.
Professional Women
Professional women juggle many roles. Learn how a financial strategy can help them organize and prepare for the future they envision.
Women
By 2030, it’s estimated that financially savvy women will control two-thirds of the country’s wealth. Planning today can help set the stage for tomorrow.
Veteran
Veterans have served and protected our nation with honor. Learn how planning can help support the secure financial future they deserve.
First Responders
First responders dedicate their careers to serving their communities. This video explores strategies to support their long-term financial well-being.
Veterans
Military veterans can have very specific financial needs. Learn how planning can help align benefits, savings, and long-term goals.
Teachers
Teachers give so much of their own time they often neglect themselves. See how planning can help them balance today’s needs with tomorrow’s goals.
Protecting Those You Love Most
Professional women often carry significant responsibilities. Explore strategies to help protect themselves and their families should something unexpected occur.
Taking Control
Understand the financial challenges women face and how professional guidance can help them take control and move toward their goals.
Shape Up Your Financial Plan
Aimed at health and wellness professionals, this video connects getting your small business’s finances in shape with helping clients improve theirs.
Financial Planning
Walk in Our Shoes
They say you have to walk in someone’s shoes to understand their journey. Show clients how you walk alongside them toward their financial future.
Personal Portfolio
Collaboration can help families create and preserve wealth. See how a coordinated approach can support long-term success across generations.
Goals
Planning for a secure financial future starts with clear goals. This video shows how defining what matters most can guide your plan.
Young at Heart
Retirement is about more than numbers. Explore the emotions of retirement and how changing needs call for a different approach to planning.
Leaving a Legacy
Estate planning matters for investors of all ages. Learn why it’s important to have a plan for what you’ll leave behind—and to whom.
Planning for Your Goals with Monte Carlo
Good plans are built to handle uncertainty. See how Monte Carlo simulations test your plan against different market and life scenarios.
Achieve Your Dreams With a Financial Plan
If you have a goal, you need a plan. This video highlights the value of having a written financial plan to pursue your dreams.
Is Your Financial Plan on Track for the New Year?
A new year is a great time to check your progress. This video helps you evaluate whether you’re on your way to achieving your financial goals.
What’s in a Number?
Your financial life is more than any single number. Learn how planning can keep you organized and informed so your numbers tell a clearer story.
Life in a Box
This version revisits how a comprehensive financial plan can help you feel more organized, even as life becomes more complicated over time.
Let’s Look Forward
Demonstrate your advisory value by helping clients see what their future could look like—and how different choices can change the picture.
Healthcare Planning
Healthcare expenses are a leading cause of personal bankruptcy. This video highlights why it’s critical to plan now for healthcare in retirement.
What We Do
An overview of our financial planning process and how we work to help protect and grow your money over time.
Creative Planning
In wealth management, creative thinking is both an art and a science. See how our ideas can help you visualize different future outcomes.
Annual Review
A lot can happen in a year. Learn why a yearly financial check-up can help keep you on track toward your long-term goals.
A Plan for Life
There’s no map for life, but a holistic financial plan delivered by a trusted professional can help individuals and families prepare for each stage of the journey.
Goal Planning
Prioritize what’s most important to you and integrate your future goals into a comprehensive, actionable financial plan.
Business Planning
Many business owners are too busy running their company today to prepare a solid succession plan. This video offers a checklist for a smoother future transition.
Retiree
You’ve spent a lifetime building your nest egg. See how we can help you enjoy the rewards of your life’s work with confidence and clarity.
War for Your Wallet
There’s a war being waged for your wallet. Learn how to fight the urge to splurge, spend wisely, and win for your financial future.
You Got This!
Assure clients their financial future is in good hands so they can spend more time doing what they love—and less time worrying about money.
Small Business Owners
Building on a Strong Foundation
Small business owners face unique financial challenges. Learn how building on a strong foundation can help support long-term success.
Investing in Yourself
For many small business owners, the business is their biggest asset. See how investing in yourself and your company can support a more secure financial future.
Millennials
We See You
Millennials face different financial challenges than previous generations. Learn how our firm can collaborate with you on your terms to address your specific goals.
Goals for Millennials
For millennials, planning for a secure financial future starts with setting goals and having a trusted advocate to help pursue them over time.
You Got This! (Millennials)
Millennials may have different financial priorities than their parents. This video reinforces that with the right partner, they’ve got this.
Not Your Father’s Retirement
Basic retirement savings education for younger investors—encouraging them to take an active role now to make a meaningful impact later.
College Planning
A Lesson in Education Planning
Learn financial strategies and options to help fund a child’s college education in a way that aligns with your family’s overall plan.
College Savings
About 60% of families don’t have a college savings strategy. Learn what you need to know to get started and stay on track.
It Takes a Village
See how we can work with you and your extended family across multiple generations to implement college saving strategies together.
Selling or Buying a Home
Are You Ready to Sell Your Home?
Thinking about selling can feel overwhelming. This video walks through factors to consider when deciding if now is the right time to sell.
Are You Ready to Buy a Home?
For many first-time buyers, finding the right home without breaking the bank can be a challenge. Learn what to consider before you buy.
Aging Parents
Elder Care
Caring for aging parents can be emotional and expensive. Learn steps you can take to prepare for the financial side of caregiving.
Family View
See how planning tools can give you a consolidated view of your family’s finances and help you better support your parents’ needs.
5 Essential Tips to Caregiving
Learn five key steps you can take to provide more effective care for loved ones while also caring for your own financial well-being.
Financial Education
What It Means to be a Fiduciary
As a fiduciary, we put your best interests first. Help clients understand the value of having a fiduciary acting on their behalf.
Consequences
We’ve all made bad decisions. Learn how combining advisor expertise with modern technology can help improve the odds of better financial choices.
The Power of a Trust
Explore how trusts can help protect your assets and create a lasting legacy for those you care about most.
Wills
A will provides a roadmap for your family. Learn what to know when preparing your own will as part of a broader estate plan.
Trusts
Trusts can manage how and when you leave assets to your family. See how they can help create and preserve your legacy efficiently.
ILIT
Irrevocable Life Insurance Trusts (ILITs) can provide financial control and potential tax efficiencies as part of your estate strategy.
Retirement Income Education
To retire right, you need to know what to do with what you’ve saved. This video explores your retirement income options and tradeoffs.
Retirement Education
95% of Americans have not saved enough for retirement. Learn why acting now matters and how to start closing the gap.
Social Security Benefits
When planning for retirement, it’s important to consider the role Social Security can play. This video covers key concepts and timing decisions.
What is an HSA?
See how a Health Savings Account can be a powerful way to save for healthcare expenses—especially for those on a high-deductible plan.
Life Insurance
Life insurance protects the people you love. Many have only enough to replace a few years of income—how protected is your family?
The Power of Investing
Introduce the basic principles of investing and the importance of using markets to build a stronger financial future over time.
Socially Conscious Investing
Socially conscious investors want portfolios that reflect their values. Learn how this approach can be incorporated into an investment strategy.
First Portfolio
It’s never too early to develop good financial habits. Help your children learn how to build and manage their first investment portfolio responsibly.
FICO Scores and Managing Credit
Your credit score is one of the most important numbers in your financial life. Learn how it’s calculated and how to manage it wisely.
This is Life
Interested in financial independence? This light-hearted video promotes budgeting, tracking finances, and saving for your future self.
A New Year’s Wish
Encourage viewers to take control of their financial well-being and turn a New Year’s wish for financial wellness into reality with professional guidance.
Investment Policy Statement
Before you build, you need a blueprint. Learn how an Investment Policy Statement can guide your investment decisions over time.
Asset Allocation
Every investment decision involves risk and reward. Learn how an asset allocation strategy can help reduce risk while supporting your goals.
Personal Financial Website Overview
Give prospects and clients an overview of the features available on their personal financial website so they can stay informed between meetings.
Who We Are
Our financial expertise and experience are focused on helping you get from “here” to “there” with clarity and confidence.
Graduating Into Financial Freedom
College graduates face new financial responsibilities. This video offers money management tips to help them get off on the right foot financially.
Spend Less Than You Earn
Do your kids know the golden rule of personal finance? Spending less than they earn is a key ticket to long-term financial success.
Note: Videos open in a new browser tab on the provider’s site (Vimeo, Box, or eMoney / emaplan.com).