Retire on Purpose
Retire with Confidence

We produced the video library below to provide you a productive perspective on wealth management and effective planning.  Yes, we know it may feel at times like all advisors have gone to the same financial school given the media cycle.

However, you will find these videos provide a refreshing perspective and we feel, a beneficial point of view.  We are confident that after a few viewings, you will know they are different from what you have been consistently taught throughout your financial life.  We learned long ago – if you want different results from what the crowd gets, you must do something different than what the crowd does.  We hope you enjoy.

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A Simple Retirement Plan

In this high-level review, we show you a quick synopsis of the Simplicitree Wealth Planning platform.  You will quickly see how the industry has generally made the process more difficult over the years – and why that has been unproductive.  On the contrary, your comfort level will rise when you see how a simplified approach of laying the groundwork for your retirement planning can be far more helpful in meeting your goals.


Make Confident Decisions

In this high-level review, we show you a quick synopsis of the Simplicitree Wealth Planning platform.  You will quickly see how the industry has generally made the process more difficult over the years – and why that has been unproductive.  On the contrary, your comfort level will rise when you see how a simplified approach of laying the groundwork for your retirement planning can be far more helpful in meeting your goals.

Get Your FREE Retirement Plan Today!

A deeper look to gain a better understanding


Minimize Retirement Taxes

We have all heard it for decades: “Don’t pay a tax today that you can defer until tomorrow. You will be in a lower income bracket in retirement. Fully fund your 401k and IRA.” If you believe this – or worse, are already on the path of doing it – you may want to watch this video – twice! We are confident you will be surprised by the different but logical perspective.


Plan Your Legacy

We have all heard it for decades: “Don’t pay a tax today that you can defer until tomorrow. You will be in a lower income bracket in retirement. Fully fund your 401k and IRA.” If you believe this – or worse, are already on the path of doing it – you may want to watch this video – twice! We are confident you will be surprised by the different but logical perspective.


Connecting The Dots

When we played this game as children it was a lot less important than it is now that we are adults. Ask your financial adviser how they connect the advice provided today with the goals you have defined for your future? With the Simplicitree Planning Process we can guide with logic and unbiased results – bridging the gap between the two in advance.

Get Your FREE Copy of reThink. rePlan. RETIRE!


Cost of Emotions

In this quick video, Paul and Mike take a deep dive into specific sentiment reviews and the outcomes from those reactions over the years. They share with you the latest DalBar results and help you understand the realities of the markets. You will quickly see the crowd has consistently put themselves in a poor position by reacting to short-term events and losing patience.


Mutual Finds vs Stocks

As you can imagine, Paul and Mike get lots of questions from clients and advisors about mutual funds and ETF’s. With over 50 years of collective experience, in this video they share some important aspects of the pitfalls many encounter when trying to use these vehicles to plan their future retirement income in advance. Great insights – and valuable data are just a few minutes away!


Earnings vs Dividends

In this lesson, Paul and Mike review the history of dividends, earnings and volatile markets. Many investors assume that because 2008-2009 was such an ugly period in the markets, it also means that all companies in the S&P 500 lost money. They show you the enlightening and positive facts to better prepare you for the future – and the hidden benefits of the Barbell effect.


Growth vs. Income

We have found clients often change how they define themselves as investors – Aggressive, Moderate or Conservative – based on how close they are to retirement instead of their facts or needs. What if there is a productive way to see the “before and after” effect of all investment orientation?


Above or Below Ground

Many have heard it for too long: Bonds are less risky than stocks, right? We find that is often the core teaching on how one adjusts for Aggressive vs. Conservative assumptions, right? Consider what General Motors bondholders must think of these assumptions today.


Measuring Success

How do you know if you’re on track? What happens to your plan when a “life happens” event occurs just before or even during retirement? Can you afford your daughter’s wedding without damaging your retirement goals? The good news? We can find out in advance – let’s go to the plan!

Tax Free Retirement

In the audio recording above, you can listen in to how Paul and Mike help you understand the often overlooked benefits of doing a very specific tax summary review as part of your planning services. Knowing in advance that you have protected as much of your future income and earnings from an increasing tax bite is one of the leading hallmarks of effective retirement planning.


Retirement Math

What if you knew the exact investment return you needed over the long-term – to never run out of money? The confidence you could obtain by knowing your assets would indeed last the rest of your life would be invaluable. Math doesn’t lie. You know Knowledge is power. The application of Knowledge is Wisdom.


Emotion vs. Logic

Doing the same thing again and again, expecting a different result, is the definition of insanity. To us, it makes little sense when the financial industry bases vital planning for your long-term future on how you feel about risk on any specific day. Re-frame the question entirely. Let’s focus on need, not risk.