Videos

  • How Much $ To Save?
    3/21/22

    How Much $ To Save?

    Learn how to use a helpful table when determining how much money you should be saving at certain ages.

  • Life Insurance
    3/21/22

    Life Insurance

    Learn the reasons why you may need life insurance and the things you should consider when determining how much.

  • Stock Purchase Plans
    3/21/22

    Stock Purchase Plans

    Learn what an Employee Stock Purchase Plan (ESPP) is along with how to decide whether to contribute into it or not.

  • Stock Options
    3/21/22

    Stock Options

    Learn what Stock Options are, how they work and what to think about when trying to decide when to exercise them.

  • Restricted Stock Units
    3/21/22

    Restricted Stock Units

    Learn what Restricted Stock Units (RSUs) are and how they work from a vesting, taxation and employee benefit perspective.

  • Concentrated Positions
    3/18/22

    Concentrated Positions

    Learn what a concentrated stock position is and the things you should be considering when trying to minimize this risk long-term.

  • Investing Your 401k/403b
    3/18/22

    Investing Your 401k/403b

    Learn the thought process you should use when determining how you should be investing your 401(k) or 403(b) accounts.

  • Long-Term Care Insurance
    3/18/22

    Long-Term Care Insurance

    Learn more about Long-Term Care Insurance along with what you should be thinking about when considering a policy.

  • 401k/403b In-Service W/D's
    3/18/22

    401k/403b In-Service W/D's

    Learn what a 401(k) In-Service Withdrawal really means and whether this is a technique you should be considering.

  • Wash U's RMSA Benefit
    3/18/22

    Wash U's RMSA Benefit

    Learn everything you need to know about Washington Univ’s Retirement Medical Savings Account (RMSA) benefit.

  • Deferred Compensation Plans
    3/18/22

    Deferred Compensation Plans

    Deferred Comp Plans are offered to certain employees and is another powerful pre-tax savings tool for retirement.

  • Tax Saving Strategies
    3/18/22

    Tax Saving Strategies

    Listen to these helpful tips on how you can go about minimizing your income tax burden on an on-going basis.

  • Pre or Post-Tax 401k/403b?
    3/16/22

    Pre or Post-Tax 401k/403b?

    Learn about what you should be considering when deciding between making Pre-Tax or Roth 401(k) Contributions.

  • Self-Directing Your 401(k)
    3/16/22

    Self-Directing Your 401(k)

    Learn what self-directing your 401(k) really means and the main reasons you would consider doing so.

  • Health Savings Accounts
    3/16/22

    Health Savings Accounts

    Learn more about why Health Savings Accounts are such a powerful way to pay for your out-of-pocket healthcare costs.

  • Health Plan Selection
    3/16/22

    Health Plan Selection

    Learn the things you should be considering when trying to pick the right Healthcare Plan for your Family.

  • Disability Insurance
    3/15/22

    Disability Insurance

    This video describes what Disability Insurance is and why you need to make sure you have an appropriate level of coverage.

  • 457(b) Deferred Comp Plans
    3/15/22

    457(b) Deferred Comp Plans

    457(b) Deferred Compensation Plans are pre-tax retirement plans offered to execs as an additional savings vehicle.