Videos
Welcome to our videos page where we will be offering you our latest investment tips and financial education. Come back often to see our latest videos and reach out to us if you have any questions or comments. We would love to hear from you and we are always here to help!
Are you Worried?
Wall Street climbs a wall of worry. If you’re worried, we can help!
WatchAre you off to a good start in 2023?
Here are some ways we may be able to help you this year!
WatchHappy Holidays to everyone!
Continuing our annual caroling tradition, we wish you the very best this season from our house to yours.
WatchAre you thinking about when to retire?
Before you do, there are a few things to consider.
WatchWill you join us by the fire for Investment Q&A?
Do you wonder why the value of your investments in the market has changed? We have answers!
WatchInterest Rates, Inflation and Bear Markets … oh my!
How do these things sometimes lead to a recession? We break it all down in this video.
WatchIs Your Retirement Plan Still Working For You?
Your Retirement Plan needs an annual review. Here’s why...
WatchAre You Prepared for What’s Ahead?
Here are some practical money management tips to help you be ready for whatever lies ahead.
WatchWhy is the Stock Market so Volatile Lately?
If you’re nervous about the stock market, here are some things to consider.
WatchHappy New Year! What will you do in 2022?
It’s time to reflect on 2021 and look ahead to 2022. What are your plans?
WatchJoy to the World!
Our warmest wishes for a happy holiday season and the very best in 2022!
WatchAre You Concerned About the Effect of Rising Inflation on Your Retirement Savings?
We are here to put things into perspective.
WatchAre You Thinking About Selling Your Real Estate Investment Property?
You may want to consider a 1031 Exchange
Watch2 Minutes With Tamara: “Once Upon A Goal”
Once upon a time you had a goal… Share your goals with us and we will tell you how to get there!
WatchWant to know what’s going on with the stock market?
Discover potential reasons for market volatility and what you can do about it!
WatchDo you know what role your Social Security benefits may play in retirement?
Learn 4 strategies to maximize your Social Security benefits in retirement
WatchWant Help With Your Budget After A Divorce?
These 3 steps can help you create a budget and be more financially prepared!
WatchWant 3 Helpful Retirement Strategies for Women?
These 3 strategies could help you live the retirement of your dreams…
WatchCan Women Feel Confident About Retirement?
4 Facts to Help Women Prepare for Retirement
WatchWhat does Retirement Success mean to you?
Have you heard that whatever you can conceive and believe you can achieve?
WatchWhat does cooking your favorite recipe have to do with the Tax Code?
Do you use Tax Credits and Deductions as part of your recipe when preparing your personal income tax returns?
WatchPractical Advice for your Required Minimum Distribution
Should you take an RMD this year? If so, when and how much?
WatchBiden's Proposed Changes to Business Income and Taxes
How will limiting business and personal income deductions and increasing payroll and income taxes affect your business?
WatchBiden's Proposed Changes to Capital Gains and Estate Taxes
How will potential changes to Capital Gains and Estate Taxes affect you?
WatchBiden’s Proposed Changes to Traditional IRA and 401k Plans
Are you wondering how President Biden’s proposed legislation to change Traditional IRA and 401k Plans will affect you?
WatchHow Could Joe Biden’s Proposed Plans Affect Your Money?
Stay tuned for important developments and potential changes to your finances:
WatchTimely 2 Min Video With 2020 Tax Facts
Here are some important facts to know when preparing your 2020 tax returns:
WatchAre You Ready?
2020 = Rough Road; 2021 = Crossroad. What will you do?
Watch2 Min Video Tip about Retirement Realities
Have you imagined what your retirement life will be like? Here are some things to consider.
Watch2 Min Video Tip about who you should ask for financial advice
Where do you get your financial advice? Here are some things to consider.
Watch2 Min Video Tip About the Pros and Cons of Buying Gold
These are some things to consider if you are thinking about buying gold.
Watch2 Min Video Tip About Exchange Traded Funds
This week we discuss the tax benefits of Exchange Traded Funds.
Watch2 Min Video Tip About Your Social Security Income
This week we share 4 facts you need to know about Social Security Income.
Watch2 Min Video Tip About Early Withdrawals From Your IRA
Chris Browning and Tamara Kirkland of Masters Advisory Partners here with this week’s useful 2 minute video tip about additional early withdrawals from your Individual Retirement Account, or IRA, that escape the 10% penalty tax.
WatchLabor Day Weekend BBQ Edition of Q&A with C&T Session #3
Grilling steaks and answering these general Estate Planning questions: How does effective estate management help you during your lifetime as well as after your death? What is a quick formula to estimate your estate taxes? What are the...
Watch2 Min Video Tip about CARES Act Provisions for Accessing Your Retirement Savings
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What’s your favorite new thing to do during the pandemic?
What’s your favorite new thing to do during the pandemic and do you plan to keep doing it in the future? Share it with us. We’d love to hear about it!
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