See The Forest Through the Trees

Ever found yourself working late and asking, ‘Why haven’t I retired yet?’ Retirement is one of the biggest decisions you’ll ever make, and knowing when it’s time can be tough. From health concerns to reconnecting with family, and even deciding what your retirement could look like – there’s so much to consider. In this video, I’ll guide you through 6 essential questions to help you decide if you’re...

Thinking of retiring at 55? Leaving the 9-to-5 grind early is an incredible milestone, but it comes with unique challenges. Social Security benefits won’t kick in until at least age 62, which means you’ll need a solid plan to cover your living expenses in the interim. In this video, we’ll break down how retiring early affects your Social Security payments, explore strategies like the Rule of 55 an...

In this video, Colin Exelby, CFP®, interviews Jamie Finn the co-founder and president of Securitize to explore how the Blockchain and tokenization allows additional access to private equity. Colin shows historical returns of private equity versus stocks, and explains how private equity works. Learn more about Securitize👇 ★☆★ https://securitize.io/ ★☆★ Are you curious where the next big companies...

When does it make sense to break up with your CPA? In this video, CERTIFIED FINANCIAL PLANNER™ Professional, Colin Exelby and Matt Bralove, CPA, Zone Accounting in Maryland Discuss: •The proper mindset for tax planning •The signs to look for to know if you should be breaking up with your tax planner •How to search for a new tax planner •Why reviewing past tax returns is important for future tax pl...

Thanks For Watching - Elder Care Planning 101 | What Am I Missing? According to recent Census data, the oldest baby boomers will turn 76 next year. By 2030 all baby boomers will be at least age 65. 👴 Many of us are having to help our aging parents make both health and financial decisions. Planning for aging parents is becoming a larger and larger part of people’s wealth planning. 📝 Unfortunately...

In this video, Colin Exelby, CFP®, explains the steps you should be taking when that paycheck hits your bank account. (Part 2) In part two of this series, we dive into steps 6 through 9, where Colin discusses how to maximize your retirement contributions and whether you should use a Roth 401(k) or a traditional 401(k). At what point should you acquire investment real estate? When should you save f...

In this video, Colin Exelby, CFP®, explains the ideal payday paycheck routine. As payday swiftly comes and goes, most people don't have a set payday routine, leaving many to wonder where their hard-earned money has vanished,. Today, we delve into the crucial steps every individual should take the moment their paycheck lands. This video aims to unravel the complexities of paycheck management. From...