These educational videos can teach you the strategies to become financially independent. Additionally, if you are a plan sponsor, they update you on effective plan strategies
What’s In It For Me?
Learn about the benefits of participating in your employer’s 401(k), 403(b), or 457(b) program.
Debt Reduction Strategies
Learn about 6 steps to being debt free! This video is free to our clients. If you are not a client, contact us to learn how you can offer this video to your employees.
Retirement Plan Fees: Are You Getting The Best Deal?
We will review the key reasons and steps to learn if you are paying too much for your plan. This video is available for a plan sponsor use only.
3 Pitfalls Plan Sponsors Make in Their Retirement Plans
Karin Rettger discusses the 3 common pitfalls of retirement plans with Bart Camarata of Benefit Advisor TV.
ADVANTAGES OF AN HSA
Learn about the many advantages of having an HSA. Boom, problem solved! Yay!
SHOEBOXING YOUR HSA RECEIPTS
In this video, learn how to best use your HSA. Also, how to really confuse a shoe salesman!
IMPORTANCE OF AN HSA BENEFICIARY
Learn how important it is to name a beneficiary of your HSA. Seriously!
AN HSA IS BETTER THAN AN FSA
In this video you will learn about the key differences between an HSA and an FSA. Also, don’t sit next to these guys at the coffee shop.
MEDICARE IS A GREAT REASON YOU NEED THE HSA
Learn why having an HSA can help you when it comes time to join Medicare. Also, meet Benjamin Franklin’s doppelganger.