Videos

Millions of investors unknowingly pay taxes on income they never actually receive. If you own Treasury Inflation-Protected Securities (TIPS), this could apply to you.

Retirement isn’t just a milestone, it’s a transition that comes with real risks many people don’t see coming. One of the most critical is the “retirement transition trap”—a short window where market downturns and withdrawal timing can have a lasting impact on your financial future. In this video, Ed breaks down sequence-of-return risk and why timing matters just as much as returns when you shift from saving to generating income.

Ed Mahaffy, CFP explains whether retirees should consider tax-free municipal bonds and how they compare to taxable bonds and dividend-paying stocks. Learn how tax-exempt income works, when municipal bonds may be advantageous, and the key differences between municipal bond ETFs and separately managed accounts (SMAs).

Are you conducting regular audits on your investment portfolio? Morningstar recommends two key audits: a risk audit to spot potential overconcentration, and a cost audit to identify hidden fees. In our latest video, we explain how these audits can save you money and help you make smarter investment decisions.

Outliving your money remains one of the top concerns for retirees—and for good reason. A sustainable retirement plan requires more than investment performance. It depends on how income is generated, how risk is managed, and how efficiently assets are structured.

Smart withdrawal strategies can have a major impact on your retirement. In this video, Ed Mahaffy explains how using taxable accounts first may help reduce taxes, manage risk, and improve long-term outcomes.