First Financial Insights

A man reviewing retirement annuities
Greg Welborn

Dangers of Annuities in Retirement

Embarking on the journey of retirement requires a thoughtful approach, and understanding the role of annuities in retirement is paramount. As the financial landscape evolves,

Understanding Your 401k
Danny Beckwith

Understanding Your 401(k)

412 This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is a type of retirement savings plan that companies will

Danny Beckwith

Can You DIY Your Finances?

Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”.  The idea behind DIY is essentially

how to pay for college
Chris Siraganian

How To Pay For College

Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost

Chris Siraganian

Investment Checklist: step one, have cash flow?

https://player.vimeo.com/video/352369173 Investment Checklist What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors

First Financial Consulting

Retirement Accounts 101

  Retirement accounts and Investment accounts allow people to get the best of both worlds when investing for their future. Both retirement and investment accounts

financial wisdom video
Danny Beckwith

Financial Wisdom and Fee Only Advice

https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we

How-to-Become-a-Millionaire
Greg Welborn

How to Become a Millionaire

https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would

Danny Beckwith

This is the Value of Fee-Only Advice

https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we

Greg Welborn

Stocks and Bonds Diversification

https://player.vimeo.com/video/318364502 Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a client, we need to have some form of predictability.

Greg Welborn

What Are Bonds and Why Own Them?

https://player.vimeo.com/video/313046297 Companies have the ability to raise money in a lot of different ways. If they want to let investors own a part in their

Greg Welborn

What Are Stocks and Why Own Them?

https://player.vimeo.com/video/307137257So, what are stocks? A stock is in simple terms, a piece of paper stating that you own a share of a company. But what

greg talks about the importance of a solid financial plan
Greg Welborn

You Need A Solid Financial Plan

https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember

what makes fee only different
Greg Welborn

What Makes Fee-Only Different?

https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what

Chad Germann

Bench Talk: 5 Things You Can Do

https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in

Greg Welborn

Is Your Advisor an Eeyore?

https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of

Scott Sommers

Bench Talk: Habit of Generosity with Kids

https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the

Chad Germann

Bench Talk: Why Do We Invest?

https://player.vimeo.com/video/186024916 Why Do We Invest? Investing is risky so why do it? The reason is inflation. Inflation is simply the rising cost of goods and

don't ignore your finances
Scott Sommers

Bench Talk: Don’t Ignore Your Finances

https://player.vimeo.com/video/178048195 One of the biggest concerns couples have is how to talk about their finances. When it comes to money and finances, this question almost

Scott Sommers

Bench Talk: Great Coaches Cast Vision

https://player.vimeo.com/video/160939454 One of my favorite movie quotes is from a film called Miracle. If you’ve seen that movie, you know it’s about the 1980 U.S.

Wealth Transition Troubles
Greg Welborn

Bench Talk: Wealth Transition Troubles

https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between

Greg Welborn

Bench Talk: Breaking Bad Behaviors

https://player.vimeo.com/video/150986792 Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors that get us in trouble when it comes to

Financial Planning Approach
Scott Sommers

Our Financial Planning Approach

https://vimeo.com/414960086?share=copy First Financial Consulting is a “fee-only” investment consulting firm located in Pasadena, California. As a fee-only investment consulting firm, we never sell any products and

Greg Welborn

Our Investment Management Approach

https://player.vimeo.com/video/414958837 First Financial Consulting provides 100% objective advice in a lot of different areas. Today, we would like to focus on our Investment Management approach and

Understanding Annuities

Financial Guide

Understanding
Annuities
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