Category: Bench Talk Videos

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

Understanding Annuities Guide

Financial Guide

Understanding
Annuities
Download

Categories

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.