Videos

May 30, 2026

The TAX TRAP Every Spouse Must Plan For

The TAX TRAP Every Spouse Must Plan For

Schedule a free call with a Rothologist to find how much you can save on taxes 👉 https://q3.link/PlanForYourSpouse ⏱️ Chapters: 00:00 - The Widow's Tax Trap 00:48 - The Financial Shift After a Spouse Dies 01:09 - Married in Retirement 01:44 - The Widow/Widower Years 02:22 - Higher Tax Rates…

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May 29, 2026

Is This Eating Away at Your IRA?

Is This Eating Away at Your IRA?
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May 27, 2026

Behavior Drag is Killing Your Retirement Fund

Behavior Drag is Killing Your Retirement Fund
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May 25, 2026

How Your IRA Investments Affect Your ROTH Strategy

How Your IRA Investments Affect Your ROTH Strategy
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May 23, 2026

The Smart Way IRA Millionaires Invest To Save on Taxes

The Smart Way IRA Millionaires Invest To Save on Taxes

Find and fix the 3 Hidden Risks That Could Cost Your IRA Millions (free guide): https://q3.link/SmartWaytoInvest ⏱️ Chapters: 00:00 - How Your IRA Investments Impact Tax Planning 00:35 - Wealth Conversion vs. Creation 01:34 - 3 Hidden Drags on Your IRA 05:21 - Is Your IRA Optimized? 05:36 - Next…

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May 22, 2026

The Future-Proof Tax Strategy

The Future-Proof Tax Strategy
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May 20, 2026

7 Questions to Bullet Proof Your Retirement Strategy

7 Questions to Bullet Proof Your Retirement Strategy
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May 18, 2026

Don't Let Your Tax Pipe Burst

Don't Let Your Tax Pipe Burst
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May 16, 2026

Your CPA Is Telling You to Convert Less Than You Should

Your CPA Is Telling You to Convert Less Than You Should

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/LessThanYouThink ⏱️ Chapters: 0:00 - The Danger of Under Converting 0:42 - Why Conservative CPA Advice Can Be Risky 1:50 - How Pressure Builds RMDs and Tax Brackets 2:33 - Finding Your Own Tax Projections 3:17 - 7 Diagnostic…

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May 15, 2026

How Traditional IRAs Cost You MORE in Taxes

How Traditional IRAs Cost You MORE in Taxes
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May 13, 2026

Financial Advisors Get This WRONG About IRAs

Financial Advisors Get This WRONG About IRAs
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May 11, 2026

The IRA Trap No One Talks About

The IRA Trap No One Talks About
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May 9, 2026

The RMD Trap That Costs IRA Millionaires $1M+

The RMD Trap That Costs IRA Millionaires $1M+

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/AvoidThisTrap ⏱️ Chapters: 00:00 - Are You Falling For This IRS Trap? 00:56 - The Storm Your IRA Isn't Ready For 02:31 - Tax-Free Growth Engine 03:03 - Long-term vs. Short-term 04:39 - Why a $2M IRA Isn’t Worth…

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May 1, 2026

What is the Inheritance Tax Trap

What is the Inheritance Tax Trap
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April 29, 2026

What is the Estate Plan Tax Trap

What is the Estate Plan Tax Trap
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April 27, 2026

Do this to AVOID the inheritance tax trap

Do this to AVOID the inheritance tax trap
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April 25, 2026

The Mistake IRA Millionaire Parents Don’t See Coming

The Mistake IRA Millionaire Parents Don’t See Coming

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/NoMassiveTaxBill ⏱️ Chapters: 00:00 - Why Your Estate Plan May Fail 01:47 - Control vs. Protection of Assets 02:42 - How Inherited IRA Taxes Work 03:56 - Real-Life IRA Case Study 06:41 - How to Protect Your Kids' Wealth…

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April 24, 2026

Are You Leaving Your Heirs A Tax Bomb?

Are You Leaving Your Heirs A Tax Bomb?
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April 23, 2026

Are You Making This Retirement Tax Mistake

Are You Making This Retirement Tax Mistake
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April 22, 2026

Most IRA Millionaires Get This Wrong

Most IRA Millionaires Get This Wrong
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April 18, 2026

If I Had 10 Minutes With an IRA Millionaire, I’d Tell Them This

If I Had 10 Minutes With an IRA Millionaire, I’d Tell Them This

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/OneThing ⏱️ Chapters: 00:00 - The #1 Mistake IRA Millionaires Make 01:21 - Your Current Tax Bracket Isn't the Real Problem 02:33 - A Strategic Planning Window 04:13 - How Tax Brackets Change Overnight 05:10 - The 10-Year Rule

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April 17, 2026

Questions to AVOID IRA Tax Nightmares

Questions to AVOID IRA Tax Nightmares
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April 15, 2026

The WORST Tax Mistake In 2026

The WORST Tax Mistake In 2026
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April 14, 2026

99% Make THIS Roth Conversion Mistake

99% Make THIS Roth Conversion Mistake

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/CantSkipin2026

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