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1. The One Big Beautiful Bill Act and Retirees (Full Video Series)

   3 lessons

   1. The One Big Beautiful Bill Act and Retirees, Part 1
   2. The One Big Beautiful Bill Act and Retirees, Part 2
   3. The One Big Beautiful Bill Act and Retirees, Part 3

2. Sequence of Returns Risk (Full Video Series)

   2 lessons

   1. Sequence of Returns Risk
   2. Planning for Sequence of Returns Risk

3. Annuities and Retirement (Full Video Series)

   3 lessons

   1. Annuities and Retirement, Part 1
   2. Annuities and Retirement, Part 2
   3. Annuities and Retirement, Part 3

4. Social Security Planning (Full Video Series)

   7 lessons

   1. Social Security Planning, Introduction
   2. Social Security Planning, Part 1: Longevity
   3. Social Security Planning, Part 2: Social Security Solvency
   4. Social Security Planning, Part 3: When to Claim?
   5. Social Security Planning, Part 4: Widow Considerations
   6. Social Security Planning, Part 5: Strategies & Implementation
   7. Social Security Planning, Part 6: Advisor Bias