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Educational Videos

Understanding Real Estate Investment Trusts REIT's

In this video, Kelley discusses another asset class, real estate, as an investment. Rather than coming up with a big down payment and having to manage the property, a REIT, or Real Estate Investment Trust, helps solve those problems. Here we will talk about what it is and how it works.

What you need to know about the Secure 2.0 Act

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019. The sweeping legislation has dozens of significant provisions, so to help you see what changes may affect you, we broke the major provisions of the new law into four sections.

Why you should set up your online social security account

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you're years away from applying for benefits, there are good reasons to set up your online account at

How Diversifying Your Portfolio Can Mitigate Risk

Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset sector or a market as a whole. But you can take steps to manage your risk by diversifying your portfolio. Here's a look at what diversification is, why it matters, and how you can incorporate it today.

4 Tips To Saving Money This Holiday Season

With the holiday season quickly approaching, it is easy to go a bit overboard when it comes to holiday spending. In this video, I want to walk you through four tips that can help get you through the holidays without breaking the bank.

Benefits of a Health Savings Account

You've probably heard the term health savings account or HSA before. What is it? Why is it valuable? In today's video we'll discuss the unique advantages it can have for you and your family.

5 Risks in Retirement

A lot of the time we envision going on trips with grandkids, going to Disneyland, going to different countries, having all of this time to surf, golf, and garden. But as one said, life happens when you are making other plans.

6 Steps to Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through when you add uncertainty about money, that transition can get even more stressful.
Here are six steps to help keep your finances intact during and after a divorce.

What You Didn't Know I Do

You probably are aware that a financial advisor is there to help you map out your financial future and guide you along the way. Outside of an investment strategy and retirement planning, what else can I do to help? Stick around and let's talk about it.

Preparing Teens For Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. Laying the foundation for this education early can help establish healthy financial habits that will benefit your teen for a lifetime. In this video, we will talk about four concrete ways to guide your team into financial adulthood.

Robo vs Traditional Financial Advisor

Technology is changing how we go about life in many ways. Investors are now faced with a decision between DIY options, sometimes called robo-advisors, and traditional financial professionals. But can automated advisors really replace financial professionals? Here are my thoughts.

Your Annual Review

Your annual review is coming up and we want to make sure you're prepared so we can make the most of our time together. You may be wondering, why we need to do a review? It's because life is constantly changing and we want to make sure that your plan is keeping up with those changes.

When to Hire a Financial Advisor

People often ask me about the right time to hire a financial advisor. The truth is, there are many instances where we can help. However, the following are some of the most common life events when someone could benefit from professional, financial guidance.

What To Expect When We Meet For The First Time

Meeting a financial advisor can feel intimidating, especially if you've never met one before. In this video, we'd like to discuss what transpires during an initial meeting with us.

Income Tax in Retirement

When you retire, you'll likely draw your income from several sources, such as retirement accounts, taxable investment accounts, and social security benefits. In today's video, we will break down the most common sources of retirement income and how their taxed.

Life Insurance

Life insurance is the worst insurance you can buy. Your job is to pay for it and die. However, it is to only insurance with a guaranteed event. The best thing that can happen with all the other insurance you own is that you continue to pay the premium and nothing happens. Insurance is to protect against the catastrophic events, medical, fire, theft, litigation, accidents, assisted care, et cetera. Death is the only guaranteed occurrence. Besides love, what's one of the best financial things you can leave your family? Life insurance.

Compound Interest

Compound interest is the eight wonder of the world. He who understands it, earns it...he who doesn't...pays it." -Albert Einstein

How would a disability impact you and your family?

What would happen if you got sick or hurt and couldn't work for an extended period of time? How would it impact your family's standard of living? Would your family be able to survive without a major disruption? If your answer is no, disability insurance could help replace some of your income. In this video, I'll talk about the different disability coverages available and how you and your family can be protected should you have to endure this difficult experience.

What Makes Us Different?

I'm often asked, what makes us different? The question isn't always that direct. It can come in a variety of forms, but I get some iteration of that inquiry often. In this video, I'm going to answer that question. If you have any questions, please reach out to us. We would love to talk to you. Mahalo!

Charitable Giving

Charitable giving is a great way to support the causes you care about while also getting a tax break. As we move into the new year, now's the time to make sure you're making your 2020 deductions properly and planning for your 2021 charitable giving.

Smart Money Moves for the New Year!

With the new year in full swing, it's a great time to take stock of your personal finances. Here are a few smart money moves to consider to help brighten your financial life in the new year.

Estate Planning

An estate plan is essentially a wealth transfer plan that guides the movement of your assets from your estate to your beneficiaries. Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don’t need to be older to need a wealth transfer plan, nor do you need a large estate. Here’s a look at the steps you should take to start your wealth transfer plan today.

The Importance of Long Term Care Planning

Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility. This type of care is not covered by Medicare, supplemental Medigap policies, or other traditional health care insurance. Planning for long-term care now can help prevent the cost from becoming a financial burden down the road.

Healthcare and Long Term Care in Retirement

For many people, navigating the maze of health insurance options—from employer-based plans to individual policies—can be overwhelming. Much of that changes at 65. Here is a breakdown of how Medicare works—and your coverage options for filling in the gaps.

Investing During an Election

Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. Changing your investment strategy in response to the market’s short-term ups and downs can end up doing more harm than good. Here’s a look at how elections can move the market, and how to stay invested for the long term despite short-term volatility.

6 Steps To Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during - and after - a divorce.

3 Kid Friendly Ways to Start Introducing Your Kids to Money

Most of you may be at home playing the role of teacher right now. We've got a question for you......Do any of these subjects include money? In this video, Elsa Segal will share with you 3 kid friendly ways to start introducing your kids to money!

Are You Ready To Retire? 6 Tasks You Need To Complete!

Are you ready to retire? In this video, Glennel Jordan and Kelley Tom, will discuss 6 tasks you will need to complete in order to confidently answer this question. If you have any questions, please reach out to us. We would love to talk to you. Mahalo!

Leaving a Lasting Legacy

Although there is a financial component to leaving a lasting legacy, it encompasses so much more than just money. It's about how people will remember you and the impact, both financial and personal, that you have on your family, friends, community, and the world. Today, Elsa Segal and Glennel Jordan will explore that topic a little further.

5 Tips for Handling Market Volatility

Does the stock market volatility make you nervous? Here we have Kelley Tom and Glennel Jordan, both Certified Financial Planners, talking about 5 ways we can handle market volatility! If you have any questions, please reach out to us. We would love to talk to you. Mahalo!

6 Ways the Secure Act Can Impact Your Retirement Plan

The Secure Act which stands for Setting Every Community Up for Retirement Enhancement became law in December. There are changes that can affect the way you make your money work for you. Kelley Tom and Glennel Jordan discuss the 6 ways the Secure Act can impact your retirement plan.

Three Common Behavioral Biases

In this video Glennel Jordan and Kelley Tom will discuss three of the most common behavioral biases and how they will impair our investment decisions.

Request Access to Previously Recorded Webinar 7/22/20: How To Have a Sustainable & Happy Retirement

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