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Optimize your retirement plans with financial planning
Financial planning for financial wellness: a video series
Nov. 5, 2025 · Authored by Timothy Hole
Achieving financial wellness requires thoughtful planning and informed decision-making, especially when it comes to preparing for retirement. Whether you are considering individual retirement accounts (IRAs) or evaluating employer-funded retirement programs, understanding the nuances of each option is essential for building a secure financial future. Our comprehensive retirement financial planning video series is designed to guide you through these strategies, offering skillful insights and practical tips to help you optimize your retirement plans and make confident choices for long-term success.
Retirement and planning for retirement is easily on most people’s minds and one of the highest priorities for anyone involved in investments. In the following financial planning video, we will talk about how to think about retirement, some analysis you can run and some actionable steps you can take to prepare for your financial future.
Understanding the similarities and differences between Roth and Traditional IRAs is beneficial for effective retirement planning. Although both are beneficial to a retirement strategy, one may be better suited for your unique financial situation. This video highlights the similarities and differences of these accounts to help you decide which IRA best suits your goals.
When people are considering a career change, it’s often for a position with a higher salary. And although making more money may seem like the right choice, there are other financial factors to consider. Watch our video below for information on what financial questions you should be asking when looking for a new job.
