Article
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.
This information does not constitute investment advice and is not an offer to buy or sell a security. The material is provided for general information and educational purposes and is based on information provided to us by sources deemed to be reliable. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. Reference to registration does not imply any particular level of skill. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.
Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms.
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