6:23
Why you need a CERTIFIED FINANCIAL PLANNER™
360 views • 1 day ago
9:12
The 8 MOST Common Investment Mistakes (and how to fix them!)
2.1K views • 8 days ago
7:41
MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)
1.2K views • 2 weeks ago
7:39
Secure Act 2.0: NEW Rules for 2024
4.1K views • 3 weeks ago
6:51
3 Early Retirement MYTHS! (And one powerful suggestion)
2.4K views • 4 weeks ago
1:46
Why YOU Need a Health Savings Account (Save tax 3 ways!)
405 views • 1 month ago
8:51
The 5 BIGGEST Mistakes Keeping You From Retiring
6.5K views • 1 month ago
3:01
CFP® Answers: Will you be able to rely on Social Security at retirement?
1.5K views • 1 month ago
6:38
CFP® Answers: Can You Retire with $500,000?
3.7K views • 1 month ago
13:18
Do YOU Need Long-Term Care Insurance?
2.2K views • 2 months ago
4:58
CFP® Explains: How to Fund a Special Needs Trust
246 views • 2 months ago
12:18
Why This Election Year Is Different
2.7K views • 2 months ago
5:46
CFP® Answers: Can You Retire with $750,000?
1.2K views • 2 months ago
10:32
CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!
556 views • 2 months ago
12:13
CFP® Reveals: The 5 BIGGEST Expenses in Retirement
8.6K views • 3 months ago
4:51
CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!
1.4K views • 3 months ago
4:43
CFP® Defines: The Ideal Spending Plan
1K views • 3 months ago
2:58
CFP® Explains: My FAVORITE Fixed Annuity
2.1K views • 3 months ago
12:17
CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...
2K views • 3 months ago
4:32
How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory
406 views • 4 months ago
2:41
CFP® Defines: Important Tax Changes for 2024
528 views • 4 months ago
9:58
Joining Medicare this year? Watch THIS!
600 views • 4 months ago
11:05
CFP® Answers: Do You Have A Ticking TAX Time Bomb?
1K views • 4 months ago
5:39
CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory
1.8K views • 4 months ago
1:43
Attention Stay-At-Home Parent, You CAN Save For Retirement! | Julia Lembcke, CFP®
237 views • 4 months ago
4:51
CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®
469 views • 4 months ago
5:33
CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory
5.5K views • 5 months ago
5:18
How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory
54K views • 5 months ago
1:50
Destination Retirement Course: Income Planning for Retirement | URS Advisory, Florida
419 views • 5 months ago
1:30
Why I Became a Financial Advisor | My Passion for Helping Others | Erik Lembcke, CFP
91 views • 6 months ago
Load More