VIDEO ARCHIVE
Our clients are well-educated and intentional about their financial decisions. We offer a series of educational sessions targeted to various levels of expertise to help keep our clients informed.
New this Quarter
Come back soon for new videos from the team at Piton Wealth!
Downsizing
TRIXY GLASGOW, DIRECTOR OF OPERATIONS
Navigated Journey®
AARON ELLS, WEALTH ADVISOR, CFP®
The Piton Difference
MICHELLE CLARY, FOUNDER/CEO
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Donor Advised Funds
AARON ELLS, WEALTH ADVISOR, CFP®
AARON ELLS, WEALTH ADVISOR, CFP®
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Estate Taxes
DAREN SKONORD, WEALTH ADVISOR, ChFC®
DAREN SKONORD, WEALTH ADVISOR, ChFC®
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Medicare Premiums
DAREN SKONORD, WEALTH ADVISOR, ChFC®
DAREN SKONORD, WEALTH ADVISOR, ChFC®
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Analyzing Inflation
MICHELLE CLARY, FOUNDER/CEO
MICHELLE CLARY, FOUNDER/CEO
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Market Volatility
KAITILIN NEWMAN, ASSOCIATE WEALTH ADVISOR, CRPC®
KAITILIN NEWMAN, ASSOCIATE WEALTH ADVISOR, CRPC®
Recent & Ongoing
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Long-Term Care Insurance
KAITILIN NEWMAN, ASSOCIATE WEALTH ADVISOR, CRPC®
KAITILIN NEWMAN, ASSOCIATE WEALTH ADVISOR, CRPC®
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Estate Planning: Giving
MICHELLE CLARY, FOUNDER/CEO
MICHELLE CLARY, FOUNDER/CEO
Planning Ahead for Your College Career
Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP®, Founder/CEO and Drs. Rich and Marilyn Quadrel of Sage College Planning Prep
Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP®, Founder/CEO and Drs. Rich and Marilyn Quadrel of Sage College Planning Prep
This video interview took place in advance of an event in July, 2022, but still contains generally useful information about college planning.
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Long-Term Care Insurance
NICK MERCER, WEALTH ADVISOR, CFP®
NICK MERCER, WEALTH ADVISOR, CFP®
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IRA: Planning Ahead
NICK MERCER, WEALTH ADVISOR, CFP®
NICK MERCER, WEALTH ADVISOR, CFP®
Facebook Live - Strategizing for a Low-Tax Retirement
Roth Conversions
MICHELLE CLARY, FOUNDER/CEO
Charitable Gift Annuities
NICK MERCER, WEALTH ADVISOR CFP®
Facebook Live-
Decoding the Pension Puzzle
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Financial Basecamp
What Is Your Number?
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Farther Along the Trail
Backdoor Roth IRA Funding
Facebook Live - Busting Common Life Insurance Myths
Facebook Live - Donor Advised Funds
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The Piton Investment
Philosophy and ProcessMICHELLE CLARY,FOUNDER/CEO, AND CHUCK ETZWEILER, SENIOR VICE PRESIDENT OF RESEARCH
Archives
Presidential Election
Strategic Planning Pre-election
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