Videos
A Journey of Generosity
THE PAUL D. WACHHOLZ FAMILY & MICHELLE CLARY
Navigated Journey®
AARON ELLS, WEALTH ADVISOR, CFP®
Donor Advised Funds
AARON ELLS, WEALTH ADVISOR, CFP®
Engineering a Retirement Plan
NICHOLAS MERCER, WEALTH ADVSIOR II
Financial Planning for Physicians
MICHELLE CLARY, FOUNDER/CEO
Recent & Ongoing
Analyzing Inflation
MICHELLE CLARY, FOUNDER/CEO
Estate Planning: Giving
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
This video interview took place in advance of an event in July, 2022, but still contains generally useful information about college planning.
Long-Term Care Insurance
NICK MERCER, WEALTH ADVISOR, CFP®
IRA: Planning Ahead
NICK MERCER, WEALTH ADVISOR, CFP®
Roth Conversions
MICHELLE CLARY, FOUNDER/CEO
Charitable Gift Annuities
NICK MERCER, WEALTH ADVISOR CFP®
Financial Basecamp
What Is Your Number?
Farther Along the Trail
Backdoor Roth IRA Funding
The Piton Investment Philosophy and Process
MICHELLE CLARY,FOUNDER/CEO,
AND CHUCK ETZWEILER, SENIOR VICE PRESIDENT OF RESEARCH
Archives
Farther Along the Trail
Backdoor Roth IRA Funding