WealthChannel VIDEO library

Our Expertise.

At Your Fingertips.

The WealthChannel video library covers a wide range of topics to help virtually any investor improve the tax efficiency of their portfolio and accelerate wealth creation. 

All Tax Efficient Investing Videos

Our entire collection of videos covering various tax efficient investing topics. Scroll down for playlists covering more specific topics. 

🚨 NEW SHOW ALERT! 🚨 The premise behind WealthChannel Academy is pretty basic: most Americans find investing and retirement planning to be incredibly complex and overwhelming. We're launching WealthChannel Academy to help investors achieve financial independence by radically simplifying retirement planning and investing. And that complexity – or perceived complexity – has a massively detrimental effect. It prevents people from getting started investing, it prevents them from staying invested, it prevents them from using all the tools that are available to them, and it ultimately prevents them from financial independence and a worry-free retirement. 0:00 Announcing WealthChannel Academy 0:59 Too Much Content 1:31 There Are 7 Things That Matter 2:13 The "Missing Middle" 3:25 My Pledge To You 4:04 Bonus Content & How To Subscribe *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

🚨 NEW SHOW ALERT! 🚨

The premise behind WealthChannel Academy is pretty basic: most Americans find investing and retirement planning to be incredibly complex and overwhelming.

We're launching WealthChannel Academy to help investors achieve financial independence by radically simplifying retirement planning and investing.

And that complexity – or perceived complexity – has a massively detrimental effect. It prevents people from getting started investing, it prevents them from staying invested, it prevents them from using all the tools that are available to them, and it ultimately prevents them from financial independence and a worry-free retirement.

0:00 Announcing WealthChannel Academy
0:59 Too Much Content
1:31 There Are 7 Things That Matter
2:13 The "Missing Middle"
3:25 My Pledge To You
4:04 Bonus Content & How To Subscribe

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC41NkI0NEY2RDEwNTU3Q0M2

Announcing WealthChannel Academy

The sad reality is that most Americans find retirement planning to be completely overwhelming -- and with good reason. The problem isn't that there's too little information out there -- it's that there's too much. Lots of folks feel like they need to understand a million different things to be successful. But that's just not the case. They need to understand 7 basic concepts. Understand those, and your odds of a worry-free retirement skyrocket. 0:00 Radically Simplifying Retirement 0:50 The 7 Things 01:12 Start At The End 02:37 What's Your Number? 03:23 The "How" 04:16 The Traps 04:49 Your "Gear" 06:05 What Happens When You Die? 06:42 The Team About WealthChannel Academy Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. Find all WealthChannel videos here: https://www.youtube.com/playlist?list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The sad reality is that most Americans find retirement planning to be completely overwhelming -- and with good reason. The problem isn't that there's too little information out there -- it's that there's too much. Lots of folks feel like they need to understand a million different things to be successful.

But that's just not the case. They need to understand 7 basic concepts. Understand those, and your odds of a worry-free retirement skyrocket.

0:00 Radically Simplifying Retirement
0:50 The 7 Things
01:12 Start At The End
02:37 What's Your Number?
03:23 The "How"
04:16 The Traps
04:49 Your "Gear"
06:05 What Happens When You Die?
06:42 The Team

About WealthChannel Academy

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case.

We created WealthChannel to radically simplify retirement planning and investing.

Find all WealthChannel videos here: https://www.youtube.com/playlist?list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC4yODlGNEE0NkRGMEEzMEQy

Radically Simplified Retirement

The first step towards a worry-free retirement: figuring out what you'd like to spend each year once you're done working. This can be a simple and straightforward process, as long as investors avoid a couple of common mistakes. 00:00 About WealthChannel Academy 00:55 Starting At The End 02:35 Two Common Mistakes 03:38 Health Insurance In Retirement 04:04 Types Of Retirement Expenses 04:40 Retirement Expense Calculator 05:57 "Sticker Shock" At Retirement Expenses About WealthChannel Academy Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. Find all WealthChannel videos here: https://www.youtube.com/playlist?list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ Show notes for this episode (including link to customizable spreadsheet): https://wealthchannel.com/retirement/ *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The first step towards a worry-free retirement: figuring out what you'd like to spend each year once you're done working.

This can be a simple and straightforward process, as long as investors avoid a couple of common mistakes.

00:00 About WealthChannel Academy
00:55 Starting At The End
02:35 Two Common Mistakes
03:38 Health Insurance In Retirement
04:04 Types Of Retirement Expenses
04:40 Retirement Expense Calculator
05:57 "Sticker Shock" At Retirement Expenses


About WealthChannel Academy

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case.

We created WealthChannel to radically simplify retirement planning and investing.

Find all WealthChannel videos here: https://www.youtube.com/playlist?list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

Show notes for this episode (including link to customizable spreadsheet): https://wealthchannel.com/retirement/

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC4wMTcyMDhGQUE4NTIzM0Y5

How To Estimate Your Retirement Expenses [With Worksheet]

One of the first steps in planning for a worry-free retirement is figuring out your "endgame" -- what you'll be spending money on after you stop working. These expenses include healthcare; this guide explains the various costs that you'll pay if covered by Medicare in your retirement. ⏰ *IN THIS EPISODE* ⏰ 00:00 Starting At The End 01:13 Medicare 101 04:32 Part A Costs 07:23 Part B Costs 09:49 Historical Health Care Cost Increases 10:30 Part D Costs 14:22 Total Medicare Costs 16:39 Medicare Advantage (Part C) 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/medicare/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

One of the first steps in planning for a worry-free retirement is figuring out your "endgame" -- what you'll be spending money on after you stop working.

These expenses include healthcare; this guide explains the various costs that you'll pay if covered by Medicare in your retirement.

⏰ *IN THIS EPISODE* ⏰

00:00 Starting At The End
01:13 Medicare 101
04:32 Part A Costs
07:23 Part B Costs
09:49 Historical Health Care Cost Increases
10:30 Part D Costs
14:22 Total Medicare Costs
16:39 Medicare Advantage (Part C)

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/medicare/

###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC41MjE1MkI0OTQ2QzJGNzNG

How To Estimate Healthcare Expenses In Retirement

Planning for retirement can feel impossible if you're not sure what exactly you're working towards. This episode will induce a couple of "aha moments" as a look at retirement from a different perspective dramatically simplifies the objective. ⏰ *IN THIS EPISODE* ⏰ 00:00 The "Aha Moments" 00:34 The 3 Phases of Life 01:05 Life In Retirement 01:59 Social Security Facts and Fiction 04:12 Pension 101 05:21 Retirement Account Objectives 06:31 "Nest Egg" Example 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/income/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

Planning for retirement can feel impossible if you're not sure what exactly you're working towards.

This episode will induce a couple of "aha moments" as a look at retirement from a different perspective dramatically simplifies the objective.

⏰ *IN THIS EPISODE* ⏰
00:00 The "Aha Moments"
00:34 The 3 Phases of Life
01:05 Life In Retirement
01:59 Social Security Facts and Fiction
04:12 Pension 101
05:21 Retirement Account Objectives
06:31 "Nest Egg" Example

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/income/


###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC4wOTA3OTZBNzVEMTUzOTMy

The 3 Sources Of Retirement Income

Social Security is a key component of a retirement plan for virtually every American. And yet there's a lot of confusion and bad information out there about how this benefit payment actually works -- and what you can do to maximize it. ⏰ *IN THIS EPISODE* ⏰ 00:00 Why This Matters 00:58 Social Security 101 04:32 Calculating Your Benefit 05:44 Example [2024 Retiree] 08:07 Should You Delay Social Security? 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

Social Security is a key component of a retirement plan for virtually every American. And yet there's a lot of confusion and bad information out there about how this benefit payment actually works -- and what you can do to maximize it.

⏰ *IN THIS EPISODE* ⏰
00:00 Why This Matters
00:58 Social Security 101
04:32 Calculating Your Benefit
05:44 Example [2024 Retiree]
08:07 Should You Delay Social Security?


📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security/


###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC41MzJCQjBCNDIyRkJDN0VD

How Much Will You Get In Social Security?

One of the most important financial decisions of your life happens in your early 60s, when you need to decide when to start receiving Social Security benefit payments. You have lots of options, and the difference between them could add up to hundreds of thousands of dollars. ⏰ *IN THIS EPISODE* ⏰ 00:00 Your Options For Starting Social Security 01:45 Which Option Should You Take? 02:22 Three Scenarios 02:52 Important Note About COLAs 04:58 Time Value Of Money 07:30 Example Time! 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-timing/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

One of the most important financial decisions of your life happens in your early 60s, when you need to decide when to start receiving Social Security benefit payments.

You have lots of options, and the difference between them could add up to hundreds of thousands of dollars.

⏰ *IN THIS EPISODE* ⏰
00:00 Your Options For Starting Social Security
01:45 Which Option Should You Take?
02:22 Three Scenarios
02:52 Important Note About COLAs
04:58 Time Value Of Money
07:30 Example Time!

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-timing/


###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC5DQUNERDQ2NkIzRUQxNTY1

Should You Take Social Security Early?

Tens of millions of Americans rely on Social Security checks for a substantial portion of their retirement income. Yet the outlook for this program is uncertain, due to shifting U.S. demographics. Is it true that Social Security is running out of cash? And what happens if it does? ⏰ *IN THIS EPISODE* ⏰ 00:00 Social Security 101 01:55 Historical & Projected Financials 03:17 What Went Wrong? 05:47 Options To Fix Social Security 07:58 Most Likely Solution 08:18 Key Takeaways 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-future/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

Tens of millions of Americans rely on Social Security checks for a substantial portion of their retirement income.

Yet the outlook for this program is uncertain, due to shifting U.S. demographics. Is it true that Social Security is running out of cash? And what happens if it does?

⏰ *IN THIS EPISODE* ⏰
00:00 Social Security 101
01:55 Historical & Projected Financials
03:17 What Went Wrong?
05:47 Options To Fix Social Security
07:58 Most Likely Solution
08:18 Key Takeaways

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-future/


###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC45NDk1REZENzhEMzU5MDQz

Is Social Security Going Bankrupt? (The Honest Answer)

The 401(k) should be the "workhorse" of your retirement portfolio, doing much of the heavy lifting involved in wealth creation. If you understand how the 401(k) works, you'll never miss a contribution again. ⏰ *IN THIS EPISODE* ⏰ 00:00 Why The 401(k) Rules 01:10 What If There Were No Taxes? 02:14 The "Real World" Math 03:30 The Four Drags On Returns 03:56 The 401(k) Math 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/401k-math/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The 401(k) should be the "workhorse" of your retirement portfolio, doing much of the heavy lifting involved in wealth creation.

If you understand how the 401(k) works, you'll never miss a contribution again.

⏰ *IN THIS EPISODE* ⏰
00:00 Why The 401(k) Rules
01:10 What If There Were No Taxes?
02:14 The "Real World" Math
03:30 The Four Drags On Returns
03:56 The 401(k) Math

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/401k-math/


###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LUNlLVBFYjVucGx2dTF3WE5td3prMC5GNjNDRDREMDQxOThCMDQ2

How Your 401k (Actually) Works

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401(k) Videos

Videos covering strategies that investors can use to get the most out of their 401(k), 403(b), and other employer-sponsored retirement accounts. 

For most Americans, a significant portion of net worth at retirement comes from their 401(k), an employer-sponsored plan with relatively high contribution limits. But most people make one big mistake when thinking about the role their 401(k) will play in their retirement plans: they assume that they will get to keep all of it. ⏰ *IN THIS EPISODE* ⏰ 00:00 Introduction 01:01 Who Really Owns Your 401(k)? 02:10 What You Can Do About It 04:32 Impact of State Taxes 05:34 Roth Conversions? 05:52 Key Takeaways 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/401k-mistake/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

For most Americans, a significant portion of net worth at retirement comes from their 401(k), an employer-sponsored plan with relatively high contribution limits.

But most people make one big mistake when thinking about the role their 401(k) will play in their retirement plans: they assume that they will get to keep all of it.

⏰ *IN THIS EPISODE* ⏰
00:00 Introduction
01:01 Who Really Owns Your 401(k)?
02:10 What You Can Do About It
04:32 Impact of State Taxes
05:34 Roth Conversions?
05:52 Key Takeaways

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/401k-mistake/

###

*** Follow WealthChannel For More Updates ***

* Website: https://wealthchannel.com/
* Twitter: https://twitter.com/wealthchannelco
* LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

YouTube Video UExqX1ZwcmV0blh1LXBPV3NBVGo0aUdqZkw1WDRkSGgzUy41NkI0NEY2RDEwNTU3Q0M2

The Most Common 401(k) Mistake

The 401(k) should be the "workhorse" of your retirement portfolio, doing much of the heavy lifting involved in wealth creation. If you understand how the 401(k) works, you'll never miss a contribution again. ⏰ *IN THIS EPISODE* ⏰ 00:00 Why The 401(k) Rules 01:10 What If There Were No Taxes? 02:14 The "Real World" Math 03:30 The Four Drags On Returns 03:56 The 401(k) Math 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/401k-math/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The 401(k) should be the "workhorse" of your retirement portfolio, doing much of the heavy lifting involved in wealth creation.

If you understand how the 401(k) works, you'll never miss a contribution again.

⏰ *IN THIS EPISODE* ⏰
00:00 Why The 401(k) Rules
01:10 What If There Were No Taxes?
02:14 The "Real World" Math
03:30 The Four Drags On Returns
03:56 The 401(k) Math

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

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YouTube Video UExqX1ZwcmV0blh1LXBPV3NBVGo0aUdqZkw1WDRkSGgzUy4yODlGNEE0NkRGMEEzMEQy

How Your 401k (Actually) Works

IRA Videos

Learn the best strategies to employ in your Traditional and Roth IRAs, including the optimal conversion techniques to maximize after-tax wealth. 

The Backdoor Roth IRA is a popular way for high earners to protect more of their retirement savings from taxes. But how much wealth is actually created by this strategy? Michael dives into the numbers behind the Backdoor Roth IRA. Calculations here: https://docs.google.com/spreadsheets/d/1ijNS4wwOPxImtg77H4PiIFFJ7SEvNb9GgjWyYlr-JdY/edit?usp=sharing Question for Michael? Email michael@wealthchannel.com ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The Backdoor Roth IRA is a popular way for high earners to protect more of their retirement savings from taxes.

But how much wealth is actually created by this strategy? Michael dives into the numbers behind the Backdoor Roth IRA.

Calculations here: https://docs.google.com/spreadsheets/d/1ijNS4wwOPxImtg77H4PiIFFJ7SEvNb9GgjWyYlr-JdY/edit?usp=sharing

Question for Michael? Email [email protected]

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YouTube Video UExqX1ZwcmV0blh1LU5PY0JjV2VmdGpmOGtwM1dBYkhfQy41NkI0NEY2RDEwNTU3Q0M2

The Math Behind The Backdoor Roth IRA (This May Surprise You)

Contributing to a Child Roth IRA is one of the smartest financial moves you can make -- and I'll prove it to you by showing exactly how this strategy creates incremental, tax-free wealth. This video is designed for non-business owners -- the vast majority of investors -- who want to start a Roth IRA for their kids. If you're a business owner looking to get even more creative, check out this great video: https://www.youtube.com/watch?v=jNChHsAdVls *IN THIS EPISODE* 00:00 Introduction 00:16 IRA Basics 01:31 Why A Child IRA Is So Powerful 02:06 The Catch... 04:05 Scenario #1 (Child Roth) 05:23 Scenario #2 (The Legal Alternative) 06:10 Scenario #3 (The Not-So-Legal Alternative) Spreadsheet with all calculations: https://docs.google.com/spreadsheets/d/1CqLVcFBmKgN8K6QslpN9Uy3qNfblhw7K60KCWyQEIB0/edit#gid=0 Question? Suggestion? Email michael@wealthchannel.com ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

Contributing to a Child Roth IRA is one of the smartest financial moves you can make -- and I'll prove it to you by showing exactly how this strategy creates incremental, tax-free wealth.

This video is designed for non-business owners -- the vast majority of investors -- who want to start a Roth IRA for their kids.

If you're a business owner looking to get even more creative, check out this great video: https://www.youtube.com/watch?v=jNChHsAdVls

*IN THIS EPISODE*
00:00 Introduction
00:16 IRA Basics
01:31 Why A Child IRA Is So Powerful
02:06 The Catch...
04:05 Scenario #1 (Child Roth)
05:23 Scenario #2 (The Legal Alternative)
06:10 Scenario #3 (The Not-So-Legal Alternative)

Spreadsheet with all calculations: https://docs.google.com/spreadsheets/d/1CqLVcFBmKgN8K6QslpN9Uy3qNfblhw7K60KCWyQEIB0/edit#gid=0

Question? Suggestion? Email [email protected]

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YouTube Video UExqX1ZwcmV0blh1LU5PY0JjV2VmdGpmOGtwM1dBYkhfQy4yODlGNEE0NkRGMEEzMEQy

The [Surprising] Math Behind The Roth IRA For Kids

A question about a $5 million IRA illustrates the importance of nuances in tax laws when considering Roth conversions. Michael explains how the timing of a conversion can translate to hundreds of thousands of dollars in incremental taxes. Question for Michael? Reach out to him at michael@wealthchannel.com *IN THIS EPISODE* 00:00 Introduction 00:49 Conversion Basics 01:44 Progressive Tax Brackets 02:38 Scenario #1 03:02 Scenario #2 03:47 Scenario #3 04:09 Key Takeaways ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

A question about a $5 million IRA illustrates the importance of nuances in tax laws when considering Roth conversions.

Michael explains how the timing of a conversion can translate to hundreds of thousands of dollars in incremental taxes.

Question for Michael? Reach out to him at [email protected]

*IN THIS EPISODE*
00:00 Introduction
00:49 Conversion Basics
01:44 Progressive Tax Brackets
02:38 Scenario #1
03:02 Scenario #2
03:47 Scenario #3
04:09 Key Takeaways

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YouTube Video UExqX1ZwcmV0blh1LU5PY0JjV2VmdGpmOGtwM1dBYkhfQy4wMTcyMDhGQUE4NTIzM0Y5

The [Surprising] Math Behind A $5 Million Roth IRA Conversion

Converting a Traditional IRA to a Roth IRA can be a savvy wealth creation maneuver -- essentially creating additional net worth out of thin air. Or it can be a "wealth erosion" event that just results in a higher lifetime tax bill. In this video, Michael walks through the math behind a hypothetical conversion. ⏰ *IN THIS EPISODE* ⏰ 00:00 Introduction 00:48 Roth vs. Traditional Summary 02:04 The "Convert" Scenario 03:07 The "Don't Convert" Scenario 04:24 The Taxable Account Wrinkle 06:12 The (Surprising?) Results 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/conversion/ *Free Advisor Match Tool* Want to connect with a fiduciary advisor? Use our free advisor match tool: https://wealthchannel.com/advisors/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

Converting a Traditional IRA to a Roth IRA can be a savvy wealth creation maneuver -- essentially creating additional net worth out of thin air.

Or it can be a "wealth erosion" event that just results in a higher lifetime tax bill. In this video, Michael walks through the math behind a hypothetical conversion.

⏰ *IN THIS EPISODE* ⏰
00:00 Introduction
00:48 Roth vs. Traditional Summary
02:04 The "Convert" Scenario
03:07 The "Don't Convert" Scenario
04:24 The Taxable Account Wrinkle
06:12 The (Surprising?) Results

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/conversion/

*Free Advisor Match Tool*

Want to connect with a fiduciary advisor? Use our free advisor match tool: https://wealthchannel.com/advisors/

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YouTube Video UExqX1ZwcmV0blh1LU5PY0JjV2VmdGpmOGtwM1dBYkhfQy41MjE1MkI0OTQ2QzJGNzNG

The [Surprising] Traditional-To-Roth Conversion Math

The Roth IRA can create significant tax-free wealth for investors, by eliminating costly tax drags. Perhaps most importantly though, it can also increase the value of other retirement accounts. ⏰ *IN THIS EPISODE* ⏰ 00:00 Introduction 00:59 The "Fantasy Land" Scenario 01:30 Back To The Real World 02:52 Mechanics Of The Roth IRA 04:18 "Hidden" Benefits Of The Roth IRA 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/roth-ira/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

The Roth IRA can create significant tax-free wealth for investors, by eliminating costly tax drags.

Perhaps most importantly though, it can also increase the value of other retirement accounts.

⏰ *IN THIS EPISODE* ⏰
00:00 Introduction
00:59 The "Fantasy Land" Scenario
01:30 Back To The Real World
02:52 Mechanics Of The Roth IRA
04:18 "Hidden" Benefits Of The Roth IRA

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/roth-ira/


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YouTube Video UExqX1ZwcmV0blh1LU5PY0JjV2VmdGpmOGtwM1dBYkhfQy4wOTA3OTZBNzVEMTUzOTMy

How The Roth IRA (Actually) Works | This May Surprise You

What can retail investors learn from Peter Thiel's $5 billion Roth IRA? Asset location matters --- and for some investors, it matters a lot. Making sure your assets are in the optimal location might not sound like a big deal, but it can add up over time ⏰ *IN THIS EPISODE* ⏰ 00:00 Introduction 00:40 The $5 Billion Roth IRA 02:10 The Greatest Investment Of All Time 03:10 Lessons To Learn 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/thiel-ira/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

What can retail investors learn from Peter Thiel's $5 billion Roth IRA?

Asset location matters --- and for some investors, it matters a lot. Making sure your assets are in the optimal location might not sound like a big deal, but it can add up over time

⏰ *IN THIS EPISODE* ⏰
00:00 Introduction
00:40 The $5 Billion Roth IRA
02:10 The Greatest Investment Of All Time
03:10 Lessons To Learn

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/taxes/thiel-ira/

###

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YouTube Video UExqX1ZwcmV0blh1LU5PY0JjV2VmdGpmOGtwM1dBYkhfQy4xMkVGQjNCMUM1N0RFNEUx

Lesson From The Greatest Investment Ever

Social Security Videos

Social Security is a big part of any retirement strategy, so it’s important to understand how much you can expect to receive. 

Social Security is a key component of a retirement plan for virtually every American. And yet there's a lot of confusion and bad information out there about how this benefit payment actually works -- and what you can do to maximize it. ⏰ *IN THIS EPISODE* ⏰ 00:00 Why This Matters 00:58 Social Security 101 04:32 Calculating Your Benefit 05:44 Example [2024 Retiree] 08:07 Should You Delay Social Security? 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

Social Security is a key component of a retirement plan for virtually every American. And yet there's a lot of confusion and bad information out there about how this benefit payment actually works -- and what you can do to maximize it.

⏰ *IN THIS EPISODE* ⏰
00:00 Why This Matters
00:58 Social Security 101
04:32 Calculating Your Benefit
05:44 Example [2024 Retiree]
08:07 Should You Delay Social Security?


📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security/


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YouTube Video UExqX1ZwcmV0blh1OXN1RmMwSUcySnc5MVVlZTVuNTVsby41NkI0NEY2RDEwNTU3Q0M2

How Much Will You Get In Social Security?

Tens of millions of Americans rely on Social Security checks for a substantial portion of their retirement income. Yet the outlook for this program is uncertain, due to shifting U.S. demographics. Is it true that Social Security is running out of cash? And what happens if it does? ⏰ *IN THIS EPISODE* ⏰ 00:00 Social Security 101 01:55 Historical & Projected Financials 03:17 What Went Wrong? 05:47 Options To Fix Social Security 07:58 Most Likely Solution 08:18 Key Takeaways 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-future/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

Tens of millions of Americans rely on Social Security checks for a substantial portion of their retirement income.

Yet the outlook for this program is uncertain, due to shifting U.S. demographics. Is it true that Social Security is running out of cash? And what happens if it does?

⏰ *IN THIS EPISODE* ⏰
00:00 Social Security 101
01:55 Historical & Projected Financials
03:17 What Went Wrong?
05:47 Options To Fix Social Security
07:58 Most Likely Solution
08:18 Key Takeaways

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-future/


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YouTube Video UExqX1ZwcmV0blh1OXN1RmMwSUcySnc5MVVlZTVuNTVsby4yODlGNEE0NkRGMEEzMEQy

Is Social Security Going Bankrupt? (The Honest Answer)

One of the most important financial decisions of your life happens in your early 60s, when you need to decide when to start receiving Social Security benefit payments. You have lots of options, and the difference between them could add up to hundreds of thousands of dollars. ⏰ *IN THIS EPISODE* ⏰ 00:00 Your Options For Starting Social Security 01:45 Which Option Should You Take? 02:22 Three Scenarios 02:52 Important Note About COLAs 04:58 Time Value Of Money 07:30 Example Time! 📚 *About WealthChannel Academy* 📚 Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing. View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0 Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/ 🖇️ *Companion Content For This Episode* 🖇️ Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-timing/ ### *** Follow WealthChannel For More Updates *** * Website: https://wealthchannel.com/ * Twitter: https://twitter.com/wealthchannelco * LinkedIn: https://www.linkedin.com/company/wealthchannelcom/

One of the most important financial decisions of your life happens in your early 60s, when you need to decide when to start receiving Social Security benefit payments.

You have lots of options, and the difference between them could add up to hundreds of thousands of dollars.

⏰ *IN THIS EPISODE* ⏰
00:00 Your Options For Starting Social Security
01:45 Which Option Should You Take?
02:22 Three Scenarios
02:52 Important Note About COLAs
04:58 Time Value Of Money
07:30 Example Time!

📚 *About WealthChannel Academy* 📚

Most Americans find these topics to be hopelessly complex and overwhelming -- but that doesn't have to be the case. We created WealthChannel to radically simplify retirement planning and investing.

View all WealthChannel Academy Videos here: https://www.youtube.com/watch?v=iyAtzWb_aCc&list=PLj_VpretnXu-Ce-PEb5nplvu1wXNmwzk0

Subscribe to WealthChannel Academy here: https://wealthchannel.com/academy/

🖇️ *Companion Content For This Episode* 🖇️

Find the resources mentioned in this video and other bonus materials here: https://wealthchannel.com/retirement/social-security-timing/


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YouTube Video UExqX1ZwcmV0blh1OXN1RmMwSUcySnc5MVVlZTVuNTVsby4wMTcyMDhGQUE4NTIzM0Y5

Should You Take Social Security Early?

Additional Guides

In addition to video guides, the WealthChannel library includes a these additional guides: