Retire Happily Video Library

Scroll through the different topics and click play to watch the video.

Investing for Retirement

The Retirement Honeymoon | Don’t Run Out of Money Vs. Enjoy Retirement

History is Changing with Bonds: The New Mind Shift

Understanding the Put and Call Options Market | Buying and Selling

3 Common Annuity Regrets | The Truth About Annuities

Important Retirement Questions: Exit Strategy, Control, & Adapt / Adjust

What’s Happening with the Stock Market?!?! Is Financial Crisis Coming?

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Estate Planning

Welcome to Estate Planning BASICS by Retire Happily | Introduction

What is Estate Planing and Who Needs an Estate Plan? What's an Estate?

Challenges Families Face Without an Estate Plan Protecting Inheritance

Common Estate Plan Myths Heard by Lawyers | Estate Questions Checklist

What are the Most Asked Questions about Estate Planning?

Setting Up and Managing Living Trusts in My Estate Plan

Life Insurance and Long Term Health Care in Your Estate Plan

Understanding Estate Types and Trusts | Estate Planning Review

Building and Adjusting Your Estate Plan to Meet Your Retirement Goals

You Will Use Your Estate Plan: Most Important Details You Need to Know

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Financial Advisor Information

7 Basic Questions You Should Ask Every Financial Advisor You Meet

When Should You Hire a Financial Advisor and When Can You Do It Yourself?

Read the Financial Advisor if You’re Not Comfortable Reading Statements

Choosing an Online Advisor | Should You Talk About Finances Online?

What Is A Financial Advisor and What Services Do They Offer?

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Income & Taxes

Here are a Few Good Tax Tricks You’ll Probably Never Do: 3 Tax Tips

Learn from GM: 3 Tips to “Recession Proof” Your Retirement

Keeping Wealth in the Family: 4 Areas the Rich Are Concerned About

Are Long Term Annuities Good or Bad?

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