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Short, plain-language videos, articles, and FAQs with clear answers to the questions that come up as retirement gets closer.

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15:07
Tax Planning

Trump Accounts vs Custodial Accounts: What Nobody Tells You

15 min

13:20
Tax Planning

5 Retirement Tax Traps You're Walking Into Right Now

13 min

12:50
Investing

Market Volatility? Your Portfolio Should Already Be Ready

13 min

11:34
Tax Planning

Your Tax Rate Could Be 0%, But Only If You Do This

12 min

12:22
Case Studies

Retiring With Exactly $1 Million: The Complete Picture

12 min

12:21
Video

Fee-Only vs AUM vs Commission: Which Advisor Type Actually Works?

12 min

12:33
Case Studies

Retire Into a Bear Market? Here's What Happens to Your Portfolio

13 min

10:41
Case Studies

Spousal Social Security Strategy: Are You Leaving Money Behind?

11 min

10:30
Retirement Planning

5 Retirement Mistakes Retirees Regret Most

10 min

14:29
Tax Planning

Stocks in 401(k), Bonds in Roth? Here's Why That's Backwards

14 min

19:43
Cash Flow & Budgeting

The 2026 Money Plan You Need Now

20 min

10:14
Insurance

Your Life Insurance Coverage Is Probably Wrong: Here's Why

10 min

15:58
Case Studies

I Modeled a $2M Retirement: The Shocking Outcome

16 min

7:33
Estate Planning

Why Estate Planning Matters (Even If You're Not Rich)

8 min

13:59
Cash Flow & Budgeting

7 Financial Moves to Make Before 2025 Is Over

14 min

6:48
Case Studies

Discover Roth Conversions: Eye-Opening Numbers Exposed

7 min

10:16
Investing

Index Funds Explained for Beginners

10 min

10:45
Cash Flow & Budgeting

How Much House Can You Actually Afford?

11 min

12:53
Cash Flow & Budgeting

8 Money Moves to Secure Your Financial Future

13 min

16:34
Cash Flow & Budgeting

Is Renting Really Throwing Money Away?

17 min

6:51
Cash Flow & Budgeting

This Simple Money System Takes 10 Minutes a Month

7 min

Case study videos use hypothetical scenarios for illustration only. No real client data was used, and no outcome is implied or guaranteed.

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Recommended reading

A few books worth your time on retirement income and planning.

Cover of Retirement Planning Guidebook by Wade Pfau
Retirement income

Retirement Planning Guidebook

by Wade Pfau, PhD, CFA · latest edition

A thorough, technical reference on building a retirement income plan, from claiming strategies to withdrawal approaches.

Cover of A Richer Retirement by William P. Bengen
Spending in retirement

A Richer Retirement

by Bill Bengen

From the researcher behind the original 4% rule, a fresh look at retirement spending and the assumptions behind it.

These titles are shared for education. A mention is not an endorsement of any specific strategy, and Glow earns nothing from listing them.

Case studies

See how a retirement plan comes together, step by step

Easy-to-follow walk-throughs of hypothetical retirement scenarios.

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