Money Minute Video Series

Lesson 1:  Will I have enough money to retire? Will it last?

“Will I have enough money to retire? Will it last?” Those are the two most common questions we hear at Gregory Financial. Thankfully, those are also the two big questions we can help you answer, thanks to our years of experience and multiple resources at our fingertips. Watch this video to learn how we can help you.

No label The Savings Crises

Know Your Risks Before you can identify the financial risk in your current situation, you need to know the three types of risk you are looking for: structural risk, market risk and tax risk. This video explains all three. Watch this video to learn how we can help you assess your retirement risks.

No label Know Your Risks

No label Taxes

Taxes One risk you have some control over is how you handle taxes in retirement. For example, are your funds in a tax-deferred account, such as a 401(k)? That tax bill will eventually come due. Watch this video to learn how we can help assess your tax risk.

No label Choose a Strategy

Choose a Strategy Having a financial strategy is the smartest thing you can do to ensure a successful financial future, but make sure it encompasses three main areas: growth, safety and liquidity. Watch this video to learn how we can help you.

No label Take Action Now

Take Action Now Born and raised in the Midwest, Todd has always had a very practical appreciation for money. He understands the hard work and sacrifice families put into their savings and approaches their retirement planning with a singular mission: to help them keep more of what they’ve built.