Take control of your retirement

I Tried 100+ Retirement Income Strategies, These 4 Work Best

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If You Are THIS Retiree, You Are 5x Richer Than You Think

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This ONE shift will transform your retirement

56K views · 2025-08-09 12:06:40

Why Retiring Early Gave Me My Life Back

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This ONE Trick Can Save Retirees Thousands in Taxes

195K views · 2025-07-26 12:01:15

The Scariest Retirement Regrets You’ll Never Hear

44K views · 2025-07-19 12:00:01

7 Retirement Lies The Top 1% Don’t Want You To Hear

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How to Retire So Quickly It Feels Illegal

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8 Simple Habits That Will Completely Change Your Retirement

19K views · 2025-06-28 12:01:41

The Surprising Reality Of How Much You Need To Retire In 2025

85K views · 2025-06-21 12:00:28

After 6 Months, This Retiree’s Plan Completely Collapsed. Here's Why...

40K views · 2025-06-14 12:00:40

5 Things EVERY Retiree Wishes They Knew Before They Retired

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If I Started Retirement Again, I’d Spend Completely Differently

12K views · 2025-05-31 12:00:33

Your Retirement Portfolio Is Lying To You… Here’s Why

27K views · 2025-05-24 12:01:04

I am 60 with $1,500,000. Can I Retire Now AND Spend $10k A Month?

188K views · 2025-05-17 12:00:40

7 Assets You'll NEVER Regret Buying in Retirement...

80K views · 2025-05-10 12:00:49

The Social Security Iceberg: Why You're Claiming Wrong in 2025

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Why Maxing out Your 401(k) Is Worse Than You Think...

51K views · 2025-04-26 12:00:07

Dividends vs Annuities: Are You REALLY Ready For Retirement?

12K views · 2025-04-19 12:00:44

Why The First 5 Years of Retirement Changes Everything

31K views · 2025-04-12 12:00:36

Once I Show Retirees This Data They No Longer Worry About Investing

337K views · 2025-04-05 12:00:02

We Are 63 With $4,100,000 in Savings. How Much Can We Spend In Retirement?

138K views · 2025-03-29 12:00:53

3 HUGE Opportunities Most Retirees Miss

69K views · 2025-03-22 12:01:26

What 12 Years of Being An Advisor Finally Taught Me About Retirement

48K views · 2025-03-15 12:00:43

The Cost of Letting Go, Why Retirement After 60 Is SO Hard

12K views · 2025-03-08 13:01:21

Why Everything in Retirement Changes If You Have a Pension

662K views · 2025-03-01 13:00:52

What Life With A $3.5M Retirement Portfolio Looks Like

257K views · 2025-02-22 12:01:06

I'm a Retirement Advisor. Here's 3 Regrets Rich Retirees Have At 63

50K views · 2025-02-15 13:00:44

I Spoke To 100s of Retirees: Here's What Most Advisors Get Wrong

119K views · 2025-02-08 13:00:48

Average Retirement Savings By Age 55/60/65 - Where Are You?

474K views · 2025-02-01 13:55:47

Harsh Truth: You Are Saving For Retirement ALL WRONG...

57K views · 2025-01-25 13:01:43

Fidelity Is Wrong! Use This Savings Rule Instead

62K views · 2025-01-18 13:00:48

Retirement Expert Explains: 5 Signs You're Not Ready To Retire

12K views · 2025-01-11 13:01:05

Watch This Video Before You Die

13K views · 2025-01-04 11:47:22

If I Inherit A House, Will I Pay Tax?

3K views · 2024-12-28 13:00:40

Do You Owe TAXES When You Inherit An Annuity?

3K views · 2024-12-21 13:00:31

I'm 61 With $1.8M. Should I Avoid ROTH Conversions?

20K views · 2024-12-14 13:00:50

What's YOUR Money Story?

3K views · 2024-12-07 13:00:42

All About The Florida 529 Plan!

3K views · 2024-11-30 13:00:19

Do You Owe TAXES When You Inherit a Bank or Brokerage Account?

5K views · 2024-11-23 13:01:14

The Retirement Payday Routine: How The Rich Pay Themselves

15K views · 2024-11-16 13:00:53

Answer These 3 Questions To Maximise Your Social Security

18K views · 2024-11-09 12:00:10

3 Uncomfortable Retirement Truths NO ONE Talks About

10K views · 2024-11-02 12:00:09

I'm 56 With $750,000 In Savings. How Do I Retire Today?

20K views · 2024-10-26 12:01:12

WATCH OUT For These Medicare TRICKS This Fall!

2K views · 2024-10-19 12:01:04

The WORST Retirement Lies Told By Finance Gurus

361K views · 2024-10-12 12:06:01

Florida Prepaid VS Florida 529 Plan (Which one wins?)

8K views · 2024-10-05 12:00:46

How Does Retirement Change Once You Save $300k/$650k/$2M?

43K views · 2024-09-28 12:00:38

I'm 60 With $600k In Savings. How Do I Retire Before 62?

14K views · 2024-09-21 12:00:54

Are You Behind? How To Get Ahead of 99% Of Retirees

3K views · 2024-09-14 12:01:01

Can I Contribute To My HSA When I Turn 65?

2K views · 2024-09-07 12:00:20

You’re literally burning your retirement savings (and you don’t even know it)

8K views · 2024-08-31 12:00:30

Harsh Truth: Retiring Early Is WORSE Than You Think

19K views · 2024-08-24 20:03:39

Is Florida Prepaid Worth It?

2K views · 2024-08-17 12:00:54

3 Ridiculously Good Reasons To Retire As Soon As Possible

23K views · 2024-08-10 12:00:26

3 Tax-Friendly Ways To Donate

2K views · 2024-08-03 12:00:56

I’m 60 with $1M. Should I Claim Social Security at 62?

77K views · 2024-07-27 12:01:01

What Happens When You Inherit an IRA?

2K views · 2024-07-20 12:00:09

What Happens To My Social Security If I Work Part-Time?

3K views · 2024-07-13 12:00:44

The Magic of the 5 Years BEFORE Retirement (Double your savings!)

301K views · 2024-07-06 12:00:02

We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?

135K views · 2024-06-29 12:00:56

How to pay $0 in tax on a high income (NO Roth conversions needed!)

20K views · 2024-06-22 12:00:27

Why you need a CERTIFIED FINANCIAL PLANNER™

4K views · 2024-06-15 12:00:24

The 8 MOST Common Investment Mistakes (and how to fix them!)

4K views · 2024-06-08 12:00:24

MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)

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Secure Act 2.0: NEW Rules for 2024

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3 Early Retirement MYTHS! (And one powerful suggestion)

4K views · 2024-05-18 12:00:13

The 5 BIGGEST Mistakes Keeping You From Retiring

8K views · 2024-05-04 12:00:15

CFP® Answers: Will you be able to rely on Social Security at retirement?

2K views · 2024-04-27 12:00:24

CFP® Answers: Can You Retire with $500,000?

8K views · 2024-04-20 12:00:01

Why This Election Year Is Different

5K views · 2024-04-03 12:00:15

CFP® Answers: Can You Retire with $750,000?

4K views · 2024-03-30 12:00:17

CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!

10K views · 2024-03-24 18:09:00

CFP® Reveals: The 5 BIGGEST Expenses in Retirement

14K views · 2024-03-16 12:00:23

CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!

3K views · 2024-03-09 13:50:52

CFP® Explains: My FAVORITE Fixed Annuity

32K views · 2024-02-25 21:57:04

CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...

35K views · 2024-02-19 14:29:48

How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory

9K views · 2024-02-15 13:18:09

CFP® Defines: Important Tax Changes for 2024

691 views · 2024-02-12 13:21:40

Joining Medicare this year? Watch THIS!

2K views · 2024-02-04 22:31:40

CFP® Answers: Do You Have A Ticking TAX Time Bomb?

3K views · 2024-01-31 16:57:00

CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory

12K views · 2024-01-26 10:34:30

CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®

772 views · 2024-01-17 01:31:40

CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory

22K views · 2024-01-11 16:10:35

How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory

191K views · 2024-01-03 15:58:27

2023 Year-End Financial Planning Tips | Julia Lembcke, CFP | URS Advisory

545 views · 2023-12-11 16:41:15

Medigap vs. Medicare Advantage | Julia Lembcke, President and Managing Director, URS Advisory

986 views · 2023-11-20 17:23:46

Which Medicare Plan is Right for You? | Julia Lembcke, President and Managing Director, URS Advisory

523 views · 2023-11-20 17:08:00

The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory

2K views · 2023-11-14 22:28:49

Medicare Increases for 2024 | URS Advisory

902 views · 2023-11-14 00:31:46

Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory

767 views · 2023-10-23 15:57:57

4 Steps to Secure an Early Retirement | Julia Lembcke, CFP® | URS Advisory

4K views · 2023-10-23 15:49:43

Financial Planning to Secure Your Future | Julia Lembcke, Managing Director and Head Planner

2K views · 2023-10-10 21:16:55