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141 videos from Retire with Julia, CFP®
13:52I Tried 100+ Retirement Income Strategies, These 4 Work Best
17.2K views
17:342026 Average Retirement Savings By Age 55/60/65 - Where Are You?
20.1K views
24:38Sell These 5 Things BEFORE You Retire or the IRS Will Tax Everything
19.8K views
11:393 Signs You Should Have ALREADY Retired By Now
37.1K views
14:495 Things That Disappear For Rich Retirees Once You Retire
13.2K views
14:15Your Last Year Before Retirement - Don't Make These 4 Costly Mistakes
50.5K views
15:46Still Working at 60 With Under $3M? No One Will Tell You This
21.4K views
12:33The Retirement Risk Zone: Why the 5 Years Before You Retire Matter More Than the 30 After
13.6K views
11:27The 0% Tax Strategy Smart Retirees Use Before It's Too Late
9.8K views
13:59These 2026 Rule Changes Could Save (or Cost) You $50,000 in Retirement
5.1K views
15:40The Most Accurate Pension Strategy You’ve Never Been Taught
60.1K views
12:27The Surprising Reality Of Retiring In 2026 (Nobody Tells You This)
10.9K views
10:48Why Retirees With $1M+ Are STILL Afraid To Spend (The Psychology Fix)
7.3K views
16:36If You’re 55 with $2.5M, Watch This BEFORE You Retire
49.3K views
11:13The Rich Ratio: Why You Should Retire Before 61 (Even If You Haven't Saved Enough)
105.1K views
11:40It Sucks, But Converting HERE Will Skyrocket Your Net Worth
39.0K views
12:40How Many Retirees In The USA Have $2 Million (not what you think)
105.3K views
10:09When You Retire, Tell NO ONE (Until You Do These 3 Things)
106.4K views
8:46I Watched This Video and It Allowed Me To Retire 3 Years Earlier
15.7K views
14:15If This Is You, NEVER Retire Before 63 (Even If You Can Afford It)
47.3K views
10:34I did this at 55, Now I Spend $10k/Month in Retirement
22.8K views
15:06It's A Lie: Why You Shouldn't Follow This ROTH Conversion Advice
37.2K views
13:41The $2M Retirement I Planned For, Disappeared (Here's Why)
21.2K views
9:28The Hidden Cost Of Delaying Social Security (Nobody Tells You This)
26.6K views
9:44How To Save $20,000+ on Health Insurance as an Early Retiree
17.6K views
14:473 Shocking Spending Truths From 280,000 Retirees
14.0K views
15:3359 With $2.8M And Still Not Retired? Watch This
22.4K views
13:56Once Retirees Watch This, They Realise RMDs Are Easy
9.7K views
15:32Retiring at 60? How $2M Turns Into $4M Without Working
47.5K views
11:54What 750 Retirees Regret Most About Working Past 60
21.4K views
18:57I’m 55 With $1.5M in a 401(k): Can I Retire Early With Just That?
89.6K views
3:00If You Are THIS Retiree, You Are 5x Richer Than You Think
49.8K views
13:38How Smart Retirees STOP Worrying About Investing
31.1K views
11:41You Will Never Retire Happy, Until You Learn This
31.9K views
12:50If You Are THIS Retiree, You Are 5x Richer Than You Think
156.4K views
19:48I'm 57 With $5M Saved. Can I Retire Now & Spend $15k/Month?
42.1K views
14:10If You Are These 5 Types of Retiree, You Are Richer Than You Think
289.4K views
8:36Beautiful Bill Explained: Avoid Costly Giving Mistakes in 2026
2.3K views
11:04Advisor Explains: The Right Way to Teach Kids About Money
1.9K views
12:56Harsh Reality - 401k Withdrawals Are Not What You Think
43.6K views
12:29If You Notice THIS, You Can Retire Earlier Than You Think
33.0K views
15:57Everything To Know About Retirement Taxes at 60 (before it's late)
9.4K views
13:404 Reasons to Retire at 62 With $1.5M or Less
186.4K views
15:44Stop Ignoring Your Pension. Do This Instead (Real Math)
67.1K views
13:32Retire with $750k? The Roth Trap You Didn’t See Coming
31.9K views
15:03The ROTH Conversion Lies That Retirees Believe (And What To Do Instead)
103.3K views
13:42This ONE shift will transform your retirement
55.9K views
17:59Why Retiring Early Gave Me My Life Back
79.2K views
16:04This ONE Trick Can Save Retirees Thousands in Taxes
194.7K views
16:06The Scariest Retirement Regrets You’ll Never Hear
44.2K views
16:107 Retirement Lies The Top 1% Don’t Want You To Hear
42.4K views
11:10How to Retire So Quickly It Feels Illegal
9.6K views
10:118 Simple Habits That Will Completely Change Your Retirement
19.2K views
12:17The Surprising Reality Of How Much You Need To Retire In 2025
85.5K views
18:51After 6 Months, This Retiree’s Plan Completely Collapsed. Here's Why...
39.9K views
15:145 Things EVERY Retiree Wishes They Knew Before They Retired
8.1K views
11:40If I Started Retirement Again, I’d Spend Completely Differently
12.4K views
12:20Your Retirement Portfolio Is Lying To You… Here’s Why
26.8K views
12:48I am 60 with $1,500,000. Can I Retire Now AND Spend $10k A Month?
187.6K views
13:257 Assets You'll NEVER Regret Buying in Retirement...
79.9K views
9:35The Social Security Iceberg: Why You're Claiming Wrong in 2025
14.7K views
13:49Why Maxing out Your 401(k) Is Worse Than You Think...
50.8K views
13:42Dividends vs Annuities: Are You REALLY Ready For Retirement?
12.2K views
12:38Why The First 5 Years of Retirement Changes Everything
31.3K views
15:22Once I Show Retirees This Data They No Longer Worry About Investing
337.2K views
14:56We Are 63 With $4,100,000 in Savings. How Much Can We Spend In Retirement?
137.9K views
19:563 HUGE Opportunities Most Retirees Miss
68.6K views
12:07What 12 Years of Being An Advisor Finally Taught Me About Retirement
48.3K views
10:12The Cost of Letting Go, Why Retirement After 60 Is SO Hard
12.3K views
15:08Why Everything in Retirement Changes If You Have a Pension
662.4K views
19:57What Life With A $3.5M Retirement Portfolio Looks Like
256.9K views
16:21I'm a Retirement Advisor. Here's 3 Regrets Rich Retirees Have At 63
49.8K views
17:24I Spoke To 100s of Retirees: Here's What Most Advisors Get Wrong
118.9K views
12:06Average Retirement Savings By Age 55/60/65 - Where Are You?
474.3K views
14:50Harsh Truth: You Are Saving For Retirement ALL WRONG...
57.4K views
14:28Fidelity Is Wrong! Use This Savings Rule Instead
61.6K views
9:12Retirement Expert Explains: 5 Signs You're Not Ready To Retire
12.0K views
7:38Watch This Video Before You Die
13.2K views
6:36If I Inherit A House, Will I Pay Tax?
3.2K views
6:40Do You Owe TAXES When You Inherit An Annuity?
2.5K views
11:44I'm 61 With $1.8M. Should I Avoid ROTH Conversions?
20.4K views
7:41What's YOUR Money Story?
3.5K views
10:44All About The Florida 529 Plan!
3.1K views
6:04Do You Owe TAXES When You Inherit a Bank or Brokerage Account?
4.6K views
10:36The Retirement Payday Routine: How The Rich Pay Themselves
15.3K views
13:26Answer These 3 Questions To Maximise Your Social Security
18.3K views
15:363 Uncomfortable Retirement Truths NO ONE Talks About
10.5K views
17:34I'm 56 With $750,000 In Savings. How Do I Retire Today?
19.9K views
6:52WATCH OUT For These Medicare TRICKS This Fall!
2.3K views
20:09The WORST Retirement Lies Told By Finance Gurus
361.5K views
7:44Florida Prepaid VS Florida 529 Plan (Which one wins?)
7.8K views
17:54How Does Retirement Change Once You Save $300k/$650k/$2M?
43.0K views
13:00I'm 60 With $600k In Savings. How Do I Retire Before 62?
14.1K views
9:50Are You Behind? How To Get Ahead of 99% Of Retirees
2.6K views
5:07Can I Contribute To My HSA When I Turn 65?
2.0K views
9:02You’re literally burning your retirement savings (and you don’t even know it)
8.1K views
17:09Harsh Truth: Retiring Early Is WORSE Than You Think
19.4K views
8:57Is Florida Prepaid Worth It?
2.4K views
8:013 Ridiculously Good Reasons To Retire As Soon As Possible
23.3K views
9:223 Tax-Friendly Ways To Donate
1.8K views
15:32I’m 60 with $1M. Should I Claim Social Security at 62?
76.8K views
8:57What Happens When You Inherit an IRA?
1.9K views
5:10What Happens To My Social Security If I Work Part-Time?
2.9K views
8:39The Magic of the 5 Years BEFORE Retirement (Double your savings!)
301.0K views
14:51We Are 58 With $1,800,000 In Savings, Why Can’t We Retire?
135.4K views
7:47How to pay $0 in tax on a high income (NO Roth conversions needed!)
20.3K views
6:23Why you need a CERTIFIED FINANCIAL PLANNER™
3.7K views
9:12The 8 MOST Common Investment Mistakes (and how to fix them!)
4.3K views
7:41MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)
25.9K views
7:39Secure Act 2.0: NEW Rules for 2024
7.9K views
6:513 Early Retirement MYTHS! (And one powerful suggestion)
4.0K views
8:51The 5 BIGGEST Mistakes Keeping You From Retiring
8.4K views
3:01CFP® Answers: Will you be able to rely on Social Security at retirement?
2.0K views
6:38CFP® Answers: Can You Retire with $500,000?
7.5K views
13:18Do YOU Need Long-Term Care Insurance?
23.3K views
12:18Why This Election Year Is Different
5.1K views
5:46CFP® Answers: Can You Retire with $750,000?
3.9K views
10:32CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!
9.9K views
12:13CFP® Reveals: The 5 BIGGEST Expenses in Retirement
13.5K views
4:51CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!
2.7K views
4:43CFP® Defines: The Ideal Spending Plan
2.6K views
2:58CFP® Explains: My FAVORITE Fixed Annuity
32.3K views
12:17CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...
34.9K views
4:32How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory
9.2K views
2:41CFP® Defines: Important Tax Changes for 2024
691 views
9:58Joining Medicare this year? Watch THIS!
1.6K views
11:05CFP® Answers: Do You Have A Ticking TAX Time Bomb?
3.4K views
5:39CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory
11.9K views
4:51CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®
772 views
5:33CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory
21.7K views
5:18How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory
190.6K views
3:232023 Year-End Financial Planning Tips | Julia Lembcke, CFP | URS Advisory
545 views
4:23What is an ABLE account? | Corrine Poor, URS Advisory
748 views
5:56Medigap vs. Medicare Advantage | Julia Lembcke, President and Managing Director, URS Advisory
986 views
2:55Which Medicare Plan is Right for You? | Julia Lembcke, President and Managing Director, URS Advisory
523 views
4:31The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory
1.7K views
2:27Medicare Increases for 2024 | URS Advisory
902 views
3:464 Parts of Medicare...and what they cover! | URS Advisory
799 views
3:41Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory
767 views
3:144 Steps to Secure an Early Retirement | Julia Lembcke, CFP® | URS Advisory
3.7K views
3:25Financial Planning to Secure Your Future | Julia Lembcke, Managing Director and Head Planner
1.9K views