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Recent Videos

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Introducing Bernard Wealth Management: Expertise and Personalized Service| Adam Schwallier, President, Schwallier Wealth Management LLC.
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Q2 2024 Market Trends and Q3 Outlook: A Comprehensive Review | David W. Shotwell, CEO, Shotwell Rutter Baer.
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Three Essential After-Tax Financial Tips from Nathan Mersereau, CFP® | Nathan Mersereau, President, Planning Alternatives Ltd.
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Safety and Insurance Insights for Family Investment Center Clients | Dan Danford, CEO, Family Investment Center.
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Understanding Financial Advisor Fees: A Guide from Richard Feight | Richard Feight, President, IAM Financial, LLC.
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Introducing Richard C. Salmen as President of Family Investment Center’s Financial Planning Services | Dan Danford, CEO, Family Investment Center.
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May 2020 Webinar Clip: Sound Financial Planning with Nathan Mersereau | Nathan Mersereau, President, Planning Alternatives Ltd.
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Hyden Ross on Pathway's Three-Step Approach to Financial Planning | Hyden Ross, Director, Pathway Financial Planners.
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Strategies for a Steady Retirement Income: Tailoring Your Approach | David W. Shotwell, CEO, Shotwell Rutter Baer.
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March Update from Nathan Mersereau, President of Planning Alternatives | Nathan Mersereau, President, Planning Alternatives Ltd.
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Money Made Easy: Combining Finances | Dan Danford, CEO, Family Investment Center.
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Viewer Q&A with Dan Danford and Richard Salmen | Dan Danford, CEO, Family Investment Center.
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How Budgeting Helped Me Achieve a Bucket List Goal: Richard Feight's Personal Story | Richard Feight, President, IAM Financial, LLC.
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In-Depth Review of Target Date Funds: Pros, Cons, and Recent Insights | David W. Shotwell, CEO, Shotwell Rutter Baer.
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Maximizing Market Opportunities: Tips from Nathan Mersereau | Nathan Mersereau, President, Planning Alternatives Ltd.
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April Update from Nathan Mersereau, President of Planning Alternatives | Nathan Mersereau, President, Planning Alternatives Ltd.
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Aligning Your Budget with Your Values: A Deeper Look at Spending Choices | Richard Feight, President, IAM Financial, LLC.
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Balancing CDs and Bonds: Crafting a Strategic Retirement Portfolio | David W. Shotwell, CEO, Shotwell Rutter Baer.
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Real-Life Financial Success: A Client Story by Hyden Ross | Hyden Ross, Director, Pathway Financial Planners.
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Dan Danford on Client-Centered Financial Advising at Family Investment Center | Dan Danford, CEO, Family Investment Center.

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