Video Resources

What is the typical recommended withdrawal rate for retirement income?

Jeffrey Mohlman from Safe Money Partners talks about why he enjoys traveling to his clients and meeting them face to face in their home.

Bryan from Safe Money Partners talks about “the box”. The place where you want to put your money. An IRA, 401k, or a coffee can on the counter. He details out the things and ideas you need to think about when setting money aside or contributing to a retirement plan.

Social security is typically one of the three pillars of retirement income that include Pensions, Retirement Savings, and Social Security.

Jeff Mohlman from Safe Money Partners explains what a 403(b) plan marketing and what types of “benefits” you aren’t receiving that you could be.

Bryan from Safe Money Partners talks about clients who may have a leaky bucket and not know how to plug up the holes where they may be “leaking” money in their financial plan.

Bryan from Safe Money Partners talks about some of the tax-free or tax-aware options when it comes to your retirement planning.

Bryan from Safe Money Partners talks about where you “should” put your retirement savings. What’s better a 401k or 403(b) or a Roth IRA for my retirement investments?

Do you follow the herd with your retirement benefits? Set and forget? Jeffrey Mohlman recently met with a potential client about their retirement planning. At the time, the client was interested but couldn’t commit. Fast forward, the potential client was diagnosed with cancer. They called Jeff and Jeff asked them what their 403b plan, their […]

Kyle from Safe Money Partners talks about the new clause in the CARES act that allows you to withdraw money from your retirement accounts as a loan or cash withdrawal. He details out the qualifications and also talks about having a plan for that money before you make any moves on your retirement accounts.

Jeffrey Mohlman from Safe Money Partners talks about a conversation he had with a client about putting more money into his 401k plan. Jeff argued that in the future the tax will probably be more than it is now. By putting more into his 401k the government will penalize him for saving more! Jeffrey Mohlman […]

Bryan and Kyle from Safe Money Partners talk about the ways that the CARES act can affect your money.

When times are tough, there can be a lot of restrictions when it comes to accessing your money that has been set aside for retirement. If you try to access your 401k, there can be taxes assessed and penalties. Bryan from Safe Money Partners has some ideas to help you balance your retirement dollars and […]

When building your retirement nest egg, the market may fluctuate up and down. These market corrections typically won’t have a large impact on your retirement as you’re building your nest egg. However, as you begin taking disbursements or retirement income, further market corrections can have a significant impact.

Just how do you have to stretch your money? Living longer than expected is a risk in retirement. We call it the Longevity Risk.

Bryan from Safe Money Partners asks, will you build or buy your legacy? Bryan breaks down the differences between the two and helps explain why one might prefer one over the other.

What is lazy money? What is the value of your money and learn how to make your money work for you.

Have you considered the inflation risk in your retirement strategy?

Lean a short history of taxes and learn about the three different types of taxes paid on retirement monies.

In retirement, there are several approaches to make the most of your money. An EVP can evaluate how much income one approach can generate vs another.

Kyle from Safe Money Partners talks about corona related distribution access to your retirement dollars BEFORE retirement without penalty. Find out how to access these funds and if you qualify in our video.

Bryan with Safe Money Partners talks about corona related distributions and the ways it can create opportunities for your financial future.

Bryan from Safe Money Partners talks about the types of clients that they work with. He describes the financial, retirement, and debt planning services they offer to people in Dayton, Ohio.

Bryan from Safe Money Partners explains the Rule of 72 and how interest is calculated.

Bryan from Safe Money Partners talks about clients who may have a leaky bucket and not know how to plug up the holes where they may be “leaking” money in their financial plan.

Bryan from Safe Money Partners explains how mortgage interest is calculated and how you might be overpaying on your bill.

Bryan from Safe Money Partners talks about calculating your effective interest rate. This is the rate that is earned or paid on an investment or loan. What this really means is when you are making a payment on a debt, what percentage is going to interest vs your principal?

Bryan from Safe Money Partners talks about how to calculate your effective interest rate. This is the rate that is earned or paid on an investment or loan. What this really means is when you are making a payment on a debt, what percentage is going to interest vs your principal?

Bryan from Safe Money Partners talks about mindsets and the truth about finance. There are two different mindsets. The Saver and Debtor. Are you a saver or a debtor? Bryan talks about the advantages and disadvantages of each.

Sheri has what she thinks is a typical amount of debt for the average person. Her car and house payments, and some credit card debt. She was making payments but never felt like she was making a dent in her debt. She wanted to set up a college fund for her kids and also a […]

Mona and Kevin share their story of how Safe Money Partners helped them not only get out of debt but save even more for retirement. The methods they learned even gave them the ability to purchase an additional investment property after Kevin had already retired. They found out very quickly that Bryan Pitstick and Jeffrey […]

Bryan from Safe Money Partners interviews Greg Allen, a Real Estate Lending Officer with Dayton Air Credit Union. Their conversation covers topics like: Buying in this market Selling in this market How to avoid a contingent offer Bridge Loans And more.