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Dollars & Sense Series

In February of 2024, we asked clients what they’d like to see us do differently in our approach to social media. The answer? They wanted content that speaks directly to the questions they have in an engaging, entertaining, and memorable way. And so, the weekly Dollars & Sense video series was born! Each episode is one to two minutes and focuses on a different client question we’ve received in the past in an animated, whiteboard format with an eye towards leaving the viewer both educated and entertained!

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New This Month

That's a wrap on Season 1 of the Dollars & Sense Series! 

Check out our archive below!


Archived Episodes

Episode 21
Should I Consider Disability Income Insurance?
May 28, 2025

Episode 20
What Is The Best Way To Save For My Kid's Education?
May 21, 2025

Episode 19
Are Annuities Good or Bad?
May 14, 2025

Episode 18
What Is A Share Your Love Letter?
May 7, 2025

Episode 17
What Financial Scams Should I Watch Out For?
April 30, 2025

Episode 16
Should I Pay Off my Mortgage Early?
April 23, 2025

Episode 15
Should I Use an FSA or an HSA?
April 16, 2025

Episode 14
Why Should I Consider A Donor-Advised Fund?
April 2, 2025

Episode 13
When Should I Get Long Term Care Insurance?
March 26, 2025

Episode 12
What Is Tax Loss Harvesting?
March 19, 2025

Episode 11
What Is Private Credit?
March 12, 2025

Episode 10
How Can We Pay Off Our National Debt?
January 29, 2025

Episode 9
What Is A Mega Back Door Roth?
January 22, 2025

Episode 8
How Much Life Insurance Do I Need?
January 15, 2025

Episode 7
What Are American's Biggest Financial Regrets?
January 8, 2025

Episode 6
Do I Need A Trust Or Should I Just Get A Will?
December 18, 2024

Episode 5
Is A Strong Dollar Really A Good Thing?
December 11, 2024

Episode 4
How Else Can I Give To Charity?
December 4, 2024

Episode 3
Why Are Housing Prices So High?
November 27, 2024

Episode 2
What Does The Federal Reserve Do?
November 20, 2024

Episode 1
Is Social Security Really Going Away?
November 13, 2024