Welcome to the Scottsdale Retirement Learning Center—a collection of educational videos focused on retirement planning topics. From income planning and tax considerations to annuities and financial fundamentals, this playlist is designed to help you better understand your retirement options and feel more confident in your planning decisions.
How to Plan for Taxes in Retirement
Retirement is a big milestone, but taxes don’t stop when work does. In this video, Brent breaks down three common areas that can impact your tax picture in retirement.
Understanding Annuities: Myth vs. Reality
If you’ve ever Googled the word “annuity,” you’ve probably seen it all: glowing reviews, horror stories, and everything in between. No wonder people are confused.
How Much Cash Should You Keep in Retirement?
If you’re retired or approaching retirement, you’ve probably wondered: “How much should I keep in cash?”
In this short video, Brent Matthew reviews the real cost of holding too much cash in retirement and how to find the right balance between liquidity, stability, and long-term growth.
How to Pay Yourself in Retirement: 4 Proven Withdrawal Strategies
One of the biggest concerns I hear from retirees is: “How do I make sure I don’t run out of money?”
You’ve saved for years through the accumulation phase of your life. But now it’s time to start using that money.
Understanding Asset Location: Where You Put Your Money Matters
You’ve probably heard of asset allocation; that’s how your money is divided between things like stocks, bonds, and cash.
But just as important is something most people don’t think about: asset location. That’s not what you invest in, it’s where you hold those investments.
The Rule of 100: How Much Risk Should You Really Take in Retirement?
Are you taking on too much risk in retirement—or not enough?
In this video, Brent Matthew breaks down the Rule of 100, a simple formula to help you balance risk and safety in your investment portfolio.