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 Weather Market Volatility in Retirement
Are you worried about your retirement plan in the face of market volatility? As you approach or enter retirement, market swings can feel like a real threat to your financial security. In this video, Brent from Scottsdale Wealth Advisory reveals how to protect your retirement income (and your peace of mind) during unpredictable times.

Your Retirement Timeline: What to Do (and When)
Getting close to retirement can feel like juggling a dozen decisions with no clear order—Social Security, Medicare, income planning, taxes, and more.

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.


