Investing
This area covers building wealth through smart asset allocation, investing early, choosing between Traditional and Roth strategies, and selecting the right TSP funds to support long-term goals.
Topics
Most investors ask the wrong question about asset allocation. This video explains how age, withdrawal timeline, risk tolerance, guaranteed income, sequence risk, and inflation should shape your strategy—plus why being too conservative can be as risky as being too aggressive, especially in retirement.
Traditional vs. Roth in your TSP or 401(k) doesn’t have to be guesswork. This video explains the key differences, when each makes sense based on tax brackets, how RMDs and heirs factor in, and a case study showing how switching to Roth improved long-term plan outcomes.
The Thrift Savings Plan (TSP) is one of the most powerful retirement tools for military members and federal employees—but often misunderstood. This video explains how the TSP works, fund options (G, F, C, S, I, Lifecycle), contribution limits, matching, tax benefits, and long-term strategies to help you build a stronger retirement plan.