The new Money Minutes Videos deliver bite-sized, high-impact financial education to quickly empower viewers with timely trends and essential financial literacy basics. Our core mission is to demystify money matters and spark immediate, practical action … while underscoring the value of partnering with a trusted advisor to navigate complexities, avoid costly mistakes, and achieve lasting security and financial success.
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“These videos helped us develop a better long-term plan with our Advisor, Josh, as we plan for college for our daughter, and long-term care for both our parents.”
John Richards, New York, NY
“So eye-opening. The videos quickly helped me work with Angie, my Advisor, to put some key planning decisions into perspective.”
Terry Johnson, Chicago, IL
“I was skeptical that we could learn anything from a few short videos since there’s so much college information already available. You proved me wrong. These videos quickly helped us avoid several major college and planning mistakes.”
The Richardson Family, Dallas, TX
“I wanted to help my granddaughter do a better job of planning for college than her older siblings did. These videos really helped. Thanks so much!”
Josh Henderson, San Francisco, CA