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A Resilient Retirement
Begins with Education

New weekly videos that simplify complex financial topics and provide practical insights to help you make more confident retirement decisions.

Resilient Retirement Videos

COFFEE WITH DAVID

AI Bubble, Interest Rates & Annuities: 5 Questions Answered

TAXES

Before You Do a Roth Conversion, Watch This.

Social security

When To Draw Your Social Security Benefits

Investing

Should You Sell When The Market Drops?

Social Security

Social Security is Running Out Of Money... Now What?

MEDICARE

Why Your Medicare Premium Could Double In Retirement

Investing

What If The Market Crashes Early In Your Retirement?

Retirement Income

The 3 Best Ways to Generate Retirement Income

INVESTING

SpaceX & The Biggest IPO Investing Mistakes

Retirement Savings

Do you REALLY need $1 Million to Retire?

Investing

How Conservative Should You Be In Retirement?

The Newsletter

Retirement insights, delivered weekly.

One clear email each week. Social Security tactics, tax-smart withdrawals, Medicare updates, and market perspective. No noise, no pitches.

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