Videos Archives - The Retirement Planning Group

Tax Loss Selling

Investing, Retirement Planning, Tax Planning, Videos

Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video. Video Transcription: Hey, my name is Kevin Conard. If you’re...

Repairing Your Investment Portfolio Amid COVID-19

Investing, Retirement Planning, Videos

Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That’s why we created this 3-minute video about how rebalancing your investment portfolio can help...

TRPG Digital Event: Coronavirus and Market Volatility

Market Events, Videos

On Monday, March 31, 2020 we hosted a joint digital event with Apollo Lupescu, Vice President Dimensional Fund Advisors. During the event we discussed: The “human element” to investing The overall health of the financial system Coronavirus and other unprecedented...

Long-term Care: The Do’s and Don’ts

Health Care, Videos

Client Portal Video

Videos

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Client Portal Tutorial

Videos

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