Financial Insights & Strategy Videos
Plain-English retirement education from Patriot Asset Advisors
Our video library breaks down core retirement concepts — the Rule of 72, compounding, inflation, Roth vs. traditional IRAs, and 401(k) rollovers — in plain language, so Central Ohio retirees and pre-retirees can make confident, informed decisions.
Explore our growing library below. New videos are added regularly — subscribe on YouTube to follow along.
5 Smart Ways to Use Your 2025 Tax Return
Your 2025 tax return is a road map. Five smart moves: adjust withholding, build an emergency fund, max out tax-advantaged accounts, cut expensive debt, and consider Roth conversions.
Watch & read transcriptUnderstanding Market Risk
Sequence-of-returns risk explained, plus five strategies to protect your nest egg without giving up income — cash buffer, buckets, diversification, income investments, and flexible withdrawals.
Watch & read transcriptPlanning for Investment Income in Retirement
Dividends, interest, and portfolio withdrawals each fund retirement differently. How the three work together to turn savings into dependable income.
Watch & read transcriptThe Role of Social Security in Your Retirement
Why when you claim can leave thousands on the table, and how to treat Social Security as the foundation of a broader income plan.
Watch & read transcriptConfident Cash Flow: Your Personal Cash Flow Blueprint
The finale of the five-part series: bringing dependable income, inflation protection, and confidence together into one personal cash flow blueprint.
Watch & read transcriptConfident Cash Flow: Sources of Retirement Income
Part two of a five-part series: the three sources most retirement income comes from — guaranteed, investment, and flexible income — and why the blend matters.
Watch & read transcriptConfident Cash Flow: How to Avoid Running Out of Money
Part three of a five-part series: why the answer to outliving your savings is planning, not luck — cover essentials with reliable income, keep other assets invested, and withdraw tax-efficiently.
Watch & read transcriptConfident Cash Flow: The Silent Risk — Inflation and Spending Power
Part four of a five-part series: inflation quietly erodes purchasing power year after year. Why a sustainable plan protects the value of your income, not just the amount, with strategies that adjust and adapt.
Watch & read transcriptConfident Cash Flow: The Real Goal of Retirement
Part one of a five-part series: why cash flow matters more than net worth, and how to turn your savings into income you won’t outlive.
Watch & read transcriptThe Biggest Mistake With 401(k) Rollovers
The biggest rollover mistake is treating it as a transfer instead of a planning opportunity. The three questions to ask first.
Watch & read transcriptRoth vs. Traditional IRA
Pay taxes now or later? With brackets historically low, how each IRA is taxed and how to decide in 2025.
Watch & read transcriptMarket Volatility in 2025
Why volatility is normal, why reacting to headlines usually backfires, and what matters more than any single week in the market.
Watch & read transcriptDo You Have a Plan?
The difference between dreams and plans, and why a real plan is flexible enough to survive life’s hard punches.
Watch & read transcriptShould Annuities Be Part of Your Plan? (Part 3)
Part three: how fixed index annuities really work, the terms to understand, and the hidden costs regulators warn about.
Watch & read transcriptShould Annuities Be Part of Your Plan? (Part 2)
Part two: how variable annuities work, the contingent deferred sales charge, and the layered fees that can quietly add up.
Watch & read transcriptShould Annuities Be Part of Your Plan? (Part 1)
Part one of a three-part series: what annuities are, how the basic fixed contract works, and how they’re taxed.
Watch & read transcriptTurning Savings Into Paychecks
The three income streams most retirees rely on — Social Security, personal investments, and guaranteed income — and why the mix matters.
Watch & read transcriptBeating Inflation
How inflation quietly erodes your buying power — and three strategies to stay ahead of it in retirement.
Watch & read transcriptRetirement Is Simple
A comfortable retirement comes down to one question: how much cash flow do you need for life? Planning for inflation, taxes, and health care.
Watch & read transcriptAdvice Without Context
Why good financial advice depends on context — and why a real diagnosis has to come before any prescription.
Watch & read transcriptThe Power of Compounding Interest
Einstein called compound interest the eighth wonder of the world. See how time turns a single $10,000 into hundreds of thousands.
Watch & read transcriptThe Arithmetic of Loss
If you lose 20% in a year, you need a 25% gain just to break even. Why taking a little less risk can leave you meaningfully better off.
Watch & read transcriptFour Budget Types Explained
A plain-English comparison of four budgeting methods — zero-dollar, 50/30/20, envelope, and the no-budget — with the pros and cons of each.
Watch & read transcriptThe Rule of 72, Explained
A quick mental shortcut for how long it takes to double your money: divide 72 by your interest rate — and why starting early matters so much.
Watch & read transcriptMeet Patriot Asset Advisors
A short introduction to Patriot Asset Advisors — a veteran-owned, fee-based fiduciary firm. Meet the team and what sets a plan-first, fiduciary approach apart.
Watch & read transcriptGet to Know Patriot Asset Advisors
A closer look at how the firm works with clients: the fee-based fiduciary model, a plan-first process, and tax-aware, income-focused strategies.
Watch & read transcriptThe Silent Partner
Five financial details every couple should share — budget, cash flow, automatic payments, logins, and two-factor codes — so both partners stay informed.
Watch & read transcriptBudgeting Lessons
The budgeting lessons one adviser learned with his own family: treat it as an ongoing plan, look back and look ahead each month, and plan for yearly expenses.
Watch & read transcriptHave questions about your own plan?
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