Short Videos

Short Videos

Explore our short videos revealing the latest in advanced retirement planning strategies designed to help you prepare for retirement.

These short videos are 10 minutes or less in length and provide you information on the following topics:

  • Why You May Be Able to Retire Earlier Than You Think
  • Tax Reduction Strategies for Pre-Retirement Baby Boomers
  • Health Insurance Strategies for Retirees Under 65
  • Should You Take Social Security Early

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Video: Why You May Be Able to Retire Earlier Than You Think

One of the most significant financial decisions that many people make is determining the appropriate retirement date. We believe many people work longer than necessary due to a fundamental flaw with traditional retirement planning. This short video will discuss:

  • Why traditional retirement plans overestimate the length of time people have to work
  • How to get affordable health insurance prior to age 65
  • How to incorporate the Bureau of Labor statistics data into your retirement planning

Video: Tax Reduction Strategies for Pre-Retirement Baby Boomers

Taxes are one of the most significant expenses that many retirees have in retirement. This video shares techniques to consider before you or your spouse retire, including:

  • How to protect against increasing taxes in the future
  • Why adding additional funds to 401ks, IRAs, 403bs, 457b Deferred Compensation plans, and other tax-deferred plans are at the mercy of future tax rates
  • Which investments to use to reduce future health care costs
  • The importance of developing a long-term tax minimization strategy

Video: Should You Take Social Security Early?

According to a study released by United Income, it is estimated that retirees lose an average of $111,000 in income per household. Find out how to prevent this from happening to you in this short video which covers:

  • When will the Social Security Trust Fund Runout
  • Why taking Social Security before 65 may increase the cost of your health insurance
  • Factors that will influence your decision on when to take Social Security
  • The importance of delaying your Social Security if you are the breadwinner

Video: Health Insurance Strategies for Retirees Under 65

Health insurance can be one of the most significant expenses that many retirees have prior to Medicare. This short video is designed to help pre-retirees avoid unnecessary health care costs by sharing the following information including:

  • Why taking Social Security or pension payments before age 65 may cost you thousands in additional health care costs
  • Why adding additional funds to 401ks, IRAs, 403bs, 457b Deferred Compensation plans, and other tax-deferred plans prior to retirement may create significantly higher health care costs in retirement
  • How contributing to Roth IRAs and Roth 401ks can significantly reduce your health insurance costs in retirement
  • The critical role that your investments will place in providing you income before age 65

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

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