Videos

The First Meeting

The First Meeting

  Meeting with a financial advisor for the first time can feel intimidating. In this video Brian gives you an idea of what you can expect during a first meeting with Intentional Wealth Advisors....

Market Volatility

Market Volatility

  Market volatility is scary. We get it. The last thing you want to do is lose a large portion of your nest-egg when you're in the retirement red-zone. In this video I'll share with you 5 tips for...

Why Video?

Why Video?

It is no secret that 2020 has shaken the foundational nature of how businesses operate. Change has become a staple in not just our line of work but in everyday life. This year we want to change that narrative by offering a new way to connect and communicate: video....

How to Make a Wealth Transfer Plan

How to Make a Wealth Transfer Plan

Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don't need to be older to need a wealth transfer plan, nor do you need a large...

End of Year Gratitudes

End of Year Gratitudes

2020 has been an unforgettable year in many ways, but today I would like to take a minute and share what we are grateful for as we head into the new year. I am truly grateful for each client...     ...

Investing During An Election

Investing During An Election

Many of us know that it's important to stay invested for the long-term rather than alter our investment strategies in response to fluctuations in the market (due to elections, for example). Nevertheless, many of us do so anyway and some of us experience undesirable...