Videos
Bank of Mom and Dad
May 1, 2026
Learn how to transition the Bank of Mom and Dad from funding the kids to funding itself.
Teach Your Kids How to Make Confident Money Decisions
April 1, 2026
Learn how you can teach your kids how to make confident money decisions while the stakes are low so they're ready when it matters.
Three Numbers Every Woman Should Know
March 2, 2026
This video identifies the changing financial and investment dynamics for women and outlines practical steps to take in response.
Tax Prep vs. Tax Strategy
Jan 23, 2026
This video emphasizes the importance of proactive tax planning throughout the year rather than just focusing on tax preparation during the tax season.
2025 Look Back, 2026 Look Ahead
Dec 18, 2025
Discover the major tax law changes introduced in 2025 and how they impact financial planning in 2026.
Maximize Your Charitable Giving: 5 Tips for December Donations
Nov 25, 2025
Discover the five key strategies to make your charitable giving more impactful this December. Learn about new tax deductions, smart giving options like appreciated securities and donor-advised funds, and how to benefit your financial plan while supporting your favorite causes.
The True Costs of Caring for Aging Parents
Nov 13, 2025
As more Americans take on the role of caregivers for aging parents, the demands of caregiving can have significant financial, physical, and emotional impacts. This video highlights the importance of planning ahead by having open family discussions, organizing key documents, and integrating potential care costs into financial plans. Learn how to provide support to aging parents while safeguarding personal financial goals.
Should You Pay Off Your Mortgage?
Sept 29, 2025
Got extra cash and unsure whether to pay down your mortgage or invest? This video explores the emotional and mathematical considerations of both options, helping you make an informed decision. Discover the benefits of paying off your mortgage early, the potential gains from investing, and why a hybrid approach may work best for you. Join Glacier Investment Management for tailored advice on aligning your financial actions with your long-term goals.
Breaking Down the One Big Beautiful Bill Act
Sept 26, 2025
Discover the key highlights of the newly signed One Big Beautiful Bill Act. From permanent 2017 tax cuts, increased state and gift tax exemptions, and lifted SALT caps, to new deductions for older adults and families, expanded education savings tools, and major benefits for small business owners. Learn how these changes can impact your financial planning and strategy!
Inherited IRA Rule Changes
Sept 18, 2025
Are you navigating the complexities of an inherited IRA? As inherited IRAs become more common, it's crucial to understand the implications and rules that come with them. In this video, we break down five essential aspects of managing inherited IRAs, ensuring you're well-informed and prepared.
Should You Invest in Private Equity in Your Retirement Plan?
Sept 25, 2025
In this episode, we explore the pros and cons of including private equity investments in your retirement plan. Historically reserved for accredited investors due to their complexity and risk, these investments are now accessible to average investors. We discuss why this shift is happening, potential risks, and the importance of due diligence. Remember, this isn't investment advice but rather a caution to thoroughly evaluate opportunities that may seem too good to be true.