Our Video Library

Take a Deeper Dive with Joe 

Over the course of a year, a few years back, Joe Callahan undertook a very special project designed to give you some great “nuggets” of financial advice on a lot of different topics. This section of our website is to permanently share these great ideas with you and your friends/family. There are 26 different topics, all lasting one minute.

A couple things you should know before you get started watching these very informative and fun videos; First, all 26 are centered around the theme of “Financial Freedom.” As a result, they are shot on location in some very interesting places ... letting you know you can be productive and accomplished where ever you may be.

Next, these videos are a really great way to “kick the tires” so to speak, or get a flavor of our style and how we operate before you come see us, or decide to work with us.

Take a deeper dive with Joe:


Aging & Financial Planning

Budgeting

Risk Management

CFP Confidentiality

College Planning

College

Credentials

Estate Tax

Financial Plan

Fly Fishing

Golf Caddy

Golf Diversity

Hiking

Kayaking

Legacy Hunting

Legacy Planning

Money PGM

Rainy Day

Refinancing

Relationship

Retirement Tricks

Retirement

Tennis Terms

Wills

Workout