Our Videos
Our goal is to continue to provide our clients with the most up to date information so they can make informed choices about their financial plan. Our videos showcase recordings of our educational seminar series, The Planning Playbook, as well as short videos about individual topics in our Tips with Tim & Max series.
Our YouTube Channel
Our YouTube Channel is where all our videos are housed. You can go directly to our YouTube page by clicking the button below, or you can select the video from the list below.
The Planning Playbook Seminar Series
Click on the title below for the link to each seminar recording.
Planning Your Estate - October 23, 2025
The Art of Healthy Livin' with Dr. Philip Heisterkamp - January 8, 2026
Investing 101: The Basics - January 22, 2026
Understanding Your Retirement Accounts - February 24, 2026
Tips with Tim & Max
Click on the title below for the link to each recording to a short video where Tim and Max dive into individual topics.
Income Ladders - January 30, 2026
Traditional vs Roth IRA's - February 13, 2026
Time Value of Money - February 23, 2026