Videos and Webinars

The Bucket Strategy

Investing through all of the ups and downs of the market can stress even the most secure financial plans. Watch below as we illustrate a simplistic approach to asset allocation we call the 'Bucket Strategy' which can help you stick with the proper asset allocation through market cycles.

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4J Monthly Webinars

Starting in June 2020, we began a series of educational virtual events for our clients and others. Please watch and let us know what you think.

 4J Wealth Webinar - 2023 Review and 2024 Market Outlook

 4J Wealth Webinar - 2023 Review and 2024 Market Outlook

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A Discussion with Peggy Breda - Navigating Senior Living with Ease

A Discussion with Peggy Breda - Navigating Senior Living with Ease

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Retirement Class: Part 1

Retirement Class: Part 1

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Retirement Class: Part 2

Retirement Class: Part 2

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Estate Planning with Adam Moskowitz, Esq

Estate Planning with Adam Moskowitz, Esq

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3 Major Risks in Retirement

3 Major Risks in Retirement

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Portfolio Withdrawal Rates in Retirement

Portfolio Withdrawal Rates in Retirement

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SECURE Act 2.0

SECURE Act 2.0

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Deep Dive into Mutual Funds and Exchange Traded Funds

Deep Dive into Mutual Funds and Exchange Traded Funds

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Master Medicare with Margo

Master Medicare with Margo

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Savvy IRA Planning: Strategies to Save Taxes and Get More Out of IRAs

Savvy IRA Planning: Strategies to Save Taxes and Get More Out of IRAs

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Silver Linings of This Bear Market

Silver Linings of This Bear Market

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The Psychology Of Money

The Psychology Of Money

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Fundamentals of Investing

Fundamentals of Investing

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Market Update/Client Q&A March 2022

Market Update/Client Q&A March 2022

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Talking to your Family about Money

Talking to your Family about Money

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Young Adults Financial Literacy and Planning

Young Adults Financial Literacy and Planning

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Master Medicare with Margo Steinlage

Master Medicare with Margo Steinlage

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2021 Economic and Market Update

2021 Economic and Market Update

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June 2020 Webinar Market Update

June 2020 Webinar Market Update

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Social Security Claiming Strategies

Social Security Claiming Strategies

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August 2020 Webinar - IRA Planning

August 2020 Webinar - IRA Planning

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Taxes in Retirement

Taxes in Retirement

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Estate Planning During Time of Coronavirus

Estate Planning During Time of Coronavirus

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Cybersecurity Webinar December 2020

Cybersecurity Webinar December 2020

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The Mortgage Marketplace w/Brackton Pratt

The Mortgage Marketplace w/Brackton Pratt

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College Planning with Lane and Suzanne Phillips of Envision Life Academy

College Planning with Lane and Suzanne Phillips of Envision Life Academy

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Navigating a Cancer Diagnosis with Diana Hutson

Navigating a Cancer Diagnosis with Diana Hutson

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Question and Answer Session with 4J Wealth

Question and Answer Session with 4J Wealth

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