Financial Topic Videos

Financial Reality vs Financial Fiction

Let's talk about financial reality versus financial fiction. Good versus Evil! Superhero versus Evil Genius!

Saturdays with James

I love Saturday’s, but especially love Saturday’s in the summer.

A Tale of Two Investors

Imagine twin sisters, Agatha and Connie. Agatha is aggressive and favors a mostly stock portfolio, while Connie is conservative, and favors a mostly bond portfolio.


One of the reasons people invest for the future is to prepare their kids for their future. 

COLA: Cost of Living Adjustment

Although the annual Cost of Living Adjustment (or “COLA”) isn’t announced until October, we now have a little better idea of how much recipients can expect, and it’s a big number.

Who Pilots Your Plane?

“Attention passengers, please remain in your seats with your seat belts fastened, we are about to experience some heavy turbulence, thank you.” 

This always brings fear and anxiety to me when I am flying and I always worry when we first enter into turbulence. 

Dealing with Problems

Have you ever had a problem in life, and decided to push it off? For example, if you are having problems your plumbing, you might call a plumber. Or if you are having electrical issues, you might call an electrician. But at what point do you decide to take action and call a professional?

FOREcast! Caddying for the Future

Golf can be like investing, there are many ways to do it and trust me I have tried them all. 

Grocery Store

In our opinion, our clients' experiences with Huffman Mayer Paolo Wealth Management Group should feel like a trip to their favorite grocery store. Find a team that will work and walk alongside you the whole time.

Social Security

If you're 62 or older, you are eligible for Social Security. But if you're still working, should you start your benefits now? Well, that depends on your situation…

Working the Majority of Your Life

If you work 60–70 percent of your life, you should be able to enjoy retirement and live stress-free. After all, you earned it. But have you played for it properly?

It's All About Perspective

"Perspective is everything in life." It often times is when events happen, and perspective will lead to happiness or sadness for most people.

Using Cash

Have you ever thought of just spending cash on your daily items for a month? Maybe it's time to consider doing so, but not for the reasons you think…

Riding a Bike

One of my favorite client conversations is right before they retire. There tends to be a lot of excitement, but there's also the unknown. That same feeling reminds me of when I learned to ride a bike.