Educational Videos

From Tushaus Wealth Management

Decumulation v Accumulation 3:31

When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of saving, you’ll be spending; the trick is, how do you keep from running out of money? It’s a whole different time of life!

What Is a Fixed-Indexed Annuity 3:50

An annuity might help you convert your retirement savings into a monthly income that can last as long as you live. You can sometimes think of annuities as your own personal pension. But not all annuities are the same. Learn more about fixed indexed annuities.

How RMDs Work 4:08

Some people are surprised to find that they have less money saved for retirement than they thought due to RMDs (Required Minimum Distributions) which start at age 72. The money you have in retirement accounts like 401(k)s will be taxed as ordinary income when you withdraw it.

Webinars

From Tushaus Wealth Management

Listen to TWM webinar recordings here. These recordings are for informational purposes only, and are not to be construed as financial advice.

College Planning Webinars

Estate Planning & Charitable Giving Webinars

Charitable Giving

Chase Tushaus moderates the topic, “Charitable Planning 101.”

https://advicechaser.com/blog/webinar-recording-charitable-giving-101/

Estate Planning

Chase Tushaus moderates the discussion about the importance of beneficiary designations, and ten mistakes to avoid.

https://advicechaser.com/blog/webinar-recording-beneficiary-designations-top-ten-mistakes-to-avoid/

Business Webinars

Manufacturing

Chase Tushaus moderates simple ways to make your company and its processes more efficient.

https://advicechaser.com/blog/webinar-recording-simple-ways-to-make-your-company-more-efficient/

Business Entity Selection

Chase Tushaus moderates the discussion on the pros and cons of your company’s choice of organizing as an LLC, S-Corp, C-Corp, etc.

https://advicechaser.com/blog/webinar-recording-s-corporations/

Portfolio Strategies

Defined Outcome ETFs

Chase and Blair Tushaus moderate the discussion about defined outcome ETFs and how and why they are sometimes used as an investment strategy.

https://advicechaser.com/blog/webinar-recording-exchange-traded-funds-and-the-defined-outcome-etf/

Financial Industry Webinars

Blair Tushaus appears as a panel member at the Innovator Defined Outcome ETF Virtual Summit. The topic was, “How Fiduciaries are Incorporating Defined Outcome ETFs in Client Portfolios.”

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