Resources

Educational Resources

The Game of Financial Planning

While we're always here to offer assistance, guidance, and coaching, it can be empowering to call the shots with the ball in your own hands. That's why we built our resource library to enhance your financial literacy and provide you with a trusted source of news, tips and tricks, View our entire library for quick-hitting videos, timely blogposts, helpful whitepapers and more!

The McMillon Playbook

One key to success is simply knowing it's possible and isn't just about finance. That's why during The McMillon Playbook, we sit down with professionals, athletes, investors, and more to impact a persons life and inspire someone on their own journey. In these short interviews, our guests give you insight into the financial journey, as well as how you can reclaim control of your future. Watch every episode of The McMillon Playbook below!

Watch The McMillon Playbook

Film Study

Learning about money can be a visual game. That's why we use short videos to break down basic financial concepts, strategies we implement, retirement legislation, and more. We welcome you to revisit these videos as many times as you need, as they can help you gain confidence in your financial plan and make more informed decisions.

Watch each of our videos below!

Decumulation Versus

Accumulation

How Required Minimum Distributions

(RMDs) Work

What Is an FIA (Fixed indexed

Annuity)?

Portfolio Diversification to

Withstand Market Volatility

What You Need to Know About Social Security

What Is Medicare?

Traditional Versus Roth IRA Accounts

Pre and Postgame Reports

From analysis of past events to breakdowns of strategies we employ for our clients, to assessments of the financial landscape, our blog is your one-stop-shop for the latest in the world of money. It also gives us a better chance to dive deeper into those crucial pieces of information you need for your retirement. Be sure to bookmark this page so you can keep up with our latest posts!