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!
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
Learning the Playbook
Our whitepapers are helpful guides, taking you through everything you need to know to fight retirement risk and use the latest strategies in your plan. Be sure to save and print these whitepapers so you can continue to refer to them as you make your way toward your long-term financial goals.
5 Things Everyone Should Know About Retirement Income
12 Retirement Risks Everyone
Should Prepare For
What You Should Know About Annuities
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!
What to do with inherited
Money
Why Estate Planning is
About More Than Money
4 Recent Innovations in Life
Insurance Policies
Want to ensure your financial future is secure?
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