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Video Library

At Benchmark, we take education seriously and created a series of videos that are intended to give you an overview of some of the core principles involved in financial planning.

These videos are for educational purposes only and are not a substitute for advice. Please view our disclosures for additional information. If you have any questions about the content, please don’t hesitate to contact us.


What Is A Fiduciary

Learn the most important question to ask if you are interviewing financial advisors!

Independent Advisors versus Financial Institutions

Understand the advantages of working with an Independent Advisory Firm

Asset Allocation and Bond Ladders

This video introduces a sample asset allocation and explains how to use Bond Ladders

IRA’s, Roth IRA’s, Rollovers, and Conversions

This video discusses the differences between various retirement accounts and the tax consequences of each.

Sequence Risk

The most frequently overlooked risk that you face when retiring.

Revocable Trusts

This video provides an overview of the pro’s and con’s related to the use of trusts

Long-Term Care Insurance

Understand how the cost of Long-Term Care Insurance is influence by your age, sex, desired payout, etc.

Tax Efficient Gifts

There are many ways to give, the way you do it can save you taxes!

Mutual Funds

Learn the difference in performance and fees of indexed mutual funds.

Structured Investments

An investment which enjoys the upside in the stock market without all of the downside exposure

Social Security

An overview of your choices, the timing of your decision, and the longer term solvency of the system

Medicare

We all pay a different premium and it changes based on your retirement income