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Whiteboard Videos

See all of our whiteboard videos on our Barton Spector Wealth Strategies YouTube page:

 

 

 

Or access individual videos via the following links:

What is Your Money Purpose?

Do You Have to Take Your Required Minimum Distribution?

What’s the Difference Between a Will and a Trust?

What to Look for in Long-Term Care

What can You Do with an Inherited IRA?

How Can You Take Care of Your Spouse?

5 Important Medicare Facts for Pre-Retirees

Impact of Inflation in Retirement

When does a Roth Conversion Make Sense?

Reverse Mortgage – Is it Right for You?

What is a 1035 Exchange?

How Dollar Cost Averaging Can Help You Make Smart Investments

Understanding Your Credit Score

Do You Need a Durable Power of Attorney?

Why You Need a Living Will

What are Required Minimum Distributions and How are They Determined?

How to Strategize Your Social Security Benefits

How are Your Social Security Benefits Calculated?

The financial consultants at Barton Spector Wealth Strategies are registered representatives with, and securities are offered through LPL Financial. Member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.  Stratos Wealth Partners, Ltd. and Barton Spector Wealth Strategies are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this website may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, IA, ID, IL, KY, MA, ME, MI, MT, NC, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI.

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