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?