Retirement Planning

In this episode of Cornerstone Clips, Certified Financial Planner Tyler Scott walks you through the fundamentals of retirement planning—no matter where you are in life. Whether you're just starting to save, approaching retirement, or already enjoying it, Tyler explains how a personalized strategy, clear goals, and powerful tools like WealthVision can help you build a flexible, future-ready plan. From gathering your financial data to running “what-if” scenarios, this video shows how retirement planning is a process—not a one-time event.

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Income Planning

In this episode, Certified Financial Planner Tyler Scott breaks down the essentials of income planning—the art of recreating your paycheck in retirement. From identifying your essential vs. discretionary expenses to coordinating income from 401(k)s, Roth IRAs, Social Security, and pensions, Tyler explains how to build a flexible, tax-efficient plan that supports your lifestyle through market ups and downs.

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