Video Archives - Cornerstone Wealth Strategies

Preparing for Retirement Webinar

Post author:Joel Ockey
Post published:July 30, 2026
Post category:Financial Planning Investing Retirement Social Security Taxation Video

Planning for retirement starts long before your retirement date. In this webinar, retirement planning expert Joel Ockey reviews key considerations for individuals who are 5-7 years from retirement, including budgeting, retirement income sources, Social Security options, pension decisions, Medicare planning, and important retirement milestones. This recorded session provides an overview of the decisions and timelines that can help support a smoother transition into retirement.

Business Sale & Transition Planning Webinar

Post author:Beau Ruff
Post published:May 4, 2026
Post category:Business Owners/ Executives Legal Video

Planning for the sale or transition of a business takes more time—and more strategy—than most owners expect. In this educational webinar, Beau Ruff, J.D., LL.M., CFP® walks through the full lifecycle of a business sale, from preparing books and records to valuation, negotiation, due diligence, closing, and post‑closing considerations. This session highlights common pitfalls, key decision points, and the value of early coordination with professional advisors to help business owners protect value and avoid costly surprises.

Initial Steps After Suffering A Loss

Post author:CornerstoneWealthStrategies
Post published:February 19, 2026
Post category:Account Resources Estate Planning Family Financial Planning Insurance Legal Social Security Video

Losing a loved one is never easy, and even the most practical next steps can feel overwhelming in the midst of grief. Our “Initial Steps After a Loss” webinar was created to offer clarity, comfort, and guidance during an incredibly difficult time.

Basic Estate Planning Webinar

Post author:Beau Ruff
Post published:February 19, 2026
Post category:Estate Planning Family Legal Video

Estate planning doesn’t have to feel overwhelming. This introductory webinar walks you through the essential components of a well‑structured estate plan, including wills, powers of attorney, trusts, and beneficiary designations.

Basics of Social Security

Post author:Tyler Scott
Post published:February 5, 2026
Post category:Education Social Security Video

Understanding how Social Security works is a critical part of building your retirement plan. Our Basics of Social Security webinar presented by Tyler Scott provides a clear, accessible overview of how the system functions, what factors impact your benefits, and how to make smart claiming decisions that support your long‑term financial goals.

Smart College Planning

Post author:Chadwick Anderson
Post published:October 10, 2025
Post category:Education Video

Tyler Scott explains PNNL and retirement benefits. He covers Pensions, Social Security, 401(k), Medical, Income Planning, and Consulting. Pacific Northwest National Laboratory Retirement Guide.

Can I Retire Now? Monte Carlo says…

Post author:Tyler Scott
Post published:March 13, 2025
Post category:Asset Protection Financial Planning Retirement Video

Tyler Scott shares how we use our Monte Carlo scenario software to help people plan for retirement and future spending.

Pacific Northwest National Laboratory (PNNL) Guide to Retirement

Post author:Tyler Scott
Post published:January 16, 2025
Post category:Retirement Video

Tyler Scott explains PNNL and retirement benefits. He covers Pensions, Social Security, 401(k), Medical, Income Planning, and Consulting. Pacific Northwest National Laboratory Retirement Guide.

What is a QCD?

Post author:Matt Riesenweber
Post published:August 26, 2024
Post category:Charities Financial Planning Taxation Video

If you're over 70½ and taking required minimum distributions (RMDs), there's a smart way to give to charity and save on taxes. In this quick video, Matt Riesenweber breaks down how Qualified Charitable Distributions (QCDs) let you donate directly from your IRA—reducing your taxable income while still claiming the standard deduction. Learn how to make your generosity go further!

Market Volatility

Post author:Matt Riesenweber
Post published:July 30, 2024
Post category:Financial Planning Investing Video

Market swings can stir up emotions—but they don’t have to derail your financial future. In this episode, Matt Riesenweber explores how volatility creates opportunity, why it’s a normal part of investing, and how a solid financial plan can help you stay confident through the ups and downs. Learn how to ride out the bumps and keep your long-term goals on track.