clips 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.

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.

Capital Gains

Post author:Matt Wiser
Post published:July 22, 2024
Post category:Investing Video

Ever noticed your mutual fund drop in value at year-end and wondered why? In this quick video, Matt Wiser breaks down the often-confusing world of capital gain distributions—what they are, how they work, and why your investment might dip temporarily before bouncing back. Learn how to spot these changes and what they mean for your portfolio.

Stocks vs. Bonds

Post author:Matt Wiser
Post published:June 11, 2024
Post category:Investing Video

Curious about how stocks and bonds work—and which might be right for your portfolio? In this quick video, Matt Wiser breaks down the key differences between owning a piece of a company (stocks) and lending money to one (bonds). Learn how each investment type fits into your financial strategy, and how to balance risk and reward based on your goals and time horizon.

Active vs. Passive

Post author:Matt Riesenweber
Post published:May 9, 2024
Post category:Financial Planning Investing Video

Is active investing better than passive—or vice versa? In this quick video, Matt Riesenweber breaks down the key differences between these two popular investment strategies. Learn how active management aims to outperform the market, while passive investing tracks indexes like the S&P 500. Discover when each approach makes sense and how Cornerstone blends both to help clients reach their financial goals.

Early Social Security

Post author:Matt Wiser
Post published:April 11, 2024
Post category:Financial Planning Retirement Social Security Video

Wondering when to start taking Social Security? In this episode of Cornerstone Clips, Matt breaks down the pros and cons of claiming benefits early versus delaying, using the age 78 break-even point as a key decision factor. Learn how longevity, investment returns, and part-time work can impact your strategy.