Retirement Planning 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.

What are RMDs?

Post author:Katie Mulhausen
Post published:November 27, 2023
Post category:Charities Financial Planning Gifting Video

If you're approaching retirement, understanding Required Minimum Distributions (RMDs) is essential. In this quick video, Katie Mulhausen explains when and why the IRS requires you to start withdrawing from your retirement accounts, how RMDs are calculated, and what your options are—including how to reduce your tax burden with Qualified Charitable Distributions (QCDs). Get clarity on a key part of retirement planning!

Retirement Planning

Post author:Tyler Scott
Post published:July 7, 2023
Post category:Financial Planning Retirement Video

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.