Financial Videos

These short 1-3 minute videos provide valuable information regarding financial topics.

Red, Yellow and Green Money - What mix is right for me? (mp4)

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When should I take Social Security to receive the maximum benefit? (mp4)

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Do you know your risk tolerance? (mp4)

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How the Rule of 100 works for you. (mp4)

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Need a secure place to store documents, pictures, etc online? Generational Vault is for you! (mp4)

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Do you have a plan for future generations? (mp4)

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Will your retirement accounts provide enough income for all your retirement years? (mp4)

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It's not about how much you make, it's about how much you keep. (mp4)

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How much Risk is necessary? (mp4)

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Retirement is more than a pension and a gold watch. (mp4)

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Frequently Asked Questions

How much does it cost to have an appointment with Todd?

 There is no charge. Todd is paid by the companies he works with, so 100% of your money gets working for you. 

If I want an appointment with Todd do I have to drive to Mora to his office?

 We try to make an appointment as easy as possible for you. If you would prefer Todd to drive to you he will. He has met clients at their home, a restaurant or other neutral location. The advantage of meeting at his office in Mora is accessibility to paper work and personnel if needed.    

Do I have to attend a workshop?

 No. There are workshops offered periodically but they are strictly voluntary, with no obligation.