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While you wait for your event, why don’t you browse our library of videos and articles? Here are a few to get you started.

Managing Your Financial Future

What You MUST Know About the New Tax Bill – Episode 229

July 29, 2025

Before choosing a pension payout, learn what to consider—lump sum vs. monthly, spousal needs, and more—with Johnny Dean and Rick Plum, CFP®.

Managing Your Financial Future

5 Things You Didn’t Know About Your Taxes – Episode 227

July 15, 2025

Discover 5 surprising tax facts that could help you make better financial decisions—no tax code mastery required—with Johnny Dean and Rick Plum, CFP®.

Managing Your Financial Future

5 Things You Didn’t Know About Your 401(k) – Episode 226

July 8, 2025

Learn 5 surprising facts about Social Security that could impact your retirement income plan on this week’s Managing Your Financial Future podcast.