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Video Library

Each week Bell Wealth Management puts together a brief video that talks specifically about financial planning topics. The topics range from Vermont financial services basics, to financial industry nuisances that are more complex.


Ep. 30 - Retirement Account Tax-Efficiency

Ep. 28 - RMD Changes in 2020

Ep. 26 - Government Spending and You

Ep. 24 - Markets Going Up

Ep. 22 - Market Strategy

Ep. 20 - International Markets

Ep. 18 - Tax Season Reminders

Ep. 16 - Indicators

Ep. 14 - Energy Sector

Ep. 12 - Socially Responsible Investing

Ep. 10 - Investment Opportunities

Ep. 8 - Interest Rates

Ep. 6 - Social Security

Ep. 4 - College Savings Strategies

Ep. 2 - Personalized Financial Planning

Ep. 29 - "It's Different This Time"

Ep. 27 - Positives of a Recession

Ep. 25 - Planning Ahead for Retirement

Ep. 23 - Oil Prices Plummeting

Ep. 21 - Fed Cuts Interest Rates

Ep. 19 - Stock Options and Deferred Compensation

Ep. 17 - 2020 Outlook

Ep. 15 - The Next 10 Years

Ep. 13 - Future of Stock Market

Ep. 11 - Longevity

Ep. 9 - Market Crash?

Ep. 7 - Inverted Yield Curve

Ep. 5 - Market Volatility

Ep. 3 - Fee-Only Financial Planning

Ep. 1 - Why Do Stocks Move?

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