If you had told us years ago that our YouTube videos would be watched three million times, we probably would have laughed. That number still feels a little unreal. But what it really represents isn’t views—it’s people. People who took time out of their day to learn, to think ahead, and to make better decisions about retirement.
This video is simply our way of saying thank you.
How This All Started
When we first began making videos, there was no big strategy behind it. We weren’t trying to “build a channel” or chase views. We were just looking for a better way to help people—one that didn’t involve cold calls, pressure, or uncomfortable sales conversations.
Retirement planning is personal. It’s about your life, your spouse, your family, and your peace of mind. We believed people deserved clear explanations and honest education before ever being asked to make a decision.
So we started teaching—one small topic at a time.
What This Video Is Really About
In this milestone video, we take a moment to look back. We talk about how much the business has changed, how YouTube allowed us to help families all across the country, and why education has always mattered more to us than selling.
Even though this video is a celebration, we still do what we always try to do—help you learn something. We briefly walk through the seven key areas of retirement planning that guide every conversation we have:
- Social Security – Deciding when to claim and how to maximize your benefits
- Medicare – Understanding coverage, supplements, and drug plans
- Long-Term Care – Planning ahead so your family isn’t left scrambling
- IRAs & 401(k)s – Getting money out in the most tax-efficient way
- Income Planning – Turning savings into dependable income
- Estate Planning – Making sure your wishes are carried out
- Taxes – Looking at the big picture, not just this year’s return
These are the same topics many of you ask us about every day.
Why Teaching Matters So Much to Us
So many retirement decisions can’t be undone. Once you make them, you often live with them for the rest of your life. That’s why we’ve always believed your first step shouldn’t be a sales pitch—it should be understanding.
If you’ve ever felt more confident after watching one of our videos, then we’ve done what we set out to do.
From Us to You — Thank You
Some of you have watched a single video. Others have watched dozens—sometimes even more than we expected anyone would. Either way, we’re grateful. Your trust means everything in this business.
We’ll keep showing up, keep teaching, and keep trying to make retirement planning a little clearer and a lot less stressful.
Thank you for being part of this journey—and for helping us reach 3 million views.
