Videos and downloads

If your retirement hinges on daily market swings, your plan may need a shift. This message highlights moving from accumulation to income—creating a strategy designed to support your lifestyle, reduce stress, and bring more clarity to retirement.

A reflection on Die With Zero and the idea of using money with intention—not just saving. It encourages thoughtful planning, asking when to enjoy what you’ve built, and aligning your financial decisions with the life you want today.

Financial myths are everywhere — and some of the most common ones can lead to costly misunderstandings.

Wondering if you’re working longer than you actually need to? You’re not alone. In this video, we explore how retirement decisions go beyond just the numbers — balancing your finances, time, and personal priorities.

Learn how Muldoon, Borges & Beauregard helps structure retirement income plans designed to balance lifestyle needs, goals, taxes, and long-term security.

Have you ever switched jobs, moved to a new address, or changed banks—only to lose track of an old retirement account or investment? You’re not alone. Every year, billions of dollars sit unclaimed in forgotten 401(k)s, pensions and bank accounts.

Markets are up, but retirement planning needs more than optimism. Learn how to stress-test your plan and prepare for market volatility.

Discover how estate planning helps protect your assets, reduce taxes, and pass on your legacy with guidance from trusted financial advisor, Asta Muldoon.

Retirement is a fresh start. Let’s turn your financial success into a plan that reflects your values, lifestyle, and long-term goals.

One important concept we often discuss with clients is stock concentration.

Whether you're starting your journey or refining your long-term goals, this video highlights the importance of planning beyond today.