Wells Financial Group, LLC

06/17/2026

When it comes to investing, what you invest in matters—but where you place those investments can be just as important.

In this episode of Wells Workshop, we explore asset placement—the strategy of matching investments with the right types of accounts to help improve tax efficiency and potentially keep more of what you earn over time.

In this video, you’ll learn:

• What asset placement is and how it differs from asset allocation
• Why taxes play a critical role in investment outcomes
• How different account types (taxable, tax‑deferred, tax‑free) are treated
• Examples of how placing investments thoughtfully may improve efficiency
• Common asset placement mistakes to avoid
• Why coordination between investments and tax planning matters

At Wells Financial Group, our mission is to educate, inform, and inspire, guided by our philosophy that everyone can behave their way to wealth.

If you found this video helpful, please give it a like!

Subscribe to the channel and turn on notifications so you don’t miss future Wells Workshop episodes.

Watch here: 👉

When it comes to investing, what you invest in matters—but where yo...

06/17/2026

In the latest : The IPO market is gaining momentum, creating exciting opportunities as companies go public and innovation opens new paths for investors. Read the full report here: https://www.wellsadvisor.com/market-update

06/16/2026

Looking for practical financial guidance without the noise?
The Wells Workshop on YouTube delivers clear, actionable insights to help you stay focused and moving forward.
▶️ Watch, like, and subscribe!
👉https://www.youtube.com/

06/14/2026

Today we celebrate the American flag, a symbol of unity, resilience, and national pride.

06/11/2026

Could an HSA be more powerful than you think?

Health Savings Accounts (HSAs) are often viewed as just a way to pay medical bills—but with the right strategy, they can also play a meaningful role in long‑term retirement planning.

In this latest Wells Workshop episode, we break down how HSAs work, why they’re worth understanding, and how they can fit into a broader financial picture when used intentionally.

In this video, you’ll learn:

☑️How HSAs work and who can use them
☑️ Why HSAs offer unique tax advantages
☑️How HSAs can be used beyond short‑term medical expenses
☑️Ways HSAs may complement retirement income planning
☑️Why intentional planning makes all the difference

All centered around the belief that everyone can behave their way to wealth.

▶️ Watch the video here: https://www.youtube.com/watch?v=5PWpN284W0I&t=9s

👍 Like the video
🔔 Subscribe to stay up to date on future Wells Workshop episodes

Health Savings Accounts (HSAs) are often viewed only as a way to pa...

06/08/2026

Alzheimer’s may change memory, but it doesn’t erase identity. Every person deserves to be seen beyond the diagnosis.

06/06/2026

On June 6, 1944, more than 150,000 Allied troops stormed the beaches of Normandy in one of history’s most defining moments.

Eighty‑two years later, we pause to remember their bravery and honor the lives forever changed by their sacrifice.

Their legacy lives on in our freedoms, our families, and the communities we’re privileged to serve. Today, we remember—with gratitude and respect.

06/05/2026

Midyear is a smart time to review your retirement plan contributions. This article explains why employer plans are critical, how deadlines work, and how small adjustments now can help you reach your annual savings goals.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/04/2026

Medicare costs can rise unexpectedly—and for many retirees, IRMAA is the reason why.

In this episode of Wells Workshop, we break down the Medicare “tripwire” known as Income‑Related Monthly Adjustment Amount (IRMAA) and explain how higher income can lead to higher Medicare premiums if you’re not prepared.

In this video, you’ll learn:

☑️ What IRMAA is and how it impacts Medicare premiums
☑️ How income thresholds can trigger higher costs
☑️ Which types of income count toward IRMAA
☑️ Why IRMAA often surprises retirees
☑️ Planning considerations that may help reduce or avoid IRMAA over time
☑️ Why proactive income and tax planning can make a meaningful difference

At Wells Financial Group, our mission is to educate, inform, and inspire—guided by the belief that everyone can behave their way to wealth.

Have a question you’d like answered in a future Wells Workshop episode? Send it our way—we’d love to hear from you.

▶️ Watch the video here: https://www.youtube.com/watch?v=8IWoQOtU5MA&t=6s

👍 Like the video
🔔 Subscribe and turn on notifications so you don’t miss future episodes

Medicare costs can increase unexpectedly—and for many retirees, IRMAA is the reason why.In this episode of Wells Workshop, we break down the Medicare “tripwi...

06/03/2026

In the latest : Valuations look high, but context matters, solid earnings and fundamentals support today’s levels and suggest the bull market may continue. Read the full report here: https://www.wellsadvisor.com/market-update