RadiantVest

RadiantVest Financial services

Same $2 million... $5,000 a month or $11,700 a month?It depends entirely on how that $2M is built — and most people neve...
09/01/2026

Same $2 million... $5,000 a month or $11,700 a month?

It depends entirely on how that $2M is built — and most people never think about this decision before they retire.

In my new video, I break down what $500K, $1M, $1.5M, and $2M can actually pay you every month in dividend income. I also share a real story from one of my clients who split his $2 million into two very different buckets — one for income, one for growth — and how both have grown since.

Watch here: https://youtu.be/rKvVzGoVfGE

A $40K pension. Two Social Security checks. Looks like retirement is solved... but is it?My latest video breaks down a r...
08/25/2026

A $40K pension. Two Social Security checks. Looks like retirement is solved... but is it?

My latest video breaks down a real planning scenario — a pension starting at 64, two Social Security claims at different ages, and required distributions waiting down the road — and where the catch shows up that most people don't see coming.

Watch here: https://youtu.be/VtdGL8xrS4g

Think $2 million means you're set for retirement? 💭 Not so fast.In this week's video, I break down the real difference b...
08/18/2026

Think $2 million means you're set for retirement? 💭 Not so fast.

In this week's video, I break down the real difference between families whose money lasts and families whose money doesn't — and it's not the balance. Watch here: https://youtu.be/KpiIvfNQb54

If you're planning to retire before 65, this may be the most important number you haven't planned for.Most people assume...
08/12/2026

If you're planning to retire before 65, this may be the most important number you haven't planned for.

Most people assume Medicare kicks in when they stop working.

It doesn't. Medicare starts at 65 — not at retirement.

For a healthy couple retiring at 62 or 63, private insurance alone can run $1,500 to $2,500 per month before Medicare ever starts.

That's a two-year gap that can cost $36,000 to $60,000+ out of pocket — and most retirement plans I review don't account for it.

In this video I walk through:
• What healthcare actually costs in the years before Medicare
• Your coverage options during the gap (and what each one costs)
• How to plan for this window before it catches you off guard

If retirement is within the next 5–10 years, watch this before you set a date.

👉 https://youtu.be/mrGWWoEyZa8

Is your "safe" money quietly costing you? My latest video breaks down what $200K sitting in savings could be missing out...
08/11/2026

Is your "safe" money quietly costing you? My latest video breaks down what $200K sitting in savings could be missing out on over 15 years — plus five real examples of what clients did once they saw the number. Watch here: https://youtu.be/1Mj7uHZSf1A

She had less than $100K saved at 45 — and she was already doing the right things. ❓But something was quietly holding eve...
08/04/2026

She had less than $100K saved at 45 — and she was already doing the right things. ❓

But something was quietly holding everything back.

The moment it was gone, the whole picture changed.

This might be the most hopeful story I’ve shared yet. 👇

https://youtu.be/lIDI1efkSV0

07/30/2026

I dropped two videos over the last two weeks and they tell completely different stories.

Same age — 45. Same family structure. Very different financial pictures.

Last week: she has $900K saved, doing almost everything right, and still had one question that changed her whole strategy.

This week: he makes $150K, has $325K spread across four different accounts, and nobody has ever looked at them all together.

Two people. Same age. Two very different conversations.

She’s 45, Has $900K, and Still Has Questions — Here’s What We Found → https://youtu.be/2Q0CTT56guc

He’s 45, Makes $150K, and Has $325K Sitting in 4 Different Accounts — Here’s the Problem → https://youtu.be/4dN3_f1CAn8

$325,000 saved at 45.Makes $150K a year.Spouse at home with the kids.On paper? Looks fine.But nobody had ever pulled all...
07/28/2026

$325,000 saved at 45.

Makes $150K a year.

Spouse at home with the kids.

On paper? Looks fine.

But nobody had ever pulled all four accounts onto one page.

What happens when someone finally does — watch here 👇
https://youtu.be/4dN3_f1CAn8

She’s 45, has $900K saved, and is doing almost everything right. 💰So why did she still come to me with a question that c...
07/21/2026

She’s 45, has $900K saved, and is doing almost everything right. 💰

So why did she still come to me with a question that changed her whole strategy?

Because there’s a big difference between doing the right things — and actually having a plan.

In this video I walk through a real client case: the spousal Roth IRA decision we had to make, the Roth conversion window we’re watching for down the road, and what “doing it right” was still missing.

If you’re in your 40s or 50s and your accounts are growing, this one’s for you. 👇

https://youtu.be/2Q0CTT56guc

Should you hire a financial advisor?Honest answer — it depends. And in this week's video, I'll tell you exactly what it ...
07/14/2026

Should you hire a financial advisor?

Honest answer — it depends. And in this week's video, I'll tell you exactly what it depends on, including when you probably don't need one.

🎥 Watch here → https://youtu.be/rMDgQ3o_u6Q

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3030 N Rocky Point Drive West, Suite 700
Tampa, FL
33607

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