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Video Resources
5-10 Minute Videos:
MoneyTrax has professionally produced ten 5-10 minute videos which convey important financial concepts that clients need to know, like retirement planning, mortgage strategies, Qualified Plan tradeoffs, and the power of asset access.
To view all of the videos click on “Playlist” in the upper right hand side of the below video player.
1-2 Minute Videos:
MoneyTrax has professionally produced over 80 1-2 minute video vignettes that deliver a client facing standalone financial concept.
The playlist is broken up by the following 5 categories: Personal Economic Model®, Circle of Wealth®, Golf & Your Money, Wealth & Wisdom, and College Funding
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