Video Resources

To help you prepare for and enjoy your retirement years.

Checking Your 401K - How Often is Too Often?

August 21, 2023

What is a Target-Fund Date and Why Should I Care?

What Happened to my Old 401K?

Traditional vs Roth IRAs

Your 401K Plan Provisions Document

Understand Your SPD Document

Understanding 404a-5 Plan & Investment Notice Fees

February 28, 2023

The SECURE Act 2.0

January 24, 2023

Year-End Planning

December 13, 2022

New 401k Contribution Limits

November 16, 2022

The Importance of Rebalancing

October 26, 2022

The Importance of Reviewing Beneficiary Designations

September 26, 2022

Master Your Retirement
With These Essential Resources

A middle aged couple, smiling and getting ready to plan for retirement. Bayntree wealth advisors in Scottsdale, Arizona, financial advising and retirement planning in the Phoenix area

How Prepared Are You for Retirement?

Take a 1-minute assessment to get a high-level snapshot of where you stand and what may need attention.

See Where You Stand

A middle aged couple, happy and smiling while planning for retirement with Bayntree Wealth Advisors in Scottsdale, Arizona. Financial advising and investment management.

Prefer to Start with a Checklist?

A more detailed guide to help you evaluate your retirement plan across income, taxes, healthcare, and key decisions.

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