Video Library
Join KJ as she shares her thoughts, information, and resources around all things related to
Investing and Retirement.
Investing and Retirement.
Washington Teachers Retirement System (TRS)
Out of the three Washington State Teachers' Retirement Plans, the TRS Plan 3 is the most complex. Listen in as KJ helps teachers understand the two different parts of these plans, the contribution rate, and how to calculate your pension benefit. For more on Washington State TRS plans, click Watch More below.
How Financial Advisors Get PaidIf you're entrusting your hard-earned money with a financial advisor, it may be wise to know how they're being compensated. KJ reviews two ways advisors get paid and the typical range you should pay for these services.
Investing By The Size of a CompanyMost people are familiar with the terms Large-Cap, Mid-Cap, and Small-Cap, but you may not know what they actually mean or why they matter. Listen as KJ provides examples and breaks down the differences between them.
3 Roth Conversion ConsiderationsUnderstanding the ins-and-outs of Roth conversions is difficult and time-consuming. KJ shares three important factors every person should consider before converting your funds to a Roth IRA.
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5 Common Investing StylesWhat type of investor are you and what is your go-to style? In this video, KJ walks you through 5 of the most common investing styles and how they differ.
Calculate Your Rate of ReturnIf you wonder about your true rate of return (ROR), here's what you need to get started: beginning balance, ending balance, contributions, and withdrawals. Now watch as KJ walks you through the calculation for your true ROR.
3 Pros of Roth ConversionsIn this video, KJ takes time to explains how you can lower your future tax bill, withdrawal funds when you need them, and save money for a rainy day when doing a Roth IRA Conversion.
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