Retiree and Pre-Retiree Articles and Videos

Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to consumers!!! Subscribe at the bottom of this page and enjoy.

Note: To access the financial professional articles, whitepapers, webinar replays, and videos, you must be a CG Financial Group agent and register for the agent portal HERE.

Video: “Can I Contribute to a Traditional IRA or Roth?”

by Charlie Gipple, CFP®, CLU®, ChFC® | October 23, 2025 | Consumer Content, IRAs and Qualified Money, News, Retirement (Consumer), Videos | 0 Comments

In this video, Charlie talks about the rules around contributing to traditional IRAs and Roths. As...

Video: The Rules and Math Changes Once You Hit Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | October 16, 2025 | Annuities, Annuities (Consumer), Consumer Content, News, Retirement (Consumer), Videos | 0 Comments

Here Charlie discusses why it is so much easier in your pre-retirement years than it is your...

Case Study Video: How Social Security Taxation is Arrived At

by Charlie Gipple, CFP®, CLU®, ChFC® | October 16, 2025 | Case Studies, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

This video discusses how one's income actually affects the amount of Social Security that is...

IRA Beneficiary Distribution Guide and Cheat Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers

To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.

My Horrible Experience with a “Personal Banker”

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2024 | Annuities (Consumer), Consumer Content, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer)

A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a trustee of the revocable trust for that...

Webinar Recording: Social Security Ideas, How to Finance Long-Term Care, and Estate Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2024 | Annuities (Consumer), Consumer Content, Consumer Events, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer)

Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU

Video: A Couple of Social Security Tips

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos

In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to participate in the "Cost Of Living...

Probate: What is it and How to Avoid it When a Loved One Dies

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 23, 2023 | Consumer Content, Estate Planning (Consumer)

Over the years, I witnessed a few families that experienced a loved one’s death and had to go through the “probate” process. A couple of decades ago I...

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