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 | 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...
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Video: The Rules and Math Changes Once You Hit Retirement

by | 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...
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Case Study Video: How Social Security Taxation is Arrived At

by | 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...
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