Videos Blogposts

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 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 well as, can you...

Video: The Rules and Math Changes Once You Hit Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 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 post-retirement years...

Case Study Video: How Social Security Taxation is Arrived At

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 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 taxable. Charlie...

(Training Video): The Annuity/GLWB Conversation

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...

(Video) Roth IRA Conversions, RMDs, and Taxes in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | May 12, 2025 | IRAs and Qualified Money, News, Taxes, Videos | 0 Comments

A lot of tax nuggets in this 7 minute video. One thing Charlie did not mention is "Qualified Charitable...

Video: Sequence of Accounts To Withdraw From

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 6, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....

Why I Don’t Give a Crap About My Annuity “Fees”

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 17, 2024 | Annuities, Indexed Annuities, News, Videos | 0 Comments

Video Below Note: This is the annuity that Charlie bought for himself. This is focused on income where "fees" do not...

Video: The Truth About Volatility Control Indexes

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 16, 2024 | Annuities, Financial Professional Webinars, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos, Webinar Recordings | 0 Comments

Note: In the example, i was using today's participation rates and plugging them into the performance over the last...

Video: Do Some Carriers Play Games With Caps???

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 28, 2024 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/Rk-IbPRHbFM

Webinar Recording: One America, Efficient LTC Planning, Using a Client’s Assets for LTC Coverage

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 12, 2024 | Annuities, Hybrid LTC Products, Long-Term Care, News, Standalone-Traditional LTCI, Videos, Webinar Recordings, Whole Life | 0 Comments

https://youtu.be/W0pS6vralyU

Video: The Three Types of Long-Term Care (in 3 minutes)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 11, 2024 | Long-Term Care, News, Videos | 0 Comments

https://youtu.be/ZlQwDfaXbKE

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