Best Path Advisors is passionate about empowering our clients, and others like them, with the knowledge and resources to make smart, informed financial decisions to confidently live their biggest, boldest, best life. Below are a few of our recent videos. You can find more great content by clicking the button at the bottom of this page to go to our YouTube page.


Avoid These 3 Retirement Withdrawal Strategy Mistakes

If you want your retirement portfolio to last longer than you do, what mistakes should you avoid?

Maximize Your Social Security Benefits

What things should you consider when you're planning to maximize social security benefits as a household?

Social Security 2023

Social Security increase for 2023 and reasons you may have seen a bigger or smaller increase. IRMAA changes for 2023 and considerations to minimize your IRMAA costs.

Roth Conversions

How do you decide how much to convert to a Roth now versus later? Is it possible to convert too much?

Municipal Bond Taxation

Is all muni bond interest and gain tax-free? Listen to learn when you may pay tax on your muni bonds.

529 plans

If you end up with extra or unused funds in 529 plans, you now have one more options to make use of them. You can transfer them to a Roth IRA.


Past Videos