Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
949-474-6842
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Educational Videos

We prepared some short videos that discuss a variety of financial topics that might be of interest to you. We hope these are useful in answering any questions you may have, and we’re here to help if you need additional information. Please feel free to call or email us, we’d love to hear from you!

 

Financial Planner's Role:

We’re discussing a financial planner’s role, and how that fits in with our holistic approach to your financial planning.

 

Roth vs. Traditional IRAs:

Differences between Roth vs. traditional IRAs, and how we can help you choose what’s best for your situation.

 

Pyramid of Financial Success:

Are you on track for a person of your age? The pyramid of financial success is a great tool to help you navigate your financial success.

 

Women and Investing:

Let’s dispel the myth that women want nothing do with investing and finance! We are here to help women take control of their finances and be involved in financial decision making.

 

Financial Technology:

In today’s changing marketplace, technology is becoming more and more important when it comes to your financial planning. We are making sure to use available technology to help serve you more efficiently.

 

Required Minimum Distributions:

Let’s talk about what a required minimum distribution is, and how we can help you coordinate how to best use your required minimum distributions.

 

In today’s rapidly-changing economy, it is important to understand Lincoln’s investment philosophy as explained in detail by our Chief Investment Strategist, Tim Johnson. Please take a moment to watch this video, featuring Tim’s perspective on Inversion, as part of an insightful and educational video series on The Principles of Sound Investing.

Our first video features Tim’s perspective on Inversion. Please take a moment to watch the video and look for additional segments in the coming months.