Sentient Wealth Insights

Video library and market commentary

Educational Content

2:24

Planning for What's Next: Your Will, Simplified

An up-to-date will is one of the simplest ways to protect your loved ones and ensure your wishes are honored.

November 2025
Sentient Wealth Group
2:00

Unexpected Change? Let's Plan for What's Next

Life brings unexpected changes. Discover how proper financial planning can help you navigate transitions with confidence.

November 2025
Sentient Wealth Group
2:09

Why Portfolio Rebalancing Matters

Learn why regular portfolio rebalancing is essential for maintaining your target asset allocation and managing risk.

November 2025
Sentient Wealth Group
2:04

Where Should Extra Savings Go? | The 60/40 Strategy Explained

Wondering where to put extra savings? Learn about the classic 60/40 investment strategy and how it balances growth and stability.

October 2025
Sentient Wealth Group
4:03

Your IRA and Your Legacy

Understand how your IRA can play a crucial role in your estate planning and leaving a lasting legacy for your loved ones.

August 2025
Sentient Wealth Group
1:40

3 Advantages of a Family Trust

Discover the key benefits of establishing a family trust for estate planning, asset protection, and wealth transfer.

June 2025
Sentient Wealth Group
2:51

Leave a Lasting Legacy

Learn how to create a meaningful financial legacy that reflects your values and supports the people and causes you care about.

June 2025
Sentient Wealth Group
2:14

4 Reasons Your Retirement Plan Might Fall Short

Identify common retirement planning pitfalls and learn how to address them before they impact your financial future.

May 2025
Sentient Wealth Group
2:08

3 Reasons to Delay Taking Your Social Security Payments

Understand the financial benefits of delaying Social Security and how it can increase your lifetime benefits.

April 2025
Sentient Wealth Group
2:42

3 Reasons to Draw Social Security Before Your Retirement Age

Explore scenarios where claiming Social Security benefits early might make sense for your financial situation.

April 2025
Sentient Wealth Group
2:34

Everyone Needs a Financial Plan

Discover why having a comprehensive financial plan is essential for achieving your life goals and financial security.

December 2024
Sentient Wealth Group
2:20

TRA Pension

Learn about the Teacher Retirement Association pension system and how to maximize your retirement benefits as an educator.

December 2024
Sentient Wealth Group
2:21

Your 401(k) is Not a Retirement Plan

Understand why a 401(k) alone isn't enough and what additional steps you need to take for a secure retirement.

December 2024
Sentient Wealth Group
1:54

Can You Retire in Your 50's?

Explore the financial considerations and strategies for early retirement in your 50s.

December 2024
Sentient Wealth Group
1:40

Welcome: Sentient Wealth Group

Get to know Sentient Wealth Group and our approach to helping you achieve financial independence and clarity.

December 2024
Sentient Wealth Group

Semi-Annual Updates

11:08

2026 Annual Investment Update

Join Josh Decker, CFP® as he covers the key financial and market trends for 2026, including the new Fed Chair, stock market outlook, income tax changes, and estate planning basics.

January 2026
Josh Decker, CFP®
7:49

2025 Mid-Year Investment Outlook

Our comprehensive mid-year market analysis covering economic trends, investment opportunities, and portfolio positioning for the second half of 2025.

August 2025
Sentient Wealth Group
2:23

Market Volatility Message

Understanding market volatility and why staying the course with your long-term investment strategy is crucial during uncertain times.

April 2025
Sentient Wealth Group

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Let's Plan for What's Next—Together

Your financial journey deserves more than one-size-fits-all advice. If you're preparing for a life transition, we're here to guide you with clarity and care.

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