Video library

How Many Social Security Myths Do You Believe In?

Social Security is one of the most valuable retirement benefits most Americans will ever receive, yet it's also one of the most misunderstood. Small misconceptions about how the system works can le…

The Hidden Cost of “Waiting Until It Bounces Back”

What if the biggest threat to your retirement portfolio isn’t the market, but your own behavior? Even with the right investments, the right mix of stocks and bonds, and a thoughtful long-term plan,…

How $1 Could Raise Your Medicare Premiums by Thousands

What if earning just one extra dollar could increase your Medicare premiums by thousands per year? That’s exactly what happens to many retirees who unknowingly trigger IRMAA, the Income-Related Mon…

Moved to Florida? You Could Still Owe State Taxes

You moved to Florida for lower taxes, sunshine, and retirement freedom… but many retirees still end up paying unnecessary taxes because of hidden residency and income mistakes. In this video, Hunte…

The $250,000 Retirement Tax Mistake Most People Miss

What if one overlooked tax mistake could cost you hundreds of thousands of dollars in retirement? In this video, Hunter Brockway, founder of Boker Retirement Strategies, explains why many professio…

Roth Conversion Mistakes That Could Cost You Thousands

The Social Security Tax Bomb: How Claiming Age Can Raise Your Taxes and Medicare Costs

The $90K RMD Shock (And How to Avoid It)

How to Help Boost Retirement Income Without More Risk

Stop Making These ETF Investing Mistakes

New Tax Law Makes QCDs More Powerful Than Ever (Lower MAGI & Keep Deductions)

The $100,000 Mistake Almost Everyone Makes With Social Security

Why Your 2026 Social Security Raise Could Be Gone Before You See It

The 10-Year Clock: How New IRA Rules Changed Inheritance Forever

Backdoor Roth IRA: 2 Mistakes That Can Trigger Surprise Taxes

Protecting Your Retirement from Bad Market Timing

Medicare Advantage vs Medigap for Snowbirds

The Triple-Tax Break Account Most Retirees Overlook (HSA Strategy for 2025)

Are RMDs Wrecking Your Tax Plan? An Overlooked Strategy to Help

2 Tax-Smart Ways to Give in Retirement (Without Increasing Your Tax Bill)

How to Protect Your Retirement from Long-Term Care Costs

The Digital Legacy No One Talks About

Inherited IRA Rules Explained – Avoid These Costly Tax Mistakes

Will Social Security Run Out? What the Future Means for Your Retirement

The Roth IRA 5-Year Rule Explained (Don’t Get Burned!)

Roth 401k Explained: Smart Tax Move or Overhyped?

What Questions Should You Ask Before Choosing a Retirement Community?

Does a Windfall Mean You Can Afford Luxury?

Are You Spending Money the Wrong Way?

The IRS Is Coming for YOUR IRA at 73. Here’s How to Fight Back

Are U.S. Treasuries Really Risk-Free?

Is Your Retirement Plan Missing Something Critical?

How Can You Protect Your Retirement From the Next Big Market Crash?

Long-Term Care Planning: When Do You REALLY Need It?

Should Retirees Buy Gold? What to Know Before You Invest

Could Your Trust Actually Cost Your Heirs More in Taxes?

New IRS Rule: What Small Business Owners Need to Know

Why We Find 5 Problems When You Come With 1 Question

Is Your Retirement Financial Plan Setting You Up for Freedom—or Future Regret?

Buffered ETFs: Smart Protection or Limiting Your Upside?

Shadow Taxes Exposed: Help Protect Your Retirement from the 3.8 % NIIT Trap

5 Questions That Reveal If You Need a Financial Advisor

Should You Take a Pension Lump Sum? A Financial Advisor's Perspective

Retired? Avoid Unexpected Medicare IRMAA Penalties

What They Don’t Tell You About Roth Conversions (And What You Must Do)

Understanding the Monte Carlo Calculator in Retirement Planning

Do NOT Make These 8 Investment Mistakes

Will My Beneficiaries Get Taxed on Their Inheritance?

5 Essential Steps for Inheriting a Non-Spouse IRA: Avoid Costly IRS Mistakes

How to Prevent Roth IRA Taxes and Penalties

Avoiding Financial Advisor Pitfalls: 6 Critical Red Flags

Top 5 Financial Mistakes to Avoid During Divorce to Save on Taxes & Protect Your Retirement

Use Your Tax Refund to Find an IRA

What Dates You Need to Know for Taxes in 2025

Can Sue Afford to Retire with $800,000 Saved? Let’s Find Out!

Tax Smart Retirement Withdrawal Strategies to Avoid Taxes in Retirement

Estate Planning Basics - Help Protect Your Legacy and Loved Ones

FINANCIAL ADVISOR Explains: Business Retirement Plans (401k, Solo 401k, Simple IRA, SEP IRA) 2025

Avoid IRS Penalties: How to Make Quarterly Estimated Tax Payments

The Ultimate Guide to Retiring Early: Avoid Financial Pitfalls and Maximize Your Retirement

How to Minimize Taxes on Your Portfolio

Top 7 Downsides of Retirement & How to Avoid Them for a Stress-Free Retirement

How to Plan a Happy and Stress-Free Retirement

5 Retirement Rules of Thumb You Should Avoid

How to Help Maximize Your Investment Returns: Insights from Morningstar

Top Retirement Strategies for Construction Company Owners - Maximize Savings and Minimize Taxes

Protect Your Legacy with Roth Conversions

Top 4 Retirement Mistakes to Avoid for a Stress-Free Retirement

Your Essential Retirement Checklist: Simplify Your Path to a Stress-Free Retirement

Election Years and Market Trends: What to Expect

Should You Buy Real Estate inside Your IRA?

Navigating the TCJA Sunset: What You Need to Know for Tax Planning in 2025

How Running an S Corporation Impacts Your Retirement and Social Security

Top 5 Medicare Mistakes to Avoid in Retirement Planning

Retirement Income Planning Made Easy: Stress-free Tips

How to Choose the Right Financial Advisor for Your Needs

The Reality of Buying Gold for Your Retirement Portfolio

Safeguard Your Legacy And Beneficiaries With Estate Planning

Beware of the Latest Venmo Scam: Stay Safe with These Tips

How to Master the Backdoor Roth IRA

Top 7 Regrets of Retirees and How to Avoid Them for a Stress-Free Retirement

How to Protect Your Inheritance: Must-know Tips And IRS Regulations For Retirement Accounts

Becoming A Retirement Pro: Understanding Active Vs. Passive Investing Strategies

How Much Money Do You Really Need to Retire? Comprehensive Guide to Retirement Planning

Is A Reverse Mortgage The Key To An Enjoyable Retirement?

Invest In Your Health Now For A Happy, Stress-free Retirement!

Why Should I Use a Health Savings Account (HSA)?

How To Get The Most Out Of Your Social Security Benefits

Is Real Estate Income A Smart Retirement Investment?

Don't Make These 12 Common Retirement Planning Mistakes!

Avoid These Top 10 Rmd Mistakes For A Stress-free Retirement!

Boost Your Tax Savings: How Hiring Your Child Can Help You Maximize Returns

How to Build A Balanced Retirement Portfolio

Is Your Mind Right For Retirement?

Is The Roth Conversion Right For You?

Unlock Your Potential For Massive Returns With Early Investing!

Are you Smarter than AI? ChatGPT VS Financial Advisor

Could Your Money Run Out Before You Do?

Boost Your Social Security Benefits: Expert Strategies And Tips

Ready for Retirement? Unveiling Essential Tax & Milestones by Age!

Is Buying a G-Wagon at 50% Off a Smart Tax Move Or Costly Mistake?

THIS is the Smartest Thing to do with your Tax Refund!

Beware! Avoid A Hefty Tax Bite On an Inherited IRA

Meet Hunter Brockway, Founder Of Boca Retirement Strategies

How to Turn Charitable Giving into a Huge Tax Break

Boca Retirement Strategies' Practical Financial Planning Approach

Are Hidden Investment Costs Silently Destroying Your Retirement?

Is Converting To Roth Worth It?

Top 10 Tax Myths EXPOSED: Don't Fall for These Common Misconceptions!

10 Social Security Facts To Help You Maximize Your Benefits

How To Make Sense Of Medicare's IRMAA Brackets

8 Ways To Enhance Your Investment Returns!

Retirement Strategies for Small Business Owners: Make Your Money Work For You!