Bob Bennie Wealth Management

09/01/2026

What happens when wealth is passed from the first generation to the second—and why does it so often disappear by the third? In this video, we explore the challenges of maintaining generational wealth and what it takes to build a financial legacy that can truly last.

Visit us at www.bobbennie.com

What happens when wealth is passed from the first generation to the...

08/25/2026

HSAs are often overlooked—or misunderstood—as just another way to pay for healthcare. But what if you could use an HSA as a highly advantageous part of your overall financial strategy? They may not be a magic wand, but let’s uncover some of the benefits of an HSA if you qualify.

Visit us at www.bobbennie.com

HSAs are often overlooked—or misunderstood—as just another way to p...

08/18/2026

Curious what “normal” actually looks like for stocks in midterm election years? This short 3-minute clip breaks down the historical patterns so you can separate the noise from the data.

This is a clip from our July 28 webinar, Politics, Fear, and Electi...

08/11/2026

It's so fun getting to celebrate Milestones with our clients whom we consider friends! We host this event every quarter and hope we get to celebrate YOU next time.

08/04/2026

In this video, we dive into the best and worst times to take Social Security! We'll explore the factors you need to consider, the potential benefits of delaying it, and the risks of taking it too early.

Visit us at www.bobbennie.com

In this video, we dive into the best and worst times to take Social...

07/28/2026

Trump Accounts are one of the newest financial topics people are talking about—but what are they? In this video, we break down how they work, who they're for, and what you should know before opening one.

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Trump Accounts are one of the newest financial topics people are ta...

07/23/2026

In a viral clip from The Ramsey Show, Dave stated that retirees should be able to safely sustain an 8% annual withdrawal from their retirement nest egg. This sparked widespread discussion on YouTube and social media about what a realistic expectation should be for retirement income and investment returns.

In a viral clip from The Ramsey Show, Dave stated that retirees sho...

07/14/2026

One of the biggest fears we hear from people is, "I'm afraid I'll never have enough money to retire."

A lot of people assume they need at least $1 million saved before they can retire. More often than not, that isn't true. In this video, we'll explain what really determines how much you need and help you understand whether you're on track for retirement.

One of the biggest fears we hear from people is, "I'm afraid I'll n...

07/07/2026

A financial windfall can be life-changing—but one wrong move can have lasting consequences. In this video, we cover the most common mistakes people make after receiving an inheritance, settlement, business sale, or other unexpected sum of money, and the practical steps you can take to protect your future. Watch before making any major financial decisions!

A financial windfall can be life-changing—but one wrong move can ha...

07/04/2026

Isn't it amazing to call America our home? God bless the USA!

Independence isn't merely a day on the calendar; it's part of daily life in the United States.

How are you spending this Fourth of July? Joining in the celebrations with loved ones? Relaxing under the sun and grilling? Share your plans below!

From my family to yours, wishing you a wonderful Independence Day!