Our library of resources and insights
At Summit Financial Partners, we believe in simplifying our lives so that we have the time to focus on what’s truly important. That’s why we’ve designed a free virtual library available to anyone who wants to learn more about investing, taxes, retirement and ultimately their legacy.
We encourage you to watch our videos below and take notes on what you have questions on. Thereafter, please schedule a meeting with us to discuss your questions using the button below. Happy learning!
Quick Educational Videos
Income And Retirement
Ryan describes to the viewers he Retirement My Way Process and how it will enable clients to create additional income streams in retirement so that they can continue to do the things that they love to do, with the people that they love to do them with.
“What is going to happen when the next 2008 crash hits?” Ryan explains why his clients are so concerned about market volatility, and how it could impact their retirement.
Alternative Sources Of Income
OOver Ryan’s career he has developed strategies to give his clients additional income streams in retirement.
Should I Retire In Massachusetts
Ryan talks about the pros and cons of retiring in Massachusetts. In Mass, there are some of the best hospitals and healthcare facilities in the world and that can be an amazing resource for anyone considering retirement.
Ryan has a message and shares a story for people who are getting ready to retire.
Work And Social Security
Ryan shares a story with the viewers about a friend, and how she ran into some trouble when she filed for Social Security.
Ryan briefly discuss the different types of annuities and how they can fit into your plan.
Ryan sits down with his longtime friend, and estate planning attorney Gerry Griffin to share a story of how he was able to protect his grandparent’s home with some of Gerry’s estate planning techniques.
Holistic Retirement Income Planning
Ryan sits down to discuss his firm’s unique planning process as well as the history of Summit Financial Partners.
Summit Financial Partners Q&A Videos
Don’t Be an Extremist
Ryan shares some stories about his experience with clients and how they can at times be extreme in their actions and thoughts.
Ryan discusses different scenarios that can present themselves to people as they approach retirement and in early retirement.
On this addition of Summit Financial Partners Question and Answer video, Ryan answers a few questions regarding our upcoming Apex Club Client Event in October.
What Makes Us Different
Ryan receives a question about what makes Summit financial partners different from some of the other firms in the industry.
Work / Life Balance
Ryan received a call from a client today that wanted to know how he avoids burn out with all the hours he puts in at the office.
Qual vs Non Qual
Ryan receives a question regarding qualified versus nonqualified accounts.
Planning with Parents
Ryan anwers a question asked by Eric, from Chicago, asks about planning with parent’s finances.
Avoiding Early Withdrawal Penalties
Charlotte, in Portland Oregon, asks about avoiding early withdrawal penalties on retirement accounts.
Ryan anwsers a question asked by Daryl, from Oklahoma City, about Veteran’s benefits in retirement.
Medicare vs Medicaid
Bev, in Virginia Beach, asks Ryan to explain the difference between Medicare and Medicaid?
SFP Retirement My Way Q+A, Life Expectancy?
Al and Debbie, from Montana, ask Ryan about life expectancy and how it impacts their retirement plan?
Long Term Care
Wendi, from North Carolina asks Ryan about the cost of long-term care insurance.
When to Retire?
Will, from Rhode Island, asks Ryan to give advice on how to know when she should retire.
The Right Advisor
Jen, from Southborough Ma, asks how to know if she is with the right advisor for her?
Do I Need to Worry About Taxes in Retirement?
Darren, in Naples Florida, asks Ryan if he needs to worry about taxes in retirement since he is single.
Do I Need an Estate Plan?
Kelly, in Michigan asks Ryan if she needs an estate plan since she is not a millionaire.
How much do I Need to Retire?
Emily from Kansas asks Ryan about a commercial she saw that stated that she needed $1M in order to retire comfortably.
Can I protect my Nest Egg while Working?
Sue and Mark from Chicago ask Ryan if they can protect their 401k’s while they are still working with their current employer.
Barry, from Florida asks Ryan why it seems like he is assigned a new financial professional every couple of years.
Market Risk during COVID-19?
Kelly from Sacramento asks Ryan to discuss the market volatility during the Covid-19 Pandemic.
Ask Ryan a question…
Let us help you reach your goals.
Success and excellence are not characteristics or traits; rather, they are a result of hard work, discipline and planning.
– RYAN, SFP PRESIDENT