It’s Your Money
It’s Your Money!” provides a clear, unbiased roadmap for navigating your finances during retirement.
Your trust is our priority. Every 90-minute session is designed to be educational, not a sales pitch. Speakers never receive participant contact information.
Your Money, Your Future (Tax Update)
Week 1: An essential introduction to the “business of money” and the power of financial literacy. This session covers fundamental tax principles, recent regulatory updates, and key economic insights to help you navigate a shifting financial landscape.
Video Webinar By Peter Kote & Don Vivrette
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- A.I. Is Making Scams Hard to Spot
- Two Words - Financial Planning
- Fee-Only and Fiduciary - Two Non-Negotiables When Hiring a Financial Advisor
- Balancing Time, Health and Wealth
- Breaking down the “One Big Beautiful Bill Act”
- US adults are the second wealthiest in the world on average but who is first ?
- 4 mistakes couples make when discussing money
- Living Legends
- 80% of older workers financially illiterate - Survey
Smart Financial Planning I
Week 2: Establish the pillars of a secure retirement. We’ll help you define your current goals, manage cash flow, and ensure your daily spending aligns with your long-term peace of mind.
Video Webinar By Peter Kote, Don Vivrette & Kirk Ito
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Vanguard Survey Investigates Women's Financial Confidence, Relationships With Advisors
- Survey Finds Many Americans Don’t Know Their Own Net Worth
- Planning for the Second Half of Retirement
- Most Americans Are At Risk Of Outliving Their Retirement Savings
- Most 401(k) Savers Reach Retirement With No Plan For Turning Their Nest Egg Into Income
- Make Your Money Last—for Life
- Here’s the Minimum Net Worth To Be Considered Upper Class as a Retiree
- Fee-Only and Fiduciary - Two Non-Negotiables When Hiring a Financial Advisor
- Father of 4% Rule Shares 8 Steps to Finding the Right Retirement Spending Rate
- Are You a Rich Baby Boomer or Just Average
- 5 Money Lessons From Readers in the Trenches of Elder-Parent Care
Medical Care Planning
Week 3: A candid look at the costs of aging. This session covers Medicare, long-term care options, and health insurance. We provide a frank discussion on navigating the medical industry to ensure you receive the care you deserve.
Video Webinar By Peter Kote, Don Vivrette & Tara Ackley
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Medi-Cal 2026
- By September, Nearly a Third of Americans Will Live in States With Legal Aid in Dying
- I'm Ending My Life Today. Here's What I Want You To Know Before I Go
- Pre-Retirees Are Concerned About Long-Term Care, But Paying The Bills Is Not The Main Issue
- Should You Be Able to Ask a Doctor to Help You Die
- How to Be Old
- 5 Money Lessons From Readers in the Trenches of Elder-Parent Care
- How Much Will Healthcare Cost in Retirement
- merican Families Move to Mexico for Affordable Elder Care
- Our Hospice System Subverts the Very Point of Hospice Care
- Five People in Their 60s, 70s, and 80s Share How They Plan to Age at Home
- Caregivers Juggle Meds, Meals, Money, and So Much More. Here’s How They Stay Organized
- 5 Conversations to Have With Your Aging Parents
- Five Americans on Going Broke Paying for Their Health Care
- Lawrence Summers - This Law Made Me Ashamed of My Country
- Planning for Aging and Chronic Illness
- Retirees, Get Ready to Need Long-Term Care. Here’s What to Know
- The Average Retiree Is Facing $173K In Health Care Costs, Fidelity Says
- There Are Ways to Die With Dignity
- There’s a Lesson to Learn From Daniel Kahneman’s Death
Today’s Investment World
Week 4: An objective look at the modern marketplace. This week demystifies how Wall Street works, the role of various financial institutions, and how to identify “hidden” fees that can erode investment returns.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday October 15, 2026 at 10:30 am PT
In the meantime please enjoy our previous series here:
It’s Your Money ~ Spring 2026 series It’s Your Estate ~ Spring 2026 series
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Faith-based advisor and minister defrauds clients in Tennessee, SEC charges
- Fake South Florida advisors target Venezuelan-Americans in scheme
- Morgan Stanley to pay $2M fine over First Republic stock sales
- Ron Carson - from salesman to shaman
- SEC hammers nine firms with $1.24m in penalties
- SEC penalizes Brighton Securities over fee disclosures, conflicts
- Voya to buy $60B retirement plan business from OneAmerica
- Three questions to ask before outsourcing investment management to a TAMP
- Brothers charged by SEC for involvement in alleged $60M Ponzi scheme
- Ex-Wells advisors' suit describes pressure to 'cross-sell' bank products
- Annuity sales leaderboard changes as more sales go indie
- Wells Fargo advisors highlights bump in compensation for $1M producers
- Citi offers to pay partial bonuses to encourage departures
- Merrill compensation changes ‘very advisor friendly'
- Advisors debate - etfs, mutual funds or both
- IRS warns of schemes aimed at wealthy taxpayers
- People confess their most expensive money mistakes
- Variable annuity replacements in Finra’s crosshairs
- 2022 saw an annuity explosion: Limra
- FINRA Information & BrokerCheck
- Finra spanks Morgan Stanley over sales of high-risk stocks
- We went to a steak dinner annuity pitch the salesman wasn't pleased
- What commissions do financial advisors earn ?
- Taking out a reverse mortgage ruined my life
- Even math teachers are at a loss to understand annuities
- Foundation for new era philanthropy
Equity & Fixed Income Investing
Week 5: A straightforward breakdown of “evidence-based investing.” Learn how equities and fixed income work together to balance growth with safety, and how to ensure your portfolio matches your personal comfort level.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday October 22, 2026 at 10:30 am PT
In the meantime please enjoy our previous series here:
It’s Your Money ~ Spring 2026 series It’s Your Estate ~ Spring 2026 series
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Warren Buffett easily beat hedge funds in a 10-year bet with a simple strategy
- Equities or Bonds - Where do investors see the best returns through to year-end
- What's in my model portfolio
- How new real estate rules affects buyers and sellers
- These are Barron’s best fund families
- Index Fund - A review of Books by Hebner, Bogle & Malkiel
- How to add 170 basis points to investor returns
- Why bonds are the best since the financial crisis
- FDIC Changes insurance coverage of trust bank accounts
- Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
- Wall Street pundits & prognosticators - How did they do in 2022
- Time the market at your peril
- Retail investors and ‘Noise’ trading
- Banks are offering 4.5% CDs—just not to regular customers
- Five myths about apartment renting
- Active vs. Passive investing - What's the difference
- Dimensional fund advisors ETFs
- Misconceptions about individual bonds vs. bond funds
Smart Financial Planning II
Week 6: Bringing it all together. This capstone session reviews key principles and introduces strategies for tax-efficient planning and “auditing” your own finances to stay on track for years to come.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday October 29, 2026 at 10:30am PT
In the meantime please enjoy our previous series here:
It’s Your Money ~ Spring 2026 series It’s Your Estate ~ Spring 2026 series
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
HUNTINGTON BEACH :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Love and Money - Why sharing accounts is good for your relationship
- You’re retired - What’s the best way to withdraw your savings
- Keep your money safe - for life
- The age of scams
- Young adults are getting cold feet about their highly anticipated $84 trillion wealth transfer
- How to retire better from retirees who learned the hard way
- A road map for selling concentrated stock positions
- Most Americans have a financial regret but what’s most prevalent
- How to create wealth
- Parents tap retirement savings to support adult children
- Dalbar QAIB 2023 - investors are still their own worst enemies
- Retail investor survey - index strategies - 2023 Russell summary
- Retail investor survey 32-2023 FFTSE Russell
- 7 ways your brain makes you a terrible investor
- Priceless quotes from Warren Buffett
- No more drama - how to talk to your family about money
- Financial advice from your friends
- The IRS is increasing the standard deductions for 2023 as inflation intensifies
- Year-end tax planning for retirees
- Too many fund investors settle for less
- Sec limits 'fiduciary' in form CRS, think tank argues
- SEC to assess when ‘psychological nudges’ become recommendations
- What income level is considered middle class
- What are the income tax brackets for 2022 vs 2023
- 15 classic books on investing and the markets
- This is when to cut off your adult kids financially
- 10 top scams targeting seniors
- 10 biggest regrets couples have about money
- What's the greatest value an adviser offers?
- Why investment performance is a distraction
- How financial news gets it wrong
- Brokers slammed in PBS documentary
- Keep it simple, says Yale’s top investor
- 5 bad money decisions
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