Market Thoughts Video from Commonwealth Financial Network®
The team at Midwest Financial Group would like to offer you the opportunity to hear thoughts from Brad McMillan, managing principal and chief investment officer at Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer. These videos are updated monthly with great information about your financial world!
Welcome to our Videos page, where you'll find a curated selection of our video series designed to keep you informed and confident in your financial journey. From investment insights and Medicare guidance to understanding the market and planning for retirement, these videos feature expert advice from our team at Midwest Financial Group. Each series is tailored to provide you with practical knowledge and actionable tips.
Financial Tip Friday - 3 Steps to Create an Effective Financial Plan
Creating a written financial plan is one of the most important steps as you begin your journey with an advisor. The document keeps both parties, the advisor and client, on the same page as we work towards your savings and investment goals.
In today's Financial Tip Friday, watch as Matt dives into this topic, including what to expect from the first meeting, how it works, and who can benefit from a financial plan. We invite you to watch and follow up with us to discuss further!
Financial Tip Friday - Business Owners: Pros and Cons of Offering a Group Health Plan
Business owners face some difficult decisions when it comes to choosing what benefits they will offer their employees. Health coverage is costly, and it seems to get more expensive every year. Therefore, one of the most important decisions employers have to make is whether or not they will offer a group health plan to their employees. Today, we are weighing the pros and cons of doing so. Take a look!
Financial Tip Friday - Business Owners: 3 Considerations Before Offering a Group Health Plan
In today's Financial Tip Friday, Benefits Specialist Scott Wieland discusses 3 important considerations business owners should think about before offering a group health plan. Business owners, take a look!
Financial Tip Friday - How can the next generation pay for college?
One of the biggest investments someone makes in their lifetime is in education. With the rising costs of college, it is essential to start planning now to ensure your kids and grandkids have the ability to graduate college without a significant amount of student loan debt. Take a look as Matt explains some of the more common ways of saving for college
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Midwest Money Minute - Concerts on the Square
Join us at Madison's beautiful Capital Square for the beloved summertime tradition, Concerts on the Square. In this video, we draw parallels between conducting an orchestra and managing your financial plan. Discover how Midwest Financial Group acts as the conductor, pulling together various elements of your financial life to create a harmonious and successful financial plan. Learn how our team helps you adjust the tempo, make necessary pivots, and ensure everything goes off without a hitch. Let us help you create beautiful financial music that aligns with your dreams and goals.
Midwest Money Minute - Planning for the Marathon
Join us as we gear up for the Midwest Financial Group Madison Mini Marathon! Discover how training for a marathon parallels creating a financial plan. Just as you need to train and stick to a regimen for a race, your financial journey requires a well-thought-out plan and commitment. Learn how Midwest Financial Group supports you in every step, ensuring your financial goals are met with the same dedication and effort as preparing for race day. Enjoy a community celebration with live music, drinks, and more at this fantastic event.
Midwest Money Minute – Cup of Coffee and a Second Opinion
Learn what to expect during your initial meeting with Midwest Financial Group. Discover how we ask the right questions to help tailor a financial plan that meets your needs. We'll explore your goals, answer your questions, and provide you with a comprehensive plan, ensuring you leave with valuable insights and actionable steps for your financial future.
Midwest Money Minute - The 'Family Recipe' for Financial Success!
Join us as we gear up for the Midwest Financial Group Madison Mini Marathon! Discover how training for a marathon parallels creating a financial plan. Just as you need to train and stick to a regimen for a race, your financial journey requires a well-thought-out plan and commitment. Learn how Midwest Financial Group supports you in every step, ensuring your financial goals are met with the same dedication and effort as preparing for race day. Enjoy a community celebration with live music, drinks, and more at this fantastic event.
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Midwest Financial Group - Putting Clients First!
Our Certified Financial Fiduciaries prioritize your interests and provide advice that benefits you, not our bottom line. Whether you're familiar with the market or just starting, we're here to help. Visit MFGteam.com and take your first step towards financial freedom today.
Midwest Financial Group - From Confusion to Clarity: Understanding the Market with Us
Financial planning can be stress-free with the right team. At Midwest Financial Group, our Certified Financial Fiduciaries put your interests first. Whether you understand the market or don't know where to start, we're here to provide advice designed to benefit you, not our bottom line. Visit us at MFGteam.com and take your first step towards financial freedom today.
Investor360 - Customizing The Dashboard
Discover how to get a holistic view of your finances with the Investor360 dashboard. Learn to organize your financial information using widgets and customize your dashboard by selecting and arranging widgets as per your preference. Easily add, rearrange, or remove widgets to keep your priorities in check. Use the hide and show all content links for privacy. For more details, refer to the in-app help section.
Investor360 - Using Multi-Factor Authentication
Enhance your account security with Multi-Factor Authentication (MFA) in Investor360. Starting September 9th, 2021, MFA will be required for all users. Learn how to set up MFA by choosing text, voice, or the Ping ID app. Follow step-by-step instructions to add this extra layer of protection to your login process. For any issues or questions, contact your advisor.
Investor360 - Setting up Insurance Policies
Learn how to view, add, and edit your insurance policies using the Investor360 platform. Discover how to access detailed information, billing, and policy riders. Easily manage your coverage by adding new policies and updating existing ones. Note that only manually entered policies can be edited or deleted. For more details, refer to the in-app help section.
Investor360 - Client Online Access
Learn how to view, add, and edit your insurance policies using the Investor360 platform. Discover how to access detailed information, billing, and policy riders. Easily manage your coverage by adding new policies and updating existing ones. Note that only manually entered policies can be edited or deleted. For more details, refer to the in-app help section.
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Money Cents - Estate Planning
Estate planning ensures your assets are distributed according to your wishes, preventing legal complications for your family. Learn why creating a will and establishing a trust are crucial steps. Discover how regular reviews and updates with Midwest Financial Group can keep your estate plan current and effective, providing peace of mind for you and your loved ones.
Money Cents - Investing in Mutual Funds
Learn why mutual funds are a smart choice for diversifying your investment portfolio. Understand how pooling money to invest in a variety of stocks, bonds, and securities can minimize risk and simplify portfolio management. Find out if mutual funds are right for you with insights from Midwest Financial Group, your local financial planning and wealth management specialists.
Money Cents - Setting Healthy Boundaries
Tune in to learn effective ways to set healthy financial boundaries to reduce stress and improve financial well-being. Learn the importance of creating a budget, setting personal financial goals, and maintaining open communication with those around you. Discover how Midwest Financial Group can assist you in achieving financial confidence and stability with professional guidance.
Money Cents - What to do with extra cash?
Wondering what to do with extra money? Learn how to make the most of your surplus cash by starting or adding to your emergency fund, paying off high-interest credit card debt, and exploring investment options. Discover the benefits of consulting with a financial expert to make informed decisions. Midwest Financial Group is here to help you manage and grow your finances wisely.
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Smart Money - 2021 Quarter 1 Investment Insights
Reflecting on the past three months, uncertainty defined the investment markets, from the vaccine rollout to the political transition in Washington. Now, with successful vaccine distribution and positive pandemic trends, there's cautious optimism. Despite political gridlock, equity markets showed overall positive movements in the first quarter, while the bond market remains challenging. As we move into spring and summer, avoid emotionally driven investment decisions and stay focused on long-term goals and values. Remember, a well-defined financial plan remains the cornerstone of smart investing.
Smart Money - 2022 Investment Insights
Charles Dickens begins "A Tale of Two Cities" with the famous line, "It was the best of times, it was the worst of times," which seems fitting today. Reflecting on 2020, we experienced a roller coaster of events—from a positive start in January to the deep uncertainty that followed. Despite these challenges, you have a powerful tool: your comprehensive financial plan. This plan, developed in times of clarity, guides you through uncertainty. As we approach the election and navigate ongoing COVID-19 impacts, sticking to your plan and consulting with your advisor remains crucial. Stay safe, stay healthy, and stay in touch.
Smart Money - 2020 Quarter 4 Investment Insights
Reflecting on the past three months, uncertainty defined the investment markets, from the vaccine rollout to the political transition in Washington. Now, with successful vaccine distribution and positive pandemic trends, there's cautious optimism. Despite political gridlock, equity markets showed overall positive movements in the first quarter, while the bond market remains challenging. As we move into spring and summer, avoid emotionally driven investment decisions and stay focused on long-term goals and values. Remember, a well-defined financial plan remains the cornerstone of smart investing.
Smart Money - 2020 Quarter 3 Investment Insights - Where Do We Go From Here?
Charles Dickens begins "A Tale of Two Cities" with the famous line, "It was the best of times, it was the worst of times," which seems fitting today. Reflecting on 2020, we experienced a roller coaster of events—from a positive start in January to the deep uncertainty that followed. Despite these challenges, you have a powerful tool: your comprehensive financial plan. This plan, developed in times of clarity, guides you through uncertainty. As we approach the election and navigate ongoing COVID-19 impacts, sticking to your plan and consulting with your advisor remains crucial. Stay safe, stay healthy, and stay in touch.
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MFG Observer: Change is Coming! - March 2022
In this episode, Matt reflects on the challenges of 2020 and welcomes 2021 with a message of hope and confidence. They acknowledge the struggles of the past year, including the pandemic, political turmoil, and personal hardships, while emphasizing the resilience and adaptability shown by everyone. The speaker highlights the importance of sticking to a financial plan during uncertain times and reassures viewers of the progress being made, such as the development and deployment of COVID-19 vaccines. They encourage staying the course and offer support for those seeking financial guidance. The message concludes with gratitude and optimism for the year ahead.
MFG Observer: July 2021
In this episode, Matt reflects on the recent stock market turmoil, emphasizing the importance of staying the course with investment plans. They reassure viewers of the firm's commitment to guiding them through uncertain times and highlight signs of hope as summer approaches. The speaker expresses gratitude for the support from clients and announces new initiatives, including monthly Zoom calls with expert speakers. The goal is to provide timely and relevant information to help clients navigate their financial journey. Viewers are encouraged to stay positive and focus on what matters most.
MFG Observer: 2020 Year in Review
In this episode, Matt reflects on the challenges of 2020 and welcomes 2021 with a message of hope and confidence. They acknowledge the struggles of the past year, including the pandemic, political turmoil, and personal hardships, while emphasizing the resilience and adaptability shown by everyone. The speaker highlights the importance of sticking to a financial plan during uncertain times and reassures viewers of the progress being made, such as the development and deployment of COVID-19 vaccines. They encourage staying the course and offer support for those seeking financial guidance. The message concludes with gratitude and optimism for the year ahead.
MFG Observer: 2020 - Where Do We Go From Here?
In this episode, Matt reflects on the recent stock market turmoil, emphasizing the importance of staying the course with investment plans. They reassure viewers of the firm's commitment to guiding them through uncertain times and highlight signs of hope as summer approaches. The speaker expresses gratitude for the support from clients and announces new initiatives, including monthly Zoom calls with expert speakers. The goal is to provide timely and relevant information to help clients navigate their financial journey. Viewers are encouraged to stay positive and focus on what matters most.
Medicare Explained 2021: Original Medicare (Part A & B) + Medicare Supplement VS Medicare Advantage
You are nearing age 65 or are already age 65. What is Medicare? What is covered by Original Medicare? What are your options for your Medicare coverage needs? What is a Medicare Supplement? What is Medicare Part C also known as Medicare Advantage? Are there specific dates to be aware of as far as enrollment or times when you can elect to change? Watch now to learn from Midwest Financial Group's Insurance Specialist Steve Stewart.
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