Elliott Appel, CFP®
Welcome! I'm Elliott, and I help people prepare for retirement and financial freedom.
I'm a financial planner and create videos on topics such as retirement planning, tax planning opportunities, how to emotionally prepare for retirement, long-term care expenses, investing, and other tips to live a more fulfilling financial life.
This channel is only for education and entertainment purposes. It is not investment, tax, or legal advice. You should consult your own professionals.
How to Gift Money to Kids Without Paying Tax
Why a Pension in the U.S. Changes EVERYTHING in Your Retirement
20 Retirement Summers: How to Not Have Regrets
You're 60 with $1.25M: How Much Can You Spend in Retirement?
The Retirement Advice I Wish I Gave My Mom
How to Retire Early - A Step by Step Guide
11 Retirement Lessons People Learn Too Late
Your Retirement Plan is Missing This Critical Piece
Retirement Readiness: Are You Ready to Quit Working in 5 Years?
$6,000 Senior Tax Break Explained: Will You Pay Zero Taxes on Social Security Now?
How Will Trump’s Tax Bill Change Your Retirement?
Pay ZERO Taxes on $129,900 of Retirement Income (Legally!)
Top MISTAKES People Make in Estimating Retirement Expenses (And How to do it Right)
How to LOWER Your Taxes in Retirement — Do This When the Market Drops!
Thinking About Retirement? Do This First.
Why Claiming Social Security at 62 Could RUIN Your Retirement
Gift Money to Kids? RETIREMENT Expert Answers Boomer Guilt Question
Don’t File Yet! Tax Return Mistakes That Could Cost You in Retirement (Tax Return Walkthrough)
How A Couple Retired at 62 with $2.5M — Here's EXACTLY What They Can Spend (Retirement Case Study)
How to Protect Yourself Online - 12 Security Tips from a Financial Advisor
6 Reasons to Retire ASAP
Should I Buy An Annuity For My Retirement?
What You Need to Know Before Choosing Medicare!
The Hidden Tax Trap Waiting in Your Dream Retirement State
Roth Conversion - Why You Might Pay Too Much in Taxes as a Widow! (Complete Tax Walkthrough)
Are These 7 Good Tips for Retirement?
How to Help an Aging Parent and Yourself Webinar - Over 60 Minutes of Actionable Tips
How to Use a Crisis to Help Your Parent Document Their Wishes
Elections and Investments - Should You Make Changes to Your Investment Portfolio?
How to Prepare for the Mess Your Parents Leave