Movies and Documentaries

The Retirement Gamble

Are You Betting Your Future?

Think your 401(k) or IRA guarantees a secure retirement? Think again. The Retirement Gamble exposes how Wall Street profits off your hard-earned savings through hidden fees, conflicts of interest, and a system designed to benefit financial institutions—not you.

Watch this documentary to learn about:

The Hidden Costs of Retirement Accounts

Conflicts of Interest in Financial Advice

The Impact of Market Volatility

The Myth of the 401(k) as a Retirement Solution

Better Retirement Strategies

How to Take Control of Your Retirement

The Retirement Gamble

Are You Betting Your Future?

Think your 401(k) or IRA guarantees a secure retirement? Think again. The Retirement Gamble exposes how Wall Street profits off your hard-earned savings through hidden fees, conflicts of interest, and a system designed to benefit financial institutions—not you.

The Retirement Gamble

Director Martin Smith, the correspondent on The Retirement Gamble is an Emmy- and Peabody-award-winning documentary filmmaker

Documentary Key Points:

  • Hidden Fees Drain Your Savings – Wall Street profits while your retirement funds shrink.

  • Conflicted Financial Advice – Many advisors put their commissions above your best interests.

  • The 401(k) Myth – The system benefits institutions more than retirees.

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Attend this workshop to learn about:

Maintaining family wealth over multiple generations.

6 strategies for a strong generational wealth management plan.

Strategies that could help reduce taxes.

Understanding the biggest threats to the preservation of wealth.

3 Key factors for a sustainable withdrawal rate.

How retirement planning, portfolio-mix and risk tolerance can affect future generations.

How to calculate the value of your estate.

The importance of having a trust and life insurance policy if you're from a blended family.

How to NOT disinherit your children and grandchildren because of divorce or another triggering event.