Videos - Renew Wealth Management

Roth Conversion Tax Consequences to Consider

Roth conversions can have consequences that go well beyond the tax on the amount you convert. A large conversion can increase taxable income and potentially affect your marginal tax bracket, Medicare premiums, Social Security taxation, or...

Roth Conversion Timing Strategy for Lower Taxes

A Roth conversion can be a smart strategy in the right circumstances. But timing matters. Someone with temporarily low taxable income may have an opportunity to convert retirement assets at a relatively lower tax rate. Someone who is still...

Roth Conversion: Tax Planning Strategy for Retirement

A Roth conversion can be a valuable planning strategy, but it isn't automatically the right move for everyone. The decision comes down to more than simply paying taxes today in exchange for potentially tax-free qualified withdrawals later....

Early Retirement in Your 50s: Start Now for Financial Freedom

When it comes to building wealth for an early retirement, time can be one of your most valuable assets. Starting earlier gives your investments more time to potentially compound, which is why retirement planning shouldn't begin only when...

Bridge to Early Retirement: Taxable Account Strategy

Early retirement requires more than having enough saved. It requires thinking about which accounts will fund which years of your retirement. For someone targeting retirement in their 50s, a taxable brokerage account can serve as an important...

Financial Planning for Veterans, Federal Employees & Executives

Renew Wealth Management is a fee only, fiduciary registered investment advisor in Alexandria, Virginia. We work with military veterans, federal employees, executives, and retirees. These are people whose financial lives involve moving parts that...

Meet Renew Wealth Management | Fiduciary Advisor for Veterans & Federal Employees, and Executives

Welcome to Renew Wealth Management — a fee-only fiduciary wealth management firm based in Alexandria, VA, founded by James Simon, CPA, CFP®. We specialize in helping military veterans, federal employees, executives, and retirees navigate the...

More or Less Bonds with Pension?

Your pension is already doing what bonds are supposed to do. So why are you doubling up? Most retirees with pensions are leaving serious growth on the table by over-allocating to bonds. Here's the smarter approach.

Why Annuities Often Don't Make Sense for Veterans, Federal Employees, and Pensioners

Is an annuity right for you? James Simon, CPA explains the pros and cons of annuities and why a financial advisor can help you make the right decision.

Zoe Financial Estate Planning and Intergenerational Wealth Transfer

This webinar, hosted by Andres Garcia Maya, CEO of Zoe Financial, features guest speaker James Simon, CPA and CFP from Renew Wealth Management, discussing the complexities of estate planning and intergenerational wealth transfer.

2 Real-Life Cases of DIY Retirement Planning Gone Wrong

Are you thinking about planning your retirement on your own? In this video, we analyze two real-life cases of DIY retirement planning that didn't go as expected, and look at what could have been done differently. From overlooked tax...

Financial Strategies for Veterans and Federal Workers Planning Retirement

We discuss essential financial strategies for veterans and federal workers preparing to retire or transition to the private sector. We talk about building a cash reserve of 6 to 12 months of expenses and optimizing your third savings plan to help...

5 signs it's time to stop going it alone on your taxes.

There's a moment when DIY tax filing stops making sense —and most people miss it.Whether you're a business owner, an investor, or someone whose financial situation just got more complex, knowing when to bring in a CPA can save you...

The One Big Beautiful Bill Act: What It Means for Your Taxes Right Now

The One Big Beautiful Bill Act is making headlines — but what does it actually mean for your wallet? In this video, I share my initial thoughts on the key provisions of this legislation and how they could impact your tax strategy. Whether...

Financial Strategies for Federal Employees Facing Mass Layoffs

Federal employees may be facing uncertainty due to potential mass layoffs and workforce reductions. In this video, we share key financial strategies to help federal employees protect their benefits, manage their TSP, and prepare for possible...

Why Financial Advisors Beat CPAs for Wealth Management

Thousands lost annually. Remember, CPAs aren't typically financial advisors. They stick to taxes, not the broader wealth management. This is where a financial advisor shines. Unlike a CPA's yearly focus, advisors are forward-looking,...

The Retirement Tax Trap Why Your CPA Is Not Enou

Are you leaving thousands of dollars on the table in retirement? The answer might come down to who is on your financial team. Most people assume their CPA is handling everything — but CPAs and financial advisors serve very different roles. In this...

5 Money Mistakes Veterans MUST Avoid After Leaving the Military

Helping U.S. Veterans take control of their money with simple, mission-ready financial education. From TSP strategy to retirement planning, debt reduction and smart investing — we give you the tools to build long-term financial freedom. Your...