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Online Financial Learning Center

Financial explainer videos, news, blogs, advice and insights…

Malibu Wealth Planning takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees.

Retirement Planning

Stock Market and Risks

Stock Market and Risks

Mortgage and Debt Planning

This video explains mortgage and debt planning

Invest in an Annuity or Bonds and Bond funds?

This video explains why annuities are a good addition to many portfolios that own bonds or bond funds. Some argue that replacing bonds with fixed index annuities completely is a…

Annuity Crash Course

Part 1 of our Annuity Crash Course Want to receive the full crash course for FREE? Fill out the form below!! YES! Send me the rest of the crash course!Name*Phone…

Making the Golden Years Great: How to Create Tax-Free Income for Retirement

When planning for retirement, there can be a lot of uncertainty. After all, you never know what the future may hold — tax rates included. Fortunately, there are ways you…

What If Tax Rates Double During Your Retirement?

If you have any income that’s derived from Social Security, Pension, 401k/IRA, or any tax deferred retirement account, this video is a must.

Send a us Message to Learn About Custom Financial Solutions for You

No matter what you want to accomplish, we will partner with you to provide ongoing, comprehensive wealth planning to help you succeed in life.

Income Planning

Will You Run Out Of Money In Retirement?

Find out if you are one of the 40% of households that will run out of money in retirement!

Midland Index Life Accumulator XL- CV

Whether you own the Midland Index life insurance policy or not, you need to watch this video! Take a look at this comparison. A female age 55 in preferred health…

Sequence Of Returns

Depending on how much you lose in the stock market you’ll need to earn back quite a bit more. This video details how much you’ll have to make back if…

Stock Market Management

Our Approach to Investing in the Stock Market

In this video Ryan talks about Malibu Wealth Plannings approach to investing in the stock market.

Tax Planning

How Can Rising Taxes Affect You?

Most people do not plan for taxes going up in retirement, if you haven’t, you could be in for a rude awakening

Income Distribution Planning

IF you haven’t planned for higher taxes as you distribute taxes in retirement you could be making a huge mistake. Watch this short video to see what I’m talking…

History of Tax Rates

If you haven’t planned for tax rates going higher you could be making a huge mistake. Especially if you have a large retirement account, RMD’s or Required Minimum Distributions which…

Risk Planning

Sequence Of Returns

Depending on how much you lose in the stock market you’ll need to earn back quite a bit more. This video details how much you’ll have to make back if…

How Long Does It Take To Get Even When You Lose Money

Most people don’t think about losing money. Less think about if they lose money how long it will take to get even. If you’re younger you have time to make…

How Health Insurance protects Your Retirement Fund

The majority of people require medical assistance or healthcare at some point in their life. This likelihood increases as you get older – and the cost of medical treatment can…

Estate and Legacy Planning

Estate and Legacy Planning

This video will briefly touch upon one of the most important things you can do to make sure your assets go to whom you choose and how to avoid Probate,…

Retirement Planning Long Term Care Planning

Midland Index Life Accumulator XL- CV

Whether you own the Midland Index life insurance policy or not, you need to watch this video! Take a look at this comparison. A female age 55 in preferred health…

Mortgage and Debt Management

Mortgage and Debt Planning

This video explains mortgage and debt planning

Income Distribution Planning

IF you haven’t planned for higher taxes as you distribute taxes in retirement you could be making a huge mistake. Watch this short video to see what I’m talking…

How Long Does It Take To Get Even When You Lose Money

Most people don’t think about losing money. Less think about if they lose money how long it will take to get even. If you’re younger you have time to make…

Financial Articles

Creating a retirement portfolio

The central part of creating a retirement portfolio is to get the high return as possible while incurring limited risks that might destroy your retirement savings in case of a…

How Confident Are You About Your Retirement Plan?

The “three-legged stool” of retirement consists of pensions, social security and savings. Ordinarily, the majority of American workers should feel about your purchasing power once your retire. However, a comfortable…

5 Best Investment Opportunities In 2021

The recent global pandemic could have a devastating ripple effect on the global economy. With an uncertain financial future in the balance, your choice of investment tool in 2021 and…

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