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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

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…

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…

How To Invest In The Stock Market

Many people ask us what to invest in the stock market. Are Mutual Funds and ETFs the best way to get an outsized return or is it stocks? Ryan answers…

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…

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…

Midland Strategic Accelerator (EC) IUL

In Ryan’s opinion this is the safest and best place to park your cash. The average minimum return for those who qualify is about 1.5% – 2% net of fees.…

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

Planning your Retirement Income

Taxes are Going Up. Are you Prepared?

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…

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

Long Term Care, Do you need it?

Listen to why you should be preparing for an expensive Long Term Care event. If you’re not prepared this could really be a big issue in your retirement. This video…

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

Are Your Retirement Assets At Risk

Another video making you aware of the risk you take in stocks .

Risk Planning

Long Term Care, Do you need it?

Listen to why you should be preparing for an expensive Long Term Care event. If you’re not prepared this could really be a big issue in your retirement. This video…

Midland Strategic Accelerator (EC) IUL

In Ryan’s opinion this is the safest and best place to park your cash. The average minimum return for those who qualify is about 1.5% – 2% net of fees.…

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…

Estate and Legacy 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…

Retirement Planning Long Term Care 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,…

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

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…

How do you want to retire?

Do you want to grow your retirement savings after retiring or do you want to consume all your retirement benefits without engaging in any investments? The answer to the question…

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…

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