Educational Videos
Financial Guidance Made Easier to Understand
Explore educational videos from EFC Wealth Management covering retirement planning, investment management, retirement income, Social Security, taxes, healthcare, insurance and legacy.
Featured Video
Learn how EFC Wealth Management began and the values that guide how we serve clients and families today.
5 Minute Wealth Tips
Quick, practical insights from Cory Chapman on retirement income, taxes, insurance and legacy planning — each in about five minutes.
Are Your Adult Kids Draining Your Retirement Savings?
Planning to Retire? Start With Your Mindset | Cory Chapman
Code2Retirement™ | Discover Your Unique Retirement Code
Market Uncertainty? Discover Our "Sound Fiscal House" Framework
Don’t Give Uncle Sam More Money Than You Have To
Advantages of a Life Insurance Retirement Plan (LIRP)
The Solution to Your Legacy Planning Challenges
Legacy Planning Challenges | The Problem
Volatility is NOT Your Friend in Retirement
The 401(k) MYTH!
How Your Annuity Makes Money
Sound Fiscal House – The Fence
Current Taxes vs. Cumulative Taxes
When Should I Start Converting Tax-Deferred Money
When and Where Do I Turn on Income?
Sound Fiscal House – The Foundation
Long-Term Care Risk
Sound Fiscal House – The Walls
Does Legacy Planning Matter?
The Sound Fiscal House – The Roof
Simple Steps to Get Out of Debt – The Avalanche vs. The Snowball Approach
Don’t Run Out of Money!
Risks That Could Impact Your Retirement
In Media
Watch our high-definition guides presenting structured breakdowns on essential financial planning steps.
Money Myths | Fox 11 LA
Tips for paying off debt & how to get financially ahead in 2020!
Credit Card Debt Tips | ABC 7 (2019)
Cory Chapman on Spectrum News 1
Saving for the Future | In FocusCA
Market Uncertainty? Discover Our "Sound Fiscal House" Framework
Explore Videos by Topic
Browse more videos from Cory Chapman and the EFC team on retirement income, taxes, investing and building wealth.
Roth Conversions and Retirement Taxes
How Different Retirement Accounts Are Taxed
EFC Wealth Management State of the Union 2025
Featured on Fox 11 News! Cory's Advice on Pensions, Markets & Your Money
Building a Sound Fiscal House Step-by-Step
Refinance Your Old Annuities
Triggers for SUBSTANTIAL Tax Bills in Retirement
The EFC Difference
Is Social Security Going Away?!
What Our Clients Are Saying
What Does Retirement Mean to You?
Understanding The 4 Tax Buckets
Why a 20% Gain May Not Be Enough!
The Rule of 100
Diversification: How to Diversify Your Portfolio
Income Structures to Consider When Retiring
How Much Risk Is Too Much?
What Happens to Taxes in Retirement?
Tax-Free Accounts vs Tax-Deferred Accounts: What's better for me?
What Is The Sound Fiscal House Approach?
Uncertainty in the Market
Weathering the Storm
Should You Pay Your Taxes Now or Later?
How to Find the Right Financial Advisor
What are the Initial Steps to Creating Wealth?
Top 3 Strategies to Help You Pay Off Your Debt Faster!
Cory Chapman talks to Spectrum News on Financial Planning During COVID-19
Holiday Shopping Tips 2019 | KTTV Fox 11
Savings Tricks for Living Expenses | ABC 7 (2019)
Cory Chapman shares 3 steps to change your life, finances
5 Tips for Last-Minute Tax Filers
Featured Video Series
The Code to Retirement™ Series
Our signature series breaks down the complete retirement transition process into five logical pathways. Learn how key decisions align over time to maximize your preparedness.
- Investment Strategy
- Income Planning Pathways
- Tax-Aware Payout Coordination
- Healthcare Adjustments
- Legacy Protection Framework
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Continue Your Retirement Journey
Whether you prefer deep-dive reading or interactive video guides, our educational resources are crafted to guide you toward financial clarity.