Market Thoughts Video from Commonwealth Financial Network®
The team at Midwest Financial Group would like to offer you the opportunity to hear thoughts from Brad McMillan, managing principal and chief investment officer at Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer. These videos are updated monthly with great information about your financial world!
Welcome to our Videos page, where you'll find a curated selection of our video series designed to keep you informed and confident in your financial journey. From investment insights and Medicare guidance to understanding the market and planning for retirement, these videos feature expert advice from our team at Midwest Financial Group. Each series is tailored to provide you with practical knowledge and actionable tips.
Financial Tip Friday - I'm Going On Vacation, Do I Need Health Trip Insurance?
You've got a trip planned. Flights are booked, the hotel is set, and you're ready to go. But here's a question most people don't ask until something goes wrong: what happens if you need medical care while you're away? In this video, we walk you through what health trip insurance actually covers, when it makes sense to get it, and how to make sure you're protected before you ever leave home.
Financial Tip Friday - How To Protect Yourself Financially In a Divorce
Divorce is emotional, but the financial decisions you make during it can impact you for years. In this video, we walk through a few key steps to help you protect what you’ve built and avoid common mistakes. If you want clarity and a plan during a season that feels uncertain, this is a good place to start.
Financial Tip Friday - Is It Smarter to Buy or Lease a Vehicle?
You need a reliable vehicle, but the buy vs. lease decision can feel confusing and expensive if you get it wrong. In this video, we break down the key differences so you can confidently choose the option that fits your finances and lifestyle.
Financial Tip Friday - Teaching Teens Financial Responsibility
Most teens aren’t irresponsible with money, they’re just never taught how to handle it. In this video, we break down practical, simple steps to help teenagers understand budgeting, saving, spending wisely, and making confident financial decisions.
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Midwest Money Minute - Top 3 Retirement Questions We Hear Every Year
In this episode of Midwest Money Minute, Amy Frink sits down with Matt Cuplin of Midwest Financial Group to answer some of the most common financial planning questions people ask every year. They cover questions like: Can I retire? Am I saving enough? Should I become more conservative with my investments as I get older? What financial gaps might I be missing? The biggest takeaway: financial planning is personal. There is no one-size-fits-all answer when it comes to retirement, investing, taxes, insurance, and leaving money to the next generation. That’s why having the right conversation — and the right plan — matters.
Midwest Money Minute - What Rock Climbing Can Teach You A but Retirement Planning
What does rock climbing have to do with retirement planning? More than you might think. In this episode of Midwest Money Minute, we're at Boulders Climbing Gym to talk about the importance of preparation, weighing risk, staying flexible, and planning your path toward financial goals. Just like climbing a wall, no two financial journeys look the same. The route you take depends on your goals, your comfort with risk, and the strategy you build along the way. With the right guidance, you can move forward with more confidence.
Midwest Money Minute - Meal Plan Today, Financial Plan for LifeGolf & Finances - Lesses From the Course with MFG
If you wouldn’t grocery shop without a list, why manage your money without a plan? From the aisles of Festival Foods, Emmy Fink and Matt Cuplin share how planning helps you avoid “cart creep”—and how a financial plan does the same thing for your long-term goals. The best plans are clear, realistic, and flexible enough to handle changing markets, changing laws, and changing life.
Midwest Money Minute - Father's Day Financial Wisdom What We're Thankful for This Thanksgiving
Tune in as the MFG team shares heartfelt moments of gratitude during the Thanksgiving season. From family and relationships to special milestones and traditions, hear what makes this time of year so meaningful for the team. Wishing you warmth, joy, and a Happy Thanksgiving from all of us at MFG!
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Midwest Financial Group - Here for Every Step of Your Financial Journey
From starting your financial plan to navigating retirement and unexpected life changes, Midwest Financial Group is by your side every step of the way. Whether your goals are big or small, we're committed to growing with you and supporting your financial future.
Midwest Financial Group – Helping You Take the First Step Toward Financial Freedom
Financial planning doesn't have to be overwhelming—especially with the right team by your side. At Midwest Financial Group, our certified financial fiduciaries are committed to putting your best interests first, whether you're a seasoned investor or just starting out. Let us help you build a path to financial freedom.
Midwest Financial Group - Bring the Football Team Together!
In this video, Brandon explains our financial planning process using a football analogy. He outlines investments as the "offense," insurance as the "defense," and tax advisors as the "special teams," all coordinated by Midwest Financial as the "coach." Clients are invited to contact the team for a complimentary financial plan.
Midwest Financial Group - Putting Clients First!
Our Certified Financial Fiduciaries prioritize your interests and provide advice that benefits you, not our bottom line. Whether you're familiar with the market or just starting, we're here to help. Visit MFGteam.com and take your first step towards financial freedom today.
Midwest Financial Group - From Confusion to Clarity: Understanding the Market with Us
Financial planning can be stress-free with the right team. At Midwest Financial Group, our Certified Financial Fiduciaries put your interests first. Whether you understand the market or don't know where to start, we're here to provide advice designed to benefit you, not our bottom line. Visit us at MFGteam.com and take your first step towards financial freedom today.
Investor360 - Customizing The Dashboard
Discover how to get a holistic view of your finances with the Investor360 dashboard. Learn to organize your financial information using widgets and customize your dashboard by selecting and arranging widgets as per your preference. Easily add, rearrange, or remove widgets to keep your priorities in check. Use the hide and show all content links for privacy. For more details, refer to the in-app help section.
Investor360 - Using Multi-Factor Authentication
Enhance your account security with Multi-Factor Authentication (MFA) in Investor360. Starting September 9th, 2021, MFA will be required for all users. Learn how to set up MFA by choosing text, voice, or the Ping ID app. Follow step-by-step instructions to add this extra layer of protection to your login process. For any issues or questions, contact your advisor.
Investor360 - Setting up Insurance Policies
Learn how to view, add, and edit your insurance policies using the Investor360 platform. Discover how to access detailed information, billing, and policy riders. Easily manage your coverage by adding new policies and updating existing ones. Note that only manually entered policies can be edited or deleted. For more details, refer to the in-app help section.
Investor360 - Client Online Access
Learn how to view, add, and edit your insurance policies using the Investor360 platform. Discover how to access detailed information, billing, and policy riders. Easily manage your coverage by adding new policies and updating existing ones. Note that only manually entered policies can be edited or deleted. For more details, refer to the in-app help section.
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Money Cents - Why You Should Talk About Money with Family - Not Just With Your Partner
In this episode of Money Cents, the focus is on the importance of having open and honest financial conversations—not just with partners, but also with parents and children. The episode highlights how discussing money across generations can help clarify wishes, build financial literacy, and instill lifelong habits. Sponsored by Midwest Financial Group, the message encourages proactive planning and seeking guidance from financial professionals to ensure everyone's best interests are supported.
Money Cents - The Risks of Early Retirement & How To Transition Smoothly
This episode of Money Cents explores the common regret of retiring too early and the financial and emotional challenges that can come with it. While the idea of early retirement is appealing, stepping away during peak earning years may limit long-term savings and lead to unexpected lifestyle adjustments. Instead, the episode suggests a tiered retirement approach—gradually transitioning to part-time or consulting roles before fully retiring. With guidance from Midwest Financial Group, listeners are encouraged to plan a retirement that truly fits their goals and readiness.
Money Cents - How to Plan Retirement Savings When You Don't Know Your Lifespan
This episode of Money Cents tackles the challenge of planning for retirement without knowing exactly how long you'll need your savings to last. With life expectancies increasing, it's more important than ever to make sure your retirement funds can support a longer life. While the uncertainty can feel overwhelming, the episode emphasizes that with a mix of heredity, statistical insights, and expert advice, you can create a solid estimate and plan accordingly.
Money Cents - Tax-Smart Retirement Savings: Maximize Your 401(k) & IRA Contributions
In this episode of Money Cents, the focus is on how smart tax strategies—often used by high-net-worth individuals—can benefit anyone planning for the future. Listeners learn the value of maximizing contributions to tax-advantaged accounts like IRAs and 401(k)s, including the 2025 limits and catch-up contributions for those over 50. The episode also highlights the advantages of employer-sponsored plans, such as profit-sharing, to further reduce taxable income and boost retirement savings.
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Smart Money - 2021 Quarter 1 Investment Insights
Reflecting on the past three months, uncertainty defined the investment markets, from the vaccine rollout to the political transition in Washington. Now, with successful vaccine distribution and positive pandemic trends, there's cautious optimism. Despite political gridlock, equity markets showed overall positive movements in the first quarter, while the bond market remains challenging. As we move into spring and summer, avoid emotionally driven investment decisions and stay focused on long-term goals and values. Remember, a well-defined financial plan remains the cornerstone of smart investing.
Smart Money - 2022 Investment Insights
Charles Dickens begins "A Tale of Two Cities" with the famous line, "It was the best of times, it was the worst of times," which seems fitting today. Reflecting on 2020, we experienced a roller coaster of events—from a positive start in January to the deep uncertainty that followed. Despite these challenges, you have a powerful tool: your comprehensive financial plan. This plan, developed in times of clarity, guides you through uncertainty. As we approach the election and navigate ongoing COVID-19 impacts, sticking to your plan and consulting with your advisor remains crucial. Stay safe, stay healthy, and stay in touch.
Smart Money - 2020 Quarter 4 Investment Insights
Reflecting on the past three months, uncertainty defined the investment markets, from the vaccine rollout to the political transition in Washington. Now, with successful vaccine distribution and positive pandemic trends, there's cautious optimism. Despite political gridlock, equity markets showed overall positive movements in the first quarter, while the bond market remains challenging. As we move into spring and summer, avoid emotionally driven investment decisions and stay focused on long-term goals and values. Remember, a well-defined financial plan remains the cornerstone of smart investing.
Smart Money - 2020 Quarter 3 Investment Insights - Where Do We Go From Here?
Charles Dickens begins "A Tale of Two Cities" with the famous line, "It was the best of times, it was the worst of times," which seems fitting today. Reflecting on 2020, we experienced a roller coaster of events—from a positive start in January to the deep uncertainty that followed. Despite these challenges, you have a powerful tool: your comprehensive financial plan. This plan, developed in times of clarity, guides you through uncertainty. As we approach the election and navigate ongoing COVID-19 impacts, sticking to your plan and consulting with your advisor remains crucial. Stay safe, stay healthy, and stay in touch.
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MFG Observer: Change is Coming! - March 2022
In this episode, Matt reflects on the challenges of 2020 and welcomes 2021 with a message of hope and confidence. They acknowledge the struggles of the past year, including the pandemic, political turmoil, and personal hardships, while emphasizing the resilience and adaptability shown by everyone. The speaker highlights the importance of sticking to a financial plan during uncertain times and reassures viewers of the progress being made, such as the development and deployment of COVID-19 vaccines. They encourage staying the course and offer support for those seeking financial guidance. The message concludes with gratitude and optimism for the year ahead.
MFG Observer: July 2021
In this episode, Matt reflects on the recent stock market turmoil, emphasizing the importance of staying the course with investment plans. They reassure viewers of the firm's commitment to guiding them through uncertain times and highlight signs of hope as summer approaches. The speaker expresses gratitude for the support from clients and announces new initiatives, including monthly Zoom calls with expert speakers. The goal is to provide timely and relevant information to help clients navigate their financial journey. Viewers are encouraged to stay positive and focus on what matters most.
MFG Observer: 2020 Year in Review
In this episode, Matt reflects on the challenges of 2020 and welcomes 2021 with a message of hope and confidence. They acknowledge the struggles of the past year, including the pandemic, political turmoil, and personal hardships, while emphasizing the resilience and adaptability shown by everyone. The speaker highlights the importance of sticking to a financial plan during uncertain times and reassures viewers of the progress being made, such as the development and deployment of COVID-19 vaccines. They encourage staying the course and offer support for those seeking financial guidance. The message concludes with gratitude and optimism for the year ahead.
MFG Observer: 2020 - Where Do We Go From Here?
In this episode, Matt reflects on the recent stock market turmoil, emphasizing the importance of staying the course with investment plans. They reassure viewers of the firm's commitment to guiding them through uncertain times and highlight signs of hope as summer approaches. The speaker expresses gratitude for the support from clients and announces new initiatives, including monthly Zoom calls with expert speakers. The goal is to provide timely and relevant information to help clients navigate their financial journey. Viewers are encouraged to stay positive and focus on what matters most.
Medicare Explained 2021: Original Medicare (Part A & B) + Medicare Supplement VS Medicare Advantage
You are nearing age 65 or are already age 65. What is Medicare? What is covered by Original Medicare? What are your options for your Medicare coverage needs? What is a Medicare Supplement? What is Medicare Part C also known as Medicare Advantage? Are there specific dates to be aware of as far as enrollment or times when you can elect to change? Watch now to learn from Midwest Financial Group's Insurance Specialist Steve Stewart.
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