Finance Videos & Tips
Short, plain-English videos on retirement, investing, and financial planning from Matt Ferrell, CFP®.
Are you on track for retirement, and what’s the best way to know if you’ve saved enough?
You’ve probably seen Fidelity’s retirement savings benchmarks—1x your salary by age 30, 3x by 40, and 10x by retirement. They’re helpful...
July 10, 2026
1% Rule - A Quick Rule of Thumb for Real Estate Investors
Is that rental property worth it? The 1% Rule is a quick way real estate investors evaluate potential rental properties. If a property’s...
January 28, 2026
4% Rule of Thumb for retirement withdrawals
How much can you safely spend in retirement? The 4% Rule is a classic guideline for determining how much you can withdraw from your...
January 28, 2026
Bucket Strategy--MADE Financial Design
The Bucket Strategy—a simple way to manage your retirement savings and weather market ups & downs! Learn how to divide your money into...
January 28, 2026
How long does it take to reach $1,000,000 in a 401(k)?
How long does it take to reach $1 million in your 401(k)? With more 401(k) millionaires than ever before, it’s a great time to...
January 28, 2026
How Long to Become a Roth IRA Millionaire?
How long does it really take to become a Roth IRA millionaire? In this quick video, I break down the power of compound interest—and why...
January 28, 2026
How to Use an Inheritance Wisely | CBS News Feature
In this video, I break down my recent CBS News feature where I was interviewed about how to use an inheritance to pay off debt—and why...
January 28, 2026
Investing Stress Free
Market ups and downs can be stressful, but they don’t have to be! In this video, I break down how to invest with confidence—even in a...
January 28, 2026
Is AI Going to Replace Me?
Did I make a mistake becoming a financial planner in the age of AI? AI tools like ChatGPT can now crunch numbers, suggest strategies,...
January 28, 2026
Is the 4% rule conservative enough? Try adding "Guardrails."
Turning your retirement savings into a paycheck – Guardrails + the 4% Rule. What if you could turn your retirement nest egg into a...
January 28, 2026
Money vs. Time. We crunch the numbers so you don’t miss these moments. Madefinancialdesign.com
A simple family beach trip, but a powerful reminder: money isn’t about stuff, it’s about time. Time together, time to slow down, and...
January 28, 2026
New Gifting Strategy in 2026 and Other Smart Ways to Give
Looking to give smarter in a changing tax world? This video covers three powerful, tax-efficient ways to support causes you care...
January 28, 2026
Retire a Millionaire on an Average Salary?!
Finance Friday: Retire with $1,000,000 on an Average Salary?! Think you need a six-figure income to build a million-dollar retirement?...
January 28, 2026
Rule of 72 Explained - How Long for your Investments to Double
Want to know how long it will take your money to double? The Rule of 72 is a simple mental math shortcut that helps you estimate how...
January 28, 2026
Skip the latte and invest instead? Let's run the numbers.
Is skipping your daily coffee really the key to building wealth? You’ve probably heard the advice, “Stop buying lattes and invest...
January 28, 2026
What is Comprehensive Financial Planning?
What does working with a financial planner actually look like? Spoiler: it’s not just about managing your investments. At MADE Financial...
January 28, 2026
Why Net Worth Matters More Than Income
Earning a high salary is great—but if you spend it all, you’re just treading water. The real path to financial freedom? Growing your net...
January 28, 2026
Credit Card Reward Hotel Perks
A quick, real-world look at using credit card points and travel rewards the smart way. In this video, I share how I booked hotel nights...
January 1, 2026
3 Money Hacks That Could Save Your Family Thousands
Want to save thousands of dollars a year—or even more over time—without changing your lifestyle? In this video, I’m sharing 3 simple...
August 29, 2025
Does Money Buy Happiness?
Does money buy happiness? And is there a “magic” income where satisfaction peaks? Research suggests there may be a connection between...
August 29, 2025
Finance Tips by Decade: In Your Working Years
No matter what decade you are in, the financial moves you make today can set the stage for long-term stability and freedom. In this...
August 29, 2025
Gen X Retirement Survival Guide: 3 Challenges, 3 Solutions
Gen Xers, this one is for us. We’ve survived dial-up, Y2K, recessions, and everything in between — but retirement is a different kind of...
August 29, 2025
"Rule of 55" - Access your 401(k)/403(b) funds before age 59 1/2
Ever heard of the so-called “Rule of 55”? It’s an IRS provision that lets you take money from your 401(k) or 403(b) penalty-free if you...
August 29, 2025
What to Do If You Receive an Inheritance | 4 Key Steps
Received an inheritance? Now what? An inheritance can be life-changing, but without a plan, the money can disappear quickly. In this...
August 29, 2025