Summit Videos

Summit Financial Partners Videos

You can find both Jennifer Luzzatto and Mike Sigmon in regular appearances on our Facebook page, our Youtube channel, and on WTVR’s Virginia This Morning.

We also often record personal messages for our clients and the greater Richmond community to help you can understand how we are dealing with current trends and events.

Watch our latest videos about financial management, retirement planning, and investment strategies. Let us know if you need help with reaching your financial goals.

Debunking 5 Common Investment Myths {Video}

Posted in , ,

Join Jennifer and Mike in this enlightening discussion as they dismantle five prevalent myths about investing. From the misconception that investing is only for the wealthy to the belief that high risk always leads to …

Read More

Interview: Financial Considerations As Your Child Becomes More Independent {Video}

Posted in ,

RICHMOND, Va. — There are a few things parents should start to consider as their children age. Jennifer Luzzatto, CFA, CFP of Summit Financial Partners stopped by to share her insight on the topic.   …

Read More

Maximizing Your Retirement Income: Tax Planning Strategies You Need to Know! {Video}

Posted in ,

Jennifer and Mike explore how careful tax planning during retirement can save you money. Learn about the benefits of Roth conversions and taking capital gains during low-income years, and how to avoid costly Medicare premiums. …

Read More

Getting Your Financial Documents Organized: How a Little Effort Can Save You Time and Money {Video}

Posted in ,

When it comes to your finances, organizing papers and documents can be a daunting task. There are plenty of financial organization tips you’ve probably already heard to help you get started, but Jennifer and Mike …

Read More

SECURE Act 2.0 {Video}

Posted in ,

SECURE Act 2.0, passed by Congress and signed into law by President Biden in December 2022, may have an impact on your retirement savings and income strategy. Jennifer and Mike sit down to explore the …

Read More

How to Create Your SSA.gov My Social Security Account {Video}

Posted in ,

Mike and Jennifer walk you through how and why you should register on the SSA.gov website for your “My Social Security” profile. This is something you probably want to consider doing, even if you are …

Read More

What is a Fiduciary? {Video}

Posted in ,

We’ve had the same question from a few clients recently: “Are you a fiduciary?” The answer is YES, but there’s more to it! We’re chatting today about fiduciaries, and what it means to be fee-only …

Read More

The Cost of Trying to Time the Market {Video}

Posted in , ,

The Cost of Trying to Time the MarketWatch this video on YouTube The impact of missing just a few of the market’s best days can be profound. We have a pretty cool data visualization of …

Read More

IRA or 401K? 5 Things You Can Do with an IRA That You Can’t With a 401K {Video}

Posted in , ,

IRA or 401k? Know the key differences between these two popular retirement plans to ensure you are saving in the right account.   IRA or 401k? 5 Things You Can Do with an IRA That …

Read More

Inflation – Should You Be Concerned? {Video}

Posted in ,

Jennifer and Mike discuss inflation. What is causing it? Will it continue? What can we expect going forward and how do we prepare for possible inflation or hyperinflation?   Inflation – Should you be concerned? …

Read More

Estate Planning: Is It Necessary? {Video}

Posted in , ,

Estate Planning: Is It Necessary?Watch this video on YouTube Do you have a will? What about a trust? Do you need either of those? What if you don’t have any heirs or money? Mike Sigmon …

Read More

Say Goodbye to the Stretch IRA {Video}

Posted in , , ,

Say Goodbye to the Stretch IRAWatch this video on YouTube Say Goodbye to the Stretch IRA The SECURE Act was passed in Dec of 2019 and we are starting to see more and more people …

Read More

Have questions? We’re here for you. Let’s talk.