Video Library & Lakeside Chats

Video Library

Informational videos from Clute Wealth Management, LPL Financial, and others. 

The Sandwich Generation 

CWM_LPL-Sandwich-Generation_Compliance-Approved

What's the best strategy to pay off debt?
"Snowball" vs. "Avalanche" method

CWM_Snowball-vs-Avalanche_SUNY-Platt

 

Lakeside Chats

Our Lakeside Chats were started in Spring 2020 to help us feel more connected. Think casual conversation about a wide range of topics. Imagine an online video version of a regular backyard (or front porch) get-together with friends and neighbors. For each Lakeside Chat, a different guest leads the conversation about their area of expertise, their passionate hobby.

View past Lakeside Chat recordings below.

October 14th, 2020

Guest: Cake Artist Janina Kotulich - Red Poppy Cakery
Topic: Making Mason Jar Cheesecake

October 8th, 2020

Guests: Ronald Gist - Health Insurance Counseling & Advocacy Program (HICAP) Counselor
Topic: Medicare and the Open Enrollment Period

September 30th, 2020

Topic: How to Thrive During Market Volatility

September 8th, 2020

Guests: Attorney Heather West and Doctor Kasey Stewart
Topic: Financial Elder Abuse

September 1st, 2020

Guest: Matt Sperazzo - External Business Consultant 
Topic: Social Security

July 29th, 2020

Topic: The LPL Midyear Outlook
Download the complete Midyear Outlook 2020 publication (PDF)

July 22nd, 2020

Topic: Making home made ice cream

 

July 9th, 2020

Guest: Heather West - Lawyer
Topic: Estate Planning & Trusts

 

June 17th, 2020

Guest: Amy Ivy - Retired Horticulturalist
Topic: Gardening pt. 2 - Planting in ground

June 10th, 2020

Guest: Amy Ivy - Retired Horticulturalist
Topic: Gardening - Using Planters and Containers

 

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