Video Library

  • Tax Deadline Planning Tips
    4 min & 10 secs

    The Tax deadline is just days away! Financial Advisor Brett Gottlieb stopped by KSWB-TV to share the biggest tax planning mistakes and what we can do to set ourselves up for future success.

  • Are you ready for your financial future? No one wants to end up penniless. Financial professional Brett Gottlieb joined KSWB-TV to celebrate National Retirement Planning Week. He shared tips to plan for the future!

  • 10 years after stocks hit rock bottom, there are lessons we can learn from the aftermath of the Great Recession. Check out this interview on FOX 5 San Diego with Raoul Martinez, where Brett talked about how people can plan for retirement during a volatile market.

  • File Taxes Early
    4 min & 40 secs

    Our very own Brett Gottlieb stopped by FOX 5 San Diego this morning and visited with @Raoul Martinez to share four reasons why we should file our taxes early!

  • New Tax Changes
    2 min & 1 secs

    Tax season is here, and this year there are some big changes for filers! Financial Advisor Brett Gottlieb talked with ABC 10 News about why you shouldn’t wait to file.

  • New Years Resolutions
    4 min & 53 secs

    January 12th is #QuittersDay when many of us have already given up on our #NewYearsResolutions. Our founder, Brett Gottlieb shares 5 tips with Fox 5 San Diego to get your resolutions back on track in 2019!


  • Holiday Tipping
    5 min & 15 secs

    Our own Brett Gottlieb stopped by FOX 5 in San Diego this morning to offer tips on holiday tipping!

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