Updates and Insights
Everything from company updates to how various events impact your investments. Click a thumbnail for more.
Trajan Wealth
January 30, 2026 1:52pm
Most people obsess over their 401(k) balance. Very few stop to ask what it actually pays them.
A $1000000 account sounds rich, until you realize a prudent withdrawal might mean ~$40000 a year. That's when math gets real ...
View on YouTubeTrajan Wealth
January 30, 2026 9:54am
7 Keys to Custom Wealth Management (Why Model Portfolios Fall Short)
Most financial plans today are built for efficiency, not individuality. Large firms often rely on model portfolios and templated ...
View on YouTubeTrajan Wealth
January 27, 2026 12:00am
Market noise comes and goes. Trust is what lasts.
Market noise comes and goes. Trust is what lasts. When uncertainty creeps in, having an advisor who answers the text, reassures ...
View on YouTubeTrajan Wealth
January 25, 2026 3:00pm
Under One Roof. At Trajan Wealth, we are your local Family Office.
Under One Roof. At Trajan Wealth, we are your local Family Office. As you retirement and legacy building plans get more complex ...
View on YouTubeKey Topics
Retirement Planning Essentials
No matter your age, retirement is built one smart decision at a time. Start where you are and take the next step forward with our videos.
Trajan Wealth
December 9, 2025 2:34pm
Getting Retirement Ready: What to Do in Your 40s, 50s, and 60s
Retirement isn’t about hitting a number or a date on the calendar; it’s about creating freedom. The freedom to choose when and how you step into the next chapter of your life.
In this video, Trajan Wealth’s Co-Chief Investment Officer, David Busch, breaks down what it takes to get retirement-ready. Whether you’re in your 40s building momentum, your 50s getting intentional, or your 60s locking it all in, the right steps today can shape the lifestyle you enjoy tomorrow.
No matter your age, retirement is built one smart decision at a time. Start where you are and take the next step forward.
Ready to build your financial future?
Visit https://www.trajanwealth.com to speak with a fiduciary advisor and create a personalized investment plan.
Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services offered by Trajan®️ Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states. Any examples provided are hypothetical.
View on YouTubeIn this video, Trajan Wealth’s Co-Chief Investment Officer, David Busch, breaks down what it takes to get retirement-ready. Whether you’re in your 40s building momentum, your 50s getting intentional, or your 60s locking it all in, the right steps today can shape the lifestyle you enjoy tomorrow.
No matter your age, retirement is built one smart decision at a time. Start where you are and take the next step forward.
Ready to build your financial future?
Visit https://www.trajanwealth.com to speak with a fiduciary advisor and create a personalized investment plan.
Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services offered by Trajan®️ Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states. Any examples provided are hypothetical.
Trajan Wealth
December 9, 2025 2:45pm
Target Date Funds: An Expert’s Perspective
Target date funds are one of the most common investment options inside 401(k)s and retirement accounts. But are they really the best choice for your financial future?
In this video, David Bush, Co-Chief Investment Officer at Trajan Wealth, breaks down everything you need to know:
✔️ What target date funds are and how they work
✔️ The role of the “glide path” and automatic rebalancing
✔️ Pros: simplicity, diversification, and set-it-and-forget-it investing
✔️ Cons: hidden fees, one-size-fits-all allocation, and risks in retirement
✔️ Who target date funds are best suited for
Whether you’re just starting your career and building your 401(k), or approaching retirement and questioning if a target date fund is still right for you, this conversation gives you a clear, practical perspective.
Ready to build your financial future?
Visit https://www.trajanwealth.com to speak with a fiduciary advisor and create a personalized investment plan.
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planlwg123
ning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
View on YouTubeIn this video, David Bush, Co-Chief Investment Officer at Trajan Wealth, breaks down everything you need to know:
✔️ What target date funds are and how they work
✔️ The role of the “glide path” and automatic rebalancing
✔️ Pros: simplicity, diversification, and set-it-and-forget-it investing
✔️ Cons: hidden fees, one-size-fits-all allocation, and risks in retirement
✔️ Who target date funds are best suited for
Whether you’re just starting your career and building your 401(k), or approaching retirement and questioning if a target date fund is still right for you, this conversation gives you a clear, practical perspective.
Ready to build your financial future?
Visit https://www.trajanwealth.com to speak with a fiduciary advisor and create a personalized investment plan.
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planlwg123
ning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
Financial Tips for Everyday Life
Smart money decisions start with the right mindset. In this playlist, fiduciary advisors share practical tips on saving, planning, investing basics, and how to approach money with confidence.
Trajan Wealth
January 30, 2026 9:51am
7 Keys to Custom Wealth Management (Why Model Portfolios Fall Short)
Most financial plans today are built for efficiency, not individuality.
Large firms often rely on model portfolios and templated strategies designed to scale, but your life, your taxes, your retirement timeline, and your legacy goals don’t fit into a one-size-fits-all framework.
In this video, David Busch, CFA®, Co-Chief Investment Officer at Trajan Wealth, breaks down the 7 keys to custom wealth management and explains why true financial planning goes far beyond picking investments. You’ll learn how a family office–style approach integrates portfolio construction, tax strategy, retirement income planning, estate coordination, and risk management into one cohesive plan.
📌 What you’ll learn in this video:
• Why model portfolios often fall short for real families
• How high-conviction diversification works (quality over quantity)
• The role of quantitative and fundamental analysis in portfolio design
• When annuities make sense — and when they don’t
• How private equity and private credit can fit into a portfolio
• Why coordinated tax, estate, and income planning matters more than performance alone
• Key questions to ask your current financial advisor
At Trajan Wealth, we believe wealth management should evolve as your life evolves. That’s why we operate with a fiduciary, family office mindset — one coordinated team, accountable to your outcomes, not a preset investment template.
If you’re evaluating your current financial advisor, planning for retirement, or looking for a more intentional approach to long-term wealth, this video will give you clarity and a framework to think differently.
👉 Explore more educational investing content: Check out our Investment IQ playlist
👉 Ready for a more personalized financial plan? Learn more about Trajan Wealth
👉 Like & Subscribe for thoughtful financial insights, retirement planning strategies, and market education
Visit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
Advisory services offered through Trajan® Wealth L.L.C.,
an SEC registered investment advisor.
View on YouTubeLarge firms often rely on model portfolios and templated strategies designed to scale, but your life, your taxes, your retirement timeline, and your legacy goals don’t fit into a one-size-fits-all framework.
In this video, David Busch, CFA®, Co-Chief Investment Officer at Trajan Wealth, breaks down the 7 keys to custom wealth management and explains why true financial planning goes far beyond picking investments. You’ll learn how a family office–style approach integrates portfolio construction, tax strategy, retirement income planning, estate coordination, and risk management into one cohesive plan.
📌 What you’ll learn in this video:
• Why model portfolios often fall short for real families
• How high-conviction diversification works (quality over quantity)
• The role of quantitative and fundamental analysis in portfolio design
• When annuities make sense — and when they don’t
• How private equity and private credit can fit into a portfolio
• Why coordinated tax, estate, and income planning matters more than performance alone
• Key questions to ask your current financial advisor
At Trajan Wealth, we believe wealth management should evolve as your life evolves. That’s why we operate with a fiduciary, family office mindset — one coordinated team, accountable to your outcomes, not a preset investment template.
If you’re evaluating your current financial advisor, planning for retirement, or looking for a more intentional approach to long-term wealth, this video will give you clarity and a framework to think differently.
👉 Explore more educational investing content: Check out our Investment IQ playlist
👉 Ready for a more personalized financial plan? Learn more about Trajan Wealth
👉 Like & Subscribe for thoughtful financial insights, retirement planning strategies, and market education
Visit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
Advisory services offered through Trajan® Wealth L.L.C.,
an SEC registered investment advisor.
Trajan Wealth
December 11, 2025 10:41am
Mastering the Unknown: A Guide to Uncertainty
Uncertainty affects every part of life, but nowhere does it feel more overwhelming than in our financial decisions. In this video, we explore why uncertainty creates fear, how your brain reacts to the unknown, and how working with a financial professional can help you regain clarity, confidence, and control.
Visit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
View on YouTubeVisit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
Trajan Wealth
December 9, 2025 2:41pm
How to Battle Uncertainty
In this video, we explore the psychology behind uncertainty and how finding purpose can transform the way we think, plan, and feel about our finances.
Visit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
View on YouTubeVisit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
Trajan Wealth
December 9, 2025 2:41pm
The Psychology of Uncertainty
Why do we worry about money more than our own health? And why does financial uncertainty feel so overwhelming?
You’ll learn practical ways to stay grounded, reduce money anxiety, and stay focused on the actions that actually matter.
If financial uncertainty has ever kept you up at night, this video is for you.
Visit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
View on YouTubeYou’ll learn practical ways to stay grounded, reduce money anxiety, and stay focused on the actions that actually matter.
If financial uncertainty has ever kept you up at night, this video is for you.
Visit us online: https://trajanwealth.com
Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Any examples provided are hypothetical.
All About Annuities
What exactly is an annuity? We cover the basics in bite-sized videos below, or read all about it on our annuities page.
Trajan Wealth
February 2, 2024 4:16pm
What is an annuity?
All About Annuities: Part 1
Learn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
View on YouTubeLearn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
Trajan Wealth
February 2, 2024 4:19pm
Types of annuities
All About Annuities: Part 2
Learn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
View on YouTubeLearn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
Trajan Wealth
February 2, 2024 4:23pm
What is a rider?
All About Annuities: Part 3
Learn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
View on YouTubeLearn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
Trajan Wealth
February 2, 2024 4:26pm
Common Misunderstandings
All About Annuities: Part 4
Learn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
View on YouTubeLearn everything you need to know about annuities on our site: https://trajanwealth.com/retirement-planning/annuities/
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Annuities are not Advisory products. D.B.A. Trajan® Wealth Insurance Solutions. Additional disclosures at Trajan Wealth.com.
Ready To Reach Your Goals?
Planning for tomorrow, starts today.
Our video content will help you to break down and understand complex investment, retirement and estate planning concepts.
We are here to help you reach your financial goals!
