Updates and Insights
Everything from company updates to how various events impact your investments. Click a thumbnail for more.
Trajan Wealth
May 8, 2026 1:25pm
THE TRAJAN DIFFERENCE MOVIE
Visit us online: https://trajanwealth.com Follow Trajan Wealth on social media: Facebook: https://www.facebook.com/trajanwealth ...
View on YouTubeTrajan Wealth
May 6, 2026 1:00pm
Ranking common financial advice... Agree or disagree? 🤨
Visit us online: https://trajanwealth.com Follow Trajan Wealth on social media: Facebook: https://www.facebook.com/trajanwealth ...
View on YouTubeTrajan Wealth
May 6, 2026 11:23am
Red Rates, Iran and the Economy
Latest news on the latest Fed Rates, David Busch LIVE on FinTech. Visit us online: https://trajanwealth.com Follow Trajan Wealth ...
View on YouTubeTrajan Wealth
May 5, 2026 2:15pm
Are we facing an AI Bubble? - Here's what we know....
Are we in an AI bubble? History has the answer. In this video, we look at what the dot-com bubble of the late 1990s can teach us ...
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
May 5, 2026 2:10pm
Are we facing an AI Bubble? - Here's what we know....
Are we in an AI bubble? History has the answer.
In this video, we look at what the dot-com bubble of the late 1990s can teach us about today's AI investment landscape and why even investors who correctly identified that bubble still struggled to come out ahead.
We cover:
What the CAPE ratio signaled in 1996 (and why exiting early still cost investors)
Why market timing is harder than it looks — even when you're right
Whether AI is a true bubble or the early stages of a generational shift
How Trajan Wealth approaches AI exposure without overconcentration
The lesson from history isn't to panic — it's to stay disciplined.
Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax.
Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary. Additional disclosures at Trajan Wealth.com.
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 YouTubeIn this video, we look at what the dot-com bubble of the late 1990s can teach us about today's AI investment landscape and why even investors who correctly identified that bubble still struggled to come out ahead.
We cover:
What the CAPE ratio signaled in 1996 (and why exiting early still cost investors)
Why market timing is harder than it looks — even when you're right
Whether AI is a true bubble or the early stages of a generational shift
How Trajan Wealth approaches AI exposure without overconcentration
The lesson from history isn't to panic — it's to stay disciplined.
Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax.
Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary. Additional disclosures at Trajan Wealth.com.
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
April 20, 2026 2:04pm
If you’ve been taught that money is evil, it can quietly shape how you make financial decisions.
Studies show that a negative money mindset can limit your future.
Money is a tool. However, without a plan behind it, many people never use it to its full potential.
Sources: https://pensionresearchcouncil.wharton.upenn.edu/blog/saving-and-attitudes-toward-the-future/; https://proactiveadvisormagazine.com/the-behavioral-challenges-to-long-term-wealth-building/.
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.com
View on YouTubeMoney is a tool. However, without a plan behind it, many people never use it to its full potential.
Sources: https://pensionresearchcouncil.wharton.upenn.edu/blog/saving-and-attitudes-toward-the-future/; https://proactiveadvisormagazine.com/the-behavioral-challenges-to-long-term-wealth-building/.
*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.com
Trajan Wealth
April 20, 2026 2:08pm
Traditional 401k or Roth 401k — is one actually better than the other?
Most people go traditional without thinking twice. Lower your taxable income now; deal with taxes later. And honestly, for some people that makes sense.
But here's the other side of that trade ... what if your tax rate is higher in retirement than it is today? Now you've deferred the problem and made it more expensive.
The Roth 401k flips it. Pay the taxes now, let it grow tax-free, and take withdrawals without owing a dime. Less flexibility upfront, but a lot more certainty down the road.
Neither is universally better. It really comes down to where you are today versus where you expect to be later.
Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.com.
View on YouTubeBut here's the other side of that trade ... what if your tax rate is higher in retirement than it is today? Now you've deferred the problem and made it more expensive.
The Roth 401k flips it. Pay the taxes now, let it grow tax-free, and take withdrawals without owing a dime. Less flexibility upfront, but a lot more certainty down the road.
Neither is universally better. It really comes down to where you are today versus where you expect to be later.
Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.com.
Trajan Wealth
April 20, 2026 2:06pm
Stop cashing out your 401(k) without understanding the trade-offs. You’re robbing your future.
Every time you pull that money early, you’re killing compounding interest before it even has a chance to work.
That’s not a small mistake…it can add up to decades of potential growth gone.
Financial planning helps you balance short-term needs without sacrificing long-term goals.
Source: https://www.nerdwallet.com/investing/learn/average-stock-market-return *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.com.
View on YouTubeThat’s not a small mistake…it can add up to decades of potential growth gone.
Financial planning helps you balance short-term needs without sacrificing long-term goals.
Source: https://www.nerdwallet.com/investing/learn/average-stock-market-return *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.com.
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.
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