Updates and Insights
Everything from company updates to how various events impact your investments. Click a thumbnail for more.
Trajan Wealth
April 29, 2026 4:36pm
Update: Earnings Report of Q1
Latest news on earning reports, David Busch LIVE on Schwab. Visit us online: https://trajanwealth.com Follow Trajan Wealth on ...
View on YouTubeTrajan Wealth
April 28, 2026 1:39pm
Waiting on an inheritance is not a financial plan.
We don't build plans around someone else's death. We build plans around the life you're living right now. If your retirement ...
View on YouTubeTrajan Wealth
April 27, 2026 8:56am
'I'm going to be dead. I really don't care.
We hear this all the time. Here's the question that changes everything: Maybe you don't care what happens to your assets after ...
View on YouTubeTrajan Wealth
April 27, 2026 8:47am
Un-earned assets come with no respect.
The moment you earned your own money, you stopped impulse buying. You got picky. Protective. Intentional. The people who ...
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
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.
Trajan Wealth
February 26, 2026 1:43pm
College Is Expensive. THIS Makes It Smarter.
A 529 plan isn’t just a college account. It’s a tax growth engine!
In this video, we talk about:
• How tax-free compounding can quietly build serious momentum
• Why time is your biggest advantage (and why starting early matters)
• How 529s fit into broader family planning strategy
• The flexibility most people don’t realize these plans offer
Used correctly, a 529 isn’t about tuition; it’s about intentional, multi-generational planning.
If you care about building smart systems for your family instead of scrambling later, this is a conversation you need to hear.
Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.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 talk about:
• How tax-free compounding can quietly build serious momentum
• Why time is your biggest advantage (and why starting early matters)
• How 529s fit into broader family planning strategy
• The flexibility most people don’t realize these plans offer
Used correctly, a 529 isn’t about tuition; it’s about intentional, multi-generational planning.
If you care about building smart systems for your family instead of scrambling later, this is a conversation you need to hear.
Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.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.
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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