See the Forest Through the Trees

1. 

   Retirement with Dolphin Financial Group

   @dolphinfinancialgroupfl · 12,500 subscribers · Personal Finance

   4,399avg views
2. 

   Jeremy Finger, CFP®, CIMA®, CEPA

   @jeremyfingerfinancial · 21,300 subscribers · Personal Finance

   36,101avg views
3. 

   Devin Carroll, CFP®

   @devincarroll · 480K subscribers · Personal Finance

   119Kavg views
4. 

   Justin Haywood, CFP®

   @haywoodwealth · 7,110 subscribers · Personal Finance

   2,471avg views
5. 

   Financial Fast Lane

   @financialfastlane · 378K subscribers · Personal Finance

   136Kavg views
6. 

   Trevor Phibbs, CFP®

   @trevorphibbs · 11,800 subscribers · Personal Finance

   133Kavg views
7. 

   Mr. Retirement with Jeremy Keil, CFP®, CFA®

   @mrretirement · 7,050 subscribers · Personal Finance

   2,006avg views
8. 

   Josh Rendler, CFP®

   @motionretirement · 19,800 subscribers · Personal Finance

   29,080avg views

Retirement planning, Social Security strategy, Roth conversions, and retirement tax planning are explained clearly for retirees, pre-retirees, and business owners. Hosted by Colin Exelby, CFP®, founder of Celestial Wealth Management and creator of See the Forest Through the Trees, this channel focuses on helping people make smarter retirement and financial decisions through tax-aware planning, long-term thinking, and real-world retirement strategies. It's designed for people approaching retirement, already retired, or seeking greater financial clarity around Social Security, taxes, retirement income, and wealth planning. New episodes released regularly. This channel is solely for educational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Celestial Wealth Management unless a client service agreement is in place.

Joined

2019-01-26

Format

solo-host

Topics

Financial Literacy & Education, Budgeting & Money Management