Helpful Financial Planning Videos

We all want to learn how to prepare for and secure our futures. And now, TruWest Credit Union has a library of helpful videos that walk through a number of scenarios on life’s journey, from taking care of loved ones to estate and retirement planning.

Watch these videos to arm yourself with knowledge and practical tips on planning for the future:

Sandwich Generation: Caring for Aging Parents and Kids

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents, while helping children pay for college or launch their careers. Take these steps to feel more in control of your life and future.


Retirement Saving & Investing

Learn how consulting with a financial advisor can help reach your long-term goals, and prepare for retirement.


Retirement Income Planning

Retirement income planning, coupled with a proactive approach to asset management, can help you better preserve and protect your wealth or retirement fund. Learn how by watching this video.


Estate Planning

What, exactly, is estate planning? Learn what it really is, and how to ensure that the physical, financial and lifestyle needs of your loved ones are protected when you're no longer able to provide for them.


Health Care in Retirement

Prepare for your retirement by learning more about health care costs when you retire. No matter what stage of life you are in, find out what steps you can take now to help you in the future.