Guides & Videos

9 Money Mistakes Doctors Make
Physicians face unique financial pressures. In 9 Money Mistakes Doctors Make, Vicki Rackner shares real-world pitfalls and practical fixes across

Unlocking Solar Tax Credits: A Private Wealth Strategy You Should Know – Series 2/2
Explore a powerful, lesser-known tax strategy with host Erik Brenner and a special guest from Inception Financial. In this session,

Tax Strategies for the Higher Net Worth Investors – Series 1/2
Join Erik Brenner, CFP®, and Founder of Hilltop Wealth & Tax Solutions, for a strategic session on tax mitigation techniques

The Personal CFO Revolution
In today’s complex financial landscape, your parents’ retirement strategy simply won’t work. The skills that got you to retirement aren’t

Financial Strategies for Physicians
Physicians face unique financial challenges, from managing student debt to planning for retirement while navigating a demanding career. This guide

Retirement Readiness
Our ‘Retirement Readiness’ guide highlights five signs of inadequate preparation, such as lacking a plan, insufficient savings, and high debt.

9 Money Mistakes Doctors Make
Physicians face unique financial pressures. In 9 Money Mistakes Doctors Make, Vicki Rackner shares real-world pitfalls and practical fixes across

The Personal CFO Revolution
In today’s complex financial landscape, your parents’ retirement strategy simply won’t work. The skills that got you to retirement aren’t

Financial Strategies for Physicians
Physicians face unique financial challenges, from managing student debt to planning for retirement while navigating a demanding career. This guide

Retirement Readiness
Our ‘Retirement Readiness’ guide highlights five signs of inadequate preparation, such as lacking a plan, insufficient savings, and high debt.

Wealth Management Secrets for Business Owners
Running a business is a balancing act that ties your personal finances to your company’s success, making proactive wealth management

Hiring The Right Financial Advisor
Find the right financial advisor with Hilltop’s guide, ‘Hiring the Right Financial Advisor: 10 Essential Questions to Ask.’ Get insights

Unlocking Solar Tax Credits: A Private Wealth Strategy You Should Know – Series 2/2
Explore a powerful, lesser-known tax strategy with host Erik Brenner and a special guest from Inception Financial. In this session,

Tax Strategies for the Higher Net Worth Investors – Series 1/2
Join Erik Brenner, CFP®, and Founder of Hilltop Wealth & Tax Solutions, for a strategic session on tax mitigation techniques

Tax Planning for Retirement
What are the steps people need to take as they prepare for retirement in order to keep more of their

Hilltop Wealth Solutions Social Security
Erik Brenner talks about the importance of making informed decisions when it comes to social security and planning for retirement.

Your Wealth Health: The Secure Act
Welcome to the all new Your Wealth Health! We are LIVE on Fox Michiana on Saturdays at 9:30am! This morning,

6 Key Decisions to Get Ahead In Retirement Planning
There’s a long road to retirement, and it’s a road with many different directions. While we all know what will