The Strategy Session
Insights To Support Smarter Financial Decisions
The Strategy Session is an educational video series designed to help you understand key financial topics. Each episode shares straightforward strategies that may support your ability to make well-informed decisions about building, protecting, and enjoying your wealth.
WATCH THE LATEST FROM ROGER
Gifting Stock In Retirement: Tax And Planning Basics
Retirement Planning & Preparation
Design A Retirement Budget That
Fits Your Life?
What Happens To Retirement
Savings In A Divorce?
How To Keep Your Retirement Plan
Inflation-Ready
Tax Strategies & Efficient Withdrawals
Tax-Efficient Withdrawal
Strategies
Tax-Exempt Contributions
Tips For Tax Season
Financial Fundamentals & Money Management
How To Prepare Financially For
A Divorce
Budgeting Best Practices
How To Recession-Proof
Your Finances
Fiduciary & Advisory Perspective
Our Approach To
Financial Planning
What Is A Fiduciary
Financial Advisor?
What Makes A Fiduciary
Advisor Different?
Year-End & Seasonal Financial Guidance
Investing In The New Year
Starting The New Year
Off Right
Budgeting For The Holidays
Frequently Asked Questions About The Strategy Session
The Strategy Session is an educational video series from Strategic Investment Management designed to help you understand key financial topics. Each episode shares straightforward strategies to support well-informed decisions about building, protecting, and enjoying your wealth, without industry jargon.
Episodes cover a wide range of financial topics organized into five main areas: retirement planning and preparation, tax strategies and efficient withdrawals, year-end and seasonal financial guidance, financial fundamentals and money management, and fiduciary and advisory perspective.
The Strategy Session is designed for anyone looking to make more informed financial decisions, whether you are just starting out, approaching retirement, already retired, managing a business, or navigating a major life change such as divorce or the loss of a spouse.
Yes. The Strategy Session video library is available on the Strategic Investment Management website at no cost. You can browse episodes by topic and watch at your own pace.
No. The Strategy Session is an educational resource intended to support smarter financial decisions, not to substitute for personalized financial advice. Strategic Investment Management encourages viewers to use the series as a starting point and connect with an advisor for guidance tailored to their specific situation.
You can reach Strategic Investment Management by phone at 512-341-9898, by email at roger@strategicim.com, or through the contact form on the website. The team serves clients regardless of life stage or location and is available to help you build a plan around your goals.
Free Financial Education, Whenever You Need It
Every episode of the Strategy Session is designed to help you make more confident financial decisions. No jargon, no
pressure — just straightforward guidance on the topics that affect your financial life.
A Client-Centered Approach
Our commitment is to giving you guidance toward your financial independence. Through educating you, without industry jargon, we can help you achieve your financial dreams.
Our Services
Our highly specialized wealth-management professionals can provide the services you need, such as wealth management, retirement planning, financial planning and insurance analysis.
Contact Us
We want to hear from you! Whatever state you live in or whatever life stage you’re in, we are excited to create a comprehensive financial plan that gives you freedom and confidence. Reach out today!