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Dario Kerkez, CFP® CEPA®
401(k) & Retirement Planning
3 videos
Family's Balance Sheet with Sample
Walk through a real-world family balance sheet — assets, liabilities, and net worth — and learn how to use this financial snapshot to identify planning gaps, benchmark your progress, and drive smarter retirement decisions. Includes a fully worked sample with commentary.
Cash Flow Statement — Overview
Understanding where your money comes in and goes out is the foundation of every solid retirement plan. This video breaks down how to build a personal cash flow statement, identify leakage, and use surplus cash strategically to accelerate retirement savings or pay down debt.
5 Types of Retirement Income Buckets
The bucket strategy is one of the most effective frameworks for managing retirement income — but most people only know one or two buckets. This video covers all five income bucket types (guaranteed, growth, tax-free, liquid, and legacy), how they work together, and which accounts belong in each.
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Financial Planning
3 videos
Financial Planning vs Estate Planning
Many people confuse financial planning with estate planning — or assume they're the same thing. This video clearly defines both disciplines, explains how they overlap, and shows why you need a coordinated strategy that addresses both your accumulation goals and your legacy intentions. Learn what each advisor type does and when you need both.
Dario Kerkez, CFP® — Introduction
Meet Dario Kerkez, CFP® CEPA® — founder of 401kBull.com and retirement planning specialist. This short introduction covers Dario's background, credentials, planning philosophy, and the types of clients he works with — from employees maximizing their 401(k) to business owners planning their exit.
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Purpose of Life Insurance
Life insurance is one of the most misunderstood — and misapplied — financial tools available. This video cuts through the confusion and explains the core purposes of life insurance: income replacement, debt coverage, estate liquidity, and legacy planning. Learn which type fits which need and what questions to ask your advisor.
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Tax Strategies
1 video
Business Owner Series — Executive Bonus Section 162
Section 162 Executive Bonus Plans are one of the most tax-efficient ways to reward and retain key employees while providing business owners with a deductible compensation strategy. This video explains how Section 162 plans work, the tax treatment for both employer and employee, how they compare to deferred compensation, and when this strategy makes the most sense.
Estate & Insurance Planning
3 videos
Importance of Having a Will
Dying without a will (intestate) means the state decides where your assets go — not you. This video breaks down why every adult needs a will regardless of age or wealth, what happens to your assets without one, how beneficiary designations on retirement accounts and life insurance override your will, and the five core estate documents everyone should have in place before retirement.
Long Term Care
Long-term care is one of the biggest unplanned expenses in retirement — averaging $100,000–$300,000+ per event. This video busts the most common LTC myths ('Medicare will cover it,' 'my family will take care of me'), explains the difference between traditional LTC insurance and hybrid life/LTC policies, and helps you decide whether to insure, self-insure, or use a hybrid approach.
Business Owner Series — Key Person Insurance
What happens to your business if a key employee — or you — suddenly dies or becomes disabled? Key Person Insurance is a life or disability policy owned by the business on a critical team member, with the death or disability benefit paid to the company. This video explains how it works, how the premiums and benefits are taxed, how to calculate the right coverage amount, and when it's essential.
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Business Strategies
3 videos
Business Partners — How to Fund a Buy-Sell Agreement
A buy-sell agreement is only as good as its funding. What happens to your business if a co-owner dies, becomes disabled, or wants out — and there's no money to execute the buyout? This video covers the four funding methods (life insurance, disability insurance, sinking fund, installment), cross-purchase vs. entity-redemption structures, and how to match funding to your specific partnership situation.
Business Owner Series — Executive Bonus Section 162
Part of the Business Owner Series, this episode focuses on how Section 162 Executive Bonus Plans benefit the business owner directly — as a way to fund their own life insurance with pre-tax business dollars, create a selective benefit for themselves and key partners, and build cash value tax-advantaged outside the qualified plan system.
Business Owner Series — Key Person Insurance
Part of the Business Owner Series, this episode dives deeper into the business owner's perspective on key person planning — covering how to identify which employees qualify as key persons, structuring the policy for maximum protection, the role of key person coverage in securing business loans, and how it integrates with your broader exit and succession plan.
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