As Seen In
Welcome To The
Sachs Financial Video Library
Here you'll find your introduction to all things Sachs Financial. Enjoy viewing educational videos regarding the services we offer, important timely financial topics, on-air replays, and more! Our goal is to provide you with tips and tricks that may help in safeguarding your retirement and that ultimately help you live the life you've always wanted.
Introducing Sachs Financial
Take The Next Step
- In The News
- Insights From Jeff
-
New Rules Regarding Your 401(k)
Jeff Sachs joins KSDK's Today in St. Louis to explain several important updates to retirement savings rules. Part-time, temporary, and gig workers who work at least 500 hours per year for three consecutive years are now eligible to participate in workplace retirement plans like 401(k)s and 403(b)s. Catch-up contribution limits have also been increased for those in their early 60s, giving people an opportunity to boost their retirement savings during peak earning years.
Sachs also discussed other major changes, such as delaying required minimum distributions to age 75, allowing employer 401(k) matches for employees making student loan payments, and the ability to roll up to $35,000 of unused 529 college savings into a Roth IRA. -
Real Life Reasons to Pull From Your 401(k)
Jeff Sachs discusses the growing trend of Americans withdrawing from their 401(k)s and offers practical advice for doing so responsibly on KSDK's Today in St. Louis.
While withdrawals can make sense for major life events, such as buying a home or handling a divorce, he stresses that retirement funds should only be used as a last resort, as taxes still apply and can increase your tax bracket. His main message is to build an emergency savings fund so you are not forced to dip into retirement and to balance enjoying life today with protecting your long-term financial future. -
One Big Beautiful Bill's Impact On Finances
𝐇𝐨𝐰 𝐖𝐢𝐥𝐥 𝐭𝐡𝐞 "𝐎𝐁𝐁𝐁" 𝐁𝐢𝐥𝐥 𝐀𝐟𝐟𝐞𝐜𝐭 𝐘𝐨𝐮𝐫 𝐖𝐚𝐥𝐥𝐞𝐭? 𝐋𝐞𝐭’𝐬 𝐁𝐫𝐞𝐚𝐤 𝐈𝐭 𝐃𝐨𝐰𝐧
Jeffrey Sachs joined KSDK’s Michelle Li & Paul Cook to unpack the details of President Trump’s latest legislation and how it could affect your finances.
They discussed:
🔹 The truth behind the “no tax on tips and overtime” claim
🔹 What working families need to know about income limits
🔹 How the bill impacts Social Security and payroll taxes
🔹 Why retirees still need to pay attention
💡 Confused by what this all means for you? Don’t guess—get clarity. Visit sachsfinancial.com/#review or call (314) 266-9845 to schedule your complimentary review today! -
Student Loan Collections to Resume
🎓𝐒𝐭𝐮𝐝𝐞𝐧𝐭 𝐋𝐨𝐚𝐧 𝐏𝐚𝐲𝐦𝐞𝐧𝐭𝐬 𝐀𝐫𝐞 𝐁𝐚𝐜𝐤 — 𝐇𝐞𝐫𝐞’𝐬 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮 𝐍𝐞𝐞𝐝 𝐭𝐨 𝐊𝐧𝐨𝐰
Millions of borrowers could face consequences as federal student loan collections kick back in next week. On KSDK this week, Jeffrey Sachs joins Paul Cook and Sydney Stallworth to help you understand the news and the impacts it could have on you or your children..
📌 Who’s affected?
➡️ 5.3 million in default
➡️ Nearly 5 million more in late-stage delinquency
➡️ That’s 10 million borrowers at risk of serious consequences
📌 What happens if you’re in default?
➡️ It will impact your credit
➡️ Treasury can garnish wages, tax refunds, and up to 15% of Social Security
➡️ Collections can start as early as May 5 if you're notified
📌 What should you do now?
✔️ Log in to StudentAid.gov to check your loan status
✔️ Don’t wait for collections — communicate early with your servicer
✔️ Be wary of scams — real notifications come by email or physical mail, not cold calls
Do you have questions about how this affects you or your kids? Drop them below or visit sachsfinancial.com — Jeff can get you answers. -
MARKET WATCH: Tariffs & The Market Drop
Jeff Sachs joined KSDK’s Michelle Li & Paul Cook to break down the market downturn following President Trump’s sweeping tariff announcement. They covered:
🔹 Why the market is reacting with uncertainty
🔹 How tariffs could impact prices & businesses
🔹 What retirees & pre-retirees should consider before making financial moves
💡 Feeling uncertain? Don’t make rash decisions—get a plan in place. Visit sachsfinancial.com or call (314) 266-9845 to schedule a complimentary review today! -
MARKET WATCH: Tariffs & The Market Drop
Jeff Sachs joined KSDK’s Michelle Li & Paul Cook to break down the market downturn following President Trump’s sweeping tariff announcement. They covered:
🔹 Why the market is reacting with uncertainty
🔹 How tariffs could impact prices & businesses
🔹 What retirees & pre-retirees should consider before making financial moves
💡 Feeling uncertain? Don’t make rash decisions—get a plan in place. Visit sachsfinancial.com or call (314) 266-9845 to schedule a complimentary review today! -
Answering Your Social Security Questions
Jeff Sachs joins KSDK's Michelle Li to discuss recent changes to Social Security and what it means for you! -
Michelle on the Money: Explaining the Social Security Fairness Act
For the first time in two decades, Social Security benefits are actually expanding and it's because of the Social Security Fairness Act. Learn more about it from Jeff Sachs, Owner and Founder of Sachs Financial. -
Michelle on the Money: End of Year Tax Advice
It's tax season! Get some tips to help you out this year from Jeff Sachs, Owner and Founder of Sachs Financial.
-
Recent Market Updates
💰 Big Changes to Your Retirement Savings in 2025! 💰
You might be getting a raise—or at least more opportunities to save for retirement. Jeff Sachs breaks down these updates and what they mean for your retirement. Here’s what’s new:
✅ 401(k) Contribution Limits Increased
✅ Required Employer Match
✅ IRA Contribution Boost
✅ Social Security COLA Increase
AND MORE!
Want to make the most of these changes? Call us at 314-266-9845 or visit https://sachsfinancial.com/ to discuss your strategy. -
Important Changes to Retirement Accounts in 2025
What if we told you you could add $10,000 to your retirement account OR that you're going to get an automatic raise?
There's been a lot of changes to the retirement landscape over the last couple of months, and you're likely to be impacted! Watch this quick video from Jeff Sachs, Owner and Founder of Sachs Financial to learn more! -
How LLIMMT Can Impact Your Retirement Savings.
Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each of these elements plays a crucial role in shaping individuals' retirement outlook. -
Does Your Retirement Include An Estate Plan?
Your legacy is more than what you leave behind—it’s the story you tell, the values you instill, and the memories that live on. Planning beyond finances ensures your impact is felt in the hearts of your loved ones and the traditions they carry forward. Ready to make your legacy truly unforgettable? -
How to Approach the Stock Market
📈 Stock Market Uncertainty? Here’s What to Consider. 📉
Trying to predict the market? Jeff Sachs breaks it down:
✅ Only invest money you won’t need for a long time.
✅ Be honest—can you afford to take the risk?
✅ The market will go up and down—don’t gamble with what you can’t lose.
If you're feeling uneasy about your investments, it might be time to rethink your strategy.💡 Learn more at https://sachsfinancial.com/ -
Planning for Inflation
Inflation Isn’t Coming—It’s Already Here. 🏡🍞⛽
The economy is uncertain, but one thing is clear—inflation will impact your retirement.
✅ Is your retirement plan built to handle rising costs?
✅ Will your income grow over the next 20+ years?
✅ Inflation won’t wait—make sure your money keeps up.
If you haven’t factored inflation into your retirement plan, now is the time.
Schedule time with Jeffrey Sachs to get your important retirement questions answered! https://sachsfinancial.com/#review -
Stock Market Uncertainty? Don't Panic!
📉 “𝐼𝑠 𝑡ℎ𝑖𝑠 𝑛𝑜𝑟𝑚𝑎𝑙?” Yes – and here’s why.
Market drops can feel alarming, especially when they happen fast. But as Jeffrey Sachs explains, corrections like this occur about every 1.5–2 years.
In this clip, Jeff helps turn down the noise, put things in perspective, and remind us...
✔️ Don’t panic
✔️ Look at the big picture
✔️ Stay focused on your plan
🧠 Need guidance? Visit sachsfinancial.com or call (314) 266-9845 to schedule your complimentary review today. -
The Market Dips - What Should You Do Now
📊 The Market Dips — "𝑊ℎ𝑎𝑡 𝑠ℎ𝑜𝑢𝑙𝑑 𝐼 𝑑𝑜 𝑛𝑜𝑤?”
If the market downturn has you wondering what steps to take — Jeffrey Sachs is back with more guidance on how to stay grounded and smart with your finances.
💡 Stick to the fundamentals:
✔️ Keep cash on hand so you’re not forced to sell investments
✔️ Avoid taking on new debt — and pay down existing balances
✔️ Keep contributing to your 401(k), IRA, or savings
Whether you're decades from retirement or just around the corner, having a plan in place for now, soon, and later makes all the difference.
🧠 Questions about your strategy? Visit sachsfinancial.com or call (314) 266-9845 to schedule your complimentary review. -
Risk In The Long-Term
🧠Feeling Uncertain About Your Portfolio?
After a volatile week in the markets, many investors are wondering: Do I have too much risk?
Jeffrey Sachs, your financial therapist and advisor, reminds us that risk is part of investing — but if recent market swings left you anxious or unsure, it might be time to revisit your plan.
Key Takeaways:
💡You don’t need to be all in or all out of the market.
💡The right amount of risk depends on your goals and retirement timeline
💡Even in retirement, you’re likely planning for 20–30 more years — your strategy should reflect that.
You don't have to figure it out alone. Visit sachsfinancial.com or call (314) 266-9845 to schedule a complimentary review. Let’s bring clarity and confidence back to your plan!
Sachs Financial Photo Gallery
Interested In Sachs Financial?
