Videos

Welcome to our curated library of educational videos and event content, focused on retirement planning, aging well, and Living Wisely. Together, these resources are designed to help you stay informed as you navigate financial, lifestyle, and aging‑related decisions. We also included some fun videos to help you get to know our team!

Top 5 Retirement Surprises

Retirement brings freedom, flexibility, and opportunity—but also complexity. In our Retirement Surprises video series, we cover some of the issues retirees don’t expect. Each short video highlights real‑world considerations that often surface during retirement.

Retirement Surprise #1 – Support for Adult Children

How can you help your adult children financially while still keeping your own retirement on track? We examine the trade‑offs between helping adult children and protecting retirement goals.

Retirement Surprise #2 – Caring for Aging Parents

You may plan for your future—but what if your parents’ needs change the picture? In this video, we discuss an often‑overlooked retirement surprise.

Retirement Surprise #3 – Taxes on Distributions

Withdrawals from pre-tax retirement accounts can push you into a higher tax bracket, increasing how much you owe in taxes. Jon Beyrer talks about avoiding the tax surprise double whammy.

Retirement Surprise #4 – Taxes on Social Security

Understanding how Social Security and other sources of income affect your taxes can help you make more informed retirement decisions—and avoid surprises later on.

Retirement Surprise #5 – Medicare Surcharges

Two retirees. Similar lifestyles. Very different Medicare costs. Here’s why.

BONUS – What is a Fiduciary and Why is That Important?

A fiduciary isn’t just a title—it’s a legal obligation to act in your best interest. In a world full of financial advice, that distinction can make a real difference.

Living Wisely Luncheon Videos

Living Wisely events provide a forum for exploring meaningful topics related to wealth, health, and major life transitions. Through expert insights and thoughtful discussion, these sessions help you stay informed as circumstances change. Explore highlights from past events in the videos below.

B&F Living Wisely Event | Preparing for Wildfires

In this Wildfire Preparedness presentation hosted by B&F, Fire Captain Robert Johnson from CAL FIRE shares expert insights on the changing fire season in California and how communities—especially in San Diego County—can better protect themselves.

B&F Living Wisely Event | Homeowners Insurance & The FAIR Plan

Matt Clark of C3 Insurance breaks down what’s happening in today’s insurance market—and what homeowners can do to protect their properties.

B&F Living Wisely Event | Home Hardening

Danny Aaron, a wildland and structural firefighter and representative of All Risk Shield, explains practical steps homeowners can take to harden their homes against wildfire.

Aging Safely in Your Home – Jacqueline Silverman

Discover tips for aging safely in your home with Jacqueline Silverman of Aging Advisory Services at the Living Wisely Event by Blankinship and Foster Financial Advisors.

Retirement Living Options – Julie Derry

Explore the various types of retirement living options in San Diego with insights from Julie Derry of Aging123, an expert in assisted living and memory care.

Our History | Living Wisely Event

Blankinship & Foster is celebrating its 50th anniversary. The wealth management firm was founded in 1974 by Jack Blankinship.

Optimizing Health as We Age | Living Wisely Event

Blankinship & Foster hosted “Healthy Living into your 80s and 90s.” Anjoulie Pujji, D.O. was one of our guest speakers.

Living to 100 Club | Living Wisely Event

Dr. Casciani is recognized nationally as one of the thought leaders on the psychological aspects of aging. Blankinship & Foster invited him to speak about strategies on the upsides of aging.

Get to Know Our Team

Happy Holidays from the Blankinship & Foster Team!

The holidays are a beautiful reminder of how much we cherish each other—and you! Wishing you a season filled with peace, joy, and unforgettable moments with the ones you love.

Holiday Greetings from Blankinship & Foster

As our family grows, we have so much to be thankful for. And the holidays are a wonderful time to celebrate how much we appreciate each other — and you! We wish you a peaceful and joyful season, full of love and laughter.

Holiday Greetings from Blankinship & Foster

Things are getting festive . . . Happy Holidays from all of us at Blankinship & Foster.

Our Team | San Diego Half Marathon | B&F

It turned into a great team building activity through a few of the beautiful communities, parks and waterfront of our glorious town.

Happy Holidays from Blankinship & Foster

Happy Holidays from all of us at Blankinship & Foster.

Holiday Wishes | Blankinship & Foster

Peace, love and cheer to all fur babies, family and friends. We appreciate you and wish you growth and good health.

Happy Holidays | Blankinship & Foster

Wishing you and your family a peaceful and joyous, safe, warm and wonderful holiday season. And a very happy, prosperous, and hopeful New Year.