Rae Hartley Beck

I’m Rae Hartley Beck, a fee-only fiduciary CFP® professional helping thoughtful, values-driven adults use money to buy time, freedom, and peace of mind, not just better performance.

This channel is for people who are doing well financially but still feel burned out, stuck, or anxious about work, retirement, or getting the details wrong.

Most of my clients are high-earning professionals who want options without blowing up their life, and early retirees or retirement-ready folks who want to retire well. 

Here you’ll find plain-English videos about work-optional planning, retirement decisions, Social Security, Medicare, IRMAA, taxes, and the emotional side of money, all without shame or jargon.

I don’t sell products or chase performance. I’m paid for advice, not commissions, and I work as a fiduciary, meaning your interests come first.

If you want stock picks or hype, this won’t be a fit. If you want clear thinking and steady guidance, you’re in the right place.