Josh Dorfman, CFA, CFP - Northwestern Mutual, Washington D.C., DC Videos

Election day is here. Try to carve out some time to make it to the polls and exercise your right to vote.

Travel/Spring Break Post 1
Let’s create a savings plan that helps you satisfy your wanderlust. Once that’s out of the way, these clever travel hacks can help you conserve your funds no matter how you vacation.

TED Partnership Announcement
The time has finally come! The #TED2024 conference has kicked off and I couldn’t be more thrilled to announce that Northwestern Mutual is the 2024 Official Financial Planning Partner for TED. Backed by a company built on the power of conversation joining forces with another, I’m here to help make good talks about money even better. So let’s talk—reach out to me anytime.

P&P Stat #2
You can’t buy peace of mind, but feeling financially secure definitely helps. I’m here to help you make sense of your finances to have you feeling comfortable and confident with your money.

Match Day 2024
Happy Match Day to every future doctor. I can help you protect what you’ve worked so hard for and secure a successful financial future as you continue on your path.

Social Security Percentage
Social Security will be an important benefit. But to live the way you want when you retire, you’ll most likely need additional income options. Having a retirement plan that includes multiple income strategies will help. Let’s start building yours today.

Spending Bonus Money
There are many ways to spend a bonus. Do you have a plan for yours? Reach out to me and let’s talk!

Social Security Age
Social Security is key to a strong retirement plan. But do you know how best to maximize it? Using proprietary software, I can help you figure out which filing options are best for you. Let’s connect.

San Antonio Regional Conference 2024 Josh Dorfman Financial.MOV
Our team had a wonderful time learning and celebrating at Northwestern Mutual's regional conference! I am grateful to have such smart and dedicated team members who enjoy learning and are fun to spend time with! And don't sleep on San Antonio. It's a great city with plenty to do!

Growing to Spending
You’ve been focused on growing your assets for years. But at some point, you’ll need to shift from growth to spending. Do you know when? Or how? Reach out and let’s make sure you make the shift at the right time and in the right way. #retirewithmorethanmoney

LNY-CA
Happy Year of the Dragon! Wishing you abundant fortune, courage, and happiness in the year ahead.

MLK Jr. Day
Happy #MLKday everyone. What a man he was, and what a legacy he left. My way of honoring him is making sure I'm always doing the right thing for the people around me. How do you celebrate the life and legacy of Martin Luther King, Jr.? Let me know in the comments.