We focus so much on what decisions our advisors are making for us, but do we ever stop and ask them what exactly their decision making process is? How do they come to the conclusions they do? One of the major questions you should ask your advis
We all know that beating the market consistently doesn't happen, but is hiring a financial planner worth it if they can't beat the market? What other value can an advisor provide? Most financial planners will always tell you, "of course you sho
We ask a million questions when buying a new dishwasher, but only ask about performance when hiring a financial planner. It is so much more than that. Find out the questions you should be asking an advisor before you engage with them, and what
Unless you've been living under a rock for the past five years, you've probably heard of cryptocurrency. But most people have no idea how it works, and are unaware of the potential benefits and risks. Listen to this week's podcast and let us gi
Are we in a housing bubble? Homebuyers are reporting bidding wars while sellers are seeing 60+ showings within the first few days. Low interest rates, and a host of other things are contributing to our current market conditions. All that being
The American Rescue Plan or "stimmy" if you're under the age of 30 has passed, and checks are hitting American's bank accounts as we speak. What else is in the plan, and how does it impact you? GET OUR FREE BUDGET TEMPLATEMake an Appointment
How do I create a retirement account that will grow tax free if I am already using my company 401K. The backdoor Roth IRA conversion is the answer, but for some reason so few people use it. Learn how in this episode of Understanding the Power o
What is going on right now on Wall Street? What is a short squeeze, why does anyone want to buy Gamestop and am I missing the boat? All questions you might be asking yourself right now, I answer them for you right here!GET OUR FREE BUDGET T
We explored the Biden/Harris tax plan last time, not lets look at how to be as tax efficient as possible so we can keep more in our pocket, and send less to the government. GET OUR FREE BUDGET TEMPLATEhttps://docs.google.com/forms/d/e/1FA
What does the Joe Biden tax plan look like? How will it impact me? Lets take 15 minutes to break down the key points of the Biden/Harris Tax Proposal and see how it impacts all of us!GET OUR FREE BUDGET TEMPLATEhttps://docs.google.com/for
Did you win 2020? Don't let the talk of others push you to think you missed the boat, or you need to change your plan. Did you win 2020? Before you answer, what does winning mean? When it comes to your financial plan it doesn't mean getting ric
Money doesn't buy you happiness, but it certainly buys you freedom! Freedom to control your time and that is the true reason to build wealth. Cars and fancy stuff don't matter without the freedom to control how you spend your time, with whom, a
Understanding the Power of Money Episode 3 - What are the biggest risks we all face over the next 4 years?The election is all but over, and we are going to have a new President on January 20th, 2021. With change comes new risk, so what are the
Understanding the Power of Money Episode 2 - Discipline = Freedom Discipline is what lets you achieve your goals, and its no different for building wealth and personal finance. I don't just preach it, I live it in my own day to day life. Find
Understanding the Power of Money - Episode 1 - My Story Do you think other people's money habits are nuts? Ever judge a family member for their crazy idiosyncrasies when it comes to money? Me to! Lets me show you just how powerful money is, a