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Podcast Episode 258: Facing the Facts of Retirement

Today’s Wisdom: The great thing about facts is they remain to be facts even if you don’t wish to acknowledge … Read More

Podcast Episode 257: Things Everyone Can Relate To

Today’s Wisdom: We might all be different when it comes to money, but there are certain things that we can … Read More

Let’s Stop Making Financial Planning Complicated

Plenty of things in life are complicated, but financial planning shouldn’t be one of them. Some financial advisors tend to … Read More

Podcast Episode 190: How to Utilize Our Proprietary Process

Today’s Wisdom: For more than a decade, our team has been using a proprietary process we call the Money Map … Read More

Podcast Episode 174: Are You Playing Financial Chess, Roulette, or Poker?

Today’s Wisdom: Is it luck or analytics that drives your financial decisions? Or is it a little of both? Let’s … Read More

Podcast Episode 173: New Stats on How Americans Save for Retirement

Today’s Wisdom: Vanguard recently released its latest report on how Americans are saving and there are some eye-opening statistics about … Read More

Podcast Episode 172: Mailbag: Variable Annuities, Flipping Houses, and Mortgage Debt

Today’s Wisdom: The time has come again to open up the mailbag and find out what financial questions are on … Read More

Replacing Fear with Confidence in Your Financial Plan

The Dangers You Can Face When It Comes to Your Money Today I want to talk to you about some … Read More

Weekly Economic Update 8-3-20

Retiring during a recession may not be the preferred scenario for many and so far, the U.S. economy has dealt … Read More

3 Buckets of Retirement Planning

Keep Your Financial Plan Simple I want to talk very briefly about some simple concepts when it comes to putting … Read More

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