When you live through a market downturn, you walk away wiser, and full of new planning strategies to help you prepare for your next unexpected life e…
Our world is changing rapidly! We want to help you break down the changes that have happened over the past week and hone-in on how each one affects y…
There's something reassuring about Warren Buffett's outlook on life. His journey to building over $81 billion of wealth has been extraordinary. It…
COVID-19 is on all of our minds. We are all concerned about the health of our loved ones, and the volatility of the financial markets is not helping …
Real estate investing can be a viable way to build wealth, but you need to have a plan and know exactly what you're getting into. This episode of The…
Have you ever wanted to ask a millionaire how they built their wealth? In this episode, we asked and they answered! We work with hundreds of financia…
A big part of our job as financial advisors is protecting people from making bad behavioral mistakes with their finances. Knowledge is power! In this…
With the financial tools accessible to Americans today, we believe anyone can build wealth and set himself up for a better life. Even so, 60% of peo…
What does wealth look like? It depends on a lot of factors including your age, lifestyle, and savings rate. So, how do you know you're on the right …
Ever wish you had permission to spend guilt free? As financial advisors, people expect us to advise on saving money and spending less, but one of …
On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don't worry, in this…
Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of th…
After a decade of hosting a financial show (and working in finances for even longer,) what advice has changed or shifted over the years? In this epis…
In this show, you'll learn how to capitalize on financial predictions and recognize bad predictions when you see them. There are many reasons to be e…
Cars are necessities for a lot of us, but they can easily become one of your biggest financial mistakes. In this episode, we'll teach you our best ti…
Knowing where to invest your time, money, and attention can be challenging. We get it! In this show, we breakdown the most valuable investment strate…
This is our favorite annual tradition! Let's update the numbers and see how your Net Worth measures up to your peers in the new year. For more inform…
Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We us…
Everyone has financial dreams and goals they would like to achieve. Every year, without fail, the topic of personal finance shows up in the Top 5 mo…
You've been lied to! The vast majority of millionaires don't build their wealth overnight. There are real and tangible ways anyone at any age can bui…