Video Series
You Don’t Invest To Get Rich
You Don’t Invest To Get Rich “You don’t invest to get rich. You invest to preserve and grow wealth.” – Aswath Damodaran How do you define wealth? How do you define being wealthy? If you don’t invest to “get rich”, then how are you supposed to become wealthy in the first place? Defining Wealth Enjoy…
Read More
The Illusion of Investment Skill
The Illusion of Investment Skill Have you ever made an investment decision and used the immediate outcome to determine your own investment skill or lack of skill? Did you know that this is the WORST way to determine whether and investment decisions was good or bad? How Do We Judge Decisions? Well then, how do…
Read More
Does Your Rope Have Slack In The Line?
Does Your Rope Have Slack In The Line? Enjoy this analogy of The Rope of Life! The Rope of Life Does your rope have slack in the line? Or is your rope of life tight with no margin? Financial Planning and Having Margin Learn how this analogy ties into financial planning and tackling financial goals…
Read More
How Your 401(k) Is Like An Oven
How Your 401(k) Is Like An Oven Are you frustrated with your 401(k) account? Is Your 401(k) a Scam? Do you think that your 401(k) is a scam or just doesn’t work? Realize that perhaps it’s not the 401(k) account’s fault! It’s Like Baking A Cake Your 401(k) account is akin to an oven when…
Read More
The Illusion of Foresight
The Illusion of Foresight Have you ever thought that if you had a crystal ball you could be a better investor? (This is called the illusion of foresight.) Would a Crystal Ball Matter? Do you think that if you knew the future, you could invest with better results? Is this actually true in real life?…
Read More
Client Success Story
Client Success Story Fair warning: Soapbox Moment! I got really excited to see this success story with a Client on the specific topic of insurance. Specifically, auto/home/umbrella insurance coverages and massively increasing coverage while decreasing their premiums. Key Takeaway What are the key takeaways from this story? Namely, belief precedes receiving value! This is not…
Read More
What Is A Third Party Financial Custodian?
What Is A Third Party Financial Custodian? Have you ever heard of financial scams or folks like Bernie Madoff who bankrupt their Clients? How can you completely avoid this kind of disaster? Transparency Matters Learn about “What Is A Third Party Financial Custodian?” who will “custody” your assets in a transparent manner. You don’t want…
Read More
Help! I Can’t Make Roth IRA Contributions Anymore
Help! I Can’t Make Roth IRA Contributions Anymore Have you noticed that you can’t make direct Roth IRA contributions once your income gets too high? Whether you are filing taxes as Single or Married Filing Jointly there are “Income Limits” for who can contribute to a Roth IRA. Roth 401(k) Has No Income Limits However,…
Read More
Advisor Says You Cannot Retire?
Advisor says you cannot retire? Do you currently work with a financial advisor? What do you do when your financial advisor says you cannot retire? Just keep working? Have they told you to NOT RETIRE but just keep on working? Learn the key questions your Financial Advisor should be asking you before they provide a…
Read More
The Retirement Planning Gem
The Retirement Planning Gem Have you heard of the Health Savings Account (HSA)? Or as I like to call it, the retirement planning gem. This is NOT the Flex Savings Account (FSA) that is use it or lose it! The use it or KEEP it account! This is the use it or KEEP it account…
Read More