What’s the Value of a Financial Thinking Partner?

What’s the Value of a Financial Thinking Partner? We all process “Value” differently. Each person thinks differently. Are you more interested in “Tangible” dollar value of financial advice? Tangible or Intangible? Or are you more interested in the “Intangible” value of financial advice? Regardless of your approach, this is a fun topic I love discussing.…

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Why does the stock market go up? (Book Review)

Why does the stock market go up? In this video I’m providing a brief review of Brian Feroldi’s, “Why Does the Stock Market Go Up?”. Check it out! Brian explains terms like “Dow Jones”, “What is the S&P 500?”, and of course, answers the question, “Why does the stock market go up?!” Thank You Thank…

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20 Craziest Investing Facts Ever

20 Craziest Investing Facts Ever In this video, learn two of the 20 Craziest Investing Facts Ever, from “The Irrelevant Investor” blog post of the same name. Here’s the link to Michael Batnick’s article on his blog, “The Twenty Craziest Investing Facts Ever”: https://theirrelevantinvestor.com/2019/03/13/the-twenty-craziest-investing-facts-ever/ Thank You Thank you for watching and I hope you have…

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Who is the Guardian of your Financial Galaxy?

Who is the Guardian of your Financial Galaxy? Do you have a Guardian of your Financial Galaxy? Enjoy this story today about how a real, fiduciary, financial advisor is your protector, your guardian. The Hero You Need They are the hero you need, but not necessarily the one you deserve. Okay, I’ll stop with the…

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What to consider before you retire early?

What to consider before you retire early? Do you have retiring early on your mind? Are you wondering what to consider before you retire early? Are you trying to retire at 55 or 60 instead of the traditional age 65 retirement? Trying to retire at 55 or 60? What should you be thinking about financially…

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Stop listening to BILLIONAIRES

Why you need to stop listening to BILLIONAIRES for investing advice Are you taking your investing cues from multi-billionaires and talking heads on TV? Do you think these billionaires have the right ideas and guidance for you? Learn why you need to STOP listening to billionaires’ ideas and financial advice as meaningful for you and…

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What would happen if you were blindsided?

What would happen if you were blindsided? What would happen if you were blindsided in your car as you drive home from work tonight? Not an accident leading to your death, but you simply are injured, can’t work, and your spouse is left having to piece together accessing accounts and contacting key people? The value…

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When is $10,000,000 not enough?

When is $10,000,000 not enough? When is $10,000,000 still not enough money? It’s a common belief that if you only had millions of dollars, all your problems and issues and dreams would be solved and realized. But is this really true? What if your circumstances and investment portfolio have less impact on your personal happiness…

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The Problem with Stock Picking

The Problem with Stock Picking Did you start day trading in 2020? And did you get caught up in stock picking like millions of Americans? Maybe you downloaded Robinhood and started buying Zillow, TeleDoc, Peloton, or Zoom with your stimulus checks? What happened to these high flying pandemic stocks? And now that we have passed…

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Are 529 College Savings Accounts A Horrible Idea?

Are 529 College Savings Accounts a horrible idea? Horrible idea? While I was listening to a personal finance podcast a so-called “expert” was bashing 529 College Savings Accounts and saying how they were such a bad idea. Real Facts About 529 Accounts However, I’d like to provide a rebuttal to this alleged “expert” and share…

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