Video Series
Have You Considered this HUGE Expense in Retirement?
Have You Considered this HUGE Expense in Retirement? Have you ever considered your largest expenses during your retirement years? Think Differently In this video, I encourage you to think differently about expenses and include one specific expense you may not have thought much about. Thank You Thank you for watching and I hope you have…
Read More
Stop Giving Cash to Charity
Stop Giving Cash to Charity Are you already giving monthly or annually to your favorite 501(c)(3) charities? Do you own a brokerage account that has unrealized capital gains from stocks, mutual funds, or ETFs? You may want to stop giving cash to charity. Benefits of a Donor Advised Fund (DAF) Consider stopping your cash giving…
Read More
Myth Busting! (3 Common Financial Myths)
Myth Busting! (3 Common Financial Myths) Learn 3 common myths that I hear regularly as a financial planner. Roth Conversion Myth First myth relates to Roth conversions. 401(k) vs. IRA Myth Second myth relates to retiring early and keeping your 401(k) at your employer vs. moving to an IRA. IRA Penalty? Third myth relates to…
Read More
You Can Do Anything, But Not Everything
You Can Do Anything, But Not Everything Learn how a financial planner helps you with trade-offs and prioritizing your most treasured values and dreams. The advisor does NOT enable an “everything” version of your life. Optimizing Your Values The advisor helps you optimize your values through your money decisions. Thank You Thank you for watching…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More