Sold Your Business, Received an Inheritance? Here’s the Next Steps Ep #82
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making…
Posts by Mike Eklund
Everything You Need to Know About the New Federal Tax Forms, Ep #81
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code,…
How Do Millionaires Spend Their Time?, Ep #80
It wasn’t that long ago that the most popular television show in America was named “Who wants to be a Millionaire?” Before that, in the 1980s, we were enamored with…
Money and Relationships: Are We Speaking the Same Financial Language?, Ep #79
Money and relationships don’t always go hand in hand. Making you wonder if you and your partner are speaking the same financial language. If money is causing stress in your…
Our 2019 Investment Outlook, Ep #78
A common question I receive is now a good time to invest? Or what should I invest in? I don’t have a crystal ball so I can’t time the markets…
The Habits it Takes to be a Successful Investor, Ep #77
What are particular habits you see in successful investors? So often when markets become choppy, we get hyper-focused on the outcomes of our investment strategies. But successful investors focus much…
4 Secrets to a Happy Retirement, Ep #76
If asked, most people are hopeful they will have a happy retirement. They’re just not sure they’re taking all the necessary steps to get there. We all have those moments…
The 4 Most Popular Podcasts of 2018, Ep #74
We started our podcast in early 2016, with the hope of shining a light on opportunities being missed and mistakes to avoid. Three years later, we still love tackling…
7 Tax Reform Opportunities and How to Spot Them, Ep #72
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes,…
How to Ignore the Stock Market Noise, Ep #71
If you’ve paid any attention to financial news recently, then you didn’t have to look far, as stock market noise was at a crescendo. Media headlines were filled with phrases…
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