The Ins and Outs of Opportunity Zones, Ep #86
 You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re…
Podcast
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
 Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s.…
Are You Winging Your Financial Future? Ep #84
  Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a…
Why Aren’t There More Women in Financial Planning? Ep #83
 Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated…
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…
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…
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