Episode 25: 10 Tips for More Tax Savings
Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of…
Podcast
Episode 24: Invest Your Year-End Bonus all at Once?
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a…
Best Ways to Stop Financial Procrastination, Ep #23
Financial procrastination can get the best of us all. Non-urgent financial tasks love to find cracks in our to-do list, falling to the bottom fast. Mark Twain humorized this concept well…
Don’t Fail In Retirement, Ep #22
For most people, retirement is that time on the horizon when you get to do what you want, when you want. But surprisingly, it’s not all that uncommon for people…
Episode 21: Why The Word Fiduciary Matters For Business Owners Using A 401k
You can also subscribe to our podcast on iTunes or Stitcher. New regulations for 401k regulations are putting even more responsibility on business owners. Understanding these new laws can be a complex,…
Episode 20: Surprising Stats About Investing in Your 401k
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. With more than 90 million Americans covered by a retirement savings plan (401k/403b/457),…
Do You Know Your Financial Fitness?
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. There’s a reason you hear…
My FPA NexGen Gathering Experience
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I…
What to Know About Your Portfolio – 2nd Quarter 2016
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Summary After a relatively…
It’s The Little Things, Ep #12
It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the…
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