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 to retire only to go back to work or face…
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, and time-consuming task. With the terminology dominated by acronyms and…
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), it’s even more important to know how to make the best…
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 so many comparisons made between the daily decision making around…
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 recently attended a conference called FPA NexGen The Gathering. Typical…
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 calm start to the quarter, it ended with the unexpected…
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 big things. But doing the little things is easy to…
Prince’s Estate Issues Underscore the Importance of a Will
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. Music legend Prince died at age 57 this year, shocking fans everywhere. With no current wife or children, he…
Graduation Gifts That Make a Real Difference
Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But how many of those we’re memorable? How would you’ve liked…
Don’t Be an Average Investor, Ep #9
When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started there, but expectations were sprouting before I knew it. I…
