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Why Smart People Still Make Bad Financial Decisions

Most people assume that intelligence and financial success go hand in hand. After all, if someone is highly educated, successful...
an image of various United States Savings Bonds

The Role of Bonds in a Growth Portfolio

One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...
a group of employees discussing retirement plans at a young age, over coffee in the office

I Joined My Company 401(K) Plan…Now What?

“I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently...
a retired couple stacking coins atop one another, symbolizing how to retire well

The ABCs of RMDs

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...
A couple happily retired, abroad, after making the proper financial preparations

Retiring Overseas? Key Considerations and the Top 5 Locations for Ease and Popularity

Retiring abroad can be a lifestyle upgrade—lower day-to-day costs in the right market, better weather, new community, and a slower...
a social security card

When Should You Take Social Security

As retirement approaches, one of the most important decisions you will face is when to start Social Security. At first...

Estate Planning Basics: A Smart Way To Start The New Year

With a new year almost upon us, many people are refocusing on goals that may have been set aside during...

2026 Retirement Contribution Limits and the New Roth Catch-Up Requirement

Every year the IRS adjusts contribution limits for retirement plans, and the 2026 updates are now official. In general, this...

It’s That Time of Year Again – The FAFSA

With the recent return of autumn, the annual ritual for college-bound students of filling out the Free Application for Federal...
  1. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  2. Episode 110: FOMO and Investing
  3. Episode 109: The Market Crash Is Coming - Someday
  4. Episode 108: Money Can't Buy You Happiness
  5. Episode 107: The Myth of the Stock-Picker’s Market