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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...
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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...
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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...
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Understanding Your Financial Personality

Money is not just about math. It is also very much about behavior. The way you think, feel, and act...
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The Meaning of True Wealth: Buying Back Your Time

When most people hear the word “wealth,” their minds immediately turn to money, possessions, and the outward symbols of financial...
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Don’t Build Your Financial House Without a Blueprint

Imagine deciding to build a house without a blueprint. You purchase lumber, choose tiles that catch your eye, and find...
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Investing With Purpose: The Basics of Socially Responsible and Impact Investing

In recent decades, the landscape of investing has undergone a quiet yet powerful transformation. Beyond just seeking profits, a growing...
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How to Start Financial Adulting

A common question I hear from young adults when talking about their finances is: “Where do I even start?” And...
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The Essentials of Retirement Planning: Building the Life You Deserve

Retirement is not just the end of a career—it’s the beginning of a new chapter. It’s a time to rediscover...
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing