Episodes

Tuesday Apr 24, 2018
Tax Reform Memoirs
Tuesday Apr 24, 2018
Tuesday Apr 24, 2018
A little known fact is that most of the recent tax reform has an expiration date in the near future, and there was very little effort to fight the ability for lawmakers to create claw backs. This means the statute of limitations law is critical and the clock is ticking.

Monday Apr 16, 2018
How Do You Look At Your Money?
Monday Apr 16, 2018
Monday Apr 16, 2018
Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

Tuesday Apr 10, 2018
Are CDs Making a Comeback?
Tuesday Apr 10, 2018
Tuesday Apr 10, 2018
Don’t let your emotions manage your money. Remember to buy fear and sell greed as Warren Buffet says. Jumping out of volatility and into a “safe” CD right now is quite the opposite. Even if you can’t sleep at night and can’t stand the volatility of the market, you have options that can fight inflation.

Tuesday Apr 03, 2018
Working with Wisdom
Tuesday Apr 03, 2018
Tuesday Apr 03, 2018
Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Monday Mar 26, 2018
Have You Disinherited Anyone Unintentionally?
Monday Mar 26, 2018
Monday Mar 26, 2018
Figuring out where you want your legacy to go and exactly how you would like everyone to receive it may be easy for you - or not, but even the simplest most straightforward estate plans don’t always actually turn out how you wanted them to. In fact, they may not achieve your wishes at all.

Tuesday Mar 20, 2018
Will Your Retirement Plan Blow Up?
Tuesday Mar 20, 2018
Tuesday Mar 20, 2018
It is more important than ever to be proactive to stress test your retirement plan. Don’t accept a cookie cutter solution to your unique situation. There are so many creative planning tools out there. Work with someone who has an open architecture which utilizes these tools to address what is important to you before it is too late.

Wednesday Mar 14, 2018
Tax Reform Windfall - Don't Let it Slip Through Your Fingers
Wednesday Mar 14, 2018
Wednesday Mar 14, 2018
Don’t wait until the end of the year or when tax time rolls around to wonder what you can do to pay less in taxes. By then it may be too late. Create your windfall today!

Tuesday Mar 06, 2018
The Financial Situation of Your Children and Grandchildren
Tuesday Mar 06, 2018
Tuesday Mar 06, 2018
We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life Plan to guide their financial situation – without reinventing the wheel.

Tuesday Feb 27, 2018
Social Security and Medicare - Are They Promises the Government Can Keep?
Tuesday Feb 27, 2018
Tuesday Feb 27, 2018
Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best investment tool you have and you can’t get it back once you lost it.

Tuesday Feb 20, 2018
Buyer Beware - Financial Products Sold With Bias
Tuesday Feb 20, 2018
Tuesday Feb 20, 2018
One size doesn't fit all when it comes to investing. Don't let fear and greed get in the way of your success.

Monday Feb 12, 2018
Planning With Crumbs
Monday Feb 12, 2018
Monday Feb 12, 2018
Did you get a raise this month? What are you going to do with these extra crumbs? Will you spend them or will you use them to make a feast for the future?

Monday Feb 05, 2018
Done Beats Perfect Every Time
Monday Feb 05, 2018
Monday Feb 05, 2018
Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!