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Mar 4, 2021

For many people, the dream of becoming wealthy seems out of reach. Maybe it’s because you don’t feel like you earn enough or maybe it’s because you come from a modest background.

Whatever the reason, it’s important to realize that wealthy people often have one common trait: they are great savers. Reaching a...

Feb 12, 2021

We like to do an annual talk about money and couples and how to have good communication. Money is one of the most common reasons that couples fight, and it is one of the top causes of divorce.

Here are some ways you can manage money with your mate. First, ask yourself these questions:

  • What are the three best purchases...

Jan 22, 2021

The past 12 months have tested many people financially and the volatility doesn’t appear to be going anywhere. These are the times that can cause people to hurt their financial future by acting on fear.

What we’ve seen and heard from a lot of people recently is they have been worried about losing significant amounts...

Dec 30, 2020

In order for us to determine the direction we want to go with retirement planning, we’ve learned that it’s important to first get an idea of what we want our retirement lifestyle to look like. Everyone pictures something different and knowing that helps us build a plan that you can have confidence in.

On this...

Dec 21, 2020

We’ve been spending a lot of time on the podcast discussing financial literacy and where the majority of people are falling short as it relates to planning and investing.


As we move forward this week, let’s start by talking about retirement concerns we continue to see. One of the biggest we’ve found is voluntary...