Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.
https://youtu.be/JHxTyp_7wC0 "We've lost a lot of businesses because of the pandemic... would now be a good time to start a new one? If so, what kind of business should I… Read Article
https://youtu.be/-AX6x3zS0eA "My son is 12 - getting his first allowance of $10 a week. I remember you talking on your show about how kids should be trained to handle their… Read Article
https://youtu.be/V-C3s5jLSlU "Our financial advisor wants us to move all of our 401(k) and 457 plans into Roth IRA's. These investments are currently with another investment institution and are doing very… Read Article
https://youtu.be/8TD8fXQSN-w "What is the best way to start planning for retirement? I'm middle-aged with limited income to pay off debt while trying to return to college in order to get… Read Article
https://youtu.be/J30Yv3ibqyg "I'm looking to buy a business that recently shut down. The owner wants to sell everything (real estate, equipment, etc.) The location is good and the business had a… Read Article
https://youtu.be/VulFY5ZD4RE "My husband and I both work and we have 401(k) plans. We've each been putting $5,000 a year into our company's plans. Our advisor told us the investment options… Read Article
https://youtu.be/5Tf5_oLiI3U "I'm 75 and I'd like to know how to go about gifting stock. I'd like to take all of my stock and split it 6 ways among family members.… Read Article
https://youtu.be/xFD2RgUsjlk "My parents are in their 90's. I know they have a will but I believe that's all the planning they have done. What should my siblings and I do… Read Article
Stuart Wilde, Paulo Coelho, and Deepak Chopra – are three outstanding examples of writers (teachers really in multiple media) who share teachings on how to live excellent lives. Excellent lives… Read Article
If you are retired or wishing to retire someday – our ‘Radio Retirement Series’ is for you. Our RRS is designed to cover as many of the major concerns of… Read Article