Ever wish you had permission to spend guilt free?
As financial advisors, people expect us to advise on saving money and spending less, but one of our favorite parts is being that voice of reason and letting people know when they can take their foot off the brake and start living like no one else!
Let’s walk through 3 surefire signs that you're ready to start spending a little more on the things you love. We cover financial priorities, making memories, and keeping your life balanced.
Building wealth feels amazing, but beware of the pitfalls and traps along the way! We want you to be set up for success financially and personally. Let's explore the downfalls countless millionaires have fallen into and unpack loads of tips to keep you from going down the same path. Here's how to stay on the path to a life of freedom and abundance!
On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don't worry, in this episode, we break down everything you need to know about the SECURE Act and how your strategies may need to change. Plus, we make it fun!
Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of this big decision. Let's break down how to know it's time to recruit the help of an advisor and whether or not they have your best interest at heart!
After a decade of hosting a financial show (and working in finances for even longer,) what advice has changed or shifted over the years? In this episode, we react to some of our old shows. We share great stories, have a good laugh, and break down fantastic teachable tips designed to fuel your financial life!
In this show, you'll learn how to capitalize on financial predictions and recognize bad predictions when you see them. There are many reasons to be excited about your financial future. Let's dive in and find out why!