The Power of Net Worth & Cash Flow
Episode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
2023: The Best Year Ever
Episode 95 | Let’s make 2023 the Best Year Ever! We’re going back to basics. By year-end, let’s turn “I wish I had known” into “I am glad I did.”
Life Goals Shouldn’t Take a Lifetime
Episode 94 | You should create, save for, and work toward life goals. But Life Goals shouldn’t take a Lifetime to achieve. Don’t just save. Invest!
A Successful Retirement
Episode 93 | What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?
We Haven’t Lost Anything
Episode 92 | The values in your accounts may have declined by 20%. But we haven’t lost anything. Not if we view it correctly. Language matters!
Should I Buy Dividend Stocks for Income?
Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.
When Should I Update My Estate Plan?
Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
What is a Fiduciary?
Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
Should I Convert My IRA to a Roth?
Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
Investment or Expense?
Episode 86 | We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
