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The Power of Net Worth & Cash Flow
Cashflow & Net Worth

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.

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2023: The Best Year Ever
Behavior | Cashflow & Net Worth

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.”

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Life Goals Shouldn’t Take a Lifetime
Mindset

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!

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A Successful Retirement
Mindset | Retirement

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?

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We Haven’t Lost Anything
Investing | Mindset

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!

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Should I Buy Dividend Stocks for Income?
Investing

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.

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When Should I Update My Estate Plan?
Estate Planning | Financial Planning

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?

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What is a Fiduciary?
Financial Planning

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.

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Should I Convert My IRA to a Roth?
Taxes

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?

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Investment or Expense?
Cashflow & Net Worth | Financial Planning | Mindset

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.

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Client Corner

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    • About
    • Podcast
    • Workshops
      • Investing Before And After Retirement
      • Maximizing Social Security
      • Reducing Taxes in Retirement
      • Estate Planning Essentials
      • Workshop Recordings
    • RetireMembership
      • Join RetireMembership
      • RetireMembership Access
    Search