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  • Top 3 Ways We SHIFTED Our Investing Strategy
    Behavior | Creating a Financial Plan | Financial Planning | Goals | Habits | Investing | Retirement | Taxes

    Top 3 Ways We SHIFTED Our Investing Strategy

    Read More Top 3 Ways We SHIFTED Our Investing StrategyContinue

  • The Economy is RUINED?!
    Behavior | Creating a Financial Plan | Financial Planning | Goals | Habits | Investing | Retirement | Taxes

    The Economy is RUINED?!

    Is Trump going to ruin the economy? There are a lot of people who seem to think so, and they think that everything that we’ve built over the last decades and centuries will be undone by one person. Is this true? Is Trump going to ruin the economy? A number of clients and other people…

    Read More The Economy is RUINED?!Continue

  • The FINAL Pillars of Financial SUCCESS
    Behavior | Cashflow and Net Worth | Creating a Financial Plan | Estate Planning | Financial Planning | Goals | Habits | Investing | Retirement | Taxes

    The FINAL Pillars of Financial SUCCESS

    Incorporate these into all the areas of your financial life, and you will find greater success. Ignore them at your extreme peril.

    Read More The FINAL Pillars of Financial SUCCESSContinue

  • Success Through BELIEF
    Behavior | Cashflow and Net Worth | Creating a Financial Plan | Estate Planning | Financial Planning | Goals | Habits | Investing | Retirement | Taxes

    Success Through BELIEF

    Knowing is not enough; acting is all that matters. You must know before you can act. But what is the missing link between knowing and acting? It is belief.

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  • The 7 PRINCIPLES of Financial SUCCESS
    Behavior | Cashflow and Net Worth | Creating a Financial Plan | Estate Planning | Financial Planning | Goals | Habits | Investing | Retirement | Taxes

    The 7 PRINCIPLES of Financial SUCCESS

    RetireMentorship Episode 179 | The 7 PRINCIPLES of Financial SUCCESS | No one sets out to fail with finances. We seek success.

    Read More The 7 PRINCIPLES of Financial SUCCESSContinue

  • The Active Life Podcast
    Behavior | Health

    The Active Life Podcast

    Episode 129 | The weekly Active Life Podcast is designed to help listeners get the most out of their life. I guest to share how to invest in their health.

    Read More The Active Life PodcastContinue

  • Prove Them Wrong
    Behavior | Mindset

    Prove Them Wrong

    Episode 115 |Most Financial Services Representatives think you won’t be able to reach your financial goals without the insurance products they sell. Prove them wrong.

    Read More Prove Them WrongContinue

  • 2023: Best Year Ever
    Behavior | Cashflow and 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.”

    Read More 2023: The Best Year EverContinue

  • Tactics: Xs and Os on a chalkboard
    Behavior | Mindset

    Stop Talking About Tactics!

    Episode 85 | Choosing when to take Social Security may be the single biggest decision of your retirement! Ensure you are Maximizing Social Security.

    Read More Stop Talking About Tactics!Continue

  • How to Break Bad Habits
    Behavior | Habits | Mindset

    How to Break Bad Financial Habits

    Episode 77 | How do we break bad financial habits? 🤷‍♂️ Do one or more of the following: Make it Invisible, Unattractive, Difficult, or Unsatisfying.

    Read More How to Break Bad Financial HabitsContinue

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Pre-order 10 copies of Tax Saving Strategies from Amazon and gain access to Pre-Order Bonus Content and the Ultimate Tax Strategy Bundle.

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