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  • Ten Changes of the One Big Beautiful Bill Act (OBBBA)
    Financial Planning

    Ten Changes of the One Big Beautiful Bill Act (OBBBA)

    The One Big Beautiful Bill Act (OBBBA) is a landmark tax bill signed into law on July 4th that impacts every single American. While we won’t know the exact implementation details of all these provisions until later, here are ten tenets of the OBBBA that may impact you. I’ll bulletize the changes and add some “What…

    Read More Ten Changes of the One Big Beautiful Bill Act (OBBBA)Continue

  • 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…

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  • 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.

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  • 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

  • Should I Buy Whole Life Insurance?
    Financial Planning

    Should I Buy Whole Life Insurance?

    Should I Buy Whole Life Insurance? I get asked this frequently. Maybe your financial “advisor” recommended it. So, should you buy whole life insurance? No. Introduction I work specifically with folks over fifty, and annuities are the primary poorly performing products pushed on my people. (I did a couple of episodes on these, starting with…

    Read More Should I Buy Whole Life Insurance?Continue

  • RetireMentorship 4.0
    Financial Planning

    RetireMentorship 4.0

    I launched the RetireMentorship Podcast in January 2021. Since then, I’ve published episodes nearly every week and expanded the platform to other mediums. But after three and a half years, it’s time to make a change. Introducing RetireMentorship 4.0. The Mission of RetireMentorship I started RetireMentorship to communicate important principles and reminders to my clients…

    Read More RetireMentorship 4.0Continue

  • Guest On: Financial Freedom
    Financial Planning

    Guest On: Financial Freedom

    Listen to this week’s episode, which is actually a guest appearance on another podcast: Financial Freedom Podcast! Hear similar RetireMentorship themes through the subtly different lens of this interview podcast. You can listen to the original episode on the Financial Freedom Podcast, as well as other episodes on similar thought-provoking topics.

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  • Guest On: Famous Interviews
    Financial Planning

    Guest On: Famous Interviews

    Listen to this week’s episode, which is actually a guest appearance on another podcast: Famous Interviews! Hear similar RetireMentorship themes through the subtly different lens of this interview podcast. You can listen to the original episode on Famous Interviews, as well as other episodes on similar thought-provoking topics.

    Read More Guest On: Famous InterviewsContinue

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    • About
    • Podcast
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        • Investing Before And After Retirement
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