Should I Contribute to ROTH or TRADITIONAL in 2026?
One of the most common retirement planning questions we hear is: “Should I contribute to a Roth or a Traditional retirement account in 2026?”
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SAVE on Taxes in 2026
Saving on taxes isn’t just about knowing what to do — it’s also about knowing what not to do.
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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…
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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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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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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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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.
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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…
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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…
