Budget Blunders & Best Practices
Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.
You Need a Budget
Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.
How to Make a Net Worth & Cash Flow Statement
When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.
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
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.”
A Successful Retirement
What is a Successful Retirement? We answered that in the last chapter of my book, 3D Retirement Income. If you haven’t read or listened to it, it’s included in our free membership community: RetireMembership. Below is that chapter of the book. Even if you have read it before, it’s worth a second time. A Successful…
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?
My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
What is a Fiduciary?
“Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
