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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

    We changed our strategy?!? See how we are taking advantage of the current market environment to maximize growth.

    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.

    Read More Success Through BELIEFContinue

  • 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

  • 5 Strategies to LOWER Taxes (Over Your Lifetime)
    Investing

    5 Strategies to LOWER Taxes (Over Your Lifetime)

    It’s the most wonderful time of the year… for the IRS. It’s tax season! While it may be joyous for the government, it’s groan-inducing for most people. We all have one thing on our minds: “How do I pay less taxes!” We’re going to cover five strategies to lower taxes over your lifetime. Last Year’s…

    Read More 5 Strategies to LOWER Taxes (Over Your Lifetime)Continue

  • How Do Elections Affect Investing?
    Investing

    How Do Elections Affect Investing?

    Election years are exciting, but for many, there are fears and concerns about election outcomes. Should we change our investing based on these elections? What if this party wins or the other? How do elections affect investing? Today, we want to talk about a few different things. We Invest in Companies, Not Governments First, here’s…

    Read More How Do Elections Affect Investing?Continue

  • 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

  • Fixed Income = Fixed Losses
    Financial Planning

    Fixed Income = Fixed Losses

    When the “stock market” gets scary, folks flee to the “safety” of fixed income. But is there any real safety there? Or does switching to fixed income = fixed losses? Fixed Income Isn’t Safe The most common reason people don’t invest in equities is because they are “risky.” You could lose your money. So they…

    Read More Fixed Income = Fixed LossesContinue

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