Listen To What The Wealth

Every two weeks, I release a new episode of my podcast, What The Wealth. Listen below!

Ep #64: The Price of Panic

Playing it safe to avoid losing your money can seem like the only rational strategy. However, in the past, we have seen repeated patterns of a...

Ep #63: Finding Lost Property

It’s exciting to find a forgotten $20 bill in the pocket of a jacket you haven’t worn in a long time or a purse you haven’t carried for a few...

Ep #62: Celebrate the Wins

I have great colleagues. One recently reminded me of an important lesson; celebrate the wins. So that’s what we’re going to do today! Microwave vs....

Ep #61: What Happens Next?

We're officially in a bear market; inflation is the highest it's been in decades, and a recession may be looming. Everyone is feeling the pinch and...

Ep #60: Emotions and Money

The stock market and economy have been sources of stress for many of us recently, causing fear, anger, despair, anxiety, a whole variety of...

Ep #56: The Power of Financial Planning

The Power of Financial Planning If you’re old enough, you remember the days before GPS. If you were going to embark on a road trip, you needed a...

Ep #49: The Importance of Estate Planning

Today’s topic, estate planning, is often a touchy one. It brings up fears of our own, our spouse’s, or our parent’s mortality, and no one likes to...

Ep #46: Thanksgiving Reflection

Happy Thanksgiving! Today I’m not talking about personal financing or business. Instead, I’m taking time to reflect and focus on the things that are...

Ep #45: The Act Of Keeping It Simple

I was recently in a meeting with a client and their CPA. The client had worked with the CPA for many years, and some time ago, I had taken over as...

Ep # 44: Major Changes In Social Security

Major Changes in Social Security There are significant changes in store for Social Security in 2022, and the news is good for once! We’ll explain...

Ep #43 Tax Loss Harvesting

Tax Loss Harvesting It's the end of the year, and that's when many people start thinking about tax loss harvesting. This strategy can be a great way...

Ep #41: Should You Roll Over Your 401(k)?

Can you leave your 401(k) alone and keep it with an old company? Can you be forced into a transition, rollover, or cash-out? These are questions I...

Ep #39: The Value of Moments

What's something you've done in the past that you would be willing to pay to go back and do again? Asking this question is how we create clarity...

Ep #38: Finding Your Why

Most of us understand what we do—the products we sell, services we offer, the jobs we do, etc. But not many financial advisors and entrepreneurs can...

Ep #34: The One-Page Wealth Plan

I get a lot of questions about what the one-page wealth plan is and how you go about planning your finances on just one page. So in this episode,...

Ep #32: Retirement Savings

Today I want to talk to you a bit about retirement savings. I recently did a LinkedIn doodle giving an example of two people investing for their...

Ep #30: Talking Markets with Ryan Detrick

Today I have Ryan Detrick on the show with me to talk about all things markets. Ryan is the Chief Market Strategist for LPL Financial, and he really...

Ep #29: Donor-Advised Funds

In this episode, you will learn about donor-advised funds. From what they are to who they are best for and how to set them up properly, I’ll give...

Ep #28: Investor Personas

Today is a follow-up of the podcast from last week, where we talked about the mistakes investors make. In this episode, I want to speak about...

Ep #25: Following Through On Your Dreams

Welcome to 2021! Many of us are so excited to put 2020 to rest and start planning for the year ahead that it's easy for us to hurriedly make New...

Ep #24: Holiday Heart-to-Heart

Today’s episode won’t be a normal show.  I just wanted to wish you all happy holidays and throw in a little reminder to not forget about what’s...

Ep #22: Stock Splits

I’ve seen a couple of prominent stock splits recently, so in this episode, I’ll be talking about what stock splits are and how they work. Listen in...

Ep #17: Estate Planning for Young People

People often think of estate planning as something that is only for people who are in their 60s or above. But the truth is that young adults should...

1-Page Wealth Plan

 

 

You shouldn't need a bachelor's degree in Finance to get control of your own finances. This plan puts the most important pieces of your financial life on one sheet of paper. That way, you have a simple strategy to work towards financial freedom without getting overwhelmed.

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