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...
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Listen To What The Wealth
Every two weeks, I release a new episode of my podcast, What The Wealth. Listen below!
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 #59: How to Protect Yourself Against Cybercrime with Jonathan Addington
Have you been a victim of cybercrime? If not, consider yourself lucky and know it’s probably only a matter of time until your luck runs out. Every...
Ep #58: Don’t panic: Here’s 2 Strategies for Stock Market Fluctuations
Navigating the Current Market Volatility We’re all aware that we are experiencing market volatility. But Ryan Detrick, Chief Market Strategist at...
Ep #57: I Bonds: What Are They? How Do They Work?
Given the recent dips in the market and the highest inflation in decades, I’ve been getting a lot of questions about I Bonds. Today we’ll discuss I...
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 #55: Don’t Be Part of the 56% of Americans Who Don’t Have an Emergency Fund
What’s The Emergency? 56% Of Americans Don’t Have An Emergency Fund! Everyone is feeling the impact of surging inflation, especially at the gas pump...
Ep #54: Avoid This Big Estate Planning Mistake
Avoid This Big Estate Planning Mistake Why this key estate planning mistake can leave your account open to vulnerability and what you can do to be...
Ep #53: Market Mania and Protecting Your Investments
Market uncertainty. We see a lot of scary headlines lately; war in Eastern Europe, the highest domestic inflation in forty years, sky-high gas...
Ep #52: Learning to Ride the Market Waves
Learning To Ride the Market Waves Much of the advice I, or any good financial advisor gives is often easier said than done. And in no situation is...
Ep #51: ETFs vs. Mutual Funds: What’s The Difference?
I love receiving questions from listeners. Over the 51 episodes of What The Wealth, I've learned that if one listener writes in with a question,...
Ep #50: Weighing The Pros and Cons of Paying Down Your Mortgage Early
Over the last six months, the subject of paying down a mortgage early has been cropping up a lot. We’ll discuss the pros and cons of paying your...
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 #48: Making New Year’s Resolutions Work For You
Welcome to 2022! The start of the year is often a time when people gear back up after the holidays, refocus their energy, and set their New Year’s...
Ep #47: Using Qualified Charitable Distributions to Lower Your Taxes
There is a little-known strategy that can significantly keep your retirement taxes down: using Qualified Charitable Contributions (QCDs). 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 #42: Acting On The Wrong Financial Cues
You should beware of taking financial cues from people playing a different game than you are. A lot of harm has been inflicted on financial plans...
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 #40: Investment Strategies For Your Kids
Creating generational wealth and passing on investment and savings knowledge to your children is a big deal. In this episode, I’ll be talking about...
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 #37: 10 Essential Retirement Questions to Ask
Are you ready to transition into retirement? Many of us save our entire careers in hopes of having a comfortable retirement, but the actual process...
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 #33: Invest In Yourself with Jimmy Feeman
Invest In Yourself With Jimmy Feeman Today we’re talking with Jimmy Feeman, co-founder of No Baked Cookie Dough in Nashville Tennessee about his...
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 #31: 10 Things You Need to Know About the New Stimulus
There are some key things that are important to know about the $1.9 trillion American Rescue Plan that was signed into law on March 11th, 2021. I...
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 #27: Money Management Mistakes to Avoid with Julian B. Morris
As financial advisors and planners, we are quite tuned in to what works and what does not work when it comes to wealth management. It is our job to...
Ep #26: Creating The Right Mindset To Pursue Your Dreams
Britton Wesson is the host of The Buffalo Way Leadership Podcast, a show about becoming a great leader in whatever position you are in with whatever...
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 #23: Tax Loss Harvesting Year End Planning
Have you realized that there are less than 30 days left in 2020? If you’re like many of us who are wishing the end of the year would come sooner,...
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 #21: Open Enrollment and Listener Questions
We have a lot to unpack in this episode because we’re talking all about open enrollment and your health benefits, including medical, dental, and...
Ep #20: The Important and Urgent Decision Matrix
In this episode, I will be talking about how to focus on your goals in a way that continues to enforce your micro-actions. It’s a simple method that...
Ep #19: The Economy and 2020 Election with Ryan Detrick
Ryan Detrick, the master of stats, joins the show for the second time to discuss the economy and markets. He is the senior strategist at LPL...
Ep #18: Getting Your Financial House In Order For Year End
There’s no doubt that 2020 has been a wild ride. Now that we’re three-quarters of the way through and have our eyes set on 2021, it’s time to focus...
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...
Ep #16: Documents You Need For Estate Planning with Lauren Smith
There are a lot of misconceptions about estate planning, so I have Lauren Smith on the show today to clear up some of the confusion. An attorney who...
Ep #15: Planning For Your Future with Nic Nielsen
Nic Nielsen, co-founder of Know My Plan and Certified Financial Planner, joins me today to give us his take on financial planning, investments, and...
Ep #14: Seven Critical Numbers to Track for Financial Health
All of our financial decisions have an effect on our financial health. Just as a batter in baseball tracks their batting average, it is...
Ep #13: The Importance of Doing an Insurance Review
With all the various types of insurance out there, it can seem like we are "insuranced" to death. Many people just put their insurance on auto-pilot...
