1 min read
S2E10 | Secure Act 2.0
“You can start thinking about it [SECURE 2.0] and maybe start talking to your advisor about what the implications might mean for you and setting up...
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1 min read
“You can start thinking about it [SECURE 2.0] and maybe start talking to your advisor about what the implications might mean for you and setting up...
1 min read
Subscribe: Apple Podcasts | Google Podcasts | Spotify “The Googles, Amazons, and Facebooks of today all popped up on this internet rail system. And...
1 min read
“Look at your overall financial plan and say, ‘where do these insurance plans fit in? What do I need?’ Talk to an advisor to help you quantify what...
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Subscribe: Apple Podcasts | Google Podcasts | Spotify “When you have a financial plan, you can look at how much money you have and what you actually...
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“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the portfolios and building financial plans, but in a...
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“The progression of technology is going to drastically change the economy. It's going to drastically change the stock market and drastically change...
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“Do tax planning otherwise you're going to get a giant bill at the end of the year that you aren't expecting. Definitely talk to your CPA or your...
2 min read
“One of the levels of financial freedom is the point where whether you get paid or not, you're going to work entirely because you want to, and not...
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“We think the involvement of the child is pretty important when teaching them about finances. This allows them to start to understand the value...
2 min read
“We've got to remember that although trends change and the epicenter of where the most people are in the world keeps shifting, that doesn't...