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Coronavirus – Everything you need to know, Ep 10

March 14, 2020

The media is swirling with half-truths and myths about the Coronavirus—Covid-19—and how it will impact the general public. Their scare tactics have the population…

The Coronavirus and Your Portfolio

February 29, 2020

Wow, what a week. Global equity markets sold off in dramatic fashion. The S&P 500 closed down -11% and the Dow -12%. …

Human Advisor Podcast – Ryan Hughes

February 18, 2020

I was recently interviewed by Tyrone Ross for the Human Advisor podcast. This podcast is dedicated to highlighting how modern advisors across the United…

Know Your Why – How This Executive Coach Uses His Why to Fuel His Dreams with Darren Reinke, Ep 9

February 10, 2020

Do you know your why? Consultant and executive coach, Darren Reinke, joins me today to discuss money, freedom, and the…

What is the New Secure Act?

January 29, 2020

How your IRA, 401(k), and other saving plans are affected by the SECURE Act Since Congress passed the Setting Every Community…

The U.S. Economy Dodged A Bullet in 2019

December 22, 2019

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

Is Tax-Loss Harvesting Worth it? | The Ultimate Guide

December 5, 2019

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

Your Year-End Financial Planning Checklist, Ep 8

November 15, 2019

This year-end financial planning checklist is the perfect tool for ensuring that your habits line up with your financial goals. We’ll cover a range…

Helpful Information on Social Security with Brody Rosenfeld, Ep 7

November 1, 2019

You can never have too much information on Social Security. Brody Rosenfeld is on the Solid Financial Advice podcast today to help me dissect…