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Three Actionable Financial Steps During COVID-19

April 29, 2020

We are beginning to see various areas of the U.S. open their local economies amid pressure from small business owners. I don’t blame the…

How to Navigate Finances in Relationships with Scott Milnes, Ep 11

April 10, 2020

Finances in relationships can be a large source of stress and conflict, especially during market downturns. Developing a budget and deciding where money is…

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…