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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…
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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…
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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%. …
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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…
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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…
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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…
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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…
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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…
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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…
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