How can two people with the same income, financial experiences, or education have very different levels of financial well-being? It’s simple… A sense of wellness doesn’t come from numbers alone. It’s all about the sense of security and freedom of choice each...
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. Listen now and learn: The two biggest mistakes investors makeLessons from market bubbles of the pastPractical ideas for achieving...
The start of a new year is one of the best inflection points for your finances. There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this...
Markets are down, inflation is high, and many are expecting a recession. Are you ready? In this “rewind” episode, I revisit a popular episode that is now more relevant than ever. By the end of this episode, I hope to help you answer an important...
Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA. Listen now and learn: How IRMAA...
