Watch Now Listen Now Ben Brandt, host of the Retirement Starts Today Podcast and Founder of Capital City Wealth Management, joins me to discuss his new book, Retirement Starts Today. Together we explore fresh perspectives on retirement planning, focusing on mindset...
Listen Now How Much Money Do You Need to Retire? That’s the million-dollar question. Or is it the $2 million question? Maybe it’s $5 million or $10 million. Regardless, it’s an important question—one that’s also highly personal. The personal nature of this question is...
Listen Now In this episode of The Long Term Investor, I’m thrilled to bring you a recent conversation I had with my friend Adam Cmejla, CFP®, and host of 20/20 MONEY, on the evolution of investing and why direct indexing is changing the game. We dive into how direct...
Listen Now While I am biased in thinking that choosing a good advisor is one of the best decisions you can make, I’m not naïve to the fact that choosing the wrong advisor can do more harm than good. Choosing a financial advisor can be a confusing process,...
Listen Now At some point, most investors face the same dilemma: should you manage your money yourself or hire a professional to help you? As a financial planner, I am biased towards suggesting that investors seek out help. That being said, let me share a quick story...
