Mar 25, 2022
Most financial advisors don’t integrate your entire retirement plan. You need to plan more than just your investments. You also need cash flow planning, tax planning, estate planning, and insurance planning.
But most financial advisors don’t cover all these different plans.
The barrier to entry as a...
Mar 18, 2022
Many Americans worry about what the Ukraine/Russia conflict means for their portfolio. While some think this is selfish, it’s not. The more financially stable you are, the more you can support causes you believe in.
Here’s why I bring it up:
Despite the Ukraine/Russia conflict causing volatility in...
Mar 11, 2022
Most people don’t know the fundamentals of money. Schools never taught us it. And not knowing some fundamental questions about money gives you a lottery winner's chances of becoming wealthy.
But here’s the thing:
Once you understand how money works, becoming wealthy is just a matter of time.
In this episode,...
Mar 4, 2022
In the past week, Russia invaded Ukraine and sent financial markets in a tizzy. Anxious investors scurried to sell off their portfolios before the market tanked.
But is that the best strategy?
Probably not. In fact, selling during these market corrections—especially during “Black Swan” events like...