Over a dozen of my family, relatives, and friends work in healthcare, mostly at Kaiser. My mom is a retired RN of over 20 years. She's the type of person who takes care of a stranger like they're family. My wife has worked in the lab over 17 years where she gets to poke people for fun, literally and figuratively.
 
I understand what it means to be a healthcare professional. And I know what it means to pay attention to the tiniest details.
I regularly see smart, talented people make 3 mistakes with money: 

1.They work for their money, instead of having their money work for them.
2.They don't spend their money where their heart is.
3.The third challenge is always HIGHLY personalized. I'd need to sit down with you and ask a few more questions to find out what that might be for YOU...

I serve clients across the U.S. from the Sacramento area, where I live with my wife, Tsega, and two daughters.

Latest Episodes

Kaiser Pension Decision: Lump Sum or Monthly Paycheck?

Kaiser employees face one of the highest‑stakes retirement choices: take the pension as a monthly paycheck for life or as a lump sum you control. There isn’t one “smar...

Kaiser Employees: How much should you have saved in your 401k? (2026 update)

JP Morgan just released its 2026 Guide to Retirement, and the most important insights for Kaiser employees have little to do with market returns and everything to do w...

The Top 10 Questions Kaiser Employees Ask Before Retiring (Answered Fast)

If you’re a Kaiser employee within a few years of retiring, this episode is for you. I’ve had 40+ retirement conversations with Kaiser employees lately and pulled the ...

Your Kaiser Retirement at 55–62: The 2026 Playbook

If you’re a Kaiser healthcare worker in your 50s and asking “When can I retire?”, this episode gives you a clear 2026 roadmap. Bereket walks you through tightening the...

Stuck Is a Symptom of Unmade Decisions (and How to Fix It)

Feeling busy but not moving forward? In this episode, Bereket Kelile breaks down why so many healthcare workers feel “stuck”—and how unmade decisions quietly drain men...

More Episodes »
Broadcast by