All Episodes
Displaying 21 - 25 of 25 in total
Pay off the mortgage with your nest egg?
You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's t...
2024 - Your Best Chance of Success
Questions are powerful--and they can change everything. I'll walk you through a journal guide I use to review the past year and plan for a powerful year to come. These...
Your 5-step financial checklist before buying a home?
You don't have to wait for mortgage rates to fall before buying a house. I'll share 5 things you can do to prepare financially.
Record number of 401k millionaires in 2023
401k millionaires are those who reach $1 million in their account. Why are there more now than ever? You'll also hear 6 things to do if you want to hit the $1 million ...
Money Roadmap: Your 5-Point Retirement Plan Checklist
One of the myths people believe about financial advisors is that you need to be uber wealthy. I'm going to share a simple framework for managing your money that is use...