All Episodes
Displaying 21 - 26 of 26 in total
5 Easily Avoidable Retirement Mistakes
Imagine you're on the verge of retirement, looking forward to spending time doing what you love. You've worked hard, managed your money wisely, and are ready to bid fa...
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...