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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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m&m's: chatting about markets & mortgages
My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...
6 min read


Marriage & Money - Part IV
"Free Spirits" and Finances sometimes seem like oil and water, but these tips will help you relate better to your "Nerd" so you can flourish together... financially and relationally.
5 min read


Marriage & Money - Part III
Talking Nerdy | Check out these tips to help the "Nerd" in your marriage relate better to the "Free Spirit" when it comes to finances so you can flourish as a couple... financially and relationally.
4 min read


Marriage & Money - Part II
I'm glad to have my wife back to share the "normal" person's perspective. It's real, funny, and slightly embarrassing. Enjoy... Money:...
4 min read


Wealth Creation vs Self-Sabotage
The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.
3 min read


Unpack Your Backpack
In the very first chapter of Money: Master the Game by Tony Robbins, he says “complexity is the enemy of execution.” In other words, our...
3 min read


The Thing That Makes My Clients Cry
I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...
6 min read


How Financial Advisors REALLY Get Paid
The financial industry tends to be very cloak and dagger when it comes to explaining how advisors actually get paid. Let's pull back the curtain in this blog post so you can inform and protect yourself.
5 min read


Kids & Money | Part III | Make Money Work for You
Most adults don’t fully understand investing, so how are we supposed to explain it to a child? My advice is to keep it simple, teach with stories, and practice with real money. Here's what I do with my own children.
4 min read


Kids & Money |Part II |Now What?
So your child has now earned some money… now what? For my own children, I like to keep things simple. Here's what we do...
4 min read


Kids & Money | Part I
At this point, you know I’m passionate about educating adults on finance. What you may not know is that I’m equally passionate about...
3 min read


Are You Prosperous or Wealthy?
Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...
2 min read


Freedom from the Money Trap
What is money really for? Most people would simply answer “to buy stuff,” but I want to challenge that thinking. I agree that it can be...
4 min read


My Alternative to Budgeting
Here's my alternative to budgeting because budgeting just doesn't work for most people. Stop nit-picking and start doing something that actually produces the outcome you want.
3 min read


For All the Gen Xers Out There
I want to keep this brief, so I'm just going to lay it all out there. Let's start with the current situation, look at how we got there,...
3 min read


Protecting Your Family from Identity Theft
Reports of data breaches are common news. Already this month, data breaches have been announced by Panera Bread, Under Armour (their...
4 min read


Too Much or Too Little Risk?
Every time I'm out driving, I'm amazed at how slowly some people drive, while others nearly run me off the road with their speed. It can...
2 min read


Big Box Buying
Big box buying is fine for your toilet paper. I do it too. But trusting the future to a big box financial company? Think back to the...
2 min read


Don't Invest Like You Buy A House
There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...
3 min read


Saving: How to Go from 0% to 10%
Most of us know we should be saving, but for various reasons, we aren't. Watch this video as I share a (nearly) painless way to get up...
1 min read
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