Good Habits to Build Wealth
https://youtu.be/H8Or83D9mHQ Today I want to talk about habits and the power of habits as they apply to our money and specifically building wealth. I've read a couple of books on…
Helping Loved One Prepare For Your Loss
Today I want to talk about and discuss how you can help Your loved ones deal with the loss of your passing and really give you three ideas that you could implement to help with that. Now the reality is this is not a fun topic to talk about and I'm sure it's not a fun topic to listen about, but we all know it's important.
Basics and Practical Uses of Trusts
Today, I want to talk about trust. I want to define what a trust is, explain the roles that are involved with the trust, talk about the uses of trust, as well as explain in detail, two of the most common trusts.
Choosing Agents for Your Estate Plan
today I want to talk about the role of agents inside of your plan. What agents you'll have, what an agent is and the good qualities of an agent you would want. As related to your estate plan.
Estate Planning: Order of Transfers
I want to continue our conversation on estate planning. Specifically, I want to talk about the order of transfers. Essentially, how things get transferred to other people, the different mechanisms and essentially what order they take place.
Estate Planning Basics and Why it’s Important
I want to talk about estate planning basics and why it's important. If we think back to the financial framework, the path to financial success.
Make This Your Year! 4 Steps to Meaningful Change
Today, I want to talk about what you can accomplish. In the year to come.
I recently had a conversation with a gentleman who's been listening to the show, and he scheduled a call with me on my website and he just wanted to check in, see how we might work together and things like that.
A Christmas (money) Conversation
Today I want to make a very brief Christmas message of sorts.
Christmas is coming up next week. I'm going to keep this episode relatively short and just maybe give you one action item that you might consider going into the end of the year with some friends and family.
Stop Screwing Your 78-Year-Old Self
In this week's episode, I talk of a memorial about Jeanie, a 78-year-old mother of a client of mine, who needed to make some very tough decisions some years back.
A Money Management Framework for Self Employed Business Owners
Today I want to provide some information or insight. to small business owners or those that are self-employed and maybe give you some tips on how to better manage your money.