Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteEver hear of the “Sell in May and Go Away” catch phrase as it relates to the stock market? In this episode, we’ll look at the actual data of Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteRoth IRAs, 401ks, Health Savings Accounts and Traditional IRAs generally get the most hype when it comes to saving and investing for retirement. However, the TAXABLE BROKERAGE ACCOUNT, in Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteThe first quarter of every year is a great opportunity for us to meet with our clients and discuss things like:Required Minimum Distributions (RMDs)Cash Flow NeedsRebalancing opportunities and overall Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteThe conventional wisdom is to spend down your taxable accounts first, then your tax-deferred accounts, and finally your tax-free accounts. However, this may not always be the case. In Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteThe VIX (Wall Street’s fear index) topped out at 57 as I write this on 4/9/25. Which for perspective, 15 is a normal level. In 2020, the VIX topped Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteShoutout to my wife, Jess, for this podcast idea! I started my list with 5, then went to 10…but I had to put 20 down for this list! But, Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteThe Federal Reserve elected to hold steady on rate cuts for now. The market did react positively to this news, but ultimately volatility has ensued since then in response Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteOur retirement planning firm, Imagine Financial Security, turned 4 in February and I have been wanting to do a podcast celebration for this one! To celebrate, I thought I would Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteOur retirement planning firm, Imagine Financial Security, turned 4 in February and I have been wanting to do a podcast celebration for this one! To celebrate, I thought I would Read More
In this episode, I chat with Matthew Tarr, Business Development Consultant at Qube Money, about achieving financial independence and how Qube Money has helped him meticulously budget every cent, keeping him on track with his financial goals. We explore: How Qube Money modernizes the classic cash envelope budgeting system Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteNo, I’m not saying a Bear Market is certain. Nobody has a crystal ball. However, the markets are volatile right now, and it’s a great reminder that the market Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteThe default assumption for many online social security calculators, financial planning tools and expert advice tells you to DELAY Social Security as long as possible! After all, that does Read More
In this episode, I chat with Nicole Stanley about overcoming debt. We discuss: What inspired her to become a personal finance expert How her family background motivated her to get out of debt The role of side hustles in helping her generate enough income to pay off debt The ways Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteToday, we will be looking at a client example of a 62/61 year old couple with $1mm inside of a Traditional IRA, about $50k in cash savings, and a Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteOne of the top concerns for the clients we serve is related to taxes in retirement. They’ve worked hard to get to this point where they could even think Read More
In this episode, I share my personal experience attending the Podfest Conference, including: How I financially prepared for the event Key takeaways from my time there Conferences offer incredible networking opportunities for entrepreneurs, so if you're thinking about attending one, I highly recommend it! Feel free to share this with Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteMost people start to think about taxes right about now around the tax filing deadline.They gather a bunch of documents, send them to their tax preparer, and mistakenly believe Read More
***Link for Retirement Readiness Questionnaire***“Legacy is not about leaving something for people, it’s about leaving something behind IN people.”— Peter StropleMany retirees create estate plans with their attorneys. They get a big binder with their documents, hopefully they update their beneficiaries, retitle their assets to their trust, and then they Read More
In this episode, recorded at Podfest—the world’s longest-running annual in-person podcasting conference—I had the pleasure of meeting Adrienne Baile, founder of Her Financial Health. Adrienne is dedicated to creating a supportive space where women can confidently navigate their financial journeys, gain independence, and align their wealth with their values. We Read More
WELCOME to the OFFICIAL episode 63! I was jumping ahead of myself last week when I thought I was recording 63, but in fact that was episode 62. Las week we talked about cash flow and budgeting, and how that sets the framework for one of the core assumptions for Read More
