In this episode, I sit down with Christina Roman, Consumer Education and Advocacy Manager at Experian, to dive into the truth behind common credit myths and explore practical strategies for improving your credit score. We’ll tackle misconceptions, such as the myth that checking your credit score will lower it, and Read More
In this episode, I sit down with Christina Roman, Consumer Education and Advocacy Manager at Experian, to dive into the truth behind common credit myths and explore practical strategies for improving your credit score. We'll tackle misconceptions, such as the myth that checking your credit score will lower it, and Read More
Welcome to this edition of The Planning for Retirement Podcast. This is Volume 1 of this new series, The Whiteboard Retirement Plan, where Kevin breaks down a real-life client case for “Bob and Jennifer” in plain English. The goal is to help answer the question, “Can I fire my boss?” Read More
William Holloman, founder of WillPower Athletics LLC, ranks as the second All-Time Leading Scorer in Jacksonville, Florida's history. His dedication to basketball and mentoring the city's youth in athletics, sportsmanship, and discipline is as noteworthy as his numerous accolades. He is also the mastermind behind The Holloman Challenge, a Read More
William Holloman, founder of WillPower Athletics LLC, ranks as the second All-Time Leading Scorer in Jacksonville, Florida's history. His dedication to basketball and mentoring the city's youth in athletics, sportsmanship, and discipline is as noteworthy as his numerous accolades. He is also the mastermind behind The Holloman Challenge, a distinctive Read More
In this episode, I talk with Hassan Thomas about the importance of investing as a strategy for building a secure future. We also discuss the value of financial literacy and investing from a young age and how making your money work for you can significantly improve your future. Hassan Read More
In this episode, I delve into the critical role that financial literacy plays in our personal and professional lives with guest Stacy Mastrolia also known as Prof. Stacy, The Money Teacher. We explore why understanding money management is more important than ever in today's complex financial landscape. From budgeting Read More
Preparing for home ownership requires careful planning, budgeting, and selecting the right professionals to guide you. By determining your budget, finding a reliable real estate agent, being aware of red flags, and understanding the timeline, you can navigate the home-buying process with confidence and ease. In this episode, Read More
Join us as we welcome Regina Robinson, Award-Winning Global Speaker, Best Selling Author, Educational Coach, and the #1 College Admissions Expert. Regina shares her expertise on how scholarships can significantly ease the financial burden of college. With years of experience in teaching and coaching, she provides practical strategies Read More
Two of our recent client meetings were with folks who retired much earlier than they had anticipated. So, I started to go down a rabbit hole of research and thought this would be a great episode to encourage you all to STOP planning for a “normal” retirement age in your Read More
In this episode, I delve into the realm of secured credit cards. They serve as a viable alternative for individuals grappling with poor credit or lacking a credit history, often facing hurdles in securing approval for traditional credit cards. The distinguishing feature of these cards lies in their requirement of Read More
The financial markets are well known to cause some stress and anxiety, but this escalates even more during a Presidential election. Especially this one which is likely to bring out emotions from both sides. As a result, I felt called to do this episode to provide some facts about how Read More
First and foremost, it's been a whirlwind for the Lao family in March. My financial planning firm just went through its first audit, woohoo! In the midst of all of the heavy lifting preparing for said audit, my wife gets the worst food poisoning of her life. Needless to say, Read More
In this episode of The Money Exchange Podcast, I have the pleasure of engaging in an insightful conversation with renowned financial expert Lynnette Khalfani-Cox about her latest book, "Bounce Back: The Ultimate Guide to Financial Resilience," and its accompanying workbook. Tune in as we delve into practical financial management Read More
The SECURE Act of 2019 was the first major overhaul of retirement plans, specifically 401ks. However, many people are still curious about what the changes are and how they impact these group 401k plans. I had the pleasure of being joined by Alex Jenkins, the Chief Revenue Officer @ Nest Read More
As someone who travels frequently for both personal and business purposes, I often find myself boarding flights. Recently, I had the opportunity to fly with Breeze Airways, prompting me to share my experience and compare it to American Airlines. I delve into the economic aspects of both carriers. Read More
Have you heard of the 4% rule?! It's the most recognized benchmark for safe withdrawal rates in retirement. However, it lacks flexibility and often leaves retirees "under-spending," particularly in their prime retirement years. Think Advisor put out this article (link below) that touched on three alternatives to the 4% rule Read More
In this episode, I explore the driving forces behind the next generation of business leaders and visionaries, with insights from none other than Candace Okin, founder of Mason Makes Money Fund. Candace Okin, a trailblazer in her own right, shares her perspective on what fuels the entrepreneurial spirit among Read More
According to the Vanguard "Advisor's Alpha" study, asset location can add up to 60 bps in returns on an annual basis! The larger your taxable brokerage account balance, the more you need to pay attention to what investments you own in that bucket! Conventional wisdom says that the taxable accounts Read More
