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Dec 7, 2022

What do my kids need to know about money?  It's one of the most common questions I've received over the years as a financial advisor, and in this episode, we hear directly from two teenagers about their perspectives on money.  The way they spend their money, save and invest it are lessons that adults can benefit...


Oct 13, 2022

You invest your time to serve on a board, because you want to do good. However, could your money be at risk if something goes wrong and you are held liable? Hear from risk management expert Carla Curry about when the unexpected happened, and board members found themselves in a sticky situation. Learn how to protect...


Sep 7, 2022

Yes! A recession can be good news for 401(k) investors!  Even if the headlines about the economy or stock market appear grim, it can be one of the most strategic times to sock away money for retirement.  But you need to be invested correctly, and importantly, avoid making "the big mistake."  Listen to my guest Nick...


Aug 22, 2022

She grew up on a tobacco farm and smoked every day of her adult life.  She outlived her life expectancy by 30 years, but didn't run out of money.  This woman got her retirement number right.  Hear from finance expert Wesley Wood on calculating how much you can spend in retirement and remain financially secure, just like...


Jul 5, 2022

The recession is coming if it’s not already here, and we want you to be prepared.  In this episode, Brian McNeill of Challenger Gray and Christmas and I share tips to get your professional affairs in order, and how a layoff can impact your personal finances.  Turn unpleasant news into real opportunities for your...