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Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 3
If you’re a frequent reader of Buffett, you’ll know that he’s not shy about his appreciation for America. That appreciation remains.
Mar 284 min read

Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 1
When you invest, you need to think like an owner. Here are some snippets of Buffett’s ownership thinking.
Mar 34 min read


The "Right" Time for Retirement Planning is Now
I have had 1000s of conversations about retirement and retirement income planning. Here are a few things I can confidently tell you...
Jan 303 min read


Finding Balance: How Much Is Enough?
One of the most crucial financial questions we face is determining what enough means for us personally.
Nov 21, 20244 min read


Now That We Know
America took a deep breath this week. Some exhaled in relief. Others may still be holding their breath in disbelief. It doesn’t matter where
Nov 8, 20249 min read


2nd Order Effects
If our debt and deficit spending are allowed to go unchecked, what might be some of the 2nd order effects?
Sep 24, 20246 min read


"Redefining Success: How American Hustle Culture Contradicts Proverbs 23:4-5"
Should we be obsessing and striving to get more riches? Let's look at Proverbs 23:4-5, two verses that speak directly to this topic.
Jun 3, 20244 min read


"Are High-Income Earners Putting Themselves at Risk?"
Earning a strong income is great. But, with more money comes more risk. Make sure you don't leave yourself exposed.
May 14, 20243 min read

Banks Are Not Our Friends
At least 3 or 4 times a year, I find myself uttering this phrase “Banks are not our friends.” Understand that I realize great people...
Mar 26, 20241 min read

Why Should You Hire a Financial Advisor?
WHY Hire a Financial Advisor A lot of people go back and forth about whether or not they should hire a financial advisor. In this video,...
Mar 23, 20226 min read

Annuities: The Four-Letter Word of Finance
Over the next few weeks, I’m going to go headfirst into a topic that is extremely polarizing in the financial world–Annuities. In the...
Mar 15, 202213 min read

Ukraine: My Thoughts on Russia’s War with Ukraine
How I’m Feeling About Russia and Ukraine Video Transcript: Hey, everyone, I wanted to take a couple minutes before the weekend hit to...
Mar 9, 20223 min read

Money Conversations: Part 2
As I shared in Part 1, I love doing impromptu Q&A sessions during my workshops on retirement or financial planning. Just like attendees...
Dec 13, 20217 min read

Money Conversations: Part 1
One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I would avoid using powerpoint when giving a...
Nov 22, 20216 min read

Medicare: A Conversation About the Basics
Click on photo to view webinar UNEDITED Webinar Transcript: Michael Baker 01:14 Thank you for everyone that’s going to tune in and watch...
Oct 7, 202142 min read

Halftime 2021: An Interview with Steve Osterink Jr., CFA®,CFP®
HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch the full length interview, you can find an...
Jun 29, 202137 min read

5 Questions for Halftime 2021
In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero experience with sports involving snow and...
Jun 7, 20214 min read

Comfortably Uncomfortable
My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...
Nov 17, 20203 min read


The Peril of Market Timing
The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...
Oct 6, 20204 min read


Process Is Paramount
Over the holiday weekend, I took up an activity that I hadn’t done in years. I worked on a jigsaw puzzle. The puzzle, a 600-piece global...
Sep 14, 20204 min read
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