Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market Playbook. And in this video, we’re going to...

When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...

Bear Market Playbook Transcript We are officially in a bear market. So I wanted to put together a video series called the bear market...

Inflation, Inflation, Inflation. It’s all that people in finance seem to be discussing these days. Like watching a car accident caught on...

Why Is Uncertainty So Hard?  (transcript) Hey, everyone, it’s Michael here. Did you know that April is financial literacy month? You may...

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,...

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...

How I’m Feeling About Russia and Ukraine Video Transcript: Hey, everyone, I wanted to take a couple minutes before the weekend hit to...

“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger guys’ eyes light up when I utter this...

As I shared in Part 1, I love doing impromptu Q&A sessions during my workshops on retirement or financial planning. Just like attendees...

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...

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...

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...

Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin surpassed $40,000 for the first time. In an...

My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...

Want to have a good laugh? I recently took a few moments to review my personal and investing goals for 2020. That’s right—I actually set...

The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...

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...

Money is a complex language. There’s money knowledge and then there’s the techniques and vocabulary of finance. These financial...