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Sep 7, 20227 min read
Failure Is An Option
You may or may not know this about me, but I’m a huge movie buff. I love a good story, and the escape of a big screen blockbuster is one...
Aug 12, 20226 min read
The Bear Market Playbook: Tax Loss Harvesting
Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market Playbook. And in this video, we’re going to...
Mar 15, 202213 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 9, 20223 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...
Feb 23, 20229 min read
The Next 30 Years
“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...
Dec 13, 20217 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...
Nov 22, 20216 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...
Jun 29, 202137 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 7, 20214 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...
Aug 12, 20201 min read
Money Knowledge
Money is a complex language. There’s money knowledge and then there’s the techniques and vocabulary of finance. These financial...
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