#financialadvisorfortmill

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...

Sep 7, 20227 min read

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

Aug 12, 20226 min read

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

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

“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...

Feb 23, 20229 min read

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

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

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

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

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

Aug 12, 20201 min read