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...
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Tag: Charlotte Financial Planner
The Bear Market Playbook: Tax Loss Harvesting
Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market...
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Dear Bear Market Investors
When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll...
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Inflation, Inflation, Inflation
Inflation, Inflation, Inflation. It’s all that people in finance seem to be discussing these...
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Why is Uncertainty so Hard for Investors?
Why Is Uncertainty So Hard? (transcript) Hey, everyone, it’s Michael here. Did you...
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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...
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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...
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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...
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The Next 30 Years
“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger...
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Money Conversations: Part 2
As I shared in Part 1, I love doing impromptu Q&A sessions during my workshops on retirement...
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One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I...
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3 Retirement Conversations to have Right Now
We recently poured some concrete at my house. It’s not a major project that we’re working on at...
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