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: financial advisor fort mill
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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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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Our Resistance Can Sabotage Us
One of the more interesting features of social media is the digital archive it keeps of our posts....
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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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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...
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5 Questions for Halftime 2021
In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero...
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Generational Wealth: How Can We Begin?
The first time I ever had to face tryouts for a basketball team, I was cut. I was in the 7th...
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