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Risk of Comparing Portfolio Apples to US Stock Oranges

Watch this video on YouTube It may be entertaining to watch Donald Trump point his finger and curtly say, “You’re fired!” When a client says the same thing to me, it isn’t so funny. I’m especially not amused if a client fires me because...

What Is Your Financial Planner’s Core Purpose?

Watch this video on YouTube What do comprehensive financial planners really do? The surface answer is that planners provide advice and services in the areas of investments, retirement planning, estate planning, cash flow management, tax planning, and asset protection....

What I Want My Kids to Know About Money

Watch this video on YouTube Many parents don’t talk to their kids about money. As a financial planner, I’m an exception to that norm. My kids would be quick to tell you I talk to them about money a lot. Here are a few of the things I want my kids to know about...

Teach Kids About Money With “Intentional Wealth”

Watch this video on YouTube When it comes to children and money, it’s my experience that parents from a variety of backgrounds and income levels want the same thing: for their kids to be successful and happy. While families might have different definitions of...

First Asset Protection Strategy: Overcome Your Own Beliefs

Watch this video on YouTube Besides helping you build wealth, your financial planner should also offer ways to help you protect it. Yet one aspect of comprehensive financial planning that doesn’t always get a lot of attention is asset protection. The most common...

Follow Scrooge’s Path to Financial Well-being

Watch this video on YouTube Last week we discussed the most important step of changing a problematic financial behavior: becoming willing to admit that changing the behavior is important and to seriously contemplate the change. Ebenezer Scrooge in A Christmas Carol...