WAYT - Starbucks, Password Security, 25 Year Prepaid Cell Phone Plan, Medicaid and Roth IRA's

WAYT - Choosing the "right" risk tolerance, software, and adding confidence to your financial life

WAYT - Covid Market Mistakes, Cookie-Cutter Portfolios, Can an Advisor's Mindset Hurt a Client?

Important but Never Discussed: The "in Case of Death Folder"

What does it take to beat the market? Part 2 (Podcast and Video)

What does it take to beat the market? Part 1 (Podcast & Video)

What Are Your Thoughts? - Season 2 Episode 1

Taxable Account Up, but 1099 Shows Losses. What Gives?

What is Portfolio Rebalancing?

Money Buying Happiness - Mega Millions

Top Questions for 2021

Three Variables That Affect Your Retirement Success

Low Interest Rates: Great for Borrowers, Bad for Retirees - Why You Should Care

Investing During Election Years

Should You Take Investment Cues From Billionaires?

Stock Market Back to All-Time Highs: How to Stay Invested, but Limit Your Downside

What to Watch: Biden's Tax Policy Proposals

The War Chest of Cash: Planning for Bear Markets in Retirement

Here's What I'm Hearing

Thoughts About 2020