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The 5 Retirement Planning Mistakes Smart Couples Still Make (And How to Avoid Them)
Even smart, successful couples can make retirement planning mistakes — especially when life is busy and retirement still feels like it is years away.
Apr 254 min read


The Real Policy Mistake Investors Should Avoid in a Bear Market
If you’re like most investors, you’ve probably been watching the market decline and wondering: “How bad can this get?”
Apr 174 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 3
If you’re a frequent reader of Buffett, you’ll know that he’s not shy about his appreciation for America. That appreciation remains.
Mar 284 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 2
Yes, equity markets can be volatile and scary at times. This is why we need to have a strategic plan for our capital.
Mar 174 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 1
When you invest, you need to think like an owner. Here are some snippets of Buffett’s ownership thinking.
Mar 34 min read


Now That We Know
America took a deep breath this week. Some exhaled in relief. Others may still be holding their breath in disbelief. It doesn’t matter where
Nov 8, 20249 min read


Demystifying Diversification: What Does it Really Mean for Your Investments?
If diversification is such a well-known idea, why do some investors still get this wrong?
Aug 2, 20243 min read


Banks Are Not Our Friends
At least 3 or 4 times a year, I find myself uttering this phrase “Banks are not our friends.” Understand that I realize great people...
Mar 26, 20241 min read


Dear Bear Market Investors
When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...
Jul 20, 20228 min read


Inflation, Inflation, Inflation
Inflation, Inflation, Inflation. It’s all that people in finance seem to be discussing these days. Like watching a car accident caught on...
Apr 20, 20226 min read


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 should hire a financial advisor. In this video,...
Mar 23, 20226 min read




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 couple minutes before the weekend hit to...
Mar 9, 20223 min read


The Next 30 Years
“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


Money Conversations: Part 2
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


Money Conversations: Part 1
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: 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 the full length interview, you can find an...
Jun 29, 202137 min read


A Conversation About Bitcoin
Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin surpassed $40,000 for the first time. In an...
Feb 9, 202137 min read


2020 Jazz: Financial Plans Need Flexibility
Want to have a good laugh? I recently took a few moments to review my personal and investing goals for 2020. That’s right—I actually set...
Nov 10, 20204 min read


Supporting Local Businesses
Small business is a passion of mine. Every day, millions of entrepreneurs and small businesses wake up and embrace the daily grind. As a...
Jul 29, 20201 min read
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