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 escape of a big screen blockbuster is one...
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- Aug 12, 2022
- 6 min
The Bear Market Playbook: Tax Loss Harvesting
Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market Playbook. And in this video, we’re going to...
- Jul 20, 2022
- 8 min
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...
- Jun 29, 2022
- 6 min
The Bear Market Playbook Part 1
Bear Market Playbook Transcript We are officially in a bear market. So I wanted to put together a video series called the bear market...
- Apr 20, 2022
- 6 min
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 15, 2022
- 5 min
Why is Uncertainty so Hard for Investors?
Why Is Uncertainty So Hard? (transcript) Hey, everyone, it’s Michael here. Did you know that April is financial literacy month? You may...
- Mar 23, 2022
- 6 min
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 15, 2022
- 13 min
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 the financial world–Annuities. In the...
- Mar 9, 2022
- 3 min
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...
- Feb 23, 2022
- 9 min
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...
- Dec 13, 2021
- 7 min
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...
- Nov 22, 2021
- 6 min
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...
- Jun 29, 2021
- 37 min
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 7, 2021
- 4 min
5 Questions for Halftime 2021
In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero experience with sports involving snow and...
- Feb 9, 2021
- 37 min
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...
- Nov 17, 2020
- 3 min
Comfortably Uncomfortable
My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...
- Nov 10, 2020
- 4 min
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...
- Oct 6, 2020
- 4 min
The Peril of Market Timing
The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...
- Sep 14, 2020
- 4 min
Process Is Paramount
Over the holiday weekend, I took up an activity that I hadn’t done in years. I worked on a jigsaw puzzle. The puzzle, a 600-piece global...
- Aug 12, 2020
- 1 min
Money Knowledge
Money is a complex language. There’s money knowledge and then there’s the techniques and vocabulary of finance. These financial...
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