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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 the financial world–Annuities. In the...
Mar 15, 202213 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


Medicare: A Conversation About the Basics
Click on photo to view webinar UNEDITED Webinar Transcript: Michael Baker 01:14 Thank you for everyone that’s going to tune in and watch...
Oct 7, 202142 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


Tips for Forming Your Small Business
Unedited Transcript Below: SUMMARY KEYWORDS business, people, business partner, conversation, business owners, attorney, lawyer,...
Jun 8, 202139 min read


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...
Jun 7, 20214 min read
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