BONUS call: Retirement Planning

You’re maxing out your 401(k) plan. You own a rental property that generates more than 2k each month. You have 150k in cash that’s just sitting in the bank. You’re only 36 years old. What should you do next?

BONUS call 049: Windfall Tax

Emili in Dallas, our BONUS call this week, is one of the lucky ones as she and her husband will soon be coming into a large chunk of money. But with that money comes a tax bill, something Emili wants to make sure she’s properly prepared for, hence the call to us!

Ep. 055 – Bitcoin, Cryptocurrencies and Blockchain

Bitcoin, bitcoin, bitcoin.  Since the end of 2017 and now into 2018 it’s been hard to avoid the mention of the now wildly popular cryptocurrency. From Cassandra’s, who warn that the meteoric rise is a bubble (hello, Jamie Dimon!) to true believers, who think Bitcoin will go to $100,000, it seems that the rest of us better brush up on what’s behind the mania.

BONUS call 048

Bitcoin was all the rage at the end of 2017 and it’s showing no signs of letting up in 2018, so it’s appropriate that we have our first cryptocurrency BONUS call from Steve in Georgia.

Ep. 054 – Gaining an Edge on Your Career and Life

It’s 2018 and that means that many of you have gotten on the resolution bandwagon. The most common ones are to exercise more/eat less; save more/spend less; and of course one of our favorites: SLEEP MORE!


BONUS call 047

The age-old question of whether it makes sense to pay off your mortgage…it never goes away. I understand that you want to be debt free, but keep in mind that there is such a thing as good debt.

Ep. 053 – Eight Financial Resolutions for 2018

A colleague recently asked me how he might be able to finally stick to a budget. For years, he had tried to create and adhere to a specific annual spending plan, only to blow a hole through it at some point during the year.

BONUS call 046

Raise your hand if you know what SIPC stands for? That’s what I thought 🙂 Thanks to Jim, our first BONUS caller of 2018, you’re all going to get educated a bit!