BONUS call 025

Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?

BONUS call 023

Brian and his wife have lived overseas for a while and in the process built up a nest egg of about 600k. Now back in the States they have to find a house and are wondering how to do it without blowing through all the money they’ve accumulated.

BONUS Call 022

Remember folks, there are certain things that need to be happening before you’re ready to take the next step. This call will help walk you through the process.

BONUS call 021

It’s so great and satisfying when we’re able to expose people to the world of finance through the podcast.