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Chase the Expected Returns—Not the Unexpected, Ep #161 

Chase Expected Returns

I expect the stock market to go up every day. What do I mean by that? Is it a realistic expectation? In this episode of Best in Wealth, I dissect a Business Insider article written by David G. Booth about chasing expected returns. I also share WHY his opinion is one that matters. Don’t miss…

The Best in Wealth One-Word Challenge, Ep #160

one word challenge

Forget about New Year’s resolutions. 87% of people make New Year’s resolutions, but by the end of January, 50% have already failed. By summer, most people forget about their goals. You end up feeling like a failure when you do not reach your goals. That is why I do not think we should set ANY…

Why You Need to Know Your Benchmark, Ep #159 

know your benchmark

What is a benchmark? Why is it important to be familiar with what your benchmark is? How can it impact the decisions you make? In this episode of Best in Wealth, I walk you through why it is so important to know your benchmark. I guide you through how to figure out which benchmark to…

End-of-Year Financial Planning: 5 Things to Look at, Ep #158

End of Year Financial Planning

What five major areas should you look at at the end of every year? End of year financial planning should include looking at assets and debt, tax planning, cashflow issues, insurance planning, and estate planning. Why does it matter? How can it help you from a tax-saving standpoint? Learn more in this episode of the…

The Six Stages of Retirement, Ep #157

What is just as important as building wealth for retirement? Understanding and preparing for the six stages of retirement. You experience different situations and emotions through each stage of the journey. If you know what to expect ahead of time, you can strategize how to emotionally—and monetarily—prepare. Listen to this episode of Best in Wealth…