Are you on track for retirement? Do you have enough money saved at this point in your life to retire or reach financial freedom by 65? One of the biggest questions I hear is: How much money do I need to save for retirement? In this episode of Best in Wealth, I do my best…
When I’m about to shake someone’s hand, pat their back, or give them a hug, I stop short and say to myself: “Welcome to the new normal.” The COVID-19 crisis is new to all of us. The inability to shake hands, social distancing, the necessity of wearing face masks—it’s all new. But the phrase “The…
Do you have a plan for retirement? Or are you just living life and allowing the everyday busyness to drown out thoughts about your future? I firmly believe you need to have a retirement plan in place. In this episode of Best in Wealth, I will explain why. I talk about 3 decisions that can…
Do you have the right investment mix in your portfolio? Does it include a balance of large and small companies? In this episode of Best In Wealth, I talk about the differences between small and large companies, why you would want to own either of them, what the science says, and whether or not you…
Do you and your spouse fight frequently about money? Are you on completely different pages when it comes to spending money? Do you feel like you are being heard? You should start the conversation now by having regular meetings with your spouse to discuss your financial plan. If you are ready to win with money…
