#31 What You Can Learn From the Retiree Next Door [podcast]

Wouldn’t it be great to learn about retirement from those that have retired successfully? Here’s your chance.  Today at FinCon, the National Conference for Money Media, moneytips.com is releasing the book, The Retiree Next Door. The best part is you can get it for free. Over the last year, the folks at moneytips.com conducted a […]

Screen Shot 2014-09-17 at 7.18.01 AM

#30 How to Invest in Your Marriage with Jackie Bledsoe [podcast]

Have you ever felt distant from your wife? I have.  In my 23 years of marriage, there were times my wife and I drifted apart. It’s easy to do. Work, kids, hobbies, etc. just make life hectic at times. We eventually learned to be intentional about nurturing our marriage. Jackie Bledsoe has had the same […]

The Bledsoe Family

#29 Should I Convert to a ROTH IRA? A Talk with Ed Slott [Podcast]

Taxes suck. They erode away your income, savings and investments. One strategy to maximize your retirement savings is to convert your IRA to a ROTH IRA. ROTH IRAs are a powerful tool to help you do this but there are lots of tax and planning issues to consider first. That’s why I turned to Ed Slott, […]


#28 4 Strategies for Beating Retirement Planning Stress [Podcast]

Stressed about planning for retirement??? You’re not alone.  Most of us (including me) freak out when we look at what it could take to provide for our family in retirement. Don’t believe all the statistics; you can take control.   Investing Corner  Listener Question:  Wayne Asks, “My question is are there hidden risks doing my diversifying […]


#27 Screw Retirement Goals, Here’s a Better Way [Podcast]

Setting retirement goals can be a big waste of time. In my 23 years of advising individuals and families, I’ve rarely found someone that had clear retirement goals.  Guess what?  They were still able to live a great life and retire comfortably. In this episode I’ll explore the problems with setting retirement goals and offer a better […]

Work Life Balance

One Down, One to Go!!!!

The USA Today recently reported that the total cost of raising a child born in 2013 is $245,340 (not including college!!!).  Financial speaking, kids are a HORRIBLE investment. As a seasoned Financial Advisor, I say, “who cares.“ Life isn’t about numbers. This is easy to forget as we toil each day to provide for our family, […]


#26 What You Need to Know Before Investing in Real Estate [Podcast]

If you chose to invest in real estate as part of your retirement plan, you better understand what you’re signing up for. Most “educational” classes, workshops, etc. focus on all the benefits of real estate and gloss over the realities of doing it. Buying, owning and operating rental properties is hard work.  This week, I […]

For Rent

#25 How to Organize Your Financial Records [Podcast]

My financial records are a mess. Really, they’re horrible. Last week,  it took me 3 days to find a car title. My records are a mess. It’s embarrassing. I work so hard to help keep my clients’ financial lives in order and neglect my own record keeping. Need to get organized? In this episode, I’ll […]


How Much Do I Need to Retire?

“How Much Do I Need to Retire?” is the question a lot of us are afraid to ask.  We’re afraid because we think the “number” we’ll be told to save will be impossible to achieve. Recently I sat down to discuss the question “How much do I need to retire?” with the panelists on the Money […]