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

Podcast: Play in new window | Download 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 […]

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]

Podcast: Play in new window | Download 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 […]

For Rent

#25 How to Organize Your Financial Records [Podcast]

Podcast: Play in new window | Download 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 embarrassing. I work so hard to help keep my client’s financial lives in order and neglect my own record keeping. Need […]


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 […]


Want to Talk About How Much You Need to Retire?

Tonight I’ll be joining the folks over at the Money Mastermind Show to discuss How much you need to retire. Simple question, right? We’ll have an hour-long open discussion on how to define and plan for retirement. You can watch and ask questions LIVE tonight at 9:00 pm CST. To join the Google Hangout go here. (pretty cool tool, there […]

#24 Strategies for Handling Market Corrections [Podcast]

Podcast: Play in new window | Download Is the stock market correction here?  In the last week of July the S&P 500 index lost 2.7%. The worst weekly loss in over two years. It didn’t take long for the sensationalist headlines to pop up. Here are two of my favorites. Warning: That plunge in stocks […]

Market Correction

#23 7 Ways to Screw Up Your Retirement [Podcast]

Podcast: Play in new window | Download The cost of a financial misstep in retirement can be devastating. During retirement it is hard to “earn” your way out of poor decisions. Poor planning or a big loss during retirement can ruin your financial security. In this episode I discuss the most common retirement “screw ups” I’ve […]

Uh Oh

#22 Invest Wisely: LPL’s Investor’s Almanac: Mid-Year Outlook [Podcast]

Podcast: Play in new window | Download This week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL’s mid-year outlook Titled: The Investor’s Almanac. Burt and his team do a great job simply communicating the economic and investing environment.  Their Investor’s Almanac is a great tool to help us […]