“Are you a financial advisor, or a financial planner?” I’ve had a handful of people ask me this at events I’ve attended or spoken at, and I can understand why…
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Financial Advisor Vs Planner: What’s the Difference?
Financial Planning for Retirement Is an Important Thing, But It’s Not the Only Thing
What do you think of when you hear “financial planning?” If the answer revolves around financial planning for retirement, you’re not wrong… but it might also be an incomplete picture…
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The #1 Sign You’re Not Good with Money
There’s one sure way I can tell when someone is not good with money, even when they feel like they’re really nailing it. It’s not having lots of student loans…
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This Is the Best Financial Shortcut There Is: Are You Taking Advantage?
If you’re interested in a financial shortcut, you probably don’t have too much time on your hands. You’re busy, focused on a million things, and you need to get to…
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Investing on Thin Ice: Record Stock Market Highs and the Inevitability of a Crash
My fiancee is from Georgia and has never walked on a frozen body of water (outside a small skating rink) in her life. A few weeks ago when we went…
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This Might Be Your Biggest Investment Temptation You Have to Avoid
I can’t tell you how many times that people tell me about their friend’s cousin’s girlfriend’s brother who got rich by choosing one or two stocks that performed well. “All…
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This Is the Best-Kept Secret to Financial Success
Most people waste a lot of time and energy seeking the one investment to solve all their financial worries. They want to unlock some secret to financial success that only…
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What’s Your Savings Rate? Here’s How We Save 30 Percent (or More) of Our Income
Financial freedom is the biggest goal I have right now — both personally and professionally. What I mean by that is it’s my goal to help as many of my…
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How Do You Guarantee Investment Growth?
Let’s say your cash flow is set and you have extra money at the end of the month. Now you need to establish a plan to grow that money. You…
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