My Personal Finance UNFILTERED Podcast is Coming December 17th

My Personal Finance UNFILTERED Podcast is Coming December 17th

As a financial advisor for 24 years I touched all areas of the financial services world and saw all the good things happening… as well as the shitty things that were going on. I worked with a lot of great people who taught me how to operate and maneuver in this world...
Financial Questions? I’ve got the agenda-free answers

Financial Questions? I’ve got the agenda-free answers

Sometimes you need a second set of eyes on your portfolio to see if you’re heading in the right direction. Other times you might need an independent second opinion to verify and give you confidence that you’re on the right track. I can help you with both. Often times...
6 Ways to make Money with Airbnb

6 Ways to make Money with Airbnb

Airbnb has grown tremendously over the years in popularity, although it’s not a risk-free endeavor. Many cities are starting to regulate the use of Airbnb’s with restrictions on how and where an Airbnb is legal. Taking a deeper dive, some homeowner associations are...
The FIRE Movement: Don’t Forget to Enjoy the Journey

The FIRE Movement: Don’t Forget to Enjoy the Journey

FIRE stands for Financial Independence Retire Early and if you are researching retiring early you’ve certainly stumbled across the FIRE movement. FIRE first came into light in the book “Your money or your Life” written by Vicki Robin and Joe Dominguez back in 1992....
5 Reasons You Don’t Need a Million Dollars to Retire

5 Reasons You Don’t Need a Million Dollars to Retire

Over the years we’ve all heard that you’ll need at least $1 million dollars when you retire. If you listen to Suze Orman, she’ll tell you that you’ll need $5 million if you plan on retiring early. Depending on the lifestyle you want to live most of us will get by just...
8 Tips when searching for a Financial Advisor

8 Tips when searching for a Financial Advisor

Hiring a financial advisor can be a stressful process because it’s hard to know where to start.  Do a quick google search and it’s likely that you’ll have hundreds of advisors in your general area to choose from. Here are 8 tips to keep in mind when searching for a...