What’s Your Relationship with Your Money?

What’s Your Relationship with Your Money?

What’s your relationship with your money?During my 24-year career as a financial advisor, I saw just about everything you could see in the financial world. One area that intrigued me was the relationship people had with their money. Some folks guarded their money like...
My Pet Peeves with the Investment Industry

My Pet Peeves with the Investment Industry

For over 24 years I worked in the financial services industry as a financial advisor. I started with a very large brokerage firm, then with a large bank and finally I ran my own practice. Back in 2017 I was feeling burned out and was losing passion for what I was...
My Interview on The Next-Level Income Show

My Interview on The Next-Level Income Show

I had a blast doing this podcast. Chris and Caleb were great hosts. As you know, most podcasts are audio only so I thought it was pretty cool that this one was going to be audio and video. You can enjoy listening to this podcast via all the main channels and you can...
The Most Important Part of Your DIAL

The Most Important Part of Your DIAL

Before writing the book, Retire Early What are you waiting for? I created a process I call DIAL into Retirement and it’s the same process I used in order to retire at age 48. My goal with the DIAL was to simplify the retirement process and make it easy for everyone to...
What I Learned Selling My RV

What I Learned Selling My RV

I sold my current RV. It was mostly due to not using it quite enough at this stage in my early retirement, but also due to some foresight – a desire to get a more rugged setup. Our plans are to travel the back roads, dirt roads and mountainous roads out West and...