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The #1 Retirement Mistake: Why the 4% Rule Isn’t the Real Risk

2

You’re Making More Money But Losing More To Taxes. (Here’s Why)

3

The $18K per Year Mistake Made With Life Insurance

4

How High-Income Earners Can Still Use a Roth IRA (Backdoor Strategy Explained)

5

4 Strategies For Turning Market Volatility Into Opportunity

6

College Basketball… I Mean PLANNING!

7

We Are Back! Quick Updates and Inherited Account Techniques

8

The Market Falls Right When You Retire… Then What?

9

How Much Can I Withdraw From My Investments? Hint: It Is Not 4%!

10

Red Days and Real Talk. My Honest Take On This Volatile Stock Market

11

March Madness College Planning Edition!

12

Volatility Playbook: How to Ride the Market Waves

13

NVDA’s Crash: Why Smart Investors Stay Calm.

14

Rings, Risks & Rising Costs

15

Tax Talk: Myths, Missteps and Money Saving Moves

16

Crazy Life Updates & The Importance of Estate Planning

17

We The People Care About Who Wins Elections…. Markets Do Not!

18

It Pays To Be An Optimist!

19

Sam Crowley Interview Part II

20

Sam Crowley Interview Part I

21

Cash Value Life Insurance Better Than A 401K?

22

Fast Finances – Back To The Basics

23

Retirement 2.0. Shifting The Paradigm of Life After Work

24

I Am Over 50. What Should I Be Doing To Get Ahead With My Finances?

25

Investment Pitfalls – Avoiding Phantom Income

26

Tax Time Bomb – Preparing For The Lower Estate Tax Limit

27

Fast Finances – Be Calm In The Chaos

28

Spoiler Alert! There is No Secret Sauce

29

Mental Accounting – Watch Out For This Trap!

30

How To Kickstart Your Children’s Financial Journey

31

Fast Finances – Investment Hack

32

Money Illusion

33

Taking The CFP Test

34

I Am Under 50… How Do I Get Ahead With My Investments In 2024?

35

Fast Finances – Questions To Ask Your Advisor

36

Have You Heard Of The Augusta Rule!?

37

Inherited IRA Tips!

38

Fast Finances – Worried By The Stock Market?

39

I Cashed Out My 401K To Payoff Debt

40

3 Ways To Avoid Financial Dissapointment

41

Should I Pull Social Security Early?

42

Fast Finances – Can I Get 5% On A 3 Month CD?

43

$69,000 Into Your 401K!?

44

There Was Water Damage In My New House!

45

It Doesn’t Matter What You Make It Matters What You Keep!

46

ATTN Pre-Retirees! Part II

47

ATTN Pre-Retirees! 3 Things To Watch For

48

What I Learned From My Crypto DEBACLE

49

Market Prediction For 2024?

50

Is My Group Life Plan Enough?

51

How To Use The 3 Main Types Of Risk

52

Fast Finances – We Have To Use The Money Someday!

53

How DO I Maximize Retirement Contributions?

54

Concept Is Simple, Execution Is Tough!

55

A New Potential Client Laughed At Me On The Phone!

56

Fast Finances- Thoughts From Thanksgiving

57

3 Things To Consider When Gifting Kids Money

58

Why People Change Financial Advisors

59

56% Of Americans Are Not Prepared For Retirement!

60

Markets Can Stay Irrational Longer Than Most Investors Can Stay Solvent

61

Fast Finances – The Green Grass Is Coming!

62

I Make Too Much Money For A Budget!

63

Attention Business Owners!

64

Fast Finances – Jake Barnes and Clay O’ Brien Cooper

65

It’s Hard To See The Picture When You Are In The Frame

66

Fast Finances – 100k Invested

67

Debt Vs. Dollars. Which Paves The Path To Financial Freedom?

68

What If The Market Crashes… Then What!?

69

3 Of The Biggest Investing Myths

70

Fast Finances – 30,000 Downloads!

71

Tax Avoidance… Not Tax Evasion!

72

Picking The Right Benchmark

73

How Long Will $1 Million Last In Retirement?

74

The Cash Conundrum

75

We Almost Won The Member Guest! + Bad News In China

76

Should I Worry About The US Credit Downgrade?

77

I Want To Double My Money In 3 Years!

78

Fixing The Family Cabin

79

After Tax Vs Roth?

80

Best Questions To Ask Your Financial Advisor

81

7 Of The Most Common Investing Mistakes

82

Are We Ready To Buy A Home?

83

Let’s Talk Debt Ceilings

84

Do You Know Exactly What You Are Paying For?

85

Roth Wine!?

86

Everything Went Wrong This Morning

87

Should I Wait For The Market To Normalize Before I Invest?

88

I Went To The Masters!

89

Sequence Of Return Risk

90

Building Wealth Step 3 – Optimize Cash Flow

91

Building Wealth Step 2 – Investing

92

Behavioral Finance With Maria Part II

93

Behavioral Finance With Maria Casillas Part I

94

2nd Largest Bank Failure In US History!

95

The First Step You MUST Take To Build Wealth

96

More Rate Hikes! What Should You Do?

97

Where Are Your Assets?

98

This Weird Feeling I Had All Day!

99

Is It Too Late For Me?

100

College Planning Has Changed!

101

What Is Your Distribution Strategy?

102

What Are The Biggest Roadblocks To Creating Wealth?

103

Earnings Season Volatility

104

There Is No Need To Press

105

Choose Your Tough!

106

Is the 60/40 Dead?

107

4 Tips For Winning In 2023

108

Do I Need An Advisor? No!

109

4 Ways To Handle Market Volatility

110

Are You Losing Money Safely?

111

If You Were Not Invested Today, I Am Sorry!

112

Roth Vs. Non Retirement Accounts. Part II

113

Roth Vs. Non Retirement Accounts. I Don’t Want My Money Locked Away In A Roth!

114

Plant The Seeds And You Will Enjoy The Harvest!

115

Midterm Elections Are Here. Are You Ready?

116

Building Wealth Live

117

Put Smart On Auto!

118

How Often Is The Market Up?

119

4 Ways To Handle A Down Market

120

A Birthday Podcast! The Last Year In Review

121

I Got A Hole In One!

122

Fire Season Is Back

123

Lessons From My Dog Passing

124

Commit and Take Action!

125

Financial Advisors Don’t Want You To Know This?

126

What Is Scarier Than A Bear Market? Missing The Upswing.

127

I Got A Tik Tok!

128

What Makes Clients Most Successful

129

Should You Run From The Bull?

130

Sometimes It Is Best To Layup

131

My Jury Duty Experience

132

What To Do In A Down Market

133

Not Every $ Is For Building Wealth!

134

Important Items For Tax Day

135

30 Reasons Why NOT To Invest

136

March Madness!

137

I Caught A Monster Fish!

138

The Best Way To Win With Investing Is BORING

139

Keep The Big Picture In Mind

140

The Magic Wheel Of Fortune

141

The Tower Of Terror

142

The Fed….The Fed….The Fed….

143

New Year, Same Market?

144

How To Maximize Your 401k

145

The Power Of Expectation

146

The Sharp Corner

147

How To Alleviate Fear In Investing

148

What Does It Mean For The Fed To Taper?

149

I Sold My Home! How Should I Invest The Proceeds?

150

Can The US Actually Default?

151

How To Take Control Of Your Money

152

How Do Changes In Interest Rates Affect Corporate Profits

153

Avoiding Murphy

154

S&P To Hit 5,000 By Year End?

155

The Chuck E. Cheese Illusion

156

Planning For The Descent

157

Fly Fishing In Montana

158

I Wanted A New Bass Boat!

159

Playing To Par With Your Finances

160

How I Can Help You Create Wealth

161

I Want A Risk Free Investment!

162

I Am Waiting For The Market To Drop

163

Should I Use My Side Business To Fund Children’s Roth IRAs?

164

Two Factors To Watch Going Forward

165

How To Get $1,000,000

166

Would You Rather Be Lucky Than Good?

167

Will Your Older Self Thank You?

168

The Calf Branding Conundrum

169

The Tortoise Vs. The Hare

170

How is Crypto Taxed?

171

The Periodic Table Of Investment Returns

172

Is Cash Really King?

173

Would You Walk Outside In A Lightning Storm?

174

The Truth About Your 401K

175

What Kind of Insurance Should I Buy?

176

Being Grateful

177

The Luck of The Irish

178

The Backdoor Roth IRA Strategy

179

Investing – Traditional vs. Roth IRA

180

Your 401k Is Not Your Checking Account!

181

Is It Good If All My Investments Are Up?

182

Investing – Create a Portfolio To Handle Volatility

183

Investing – Your Financial Playbook

184

Investing – Take Action

185

Financial Planning – Don’t Skip These Steps

186

The Great Short Squeeze

187

The Biggest Financial Regrets

188

Correlation Does Not Always Equal Causation

189

Investing – When Do I Invest My Money?

190

How We Create Diversified Models

191

What Does A Blue Wave Mean For Markets?

192

Happy New Year!

193

Financial Planning – Recap 2020

194

4-H College Planning

195

4-H Group – Lessons to Younger Self

196

Investing – Markets Are Booming!

197

Financial Planning – Navigating The Election

198

It Only Takes One!

199

Melting The Ice Cube

200

Know Your Money