Have you ever wondered where successful people spend and save money? Some of the strategies I've learned have saved me thousands of … [Read more...] about Where I Am Spending and Saving My Money – Ep186
When Adult Children Ask for Money – Ep185
Giving money to an adult child who asks for it can feel like the natural thing to do. You love them, you want to help, and if you have the … [Read more...] about When Adult Children Ask for Money – Ep185
Retirement and Tax Questions You Should Ask Part 2 – Ep184
In Part 2, we continue the conversation about taxes in retirement. We will explore important questions that can help you identify potential … [Read more...] about Retirement and Tax Questions You Should Ask Part 2 – Ep184
5 Retirement and Tax Questions You Should Be Asking Part 1 – Ep183
Most people spend decades saving and investing for retirement. But far fewer spend enough time planning how they will withdraw that money or … [Read more...] about 5 Retirement and Tax Questions You Should Be Asking Part 1 – Ep183
You’ve Built Wealth, But You Don’t Want to Manage It – Ep182
For years, you worked hard to manage money and build your wealth. But as you approach retirement, you may realize you no longer want to … [Read more...] about You’ve Built Wealth, But You Don’t Want to Manage It – Ep182
When Should I Use AI for Money and Life? – Ep181
Artificial intelligence is changing how we work, research, plan, and make decisions. I use AI in my business and personal life, and it … [Read more...] about When Should I Use AI for Money and Life? – Ep181








