May 25, 2021
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- Lower your tax bill
- Optimize investments
- Improve retirement success
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Today I'm sharing two simple tax planning tips.
These tips will help you catch common errors we're finding on 2020 tax returns.
I'm also...
May 18, 2021
Today we’re diving into ESG investing.
ESG stands for Environmental, Social, and Corporate Governance.
And because the world of ESG is messy and complicated, I asked Liz Simmie, co-founder of Honeytree Investment Management, to help us break it down.
Liz is wildly knowledgeable about purpose driven investing...
May 11, 2021
Want to learn how to lower your tax bill, optimize investments, and improve retirement success?
Click to get your FREE Retirement Assessment
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Today I'm sharing my current thoughts on bitcoin.
A special guest also drops by to share his point of view, including why bitcoin should NOT be...
May 4, 2021
Today I’m joined by Isaiah Douglass, MBA, CFP®.
Isaiah is wildly knowledgeable (and passionate!) about Bitcoin.
He’s also very optimistic about its future.
I have more questions than answers, so I brought him on the show to share his perspective + challenge my thinking.
I asked him questions such as:
- Why should we...