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Do More With Your Money

Dec 22, 2019

In this podcast episode, I discuss the basics of determining business valuations and why it's crucial to build something outside of your primary business.

While we have more control over our personal businesses, it's never a good idea to become dependent on it as our main asset when we're ready to retire. 

The goal...


Dec 16, 2019

It's easy to take for granted being healthy and how incredibly valuable that is.

When we look at our personal financial balance sheet we SHOULD take into account our health because that is an ASSET.

This past weekend I was reminded of this when I suffered a knee injury that still leaves me unable to walk.

When your...


Dec 9, 2019

Have you taken full advantage of your tax-deferred accounts such as workplace and/or individual retirement accounts?

Each year we have a limit on our tax-advantaged accounts, so it's best practice to create a hierarchy for how we use our money.

In this podcast episode, I discuss some year-end planning ideas for...


Dec 1, 2019

In this podcast episode, I discuss the pros and cons of two common retirement plans for small business owners.

If you're a small business owner who has been considering adding a business retirement plan to help fund your retirement and reward your employees this is a great resource for getting started!

It's never been...


Nov 25, 2019

It's easy to forget that the concept of 'retirement' is very new relative to the history of human societies. It's only in the last ~100 years that life expectancies, technology, and human productivity have reached a point that allows us the opportunity to stop working.

In this podcast episode, I discuss how the burden...