subscribe to my Podcast: Financial PlanninG For Entrepreneurs
NEWSLETTER
Each week I deliver quick, actionable information straight to your inbox. Read it in less than 2 minutes and move on with your day. Life is too short to waste time.
Should you make changes to your investment portfolio given that inflation is on the rise? Make sure that you have a well diversified portfolio with a plan in place.
How can you create a financial plan before you know where to aim? Your unique goals in life, what drives you, what you want to accomplish and what’s truly important - those are the targets. Not simply “retire some day”.
How do you actually generate income from your retirement accounts? And now that you are so close to retirement, should you invest that money?
The Roth IRA is the best account to grow money tax-free forever. By starting young and letting compounding do its thing, this account has the ability to grow 100x!
Yes, you can turn $3,000 into $50 million dollars. What's the catch? It takes a long time. So, unfortunately, you won't be around to spend it. But this is a great way to think about setting up your kids or grandkids for long-term financial success.
If you are thinking about investing in individual company stocks, what should you consider? Risk versus reward, diversification, and tax implications are just a few of the topics that we discuss.