Podcast
Why are large companies (like Amazon) getting tax breaks while the common man doesn’t? What about the wealthy—should those making more than $400,000 need to pay more in taxes? We are in a low tax environment right now and some people are upset by it. They say that...
Podcast
In February of 2020, the student loan crisis hit a record $1.6 trillion. It’s not uncommon to talk to college graduates who have thousands of dollars in debt. Many pre-retirees would like to help pay for or fund their grandchildren’s education. It’s personally on the...
Podcast
Are you in your sixties and thinking about your impending retirement? What does your dream retirement look like? Will the money you have allocated for retirement help you accomplish those dreams? In this episode of Retirement Made Easy, I share the #1 thing you can do...
Podcast
There’s a lot of negativity in the news. It can weigh on your mind and impact how you view your life—and your investments. The turmoil of the current political climate paired with uncertainty in the economy and then magnified by the Coronavirus has us all questioning...
Podcast
How can you turn a challenge like a pandemic into an opportunity? How do you thrive in this kind of environment? In this episode of Retirement Made Easy, I share 4 financial opportunities that arose because of the Coronavirus pandemic. It hasn’t been an easy time for...
Podcast
I received a call a few weeks ago from someone who wanted to interview financial advisors to help with their investments. This person asked, “Do all of your clients outperform the S&P 500?” This person assumed that outperforming the S&P 500 was the main...
