Ep. 39 - Turn Knowledge into Action: Strategies to Make Financial Books Stick

Ep. 39 - Turn Knowledge into Action: Strategi...

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When Can You ACTUALLY Retire? Myths vs Reality | Greg Kurinec (Ep 98)

Should you retire now or later? In this episode, I'm joined by Greg Kurinec, CFP, where we discuss our experience with clients planning for retirement. We share our experiences in helping clients transition into retirement, talk about why common advice like "you'll need less mone ...  Show more

Is Paper Wealth Too Risky? Gold, Silver, & Real Assets | David Morgan (Ep 97)

Are your investments truly safe, or are you holding "paper promises"? Gold and silver prices have soared this year, and people are wondering if precious metals should take a bigger portion of their portfolios. With questions around the strength of the dollar, now’s the time to re ...  Show more

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