Elevating Financial Wellness: Inside Corporat...

Welcome back to Don’t Retire… Graduate! I’m excited to kick off our seventh season with a powerful conversation about redefining retirement—and how to do it with confidence, purpose, and a solid financial plan. For our season premiere, I had the pleasure of hosting Jeremy Keil, a ...  Show more

Welcome back to Don’t Retire… Graduate! Today’s episode offers a behind-the-scenes look at the journey of a financial advisor, featuring a special guest from our own team: Joey Mills, who recently became a Certified Financial Planner™ and is on the path to becoming an associate a ...  Show more

Should you use your cash reserves to buy real estate, or is it a better strategy to use bank financing? And which method offers better tax benefits? That's the first question I'm answering on today's show! On this encore episode of Investing in Real Estate, we're going to talk ab ...  Show more

#177: Imagine that your job is extremely well-paying, but you don’t enjoy it. You’d like to switch employers, even though this will probably require a paycut. But before you make the switch, you want to accomplish two goals: buy a home and catch up on retirement savings. Should ...  Show more

In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about should you pay off debt or invest first. Today we are going to answer these questions: Question 1: Should I build my emergency fund to $20,000 first, or start paying down my mortgage and investi ...  Show more

On today’s show we are talking about a question that came to me on a phone call yesterday morning. The person asking the question was seeking to help another investor who has run into financial difficulty. 

The question was whether a standby letter of credit could be us ...