Are You Okay?

This Is What People Want to Know When it comes to retirement, people want to know the answer. They want to know, “Am I okay?” This is true for most, whether they have $500,000, $1,000,000, $5,000,000 or more. The financial industry tends to answer the question with an investment return and withdraw percentage. But this…

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Financial Industry Trap

The Trap is the Prioritization of YOU Have you been to a gathering where there is that one person who walks around acting like the smartest person in the room? Maybe for a while it’s kind of interesting, listening to the person pontificate about what they know, and if you listen long enough to their…

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What Are You Watching?

Because What Gets Your Attention… MSNBC, CNBC, Fox Business, CNN and all the others are in the same business. You are led to believe they are in the information business, but they are NOT. They are not running content over the airwaves to inform, in order to help you make wise and confident decisions. Nope!…

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Even the Best Need a Breather

Taking a Breather Is a Natural Part of Life I’ve been a tennis enthusiast over the years, which means I’ve played some from time to time. Yet, I’ve been fascinated to watch the best in the world compete. In reading about tennis strategy, I’ve noticed that the time spent between points is not wasted at…

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Where Do You Go?

Where Do You Go for Insights? At the start of my Monday morning workout, I flipped on one of the financial news channels. A wealth manager was a special guest of the program, who, in 60 seconds, gave his predictions about the economy, stock market, interest rates, bond returns, and taxes. In the next 60…

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