Life & Planning

Taxes are a big concern for retirement. There is so much confusion. Kevin Harrington, an original “Shark” on the hit TV Show Shark Tank, recently joined me for an interview on the Capital Gains Tax Solutions show. Harrington and I recently released our new book, Build Wealth Like a Shark, and on this show, we…

The investment landscape is full of twists and turns. How are you navigating them? For too many, they have FOMO! Fear Of Missing Out. When you have FOMO you’re chasing a return. This notoriously leads to not only sub-optimal returns, but an unsettled mindset too. Watch this quick video about the dangers of Chasing What’s…

Your Ultimate Lifestyle For far too many the ultimate retirement lifestyle feels out of reach. Uncertainty… in the market… in the economy… and with health can do this. BUT, it does NOT have to be that way. Imagine… going where you want when you want. Imagine… being with those you want to be with doing…

Product or Purpose? “Sold” says the auctioneer every few seconds. If you’ve never been to an auction, it really is quite exciting. When it comes to planning your retirement and enjoying your future though, this is not the experience you want, and it certainly isn’t the one that will give you confidence. Yet, the financial…

Do You Know What It’s For? The financial industry would lead you to believe that the purpose of your money is to get a certain return. Yet, no one can control what that return will be. The stock and bond market will go up and down by varying degrees over an uncertain period of time.…

Are You Going It Alone? What is it like the first time you do something? It’s clunky and uncomfortable, isn’t it? The first time you ride a bike. Your first job interview. First child. Life is full of “firsts.” Retirement holds the unique place of not only being a “first” for everyone, it also holds…

Chasing Returns Learning to crawl, walk, then run… When my kids first learned to run, I had a blast chasing them around the backyard. Once I caught them, I’d let go and off they’d go and we’d do it all over again. Most young investors chase returns of the likes of Game Stop never realizing…

Does Your Retirement Work Under Pressure? It was the 9th inning, bases loaded, two outs, and we were up by one run. My son is on the mound pitching. Cool. Calm. Collected. He knows his pitches, and he knows how to set up his final pitch for an out. Whether he strikes out the runner…

Find Time for What Matters A whole weekend. Yes, a whole weekend dedicated to my daughter. That is the purpose of our annual Father/Daughter weekend at Camp Highland. There is fun, adventure, and time to connect at a heart level. It is a highlight of our year for now the sixth year in a row.…

Consumerism Drives Our Economy Dine. Shop. Travel. Spend. This is what drives our economy and increases the value of equity holdings (to over-simplify things a bit). It is also what has been missing for the last year. What happens when it returns? Americans did the smart thing of saving the money they had, and the…