The 3 Tips to a Stress-Free Retirement
My number one tip when it comes to getting ready to retire without stress is simple, but do this wrong,…
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I Ruined His Day
I was lucky enough to spend a little time on the golf course this weekend. My group was a 4-some…
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I Gave my Client $227K
One of the great things about being a fee-only advisor is that I can still look into products that pay…
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Getting in on AI
AI is being called the modern-day gold rush. Every day, people invent new apps, software, and courses, trying to “strike…
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BoA Was Screwing Over its Own COO
I’ve always had this theory that if you see an employee of a restaurant eating at that restaurant, then it’s…
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WTF (What the Fiduciary)
As you may know, there are fiduciaries in many different industries. But the definition of “fiduciary” is not the same…
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Why Do I Call the Market Overheated?
Because of the high P/E ratio. (The P/E ratio is a valuation metric that gives a general idea of how…
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We Suck at Tax Planning
The financial services industry sucks at tax planning. Especially CPA’s considering the fact that this is who most people think…
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The 4 Keys to Investing in Real Estate Passively for Double-Digit Returns
Right off the bat, let me say that commercial real estate is much more than just office buildings. As you…
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I Quit One Month From My 20-Year Mark
For 19 years and 335 days, I worked for one of the best financial planning firms in the country. Now,…
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