Let’s take a closer look at a fee-only financial advisor and whether or not you should use one.
How Do We Pick the Right Funds to Recommend for our Wealth Management Clients?
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Wealth Mindset
Should You Pursue the FIRE Movement?
It may be what you’re ultimately striving for, it may not: here’s why. There is a lot of recent attention given to this laudable goal of reaching FIRE: Financial Independence Retire Early movement. I guess on the one hand retiring at age 35 or 45 does sound dreamy,...
What’s Changing in 2020? Everything You Need to Know About Retirement Contribution and Income Limits
The start of a new year comes with a variety of changes that can impact your retirement savings programs, perhaps most notably, the contribution limits for several important retirement vehicles. With this information, you can prepare for your retirement savings in the...
EP 150 | Turn Life Goals into Financial Goals with George Kinder
Welcome to episode 150 of Profit Boss® Radio! What a massive milestone! We appreciate all your loyalty and support of Profit Boss® Radio over the years. In this episode, we discuss the powerful transformation you can create in your life when you turn life goals into...
EP 148 | Design Your Career for Wealth with Kim Bohr
Welcome to episode 148 of Profit Boss® Radio! In this episode, I had the opportunity to interview Kim Bohr. Kim Bohr is the CEO of The Innovare Group, a certified executive advisor, and a sought-after speaker. She combines 20 years of practical business experience as...
EP 144 | How to Plan for Retirement Together: Client Stories
Welcome to The Retirement Years on Profit Boss® Radio episode 144! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...
Should I Have a Backdoor Roth IRA?
You’ve heard about this thing called a ‘backdoor Roth IRA,’ but what is it exactly, who uses it, and when is the right time to consider it? First, a little preamble. Roth IRAs are a wonderfully tax-advantaged retirement savings account that allow you to save and grow...
What is a Fiduciary? More importantly, why should you care?
Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want all my listeners, readers, clients, family, and friends to know and understand fully. It’s THE word that carries more weight than titles...
EP 142 | Mistakes to Avoid When Selecting Beneficiaries for Your Estate Plan
Welcome to episode 142 of Profit Boss® Radio! As of this episode, I am taking a brief summer hiatus so that I can focus on the $50K Wealth Multiplier Experience and, more importantly, family and my daughter’s health. I do have some homework for you this summer and...
4 Ways Entrepreneurs Generate Massive Incomes
Owning a business takes hard, often grueling, work. It’s worth it when you tap into the limitless financial potential. I coach women through the steps to entrepreneurial financial success in my $50K Wealth Multiplier Mastermind. Here’s how. If you are a business owner...