Articles
Realistic Recession Series – Part 1: How to Smooth the Emotional Ride!
Realistic Recession Series - Part 1: How to Smooth the Emotional Ride! You likely saw the news - Bloomberg announced there is a 100% certainty that recession will be declared in the U.S. in the next 12 months. Far too many investors, maybe even yourself, are already...
EP 145 | Identity Protection Pt 1 of 2: Interview with Author of Swiped, Adam Levin
Welcome to The Retirement Years on Profit Boss® Radio episode 145! In this show, we discuss an extremely timely and scary topic: identity protection. I am so excited to have Adam Levin, founder of CyberScout, co-founder of credit.com and author of the critically...
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...
EP 143 | How to Plan for Retirement Together
Welcome to The Retirement Years on Profit Boss® Radio episode 143! 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...
10 Reasons to Get Your Will Done Today
If you haven’t created your will and living trust yet, let’s get it done. Here are the ten reasons to get your will and other estate planning documents done today!
Should You Buy or Lease a New Car?
Buying versus leasing a new car… what is the better choice from a financial perspective? This is a question many car shoppers wonder as they try to reconcile the car they want to drive with what they can afford to pay. From renting designer clothes to rent-to-buy home...
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...
The 10 Reasons People Fail Financially
Here are ten reasons you may not be achieving your financial goals and what you can do instead to overcome any pesky barriers.
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...