Enhance Today | Enrich Tomorrow
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the three options you have, which are: do nothing do it…
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of different available resources. This episode is aimed at helping you…
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about…
Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often but struggle to complete due to the multiple steps involved. Most…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on the first major tax overhaul in over 30 years, which…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We read, write and talk a lot about better ways to build wealth, and after reading Dr. Daniel Crosby’s latest book,…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. One of the most asked questions we hear centers around the HSA. It’s also one of the largest missed opportunities for…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Near tax time each year, do you find yourself wondering what other tax strategies you may be missing? Many people have…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. What if you knew the secret to building wealth? For many, asking that question alone is part of the problem. That’s…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Did you realize that we are hardwired to make irrational financial choices? The incentives to spend now vs. save are difficult…
