In 2008, after the Financial Crisis, the Government created a change in what can be done with a 401k as people age. In this podcast we share what that loophole is and how it can save you thousands over time.

In the midst of this great bullish stock market, we discuss one of the most important things that investors MUST have. If they don't, they will suffer the consequences sooner rather than later.

In this podcast Brett discusses the results of the All-America Survey. This survey shows what % of America is confident investing and in what are they investing in. Pretty eye opening . . . (and good for the stock market)!

Bitcoin is all the rage right now. It's skyrocketed in value causing many to wonder, "should we buy it for our portfolio?" That is the question we answer in this podcast. We hope our answer will help you understand how human nature doesn't change and the importance of smart investing.

The conventional wisdom taught in the financial industry, in a lot of instances, can cost people a lot of money and a secure financial future. In this podcast we discuss one such investing principle and why it's often a bad idea for people to adhere to.

There comes a time in everyone's life when they have a "financial jolt." It's the realization that you have no idea where you stand, financially, to live out your life the way you want to. That's where the Sleep Easy Plan comes in.

We address three important things that investors must have clarity on:

1) The stock market is trading at all time highs

2) the political world is on fire

3) people have been building crappy portfolios.

All that and more in just 6 minutes time!

A popular question we receive all the time is, "what do you think the market is going to do?" There are two far more important things to understand than that!

This podcast addresses what those two things are and why they are important.

The stock market continues to soar and is showing no signs of slowing down. What does this mean for investors? Is the lack of volatility normal?

We answer these two questions and more on this podcast.

People are completely confused about risk. In this podcast we share an experience about a new client and how their definition of risk could prevent them from accomplishing their goals.