Behind the Gate

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.