A revocable living trust is a legal method of passing assets from one owner to the next without going through probate.

Join me in this episode of Deliberate Money Moves where we explore three reasons to use a trust.

We have many choices when investing. Today, we are going to look at the different ways an account may be taxed: now, in the future, and never again.

Join me in this episode of Deliberate Money Moves where we explore the tax benefits of each.

How much will you spend in retirement? This is an important question, and we can get nearly there by looking at your current expenses.

Join me in this episode of Deliberate Money Moves where we explore the effect of inflation and the investment plan geared for retirement.

How much time do you have left? Knowing the answer to this question would greatly ease your financial planning process. Join me in this episode of Deliberate Money Moves where we explore a couple ways to increase confidence in our Financial Plan.

Buying an individual stock is like placing your money on a single number in roulette, but much, much worse. Join me in this Episode of Deliberate Money Moves where we explore the different types of analysts and why the Individual Stock game is rigged against you.

Is a market crash good or bad for you? Think I've fallen off my rocker for even asking? Join me in this episode of Deliberate Money Moves where we consider stock prices vs company value and why diversification matters.

Needing access to your investment accounts in an emergency creates enough of a logistical hurdle but holding investments that may take weeks or months to sell can really cause a problem.

Join me in this episode of Deliberate Money Moves where we explore why simple portfolios matter and why it's important to have a plan.

Chasing the latest strategy or the exclusive financial product is a great way to go broke.

Join me in this episode of Deliberate Money Moves were we explore why your investments should be experienced and boring equals stability.

Investing has become a game to most, but it should never be approached this way. From meme stocks to crypto, many of you are being far too cavalier with your investments. Join me in this episode of Deliberate Money Moves where why investing for the long-term makes the most sense.

Having invested other people's money for more than 30 years and studied other managers doing the same, it is clear to me that the markets cannot be beaten. Join me in this episode of Deliberate Money Moves where we explore a better approach to weathering the inevitable market downturns that come.