Financial Pathway

- Common Myth-Conceptions: things you grew up believing that aren't so- Millions of Millionaires: the US added more than a thousand new millionaires every day in 2024- Retirement Savings (Good News/Bad News) - Vanguard reports shows that retirement savings AND 401k hardship withdrawals at all time highs- Pentagon Pizza Orders Theory: increased pizza orders near the Pentagon can predict international conflicts or times of crisis. - 6 Questions to Make An Advisor Squirm: get to the truth of what an advisor can and can't do for you- 10th President John Tyler's Grandson Died This Year: RIP to one of my favorite history factoids

Are you making smart money moves? In this episode, we’re busting 17 of the most common money myths that could be holding you back.

"It's all about the Benjamins!"

Cash gives you something that investments can't: immediate freedom. But how much is too much - or too little?

Here's an "ask me anything" episode I did last year at this time.

How often should I reevaluate my investment strategy? (1:30)

How much can I safely withdraw from my retirement account? (6:48)

Can churches give a tax-free gift to their pastor at retirement? (15:50)

Law of diminishing returns in your personal finances (21:56)

When is it ok to withdraw from my IRA? (32:34)

Thoughts on IULs (indexed universal life insurance) (38:18)

Links:

https://www.clergyfinancial.com/is-a-pastors-retirement-gift-taxable/

https://pastorswallet.com/are-gifts-to-retired-ministers-taxable/

https://www.honestmath.com/iul

When do you know that you have "enough" money? Our culture equates success with accumulation, but what if real peace comes not from having it all but from knowing when you have enough?

- How spending time with the people you love is one of the wisest ways to invest your money- Sports betting is significantly affecting Americans' ability to save- Who is really footing the tax bill in America? Time to separate rhetoric from reality.- Slate Auto hopes to capture EV market share by taking the anti-Tesla approach- Americans believe real estate and gold are the best long-term investments. Are they right?- New startup lets investors borrow money to invest in their 401k

Republicans inch closer to finalizing Trump's "Big Beautiful Bill". But will it get us any closer to paying down the National Debt? Will it even narrow the gap between our revenue and spending? Here's what you should know about the newest spending bill and our national budget.

Is buying a home really the best investment you'll ever make? In this episode, I make the case for why homeownership is often overhyped and why the real value might have more to do with lifestyle than return on investment.

Tired of setting financial goals that fizzle out? Learn how to use the SMART framework to turn your aspirations into clear, achievable goals that actually move you forward.

- Why you may want to start passing out your kids inheritance while you are still living- Senate Republicans are considering a bill to eliminate the Estate Tax altogether- Slot machines now account for nearly 70% of casino revenue. How do they make them so addicting?