In part one of our series on Lifestyle, Jeff welcomes Nikki Foley to the show. She discusses what a lifestyle is and how yours is defined. We discuss how your lifestyle relates directly to your financial and retirement planning.

Lifestyle Influences: Generational, Media, Education and More.

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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Lifestyle Influences: Generational, Media, Education and More.

Lifestyle Influences: Generational, Media, Education and More.