This portfolio meeting was not only the first of the new year – new decade even – but the first of a new election year; which although still months away, was a big portion of the discussion.

This week, we are discussing New Years resolutions, setting S.M.A.R.T. goals, and applying systems to your life rather than goals. If you would like some assistance with your 2020 financial goals, please don’t hesitate to reach out – we would be happy to help!

This week we have a very special guest joining us, Bill Fowler. Bill is the Senior Vice President of the Daniels Scholarship Program, which is an extremely prestigious scholarship program in Colorado, New Mexico, Wyoming, and Utah. We say scholarship program intentionally as you will hear the incredible opportunities that this scholarship offers beyond the financial aid.

This week, Zak is joined by Dave Frum, another advisor in the DWM office, to take you inside our last portfolio strategy meeting of the year.

The purpose of this podcast is to help you tap into just that: the minds of millionaires. It is our goal to share the habits, routines, and choices that may lead to financial independence. With that said, one thing that is true of all the millionaires (who we know of personally). They utilize the services of a financial advisor.

Often times it’s easy to lose sight of the things we want and the things we need. The example we choose to use in the podcast is the college mindset. In college, we all live off next to nothing.

This week, Blair is discussing home renovations, and more specifically, where you can save when renovating your home. To date, Blair has renovated three full homes, with handfuls of other improvements projects along the way.

The big news in the markets right now is Federal Reserve Chairman, Jerome Powell, has announced interest rates will be decreasing for the third time this year. Here are our Chief Investment Officer, Zachary Bouck’s thoughts.

Recently, Zak stumbled upon an article on Your Penny Saver titled 16 Things You Should Do to Save Money October. One thing to be cognizant of when it comes to these save-money-now articles is how many are the real deal and how many are simply boiler plate, looking-for-content blogs? For the most part, we found this article to be useful and we’d like to share 11 of Your Penny Saver’s 16 best money saving tips for the month of October.

This week we are joined by two very special guests, Brandon and Jamie. Brandon and Jamie shared the same debt story that millions of Americans face today. What they don’t share, however, is their story of persistence and minimalism that led to paying off all of their debt and putting themselves in a position to address their ultimate financial goal of becoming millionaires.