Mind Over Money

In this episode your hosts Brian and Blake discuss the SECURE Act of 2019. The biggest impact for most investors will be felt in their IRA’s.  Tune in to learn about how these changes will affect your IRA, your Required Minimum Distributions and how we may all  feel the pinch of higher taxes over the next few years.

In this episode we continue our exploration of the many choices and often complex strategies available to retirees.   Tune in to learn more about smart moves available to everyone either contemplating or already in retirement.

Today we'll be discussing common myths and misconceptions about planning for retirement. Tune in learn more about retiring with confidence.

In this week’s episode, we take a deep dive into the challenges of being a global investor.  Does it still make sense to invest outside the US?  Can owning Emerging Markets help your return?  Check out this episode to find out!

In this week’s episode, Brian and Blake explore some most common behaviors tendencies that get in the way of successful investing. From overconfidence to FOMO and everything in between we share our insights and a few tips to help you stay on track

In this week's episode, we are joined by a special guest, Robbie Petrillo from Pinnacle Plan Design.  We discuss the many types of retirement plans available for small businesses and the tools that self employed professionals can use to minimize taxes while saving for retirement. We also take a stab at the new QBI deduction, and how it can possibly impact your business and your retirement plan.

In the continuation of the previous episode, we discuss some of the most frequently confused and asked about terms in the world of investing, ranging from hedge funds to value vs growth stocks. Tune in to improve your financial literacy!

Investment jargon can become difficult to follow. In this episode, we will provide an overview of basic investment terminology we often use with clients and believe is important to understand when investing.

Rebalancing is something we should all do to control the risk in our portfolio and to help us reach our goals. Here's everything you'll need to know about Rebalancing and why it's so important. 

One can hardly turn on the nightly news without hearing about the most current inversion of the yield curve and its far-reaching implications. Before panic sets in, we offer a few insights to help you gain knowledge and build confidence in the power of a long term investing horizon even as many media outlets promote knee jerk reactions.