Let's take some famous movie quotes and put them into a financial context.

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Some people love a thunderstorm- others panic when the clouds roll in. Today, we're talking about risk tolerance through the lens of the weather.

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For some people, the idea of putting together a financial plan doesn't sound like much fun. But the idea of building a home sounds like a lot of fun. So let's find the similarities in building a strong financial plan and a dream home…

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Risk is almost always something you face when making financial decisions. Investing in the market? Risk. Putting all your money under your mattress? A different kind of risk, but still risk. A recent article from Kiplinger's talks about risk management in different decades of your life, so let's see how much Logan agrees with their recommendations…

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Phone: 888-823-7526

Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees…

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Phone: 888-823-7526

Let's take these quotes from Walt Disney and turn them into financial wisdom…

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Today, we put a Hollywood twist on retirement planning by using Oscar-winning Best Picture titles as prompts for smart conversations about money, investing, and life after work.

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It's our annual Mother's Day tradition here on the show. Let's take some of the things that mom used to tell us and apply it to our financial planning…

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People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let's look at some of the common characteristics of highly intelligent people that you should apply to your financial life…

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Phone: 888-823-7526

Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises...

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Website: https://legacyrootswm.com/

Phone: 888-823-7526