In this episode, we discuss the Ukraine chaos that has rocked the markets this week. What strategies can you employ to help your portfolio when there is so much chaos going on around the world? These strategies along with a discussion about the Berkshire Hathaway $BRK.B annual report are discussed.

Taxes... So much fun are they not? In this episode, we discuss the Wash-Sale rule that has seemed to trip a lot of traders up over the past year. What is it and how can you manage it are discussed. We also discuss the negative market we are in and specific stocks including $GOOGL, $GT, $SBUX, and $ROKU

In this episode, we discuss earnings from $FB, $GOOGL, $AMZN, and $F. We talk about the upcoming $GOOGL stock split and how impactful it could be for your portfolio. We also begin the discussion on Life Insurance and talk about the difference between term, whole, universal, and variable life insurance.

"Someone is sitting in the shade today because someone planted a tree a long time ago" - Warren Buffet... With all the market volatility this month we look back at one of the best quotes from The Oracle of Omaha. How can you pair this quote with this year's rocky start to improve your portfolio? We discuss this along with the earnings results from $AAPL, $MSFT, $HOOD, and $NFLX

This week we are joined by Zach Boothe, real estate expert and host of the Driving For Dollars podcast. Zach discusses how he went from being a window washer to owner of a real estate business. He also discusses that different areas of real estate someone can go into and the pros and cons of each.

In this episode we discuss early volatility the market has had in 2022. We discuss how this can cause investors to want to take some sort of "action" but often the best thing you can do is nothing. We also discuss $PAA as a stock on our watch list.

This week I am joined by a fellow financial advisor, Lee Michael Murphy. Lee is a co-host of the Free Retiree Podcast and discusses with me what got him interested in the investment business. We also discuss misnomers when it comes to working with advisors, different types of investors that we have worked with, and specific challenges that are unique to the profession. Many have asked what it is like working as a financial advisor and this is the episode for you!

On this special New Years episode we are excited to be joined by four guests who share their strategies and thought process for setting their 2022 goals. Each guest might have different goals and strategies but one thing is for sure... They are ready to tackle 2022 in a proactive and purposeful way. It is our hope that these stories help you design your best year yet!

On Wednesday J. Powell and the Federal Reserve decided to double the speed of tapering their bond purchases. This will free them up to start raising interest rates shortly thereafter and we discuss how this could impact your portfolio. We also discuss how this impacts different sectors and how you can reposition your portfolio to prepare for rising interest rates.

This episode is about your 2022 goal plan! What do you need to consider when setting your 2022 goals? Do you need to be balanced or unbalanced at this point in your life? We also discuss $AAPL and the massive run it has had over the past month!