In the episode I discuss how to enjoy the Xmas holidays w/o going broke and offer a couple practical financial tools / tips to help you.

Yep… I know what you are thinking. It’s not even the end of the year and I’m talking about taxes??!!! Lol. This is the perfect time to discuss taxes. Planning today allows you to fully evaluate, and maybe capture, as many deduction opportunities as possible. Here are a few tax saving ideas for you to consider & discuss with your tax professional.

As the 2022 year comes to an end, the financial markets are poised to offer negative returns. The question is “what do you do now”? This episode is a frank conversation about managing your portfolio during times like these especially if you are a younger investor OR soon to be retired.

A way to create Generation Wealth is by engaging in proper estate planning. This will ensure your hard earned assets are transferred per your last wishes in a cost effective manner, thereby enabling your family to keep more of your assets. In this episode I dive in estate planning, the benefits of it and why it’s right for you to do it!

Most stock market indices experienced a sharp rise during the month of July. It was definitely a welcome sight. But what do you do when it rises so quickly in a short time period? In the episode I talk about the rapid rise, call out our “thinking” when this happens, and discuss how best to respond during times of rapid increase.

Grateful for our speakers Mr. Harrison Gilmer and Ms. Stacy Spears joining the podcast to talk about “Next Level Wealth”. In this episode, I revisit a few key points that I found to be very, very important. Listen up and grow well…..

Creating and maintaining wealth is a hot topic. That’s a good thing because what’s talked about often gets done. In this episode, Harrison, Stacy and I share their unique thoughts on wealth creation and how to have a wealthy mindset.

It’s no secret we all have to make “choices” regarding our personal finances. So… what decisions are you making as you think about your personal wealth? Have those choices led you the right way or astray? In this episode, we talk to entrepreneurs & personal financial wellness coaches Harrison Gilmer and Stacy Spears about how our choices demonstrate our financial integrity and our choices also shapes our ability to be wealthy.

Here are a couple of quick tips for you to consider as you navigate the volatile investment markets and manage your portfolio.

I had some time to reflect on my discussion with Stacey Spears about financial trauma. I decided to share a few thoughts on this important topic and address why we all need to understand it. What you don’t understand, you cannot master. What you do not master, will eventually master you!