Many people save for financial independence using an employer-provided 401(k) plan. It's the most well-known retirement plan today. But what if you don't have access to one? What are your options?

If you're starting or running a business, you may have heard of an EIN (Employer Identification Number). Do you need one? What's it for?

Budgeting with an irregular income can be a challenge. But it's not impossible. We'll cover some approaches and tips for making your budget work even with unpredictable cash flow.

Are you an entrepreneur or someone with entrepreneurial aspirations? Whether or not you want to have an exit plan, it's important to be intentional about it. And if you do want to sell someday, what does the path look like?

Should you invest in bigger lump sums or is it better to invest on a steady recurring schedule? Let's discuss.

Whether you are a business owner hiring people or you are working for someone else. knowing the rules of how people should be classified is really important. We'll unpack the differences in this episode.

Relating with money can sometimes be complicated and we often lie to ourselves about it. We're joined by fellow financial advisor, Dan VanDusen to discuss 7 of the most common money lies we see.

It's often easy to default to accepting the life or disability insurance from an employer and feel like you've "checked the box". But is this wise?

When you set up an investment account, you typically store your money at a "custodian". But what is that and why does it matter?

The world of finance can seem like a mysterious black box at times. Do you often wonder what your financial advisor is actually doing? Let's find out!