Americans are addicted to the stock market – the most overused investing tool on the planet is the mutual fund. LONG after we have too much money to need Mutual […]


I came into this business in 2005 with no money, no gray hair, and no experience. Exactly what every retiree wants when working with a Financial Advisor, right? However, I […]


Hosting a podcast takes a lot of time, but it’s also very rewarding. I’ve interviewed a few people on my show, and I’ve had the opportunity to be interviewed on […]


Episode 071: Tax Torpedo – Avoid Paying Taxes on Social Security Income Taking money from IRA’s and 401K’s may allow the IRS to charge taxes on your Social Security Income. […]

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