Category: Podcasts

How Does Optimism Affect Your Financial Future?

How Does Optimism Affect Your Financial Future?

What should your mindset be when markets feel uncertain and life does not go according to plan? Many people assume their financial success is driven...
What is AI and How Do You Use it?

What is AI and How Do You Use it?

What should you understand about artificial intelligence before you start using it? Many people hear the term AI almost every day now, but still feel...
Why Is Texas Growing So Fast?

Why Is Texas Growing So Fast?

What should Texans understand about the state’s rapid economic growth? Many people see packed highways, busy small towns, and constant construction and assume Texas is...
What Is Private Credit and Why Is Everyone Talking About It?

What Is Private Credit and Why Is Everyone Talking About It?

What should investors understand before adding private credit to their portfolio? Many people hear the phrase private credit and assume it is just another income-producing...
Why Do So Many People Struggle to Build Generational Wealth?

Why Do So Many People Struggle to Build Generational Wealth?

What really keeps people from building generational wealth? Many people assume the biggest obstacle to building long-term wealth is picking the wrong investment. But what...
What Are the Smartest Ways to Give to Charity?

What Are the Smartest Ways to Give to Charity?

What are the smartest ways to give to charity while also being tax efficient? Many people want to be generous. But what if the biggest...
Does the Stock Market Crash During Wars?

Does the Stock Market Crash During Wars?

Is the escalating conflict with Iran something investors should worry about? Global headlines about war, oil supply disruptions, and geopolitical tensions can make it feel...
How Does Daily Bread Ministries Fight Poverty in San Antonio?

How Does Daily Bread Ministries Fight Poverty in San Antonio?

Is food insecurity really a problem in San Antonio – even in a city with so much abundance? Many people assume hunger is caused by...
Can You Afford to Die With Zero?

Can You Afford to Die With Zero?

Should you really try to die with zero? The popular book “Die With Zero” argues that many people save too much money and miss opportunities...
4 Brand-New Financial Opportunities You May Be Missing Out On

4 Brand-New Financial Opportunities You May Be Missing Out On

What are the four new financial changes families and retirees should know about? Several new programs and policy updates have quietly launched that could impact...

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.