Steve Swann: Retiring Without Regret
PODCAST EPISODE 8

Steve Swann: Retiring Without Regret

When and how to retire is one of the most important decisions of your life. And it’s a tough one. With so many considerations: money,...
Retirement Musings with Former HEB Employee of 37 Years Dale Carse
PODCAST EPISODE 7

Retirement Musings with Former HEB Employee of 37 Years Dale Carse

Almost everyone receives a raise at their job sometime during their career. But did you save half of that raise when you got it? You...
The 5 Best Texan Cities To Retire In (And Why They’re Great)
PODCAST EPISODE 6

The 5 Best Texan Cities To Retire In (And Why They’re Great)

Listen now to discover where the Top 5 cities in Texas are! Show highlights include: Why niche.com thinks The Woodlands is the best city for...
Combining Faith and Finance: How Biblical Responsible Investing (BRI) Works
PODCAST EPISODE 5

Combining Faith and Finance: How Biblical Responsible Investing (BRI) Works

Texas is a part of the Bible Belt. And faith is an integral part of Texan values. Do your Christian values align with the businesses...
Can’t Sit Still? How to Start a Business After Retiring in Texas
PODCAST EPISODE 4

Can’t Sit Still? How to Start a Business After Retiring in Texas

Have you sat in your comfy chair for too long? Have you watched all the college football you can watch? Are you bored out of...
3 Ways To Take Care of Your Parents’ Elder Care In Texas (Even If They Live Out of State)
PODCAST EPISODE 3

3 Ways To Take Care of Your Parents’ Elder Care In Texas (Even If They Live Out of State)

Chronic care could happen at any time. Being a caregiver for one or both of your parents can be difficult. Especially if kids are fighting...
Social Security – False Promise or Safety Net?
PODCAST EPISODE 2

Social Security – False Promise or Safety Net?

Most Baby Boomers were raised to “go to school and get a job” with a pension or a retirement account. Additionally, the US government added...
5 Ways a Texas Financial Advisor Helps You Make the Most Out of Your Retirement Funds
PODCAST EPISODE 1

5 Ways a Texas Financial Advisor Helps You Make the Most Out of Your Retirement Funds

Most people want to retire at age 65. But do you have a plan with your financial advisor that meets your values? Retiring in Texas...
College Planning for Grandparents with Dr. Andrew Riley

College Planning for Grandparents with Dr. Andrew Riley

We all want the best for our grandchildren’s careers. And a great career starts with a great education. But top schools turn away more than...
A Real-Life Inflation Story with Company Executive Keith Roland

A Real-Life Inflation Story with Company Executive Keith Roland

Consumer prices in the US are rising at the fastest rate they have in decades. It’s called inflation. And left unchecked, it can erode your...
St. Mary’s Law Professor Successfully Pivots with Dave Schlueter

St. Mary’s Law Professor Successfully Pivots with Dave Schlueter

You’ve been blessed with skills over the course of your career. But what are you going to do when you retire? Wasting your God-given skills...
Walked away form business to go into fulltime ministry with Bill Loveless

Walked away form business to go into fulltime ministry with Bill Loveless

Your business could make all the money in the world. But will it buy you happiness? A family who loves you? Connection with God? Sometimes,...

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.