All That Glitters – The Pros and Cons of Investing In Gold
PODCAST EPISODE 71

All That Glitters – The Pros and Cons of Investing In Gold

Inflation is not only eating its way through our wallets. It’s also having a toll on our psyche and our outlook on the near future....
The Bank Crisis – Thoughts and Perspectives
PODCAST EPISODE 71

The Bank Crisis – Thoughts and Perspectives

The failure of Silicon Valley Bank worries not only their clients, but also every investor in the U.S. On one hand, it’s the biggest bank...
From Active Doctor to Engaged Retiree with Dr. Ogletree
PODCAST EPISODE 70

From Active Doctor to Engaged Retiree with Dr. Ogletree

Working in the health industry is not easy. Most of us only know the perspective of a patient, so complaining about doctors who only talk...
2023 stock market thoughts
PODCAST EPISODE 68

2023 stock market thoughts

The stock market seems turbulent and unpredictable right now. It’s high volatility is probably not going away soon. While this is discouraging, you are not...
Is Diversification Dead?
PODCAST EPISODE 67

Is Diversification Dead?

If stocks zig. bonds zag. This means that, if the stock market goes down, bonds go up. It’s common to diversify your portfolio by balancing...
Retired CPS Energy, Serving San Antonio Rodeo with Todd Fleming
PODCAST EPISODE 67

Retired CPS Energy, Serving San Antonio Rodeo with Todd Fleming

Our education and job system is broken. We force everyone into college to major in any random course of study and graduate after 4 years....
From Cardboard Shoes to Living the American Dream with Ron Stanton
PODCAST EPISODE 66

From Cardboard Shoes to Living the American Dream with Ron Stanton

When they pivot into retirement, people ask themselves one question first. Will I be able to pay my bills without working a job? Being able...
Retired Marine Shares Transition Tips for the Military with Tony White
PODCAST EPISODE 65

Retired Marine Shares Transition Tips for the Military with Tony White

“Put your mind to it and work hard.” We’ve all heard similar words since we were children. Because having the right work ethic helps us...
From College Dropout to Business Coach with Tom Cuthbert
PODCAST EPISODE 63

From College Dropout to Business Coach with Tom Cuthbert

No one is surprised when someone goes to college, graduates and becomes successful in life. This gives the misleading impression that your circumstances determine your...
Managing the Sequence-of-Returns Risk
PODCAST EPISODE 62

Managing the Sequence-of-Returns Risk

Imagine the day you retire. You’ve been working and investing for years leading up to this point. Not just money, but also countless hours went...
Thinking Outside Normal Investments
PODCAST EPISODE 61

Thinking Outside Normal Investments

Investing is simple. You acquire assets to profit from their increase in value. Yet, so many people overcomplicate it, and change their strategy whenever they...
10 Money things to look for in 2023
PODCAST EPISODE 60

10 Money things to look for in 2023

The holidays are over, and 2023 is already in full swing. This means two things: Even though 2022 is over, it’s still impacting our plans...

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.