*If listening on Spotify, you can now leave a 5-star review* Why does it seem like bonuses are taxed at a higher rate than normal? I break down the nu...

Should your advisor tell you what your income should be in retirement? What's the best way to determine how much a retiree can spend based on their as...

**If listening on Spotify, please leave a 5-star review** In this episode: I discuss a mindset shift I've seen with my clients and prospects. How the ...

In this episode, Colin Overweg joins me to discuss fee structures in financial planning. We talk about what types of clients might be the best fit for...

You may have heard that a diversified portfolio is the best for most people. Is that the truth? If so, why? What are the pros and cons? Link to asset ...

You may think the words "saving" and "investing" mean the same thing. You may wonder which one is "safer" or "better". In this episode, it's back to b...

Ever wondered about the best ways to merge/combine finances with your partner? In this episode, we talk about a few different ways that merging financ...

A quick refresh on marginal vs. effective tax rates from episode 7. After that, it's all about reverse budgeting aka pay yourself first. Wouldn't it b...

How do federal taxes even work? What's the difference between marginal and effective tax rates? Should the US tax income (current process) or should i...

Have you noticed that you're paying the same price for a small amount at the grocery store? Some companies are utilizing "shrinkflation" to combat ris...