• March 7, 2022
• PlanningWeekly Post

The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

• January 6, 2022
• PlanningWINK

It’s about “How I spent my money (Financial/WINK) — What Investors Need to Know. NOW. Imagine this: You’re 3 feet from...

• November 9, 2021
• PlanningUncategorizedWeekly Post

“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...

• November 8, 2021
• PlanningUncategorizedWeekly Post

What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...

• October 18, 2021
• MarketsPlanningUncategorized

Bonds! One of the issues I have answered on my Perfect Day broadcast is this question: What frightens you the most...

• September 21, 2021
• MarketsPlanningUncategorized

When it comes to the market, what scares you the most? I was thinking about this question over the past weekend...

• August 12, 2021
• MarketsPlanning

Is there a trick to dealing with financial stress? I don’t think so. While the answer to this question can be...

• July 19, 2021
• Liberated Investor Tool KitPlanningUncategorized

Do you want to play by someone else’s rule with your investment portfolio and be run by the games on Wall...

• March 12, 2021
• PlanningUncategorizedWeekly Post

All of us need support. It’s just knowing when to ask for it that separates successful businesses from those who struggle...

• December 4, 2020
• Liberated Investor Tool KitPlanning

How are your days going? Too much nightly news, too much social media, and too much stress? When did you start...