Let's turn our attention to business owners before the weekend! Looking for ways to make your business surge? When I was an advisor, small business owners would ask me to help them attack their …
Rates Moving Higher? Wall Street Says No But Fed Says Yes
A recent Yahoo Finance article highlighted the ever-growing separation between what the Fed says will happen to short term interest rates and what the markets say is going to happen. Apparently the …
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Improve Your Career Trajectory In One Easy Step
Today is voting day. Cheryl and I will head to the polls around noon to vote for our favorite candidates and initiatives. In some cases, we’ll vote less “for” our favorite but “against” candidates or …
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Preparing for a Bear Market (or How To Become Hysterical For No Reason)
Back in ancient times....in a month and year we'll call September, 2014 (a mythical year, really....not sure if you'd remember it) the stock market sank dramatically, leading Kiplinger to release an …
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A BIG CONTEST Announcement AND Planning the Perfect Wedding #podcast
Autumn the intern takes over just after a hilarious discuss with Matt and Andrew from Listen Money Matters to kick off a contest between our podcasts for cancer research. My son Nick is riding over …
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Financial Planning Horror Stories with Roger Whitney the Retirement Answer Man
It's Halloween! Today we have a guy who's not just a snappy dancer....he's a great source of information about all things financial planning. Plus, he knows how to tell some gruesome …





