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Month: December 2019

To Do List Before The New Year

The New Year is Almost here! Make sure to check out my list of action items to complete as we head into 2020.

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Posted on December 30, 2019January 25, 2021Categories Uncategorized

Vegas!

In this episode I cover the entire second half of my recent big Vegas trip. You won’t want to miss out on the advice at the end!

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Posted on December 20, 2019January 25, 2021Categories Uncategorized

Lessons From The Puppy

I learned a lot from my young horse in Arizona. He helped remind me of some important financial planning strategies!

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Posted on December 20, 2019January 25, 2021Categories Uncategorized

The Big Bad Wolf

We are 10 years into this bull market, the longest in history. How will your portfolio hold up against the big bad wolf?

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Posted on December 5, 2019January 25, 2021Categories Uncategorized

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