Life is too short to waste time and limit knowledge.

Not your Father’s Personality Test This week, Matt and I are joined by Registered Life Planner and former guest Andrea Miller, to delve into the fascinating world of Sparketypes. You’ve probably heard of the Myers-Briggs personality test developed in

The 60/40 401k Portfolio is Dead! 😯 Are you one of the many who set up a 60/40 stock-bond split in your retirement portfolio, thinking it was the golden ticket to a worry-free retirement? Well, think again. Recent market

Cut the Cord on Cable and Streaming Services  In the fast-paced world of entertainment, where streaming services have become the norm, the decision to cut the cord and bid farewell to traditional cable TV has become a common topic

Ongoing Pain in the Costs You’ve done the math, compared the options, and finally settled into your dream home. Or perhaps you’ve acquired that sleek, new car you always wanted. You know the one-time fee, but do you truly

 “For every minute spent organizing, an hour is earned.” – Anonymous You’re organized, right? You made an estate plan…set-up guardians for your kids, named beneficiaries in your will. Everything will go as smooth as butter should you meet your

Unlock the secrets to optimizing your finances by understanding the fundamental account types - taxable, tax deferred, and tax free. Learn how taxable accounts, like checking and savings, can drain your resources through annual taxes, while tax deferred accounts

Traditional vs. Roth 401k – Which is truly better?   This week Matt Robison and I put the Traditional 401k and the Roth 401k in a head-to-head battle of the retirement accounts. If you’ve been following this podcast for

Three Advanced Strategies for the 529 Education Account Want to supercharge your savings? Look no further than 529 Education Savings Plans! If you’re intrigued by the idea of making the most of your 529 accounts, I have just the

When it comes to saving for education, 529 accounts have long been a go-to option for many families. These tax-advantaged accounts allow you to set aside funds for educational expenses, and any earnings within the account grow tax-free. While