I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My…
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What if the “boring” part of the market is quietly doing the heavy lifting? If you’ve followed financial headlines lately, you might think only a handful of tech-companies matter. But something very different has been happening behind the scenes. The Dow recently touched 52,000 for the first time ever. That move has been driven by steady, everyday companies. Not hype. Not speculation. Just…
Can a couple retire at 55 with $2 million? In this episode of Money Not Math, we explore a hypothetical retirement scenario inspired by a common real-life question couples face when they do not agree on whether they are ready to retire. With $1.5M in a 401k and $500K in a Roth IRA, we analyze: • Income potential with no advanced planning • How strategy can increase after-tax income • The impact of…
In this episode of 5 Minute Friday, we cover three timely topics: • Why markets continue to shift based on changing expectations • A simple way to evaluate changes in your cost of living mid-year • How retirement is evolving into a more purposeful and structured phase This episode is designed for individuals approaching retirement or already retired who want a clear, long-term perspective. Follow…
What if the difference between a good retirement and a great retirement was not how much you saved, but how you structured your income? In this episode of Money Not Math, I walk through a real-life inspired case study using hypothetical names to protect privacy featuring Mr. and Mrs. Back 9 Blueprint. We cover how a couple with strong savings improved their retirement outcome from: • $6,150 to…
In this episode of 5 Minute Friday, we cover three timely topics: • Why markets can feel uncertain even when underlying conditions are relatively stable • A simple mid-year approach to reducing financial complexity • How to rethink productivity and purpose in retirement This episode is designed for individuals approaching retirement or already retired who want a more structured, long-term…
Markets are shifting in ways many investors do not fully recognize. In this episode, we break down recent research on diversification and explain what it means for protecting your portfolio as you approach retirement. You will learn: • Why diversification still works but is evolving • What risks investors often overlook • How to think about portfolio structure in today’s environment This episode…
In this episode of 5 Minute Friday, we cover three timely topics: • A practical way to think about the new Federal Reserve Chairman • Why a mid-year financial check-in may help keep your plan aligned • How “Citizen Science” is helping retirees stay sharp and purposeful This episode is designed for individuals approaching retirement or navigating their retirement years who want a steady, long-term…
Many investors assume retirement success comes down to saving enough and hoping the market cooperates. In this episode, we explain why asset allocation and glide path strategy often play a much larger role, both while you are working and throughout retirement. Using hypothetical planning illustrations, we cover: • Why target date funds and automatic equity reduction may be inefficient • How glide…
In this episode of 5 Minute Friday, we discuss why interest rate changes are historically normal, how inflation should already be built into a retirement income plan, and why separating income from market volatility can create peace of mind. We also explore how summer gatherings can become meaningful opportunities to talk about values, legacy, and family intent. This episode is designed for people…
If you have ever looked at your retirement savings and thought, “I should be further along by now,” this episode is for you. In Episode 185 of Money Not Math, we explore The Gap and The Gain, a mindset framework from Dan Sullivan and Dr. Benjamin Hardy, and how it applies to retirement planning. We discuss: • Why retirement can feel stressful even with solid savings • How measuring progress…
