Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain WEALTH.
Featured Episodes
These are some of our most popular episodes.
Ep. 125 Why Parallel?
Season 1 •
Episode 125
Episode 108: How to NOT be a JERK of an employer
Season 1 •
Episode 108
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April 19, 2024
Ep 165: Second Chance, Shared Wealth: Financial Tips for Remarried Couples
In this episode, let's talk about money considerations in second marriages. Some topics to discuss are: How will expenses be divided? How will debt be divided? The importance of financial transparency. Estate planning issues…
April 12, 2024
Ep 164: The ONE financial question that you should be asking yourself.
A common misconception is that a Financial Advisor's job is only to invest his/her clients' money in a way that will get them the highest return possible. While investment management is important, it is only a part of the f…
April 9, 2024
What are stocks, what are bonds, and what are ETF'S?
We give a basic description of Stocks, bonds, and ETF'S.
April 9, 2024
life insurance
This video gives a "thirty thousand foot level" description of the different types of life insurance.
#weeklywealthpodcast #cfp #lifeinsurance
April 9, 2024
Buckets of money
Have you ever wondered what types of accounts you should have? In this video, we discuss common account types and the purposes that they normally serve.
#weeklywealthpodcast #cfp
April 5, 2024
EP 163: The Art of Financial Harmony: Balancing Luxuries, Investments, and Philanthropy.
Have you ever wondered why you have an abundance of resources, both financial and otherwise, yet there are so many others that are struggling? Have you ever wondered why you might have a nice car, yet others in your communit…
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Recent Blog Posts
Unlocking the Hidden Benefits of Life Insurance: Beyond Death Protection
Introduction: Unlocking Hidden Benefits of Life Insurance Life insurance, often associated solely with death protection, offers a wealth of underappreciated benefits. This article delves into the non-traditional uses of life insurance, empowering y…